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Top Casts

Just getting started with Sircon Producer Manager? Check out some of our most popular KnowledgeCasts!

KnowledgeCast	Description	Duration	Date Recorded
Interactive Reporting Training	Interactive Reporting gives users the ability to create flexible reports with custom criteria and output, helping to streamline operations and ensure regulatory compliance. It allows users to customize report content, report layouts and data display as well as choose from multiple export options. This was a learn-as-you-go session with live examples.	53:27	02/07/2019
New Billing Payment Service	New Billing Service Carrier customers are able to pay select invoices electronically through Producer Manager Users with the administrator role will be able to process payments Multiple invoices can be paid in a single automated clearing house payment Mississippi appointment renewal invoices will be available to be paid beginning April 1, 2018	35:13	01/25/2018
Sales Authorization Session 3	Review of Producer Sales Authorization parts 1 & 2 Sales Authorization profiles Implementing a Just-in-time onboarding process	33:51	02/21/2018
Sales Authorization Session 2	Sales Authorization Part 2 of 3 Review of Producer Sales Authorization - Part 1 Verifying securities registrations Verifying education credentials Using authorization overrides	33:29	12/14/2017
Sales Authorization Session 1	What is Sales Authorization and how can it work for you?	23:40	10/19/2017

All Casts

Below is a list of all KnowledgeCasts for Sircon Producer Manager.

KnowledgeCast	Description	Duration	Date Recorded
Interactive Reporting Training	Interactive Reporting gives users the ability to create flexible reports with custom criteria and output, helping to streamline operations and ensure regulatory compliance. It allows users to customize report content, report layouts and data display as well as choose from multiple export options. This was a learn-as-you-go session with live examples.	53:27	02/07/2019
Q1 2018 Release Training (8.3)	Update PX Group Athorization Education Rules Create Custom Sales Events for Sales Auth Education Credential Enhancement for Sales Auth Update new Vertafore Logo Bug fixes	32:58	03/20/2018
Sales Authorization Session 3	Review of Producer Sales Authorization parts 1 & 2 Sales Authorization profiles Implementing a Just-in-time onboarding process	33:51	02/21/2018
New Billing Payment Service	New Billing Service Carrier customers are able to pay select invoices electronically through Producer Manager Users with the administrator role will be able to process payments Multiple invoices can be paid in a single automated clearing house payment Mississippi appointment renewal invoices will be available to be paid beginning April 1, 2018	35:13	01/25/2018
Sales Authorization Session 2	Sales Authorization Part 2 of 3 Review of Producer Sales Authorization - Part 1 Verifying securities registrations Verifying education credentials Using authorization overrides	33:29	12/14/2017
Q4 2017 Release Training (8.2)	Q4 Release Training for Producer Manager and Producer Express - Version 8.2 Onboarding Eligibility Check Background Investigation Function Producer Rateing Check Function Require Employment History through Current Month And More	27:56	11/30/2017
Sales Authorization Session 1	What is Sales Authorization and how can it work for you?	23:40	10/19/2017
Regulatory Change Process	What happens when there are regulatory changes? Who is RCS? Requirements gathering Configuration issues Why do changes take so long? Testing, testing and more testing	39:24	9/21/2017
Branch Office Syncing Training	More In-depth Training on Branch Office Syncing	28:09	9/14/2017
Q3 2017 Release Training (8.1)	Q3 Release Training for Producer Manager and Producer Express - Version 8.1 Branch office syncing with demo Workflow appointment automation California Long-term Care Program template Reports updated Bug fixes and more	35:44	8/31/2017
Vertafore Cybersecurity and You	IT analyst forecasts are unable to keep pace with the dramatic rise in cybercrime, the ransomware epidemic, the refocusing of malware from PCs and laptops to smartphones and mobile devices. Will you be ready?	1:05:53	6/29/2017
Q2 2017 Release Training (7.10)	Q2 Release Training for Producer Manager and Producer Express - Version 7.10 Producer Express request password reset Several updated inquiries Several sync issues are resolved Branch office syncing in UAT ONLY for testing	46:07	6/13/2017
Vertafore Customer Support Portal	Vertafore's New Customer Support Portal User interface is new, improved Access to product knowledge, help topics, and tools via the new portal Views of open and closed cases Updated portal roles, providing more flexibility	34:23	4/27/2017
Managing Producer Relationships	Get a Better Understanding of Tracking Relationships in Producer Manager Populating producer record with agreement info Reporting producer agreement & hierarchy information Integrating other systems with outbound API	54:02	3/30/2017
Q1 2017 Release Training (7.9)	Q1 Release Training for Producer Manager and Producer Express - Version 7.9 Optional SSN in Producer Express Workspace customization NPN in billing file for PDB transactions And more	13:22	3/21/2017
Inactivating a Pending Record, Deleting Records	What is a pending record? Why would you inactivate a pending record? Why would you delete a record? How do you delete a record?	22:13	02/23/2017
Cost Centers	Using Cost Centers What are Cost Centers? How do you configure Cost Centers? When and why are Cost Centers used?	22:56	1/26/2017
Business Units	How to Use Business Units Effectively Business Units and why they are used Help determine what Business Units to use How to configure Business Units Business Unit error resolution	22:26	12/15/2016
Q4 2016 Release Training (7.8)	Q4 Release Training for Producer Manager and Producer Express - Version 7.8 Optional SSN Producer licenses inquiry Data center move And more	23:34	12/5/2016
Excel Tips & Tricks - Session 2	Building on Excel Tips & Tricks - Session 1, We Get Into More Advanced Tricks Within Microsoft Excel	43:47	10/13/2016
Q3 2016 Release Training (7.7)	Q3 Release Training for Producer Manager and Producer Express - Version 7.7 Record summary Maintain authorization overrides PX - non-resident license application  Producer license inquiry And more	26:53	8/25/2016
Tracking Professional Liability Coverage	Tracking Liability Coverage in Producer Manager & Producer Express Populating producer records with coverage information Identifying producers with insufficient coverage Retrieving coverage info through outbound API	52:10	7/28/2016
License and Qualification Dates	License and qualification dates in PM Vocabulary Tour of credential date fields Correcting date fields How to investigate or research further in PM	38:56	6/23/2016
Q2 2016 Release Training (7.6)	Q2 Release Training for Producer Manager and Producer Express - Version 7.6 Sales authorization overview Sales authorization profiles Inquiries Non-resident license app. request And more	39:54	5/26/2016
Add Correct License Data vs Locking the License	Learn About Your Choices Concerning Locking or Not Locking License Data License data and the 30-day rule What does locking a license actually do? Are there recommended reasons to lock the license? Recommended best practices	15:02	4/28/2016
Excel Tips & Tricks - Session 1	Learn How Excel Can Be Used to Help Manage Your Data What can an Excel file do for me? How do you filter in Excel? Tips and tricks demo How does Excel improve efficiency and analysis?	44:12	4/12/2016
Q1 2016 Release Training (7.5)	Q1 Release Training for Producer Manager and Producer Express - Version 7.5 PX - Non-resident license applications PX - Single-level agreement PX - Automated agreement check PX - Email domain name PM - Inactive agreement PM - Automated Data Recon Browsers and Device Support	25:26	2/26/2016
Required Items	Learn More About Required Items What is a Required Item? How to navigate and configure a Required Item  How to add, remove or delete a Required Item How to generate a Required Item report	15:52	1/28/2016
Data Recon 301	Final Session of the Series on Data Reconciliation - Best Practices for Managing Producer Data and Managing the Producer Record	27:44	12/17/2015
Data Recon 201	This Series is to Help You Understand the Important Data Recon Points in Producer Manager	15:28	11/24/2015
Release Training (7.4)	Authorization overrides and sales authorization Non-resident license applications Browser compatibility Data normalizers Credential program update	31:12	11/5/2015
Data Reconciliation 101	Part 1 of a 3-part Series on Data Reconciliation	33:02	10/22/2015
Resolving Errors Data Reconciliation	An Overview of Resolving Errors and Data Reconciliation	45:09	10/1/2015
PM and Continuing Education Part 2	Part 2 - Continuing Education in Producer Manager Discuss course list, education credentials & credential program Add a course completion to a producer record Review education credentials on a producer record	35:19	8/27/2015
PM and Continuing Education Part 1	Part 1 - Continuing Education in Producer Manager What is CE? Producer Manager as a CE management tool CE transcripts, education credentials, course completions, CE requirements, CE courses, CE reports	23:56	6/25/2015
Data Fixes for Appts and Licenses	What is the process for updating dates for appointments? What is the process for updating dates for licenses and qualifications? How do you delete a producer?	16:43	12/18/2014
Preparing for Appointment Renewals	Preparing for Upcoming Appointment Renewals	24:48	11/20/2014
Syncs Rule!	Learn More About Using Syncs, Including Setting Up Scheduled Syncs and Quick Sync Rules, to Help Manage Your Business in Producer Manager	45:30	9/25/2014
Create/Maintain Agreements and Hierarchy Templates	Learn the Meanings of Hierarchy and Agreement Set up a hierarchy template Set up agreements Add and maintain agreements	57:38	8/28/2014
Transaction Flow	How Your Transaction Submission Flows Through Producer Manager to the State and Back Again	31:11	7/31/2014
Data Normalization and 30-day Rule	Learn About Data Reconciliation - An Overview of Why and How You Could Use Data Normalizer and the 30-Day Rule	32:04	6/26/2014
Record-only Appointments	Learn About Record-only Appointments in Producer Manager The purpose of a record-only appointment How to add a record-only appointment How to terminate a record-only appointment	22:31	5/22/2014
Approve/Deny Appointments	Learn More About Approving and Denying Appointments in Producer Manager Appointment submission methods within PM Active-pending appointments Approve/deny appointments	21:26	4/24/2014
Maintain Companies	Learn More About Maintaining Companies in PM Add a new writing company Add appointment types Maintain state appointment details, state license numbers and appointing authorities And more	20:23	3/27/2014
Review Rejected Appointments	Learn More About Reviewing Rejected Appointments	11:06	1/30/2014
Correcting Appointment Dates	Learn Reasons for Correcting an Appointment Date and How Easy it is to Correct Those Dates	18:08	12/19/2013
Create and Maintain Hierarchy Templates	We Will Define Hierarchy and Set Up a Hierarchy Within Producer Manager	10:58	11/21/2013
Three Useful Inquiries	Three Useful Inquiries: Individual Appointments, Individual Associations, License Renewals Due	18:08	10/17/2013
Updating Producer Records and Correcting Incomplete Records	Updating Producer Records and Correcting Incomplete Records	10:41	09/19/2013
Intro to Data Reconciliation	You will learn how data reconciliation involves comparing and updating data in PM against an outside source, different types of reconciliation methods and what data elements a reconciliation affects.	33:20	06/13/2013
Multiple Ways to Add Producer Records	Nicole Clemen demonstrates how to use three methods of adding new records to Producer Manager: Add Individual, Quick Add and Quick Load.	24:31	05/09/2013
Maintaining Business Units and Cost Centers	Mike Dosey demonstrates how to set up business units and cost center in user profiles and reports.	23:50	05/09/2013
Understanding Data Reconciliation Messages	Therese Lostroscio discusses three common error messages and provides guidance on their resolution.	26:25	04/11/2013
Agreements	Joe Nix demonstrates how agreements can help you set up and maintain hierarchies in Producer Manager.	16:58	03/13/2013
Two Inquires and Education Credentialing	Two sessions in one webinar! 1:20 - Two Inquiries You Can't Live Without: Producer Licenses Inquiry & Appointment Request Status Inquiry 12:48 - The Smarter Workforce: Verifying Educational Credentials	28:58	02/14/2013
All About integration	Did you know that Vertafore PLM products allow integration with your internal systems, providing your organization with many powerful ways to use the data and information that is stored in, or that passes through the Vertafore system?	20:21	09/21/2012
Adding and Maintaining State Appointment Details	The State Appointment Details features in Producer Manager allow you to add and maintain information about available appointment types and appointing authorities for companies in a selected state.	19:21	08/07/2012
Making the Most of Reports	Producer Manager offers a number of pre-set reports that you can use to attain important information about your business. But which one or many reports are right for your needs?	40:33	07/26/2012
Setting up Education Credentialing Administrators	The Education Credentialing feature in Producer Manager allows you to track and manage information that the producer requires to be able to sell a product.	18:01	07/05/2012
Education Credentialing	This session will cover how education credential information can be added to a producer account.	14:33	06/28/2012
Agreements and Hierarchies: Admin Setup	Agreements and Hierarchies are a way of tracking producer relationships, usually for the purpose of commissions, but also for a number of other reasons.	15:35	06/21/2012
Agreements and Hierarchies: End User Training	Producer Manager allows you to track producer relationships and how an end-user would make connections between individuals and firms to create a hierarchy.	26:33	06/14/2012
Maintain Codes	Learn the Basics of PM Codes, What They Can Do and How to Update Them	16:09	5/3/2012
Using Hierarchies & Agreements	Learn How Hierarchies and Agreements Relate to Each Other and How to Add an Agreement to an Individual	19:50	12/8/2011
Working with Hierarchies: Setup	Set Up Your First Hierarchy, Including Creation of Templates and Hierarchy Levels	17:08	12/1/2011
Working with Locations and Departments	During this webinar we will present and demonstrate the use of locations and departments in Producer Manager. Users can configure locations and departments to track a producer's location and department assignments on a producer record in the Review/Update Producer page.	20:16	09/04/2011
Inquiries	Join us to learn some tips and tricks for using Inquiries and Producer Manager.	8:47	07/14/2011
Required Items	Ways you can use the Required Items section of the producer record to view and maintain actions or items on a producer record.  We will also describe how you can run an interactive report on existing required items.	13:58	06/23/2011
Updating Producer Records	Producer Manager offers more than 25 sections on an individual producer record, but which ones are important to you?	19:42	06/16/2011
Adding Producer Records	Easily add new producers to Producer Manager by synchronizing data with the PDB. We will show you how to upload one producer at a time, or by uploading a spreadsheet with multiple producers.	23:57	05/05/2011
Adding and maintaining Security Roles	Security roles determine what a user gets to see and work with in Producer Manager. Find out how to add or update security roles to accommodate a release of Producer Manager, or to adjust what your employees can access.	19:00	03/10/2011

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