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
  1. To indicate the start of a transaction set and to assign a control number

  2. To indicate the beginning of a transaction set

  3. To specify any or all of a date, a time, or a time period

  4. NM1 Loop Optional
    Repeat >1
    1. To supply the full name of an individual or organizational entity

    2. To specify the location of the named party

    3. To specify the geographic place of the named party

    4. To specify identifying information

    5. To identify a person or office to whom administrative communications should be directed

Detail

Position
Segment
Name
Max use
  1. ENT Loop Mandatory
    Repeat >1
    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.
    2. To indicate the action to be taken with the information provided or the status of the entity described

    3. To specify any or all of a date, a time, or a time period

    4. 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.
    5. To specify identifying information

    6. To supply demographic information

    7. To supply additional demographic identification

    8. To specify a code and the amount or quantity or percentage associated with it

    9. To provide a free-form format that allows the transmission of text information

    10. NM1 Loop Optional
      Repeat >1
      1. To supply the full name of an individual or organizational entity

        The NM1 loop reports all names and addresses for the producer.
      2. To specify additional names

      3. To describe employment position

      4. To specify any or all of a date, a time, or a time period

      5. N3 Loop Optional
        Repeat >1
        1. To specify the location of the named party

        2. To specify the geographic place of the named party

        3. To specify a communication contact number

        4. To specify any or all of a date, a time, or a time period

    11. N9 Loop Optional
      Repeat >1
      1. To transmit identifying information as specified by the Reference Identification Qualifier

        The N9 loop is used to report transfers of business between producers.
      2. To specify the geographic place of the named party

      3. To specify any or all of a date, a time, or a time period

      4. REF Loop Optional
        Repeat >1
        1. To specify identifying information

        2. To supply the full name of an individual or organizational entity

          The NM1 segment identifies transferred policy owners.
    12. UC Loop Optional
      Repeat >1
      1. To identify the category of underwriting data being transmitted

        The UC loop is used to report background information.
      2. To report information

      3. To describe employment position

      4. To supply the full name of an individual or organizational entity

        The NM1 segment identifies parties related to the background events.
      5. To specify the location of the named party

      6. To specify the geographic place of the named party

      7. To identify a person or office to whom administrative communications should be directed

      8. To specify any or all of a date, a time, or a time period

      9. To identify and describe a specific court case

      10. To describe specific administration of justice events and actions

      11. To provide information about national, regional, state, or local tests that a student has taken

      12. To provide scores on tests that a student has taken

      13. To provide a free-form format that allows the transmission of text information

    13. LIC Loop Optional
      Repeat >1
      1. To provide license information

        The LIC loop is used to report state license information.
      2. To specify any or all of a date, a time, or a time period

      3. LIN Loop Optional
        Repeat >1
        1. To specify basic item identification data

        2. To specify any or all of a date, a time, or a time period

          The N1 loop reports company appointments.
    14. N1 Loop Optional
      Repeat >1
      1. To identify a party by type of organization, name, and code

      2. SPA Loop Optional
        Repeat >1
        1. To indicate the details and status of a product or product activity

        2. To specify the geographic place of the named party

        3. To specify any or all of a date, a time, or a time period

        4. To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

          The YNQ segment indicates corporate appointments.
        5. To specify identifying information

        6. To provide a free-form format that allows the transmission of text information

        7. LIN Loop Optional
          Repeat >1
          1. To specify basic item identification data

          2. To specify any or all of a date, a time, or a time period

    15. PWK Loop Optional
      Repeat >1
      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.
      2. To supply the full name of an individual or organizational entity

      3. To specify the geographic place of the named party

      4. To specify any or all of a date, a time, or a time period

      5. EFI Loop Optional
        Repeat >1
        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.
        2. 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

  2. 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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