252 Insurance Producer Administration

Functional Group IE

X12N Insurance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Insurance Producer Administration Transaction Set (252) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit insurance producer information (licensing and appointment data, background information, etc.) among insurance companies and insurance distributors such as agents, brokers, and their organizations.

Heading

Position
Segment
Name
Max use
0100
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
0200
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
0300
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
NM1 Loop
Repeat >1
0400
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
0500
Address InformationOptional
Max 2
To specify the location of the named party
0600
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
0700
Reference IdentificationOptional
Max 9
To specify identifying information
0800
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed

Detail

Position
Segment
Name
Max use
ENT Loop
Repeat >1
0100
EntityMandatory
Max 1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
The ENT loop repeats for each individual producer.
0200
Action or Status IndicatorMandatory
Max 1
To indicate the action to be taken with the information provided or the status of the entity described
0300
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
0400
Yes/No QuestionOptional
Max >1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
The YNQ segment indicates pending new business for the producer.
0500
Reference IdentificationOptional
Max >1
To specify identifying information
0600
Demographic InformationOptional
Max 1
To supply demographic information
0700
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
0800
Informational ValuesOptional
Max >1
To specify a code and the amount or quantity or percentage associated with it
0900
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
NM1 Loop
Repeat >1
1000
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
The NM1 loop reports all names and addresses for the producer.
1200
Employment PositionOptional
Max 1
To describe employment position
1300
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
N3 Loop
Repeat >1
1400
Address InformationMandatory
Max 1
To specify the location of the named party
1500
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
1600
Communication Contact InformationOptional
Max 9
To specify a communication contact number
1700
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
N9 Loop
Repeat >1
1800
Reference IdentificationMandatory
Max 1
To transmit identifying information as specified by the Reference Identification Qualifier
The N9 loop is used to report transfers of business between producers.
1900
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
1950
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
REF Loop
Repeat >1
2000
Reference IdentificationMandatory
Max 1
To specify identifying information
2100
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
The NM1 segment identifies transferred policy owners.
UC Loop
Repeat >1
2200
Underwriting CategoryMandatory
Max 1
To identify the category of underwriting data being transmitted
The UC loop is used to report background information.
2400
Employment PositionOptional
Max 1
To describe employment position
2500
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
The NM1 segment identifies parties related to the background events.
2600
Address InformationOptional
Max 3
To specify the location of the named party
2700
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
2800
Administrative Communications ContactOptional
Max 9
To identify a person or office to whom administrative communications should be directed
2900
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
3000
Case DescriptionOptional
Max 1
To identify and describe a specific court case
3100
Administration of Justice Event DescriptionOptional
Max >1
To describe specific administration of justice events and actions
3200
Test Score RecordOptional
Max 1
To provide information about national, regional, state, or local tests that a student has taken
3300
Test ScoresOptional
Max 1
To provide scores on tests that a student has taken
3400
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
LIC Loop
Repeat >1
3500
License InformationMandatory
Max 1
To provide license information
The LIC loop is used to report state license information.
3600
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
LIN Loop
Repeat >1
3700
Item IdentificationMandatory
Max 1
To specify basic item identification data
3800
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
The N1 loop reports company appointments.
N1 Loop
Repeat >1
3900
NameMandatory
Max 1
To identify a party by type of organization, name, and code
SPA Loop
Repeat >1
4000
Status of Product or ActivityMandatory
Max 1
To indicate the details and status of a product or product activity
4100
Geographic LocationOptional
Max >1
To specify the geographic place of the named party
4200
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
4300
Yes/No QuestionOptional
Max 1
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
The YNQ segment indicates corporate appointments.
4400
Reference IdentificationOptional
Max 3
To specify identifying information
4500
Message TextOptional
Max >1
To provide a free-form format that allows the transmission of text information
LIN Loop
Repeat >1
4600
Item IdentificationMandatory
Max 1
To specify basic item identification data
4700
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
PWK Loop
Repeat >1
4800
PaperworkMandatory
Max 1
To identify the type or transmission or both of paperwork or supporting information
The PWK loop reports the status and locations of required documents.
4900
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
5000
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
5100
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
EFI Loop
Repeat >1
5200
Electronic Format IdentificationMandatory
Max 1
To provide basic information about the electronic format of the interchange data
The EFI loop is used to transmit images of required forms and signatures.
5300
Binary DataMandatory
Max 1
To transfer binary data in a single data segment and allow identification of the end of the data segment through a count; there is no identification of the internal structure of the binary data in this segment
5400
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

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