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. N1 Loop Mandatory
    Repeat >1
    1. To identify a party by type of organization, name, and code

      The N1 loop repeats for each company or intermediate distributor.
    2. To specify additional names

    3. To specify the location of the named party

    4. To specify the geographic place of the named party

    5. To transmit identifying information as specified by the Reference Identification Qualifier

    6. To specify pertinent dates and times

    7. 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 indicate the total monetary amount

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

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

            The N9 loop is used to provide producer team information including team member reference identifiers and percentage due those team members when commissions are payable.
          2. To specify a code and the amount or quantity or percentage associated with it

        6. 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

      12. LX Loop Optional
        Repeat >1
        1. To reference a line number in a transaction set

          The LX loop is used to report transfers of business between producers.
        2. To transmit identifying information as specified by the Reference Identification Qualifier

        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. 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.
      13. 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

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

        4. 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. ACT Loop Optional
        Repeat >1
        1. To specify account information

          The ACT loop reports company appointments.
        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 a code and the amount or quantity or percentage associated with it

          6. To specify identifying information

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

          8. 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

      16. 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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