Producer Manager

Learn how to create and manage your Producer information.

The Producer Manager allows a user to manage the Producer associated with your agency. From this manager menu, a user can create, edit, deactivate, delete, or bulk upload Producers. 

 

To access the Producer manager, within the Managers menu, select "Producer".

 

This will bring you to the Producer Library. 

 

To add a new Producer, click the orange "+ Create Producer" button.

 

This will bring up the Create Producer editor. 

Enter the producer information, and click the blue "Save" button to save the new entry.

 

Within the "Actions" menu on the far right, you will find the following options (depending on your permissions):

Edit: This action will allow you to edit to existing Producer. 

Set Default: The default Producer entry will populate first on the ACORD Form in the COI Template Editor and Certificate Editor. 

Deactivate: This action will allow you to deactivate the Producer. This will give it a new status of inactivate and will remove it from view. Deactivated Producers can be accessed again later using the filters.

Delete: This action will allow you to delete the Producer. This will completely remove the Producer from Certificate Hero.

 

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Update the Producer on a Certificate or COI Template

 

Within the Certificate Editor, click the blue "Select Producer" button in the Producer box.

 

From here, you can select an existing Producer to reference on your certificate.

You can also add a new Producer by clicking "+ Add New".

 

This will bring up the Create Producer editor where you can enter the new producer information. Click the blue "Save" button to save the new entry.

 

You can now select the new entry to reference on your certificate. 

Once selected, click the blue "Update Certificate" button.

 

The ACORD Form Producer box will now be updated with the new Producer entry.