Viewing NIPR Information and Updating Appointments

The Appointments pop-up allows you to view and update appointments, view NIPR information, access a history of NIPR verification requests, and order or reorder NIPR verification requests for applicants. You can also use the Appointments pop-up to view the state and county appointments that applicants initially indicate they want to be approved for and then update the appointments as necessary.

Appointments Fields

 

* - indicates a required field

Field	Definition
Order History	Hyperlink used to view a history of all NIPR verification requests for the applicant on the NIPR Order History page.
Print	Hyperlink used to access a printer-friendly version of the Order Info, Producer Details, and Current NIPR Info sections of the initial Appointments pop-up within a new window.
Order NIPR	Hyperlink used to order an initial NIPR verification request for new applicants, or applicants that did not complete the static Licensee Selections page during the online application process, or to reorder a new NIPR verification request for existing applicants.   The Order NIPR hyperlink only displays if the Order NIPR permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating user role permissions.
Order Info	Section that displays information for the most recent NIPR verification order for the applicant and includes the following fields:   Field Definition Last Ordered Displays the date by which the most recent NIPR verification order was submitted for the applicant. Ordered By Displays the name of the contracting associate responsible for submitting the most recent NIPR verification request for the applicant. The Ordered By field displays the name of the applicant if the applicant was responsible for submitting the NIPR verification request by completing the Licensee Selections form during the online application process. Licensee Name* Text field used to define the licensee name to associate with the agency for the purpose of ordering or reordering the NIPR verification request. The Licensee Name field only displays if the corresponding applicant applied to an agency job class during the online application process. Additionally, the Licensee Name field displays with the current licensee name for agency applicants if applicants originally provide the licensee name for the agency during the online application process.
Producer / Agency Details	Section that displays producer or agency information for the current applicant and includes the following fields:   Field Definition Name Displays the name of the producer applicant. SSN Displays the Social Security Number (SSN) of the producer applicant. Date of Birth Displays the date of birth for the producer applicant. Parent Displays the name of the parent or upline agency associated with the applicant. TIN Displays the Tax Identification Number (TIN) for the agency applicant. Phone Displays the office and home phone numbers for the applicant. Principal Displays the principal for the agency applicant. Contact Name Displays the name of the primary contact for the agency applicant. Address Displays the address for the applicant. Email Displays the e-mail address for the applicant.
Current NIPR Info	Section that includes the State Selections table that consists of a list of the applicant’s current appointment states. The State Selections table includes the following columns and fields:   Field Definition Writing Company Name Displays the name of the writing company. State Displays the two-letter abbreviation for the states in which the applicant is currently licensed to sell products. Type Displays the license type. Transact Displays a Yes or No value that specifies whether the applicant initially indicated that they are interested in transacting business in the corresponding state. Appoint Radio buttons used to update the appointment states for the applicant as necessary. License # Displays the license number. Effective Displays the effective date and time of the license. Expiration Displays the effective date and time of the license. Appointment Type Displays the appointment type for the corresponding state. Save Button used to save changes you make to the Appoint field. Close Button used to close the Appointments pop-up.
NIPR Information	Section that displays information and data from the NIPR system for the applicant.

NIPR Order History Fields

 

* - indicates a required field

Field	Definition
View	Hyperlink used to view information and data from the corresponding NIPR verification request for the applicant via the Appointments page.
Order Date	Displays the date and time by which the NIPR verification request was submitted.
Ordered By	Displays the name of the contracting associate responsible for submitting the NIPR verification request for the applicant. The Ordered By column displays the name of the applicant if the applicant was responsible for submitting the NIPR verification request by completing the Licensee Selections form during the online application process.
Status	Indicates the current status of the NIPR verification request.

To Update NIPR Information and Appointments

1. From the Contracting Management dashboard, perform a search and apply filters as necessary to locate the applicant for which you want to update appointments.
2. Click the corresponding View hyperlink from the Appt column of the applicant record for which you want to update appointments. The Appointments pop-up displays.
3. Review the producer or agent insurance provider information from the NIPR system that displays in the Current NIPR Info section and then do one of the following as necessary:
• If the information from the NIPR Information section is current, continue to the next step.
• If the information from the NIPR Information section is not current, click the Order NIPR hyperlink to submit a new NIPR verification request for the applicant as necessary. If the applicant originally applied to an agency job class, you can also update the name of the licensee for the agency in the Licensee Name field as necessary.
4. Click the corresponding Yes or No radio buttons in the Appoint column of the State Selections table as necessary to update the appointments for the applicant.
5. Click Save.

Related Topics