Across
- 4. Houses operations procedure, Role Manuals, meeting artifacts, reference documents, and training material.
- 8. Producers not located in systems or incorrectly selected.
- 12. CA reports are retrieved from here.
- 13. Used to appoint agencies/brokers for Non-Arizona Southwest states.
- 17. Codes cannot be terminated while there are these policies.
- 18. A registration with the state insurance department that a producer is acting on behalf of an insurer.
- 20. A term commonly used for an agent, broker, or other insurance representative who has responsibility for selling insurance.
Down
- 1. All policies will need to be updated with the new Producer Code.
- 2. To complete this process, you will be responsible for entering all required information to complete an appointment and update the Copperpoint Spreadsheet
- 3. Still have active policies- cannot fully terminate. Review until policies are complete.
- 5. Must approve producer code requests and will review and determine if they want to partner, contracts are signed, and code is requested.
- 6. This folder houses all the data we pull from, along with the consolidated spreadsheet 2022 which is where most of the daily work is done after validating everything.
- 7. Unique identifier assigned through the National Association of Insurance Commissioner's (NAIC's) licensing application process.
- 9. Order that is used to assign producer codes.
- 10. Southwest & CA system where agency and producer information is confirmed current.
- 11. An identifier used in systems to reference a specific producer.
- 14. No current policies and terminated.
- 15. Used to verify license information.
- 16. A certification of appropriate authority issued by a regulatory body to allow an entity to operate as an insurer or an insurance agent after certain standards have been met.
- 19. Used to appoint agencies/brokers.