Remove Producers you no Longer Work With: Purge

Chris Toth -

This article describes the steps to purge from your SureLC account producers you are no longer associated with. 

You should not be purging producers if

  1. they write business for you;
  2. you pay them commission;
  3. their appointment to a carrier through you agency is still active.

You are entitled to one purge per year. Producers contracted within the last 24 months are not eligible for a purge.  

To request a purge you send an e-mail to support@surancebay.com. This creates a support ticket and you will be notified of the ticket completion. You can place three types of purge requests: 

Purge of Archived Producers assumes that you change the status of the certain producers to Archived, one by one. Purge by Custom Criteria assumes that you come up with a condition that allows SuranceBay to find these producers for you. Purge by List allows you to provide a list and delegate archiving and purge to our support team: it's a paid service.

Frequently Asked Questions 

 

Purge of Archived Producers

This is the most accurate way of purging. First, you change the state of all producers you want to purge, one-by-one, from Active to Archived. Once you are done, send the e-mail to support@surancebay.com indicating that you want to Purge Archived Producers in the title or the body of the e-mail.

Please note that producer archiving requires authority of the agency worker.

Archiving Producers

To archive a producer:

  1. Select Info & Appointments in SureLC home screen. Once in the Info & Appointments - search for the producer to remove.  
  2. Click Pin or Comment in the Producer Card 
  3. Select ARCHIVE

(If you archived a producer by mistake, select ACTIVE to add the Producer back to your active list.)

 

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Viewing Archived Producers

To verify the list of all Archived Producers (see the picture below):

  1. Select Info & Appointments in SureLC home screen.
  2. Click All Active Producers in the upper right hand corner of the screen
  3. Select Archived Producers from the drop-down list of available filters

Screen_Shot_2015-10-07_at_9.44.54_AM.png  

If you unintentionally archived a producer:

  1. Search for the producer to un-archive.  
  2. Click Pin or Comment in the Producer Card 
  3. Select ACTIVE

To return to the list of Active producers, click Archived Producers in the upper right hand corner of the screen, then choose All Active Producers from the drop-down list of available filters

Requesting the Purge

Once your agency has archived all producers ready for purging, please email support@surancebay.com with a request to purge.  This creates a support ticket. You will be notified of the ticket completion.

Purge by Custom Criteria

As an alternative to one-by-one archiving, you can e-mail your custom purge criteria to support@surancebay.com. This creates a support ticket. You will be notified of the ticket completion.

Below are a couple of examples of information to provide to SuranceBay for mass removal of producers:

  • Please purge all producers who have done zero contracting with my agency in the past 6 months but who were registered in the system on or before mm/dd/yyyy. (The mm/dd/yyyy can not be less than two years from the date of request).
  • Please purge all producers who no longer have an active insurance license.

Purge by List

Purge by list combines the precision of one-by-one archiving while allowing you to delegate it to our support team.This is a paid service, billable at $150/hr. You e-mail your list to support@surancebay.com. This creates a support ticket to conduct archiving by one of our support specialists.  You will be notified of the ticket completion along with the invoice.

FREQUENTLY ASKED QUESTIONS

Q1. How many times can I purge per year?

A1. You are entitled one purge per year.

Q2. Can I purge producers with appointment requests started, but not completed?

A2. Yes, you can, as long as the last processing of the appointment requests happened more than 24 months ago.

Q3. What happens if an agent is purged but subsequently comes back to work with my agency?

A3. A producer who was purged but subsequently comes back to your agency within a 12 month period, simply reconfirms answers to their background questions, address info, etc. If the producer is added back to your agency after 12 months of inactivity the producer must complete all portions of their profile again.

Q4. Do I have to pay to add the producer back?

A4. Yes - a new PDB Report from NIPR is pulled so there is a $3 fee to add the producer back to your agency. Also, if your agency is on the monthly subscription pricing, the producer will count towards your active producer quantity list.

 

 

 

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