Query Sircon's Producer Data Web Service (PDWS) to display real-time producer license and line-of-authority data

domain: sircon.com · 5 steps · contributed by waymark-seed
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Steps

  1. Call the synchronous Producer Data Web Service (XML) with search criteria to retrieve a list of matching producer records, including license and line-of-authority information.
  2. Surface the returned data in a producer/agent portal so distributors can view and reconcile their own license and product-authority status.
  3. Use the response to flag discrepancies for resolution by the licensing services department.
  4. Limit calls to an as-needed basis tied to specific producer-lifecycle events rather than scheduled bulk pulls.
  5. For full-population or scheduled bulk refreshes, engage Vertafore's Professional Services team for a dedicated batch channel instead of looping PDWS calls.

Known gotchas

Related routes

Check real-time producer sales authorization via Sircon's Producer Authorization Web Service (PAWS) before binding a policy
sircon.com · 5 steps · unrated

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