Look for the Insurance Agency & Lines tab on the left hand side of the Advanced Search screen to access the list of filters below.
Insurance Agency & Lines
Remove Non-Producing Individuals
- Based on a number of criteria including but not limited to the individual's title our platform will automatically filter out any actively registered non-producing individuals.
- If you'd like to include these actively registered non-producing individuals in your search simply uncheck the box to do so.
Insurance Lines
Narrow your search down by including any of the following lines of insurance:
- Auto
- Disability
- Health
- Life
- Long-Term Care
- Property & Casualty
- Variable Annuity
Number of Lines
- How many lines of insurance the producer is registered to offer
Insurance Agency
- Contains
- Not Contains
- Equals
- Excludes
Captive
- Insurance producers who work for one company and sell one company's products
- You can choose 'Yes' to include or 'No' to exclude captive producers
Years of Experience
- Refers to the number of years of experience the producer has.
Carriers & Appointments
Insurance Carrier
-
An insurance carrier is a company that creates and manages insurance policies and is typically the financial resource behind them. (State Farm, Allstate, Progressive, etc.)
Number of carriers
- Refers to how many carriers the producer is acting on behalf of.
Number of states registered
- The number of states a producer is licensed to sell insurance in.
Initial Appointment Date
- Refers to the date that a producer registers with the state insurance department signifying they are acting on behalf of an insurer.
State Licenses
- Identify specific states the producer is licensed to sell insurance in.
If you have any questions please reach out to us at support@advizorpro.com