Producers

Active producers carry over automatically from your agency management system. However, you also have the option of manually adding a producer in CSR24. Setting up a producer in CSR24 serves the following purposes:

• Enables the producer to log in to CSR24 utilities and perform all workflows to which the producer is granted access.
• Enables the producer to receive email notifications generated by insured activity. When an insured performs any kind of activity that requires a notification email (for example, a claim notification or a change request), the email is routed to the CSR assigned to the account. If the CSR is inactive or does not have a valid email address, the email goes to the producer assigned to the account instead. If the producer is inactive or does not have a valid email address, the email goes to the default email address entered in Agency Setup.

Producers cannot be deleted. To deactivate a producer login and prevent the producer from being assigned to insured clients, access the producer account detail and deselect the Is Active checkbox.

To access the Producer area:

• From insured detail, click Home > System Admin > Producers.
• From any other area of the program, click Home > System Admin > Producers on the options bar or click System Admin > Producers on the navigation panel.

Add a Producer

1. Click the Add button.
2. Enter the producer's name in the First Name, Middle Name, and Last Name (and Name Prefix/Name Suffix, if applicable) fields.
3. Enter the producer's job Title.
4. Enter any Designations (e.g., qualifications, clarifications of job role).
5. Enter contact information for the producer in the Phone, Fax, Cellular, Pager, and Email fields.
6. Optionally, enter an Email Signature. To pull information from the organization or CSR/Producer into the email signature, type a left bracket { . If the desired option does not display in the list, start typing the name of the option to bring it up in the list. Click here for a list of options.
   
   Note: The email signature on this page overrides the Default Email Signature in Agency Setup.

   • FullName

   • Prefix

   • FirstName

   • MiddleName

   • LastName

   • Suffix

   • Title

   • Designations

   • PrimaryPhone

   • SecondaryPhone

   • Cellular

   • Email

   • Location

   • Agency

   • Branch

   • AgencyWebsite

   • AgencyHours

   • AgencyEmail

   • AgencyPrimaryPhone

   • AgencySecondaryPhone

   • AgencyFax

   • AgencyLocation

   • AgencyName

7. Select the Agency, Branch, Department, and Profit Center to which this producer is associated. You can press [Ctrl] while clicking to select multiple agencies/branches or press [Shift] to select a range of agencies/branches. Note that even if an agency has only one branch, you must still select the branch as well as the agency in order to grant access.
8. Select the producer's primary Location.
9. The Photo field allows you to upload your Producer's photo to display in the CSR24 Contacts section of the self-service portal. The recommended image size is 100 x 80 pixels. To upload an image, click the Browse button, locate the appropriate file (.gif; .jpg, .jpeg; or.png) and then click Upload.
10. The Signature field allows you to upload your producer’s scanned signature to display on certificates and personalized email details. This image must be 200 x 50 pixels. To upload an image, click the Browse button, locate the appropriate file (.gif; .jpg, .jpeg; or.png) and then click Upload. Once uploaded, enter the Display Name for the signature.
11. The Agency Specific Producer ID field (label differs for Applied TAM and Applied Epic users) displays the producer's lookup code exactly as it is stored in the brokerage management system. You should never modify this field without being directed to do so by Applied.
12. Enter the Login and Password for the producer to access the Applied CSR24 Utilities. Applied recommends selecting the Require User to change password on next login? checkbox to prompt the producer to replace the initial password with their own.
13. The Is Active checkbox is selected by default. Deselect it if you will not be activating this producer until a later time.
14. If you want to disable web login for producers and require them to access CSR24 through Single Sign-on (SSO) in Applied Epic or Applied TAM, select SSO Login Only.
15. Assign the following security settings:
    1. For the Can View setting, select All Insureds, Only Assigned Insureds, or Only Assigned Organization Structure.
    2. For the Can View Policies setting, select All Policies, Only Assigned Policies, or Only Assigned Organization Structure.
16. For each of the levels listed in the Level Security section, check the Add, Delete, Edit, and/or View checkboxes. The following items are tied to the Agency Setup level permissions:
• Agency: Add, Edit, View, and Delete (The Agency level controls access to the Agency Setup, Locations, Colors, Menus, Licenses, Agencies, Branches, Adjusters, Attachments, and Library areas.)
• Producers: Add, Edit, View, and Delete
• CSRs: Add, Edit, View, and Delete
• Policy Templates: Add, Edit, View, and Delete
• Carrier: Add, Edit, View, and Delete
• Holders: Add, Edit, View, and Delete
• Insured: Add, Edit, View, and Delete
• Contact: Add, Edit, View, and Delete
• Policies: Add, Edit, View, and Delete
• Proof Templates: Add, Edit, View, Delete, and Approve
• Vehicles: Add, Edit, View, and Delete
• Drivers: Add, Edit, View, and Delete
• Account Locations: Add, Edit, View, and Delete
• Equipment: Add, Edit, View, and Delete
• Global Holders: Add, Edit, View, and Delete
• Attachments: Add, Edit, View, and Delete
• Library: Add, Edit, View, and Delete
• Batch Cert Templates: View
• Client View: View
• Portal: View
• Cert Contacts: Add
  Note: You must first assign Producers security rights for Agency Setup in order to assign them rights for Self-Service Admin, Batch Cert Templates (Configure access), Client View, Portal, Insured Uploaded Documents (Configure access), and Cert Contacts.
• CSR24 Client Information: Add and Delete
17. In the Admin Permissions section, select the checkbox for each admin role you wish to give to the Producer.
• Self-Service Admin: Producer can access Self-Service Admin.
• Report Admin: Producer can edit and/or delete any previously scheduled report in Reports > Scheduled Reports. When they delete a report, it is removed from the Scheduled Reports list for all recipients.
• Insured Document Upload Admin: Producer can view, delete, transfer, and/or reassign all documents uploaded to Insured Uploaded Documents (located in both Configure and Account > Documents).
18. In the Certificate Template Restrictions section, select the checkbox for each action you wish to allow the producer to perform on certificate templates.
    • Modify Policy Effective/Expiration Date: Clicking this checkbox allows the selected producer to modify the policy effective and expiration date from ACORD certificate templates. If this checkbox is not selected, the policy Effective and Expiration date fields are grayed out and the producer cannot modify the values.
    • Modify Policy Numbers: Clicking this checkbox allows the selected producer to modify the policy number on ACORD certificate templates. If this checkbox is not selected, the Policy Number field is grayed out and the value cannot be modified.
    • Add New Policies on Templates: Checking this box allows the selected producer to add a new policy from ACORD certificate templates. If the box is not checked, the producer cannot select the policy fields. Attempting to do so results in the message: "You do not have proper permission to add new policies to a template." A producer who does not have permission to add a new policy cannot have permission to modify policy dates; the system prevents a producer from having this configuration selected.
    • Add New Holders on Templates: Checking this box allows the selected producer to add or modify a holder on a template from an ACORD certificate template. If the box is not checked, any holders already assigned to a template are read only, the entry fields for holder information are removed, and the holder Change button is removed. Note that the default holder for the ACORD 22 Intermodal Interchange Certificate is added when the template is created.
19. For Report Security, select No Access, Full Access, or Restricted Access. If you select Restricted Access, select the individual reports that the producer should be able to run. See Reports for more information.
20. Click Save to enter the producer, or click Cancel to discard changes.

Edit a Producer

1. Locate the appropriate producer.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the producer's Name.
   3. Optionally filter the results by Status.
   4. Click Find. To return the list to the default view of all active producers, click Clear Filter.
2. Click any of the data listed for a producer (other than the email address, which opens a new mail message) to open the producer's detail.
3. Click the Edit button.
4. Make any necessary changes. See the instructions above under Add a Producer for more information.
5. Click Save to apply your changes or Cancel to discard them.

Set Up a Producer as a Portal User

1. Locate the appropriate producer.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the producer's Name.
   3. Optionally filter the results by Status.
   4. Click Find. To return the list to the default view of all active producers, click Clear Filter.
2. Click any of the data listed for a producer (other than the email address, which opens a new mail message) to open the producer's detail.
3. Click Portal.
4. The Edit User screen displays on a new tab. Fill out all applicable information.
   1. The producer's name and contact information default from producer detail. Make any necessary changes.
   2. Select each User Group to which the producer belongs. Designate one user group as the producer's Primary group. This determines what documentation and communications are available to the producer on the portal. (See User Groups for more information.)
   3. The producer's portal Login Username defaults as the producer's CSR24 Utilities login name, but can be changed if necessary.
   4. Enter a portal Password.
   5. Select the Start Page to display when this user launches the CSR24 portal. (See Start Pages for more information.)
   6. Select the producer's Time Zone.
   7. The Logo field pertains to insured portal accounts; there is no need to add logos for agency personnel.
   8. To upload a contact Photo for the producer:
      1. Click the Browse button and locate the appropriate file.
      2. Click Upload.
   9. Select a CSR24 Database. This is what the producer enters as the Agency ID when logging in. (This field is available only for organizations with multiple CSR24 databases tied to the same portal.)
   10. In the CSR24 Clients frame, add the clients with whom this producer can interact on the portal.
       1. Click Add.
       2. A list of insureds displays. To narrow the insureds listed, enter a portion of an insured's name into the Find Name field and click search.
          
          You can also optionally list CSRs or producers by clicking Show CSRs or Show Producers.
       3. To add an insured to the list, click Use Default Contact or List Contacts. If you select Use Default Contact, the primary contact for the insured account is added to the CSR24 Clients list. If you select List Contacts, a list of the contacts on the account displays. Click the desired contact.
          
          To add a CSR or producer to the list, click the CSR's or producer's name.
       4. Repeat steps i-iii as necessary to add all applicable contacts. To remove a contact from the list, click the Delete link to the right of the contact's name.
5. Click Save to apply your changes or Cancel to discard them. The Edit User tab closes and you are returned to the producer detail screen.

Import Producers

If you have producer data saved in an external Microsoft Excel or tab delimited text file, you can use the import feature to automatically create the producers in your system. The Import Producers feature must be enabled for your organization.

The file must contain the following columns, in this exact order.

You have the option of downloading an import template that you can fill out. (See instructions below.)

To import producers:

1. Click the Import button at the top of the list.
2. If you wish to download a template, click the Help button, click the appropriate link, and fill out and save the template.
3. Click the Browse button and locate the appropriate file.
4. Click Import.
5. Once the import is complete, the number of records added and updated displays on the screen.