Revise Producer Detail

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Producers.
  3. Select the appropriate producer in the list.
  4. Click the Detail button.
  5. Revise the producer information as necessary.
    1. When revising name, address, and contact information for the producer, please note the following:
      • The Attn field can be used for an extension of the producer's name or for an additional address line.
      • The Zip field is searchable. Double click in the field and enter or select the appropriate zip code. The city and state then fill in automatically.
      • The following fields are available for producer contact numbers:

        • Phone

        • Fax

        • Mobile 1

        • Mobile 2

      • After entering the producer's email address(es), you can click the email button to email the producer directly from this screen.
    2. Use the Hdg field to type the producer's name as you would like it to be pulled into correspondence (form letters, proposals, etc.). Do not include the word "Dear" or any punctuation.
    3. Use the Note field to enter any additional information regarding the producer. This is a free-form field, but the data entered here can be accessed in searches.
    4. Check the Receives 1099 form checkbox if the producer is a third-party earning more than $600 from your agency and requires a 1099 form for tax purposes.
    5. If known/applicable, enter the producer's Tax ID #, National Producer #, Territory code, Social Security #, and State Licence #.
      Note: The Territory code is a user-defined field. Double click in the field to select from a list of territories defined in your system. You may also add a new territory code from this screen by clicking the Add button.
    6. In the Commission Default frame, specify whether this producer's commission will be a Percentage of Premium, Flat Fee, or Percentage of Commission.
    7. Check any of the following that apply:
      • Allow at Billing Screen: Allow this producer to be entered on the billing screen when invoicing.
      • Generate Month-End J/E: Automatically generate Month-End journal entries to the Producer Payable account for this producer's commission payables. Always check this box if the producer is paid commission.
      • Add as Who Code: Add this producer code to the list of Who Codes that can be selected to follow up on activities. If the producer also has a user code/operator ID, the producer already has a Who Code and this box should be left unchecked.
  6. Click Options to access the following workflows:
  7. Click OK to save any changes, then Yes to verify the record revision. To close the screen without applying changes, click Cancel.