252 - Insurance Producer Administration

FUNCTIONAL GROUP=IE

This X12 Transaction Set 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.

SCHEMA

ST

Segment	Name	Position
ST	Transaction Set Header	0100
BGN	Beginning Segment	0200
DTP	Date or Time or Period	0300

NM1

Segment	Name	Position
NM1	Individual or Organizational Name	0400
N3	Party Location	0500
N4	Geographic Location	0600
REF	Reference Information	0700
PER	Administrative Communications Contact	0800

N1

Segment	Name	Position
N1	Party Identification	0010
N2	Additional Name Information	0015
N3	Party Location	0020
N4	Geographic Location	0025
N9	Extended Reference Information	0030
DTM	Date/Time Reference	0040

ENT

Segment	Name	Position
ENT	Entity	0100
ASI	Action or Status Indicator	0200
DTP	Date or Time or Period	0300
YNQ	Yes/No Question	0400
REF	Reference Information	0500
DMG	Demographic Information	0600
DMA	Additional Demographic Information	0700
AM1	Informational Values	0800
AMT	Monetary Amount Information	0850
MSG	Message Text	0900

NM1

Segment	Name	Position
NM1	Individual or Organizational Name	1000
N2	Additional Name Information	1100
EMS	Employment Position	1200
DTP	Date or Time or Period	1300

N9

Segment	Name	Position
N9	Extended Reference Information	1350
AM1	Informational Values	1360

N3

Segment	Name	Position
N3	Party Location	1400
N4	Geographic Location	1500
COM	Communication Contact Information	1600
DTP	Date or Time or Period	1700

LX

Segment	Name	Position
LX	Transaction Set Line Number	1750
N9	Extended Reference Information	1800
N4	Geographic Location	1900
DTP	Date or Time or Period	1950

REF

Segment	Name	Position
REF	Reference Information	2000
NM1	Individual or Organizational Name	2100

UC

Segment	Name	Position
UC	Underwriting Category	2200
III	Information	2300
EMS	Employment Position	2400
NM1	Individual or Organizational Name	2500
N3	Party Location	2600
N4	Geographic Location	2700
PER	Administrative Communications Contact	2800
DTP	Date or Time or Period	2900
CDS	Case Description	3000
CED	Administration of Justice Event Description	3100
TST	Test Score Record	3200
SRE	Test Scores	3300
MSG	Message Text	3400

LIC

Segment	Name	Position
LIC	License Information	3500
DTP	Date or Time or Period	3600
AM1	Informational Values	3650

LIN

Segment	Name	Position
LIN	Item Identification	3700
DTP	Date or Time or Period	3800

ACT

Segment	Name	Position
ACT	Account Identification	3900

SPA

Segment	Name	Position
SPA	Status of Product or Activity	4000
N4	Geographic Location	4100
DTP	Date or Time or Period	4200
YNQ	Yes/No Question	4300
AM1	Informational Values	4350
REF	Reference Information	4400
MSG	Message Text	4500

LIN

Segment	Name	Position
LIN	Item Identification	4600
DTP	Date or Time or Period	4700

PWK

Segment	Name	Position
PWK	Paperwork	4800
NM1	Individual or Organizational Name	4900
N4	Geographic Location	5000
DTP	Date or Time or Period	5100

EFI

Segment	Name	Position
EFI	Electronic Format Identification	5200
BIN	Binary Data Segment	5300
SE	Transaction Set Trailer	5400

COMMENTS

Notes
2/0010	The N1 loop repeats for each company or intermediate distributor.
2/0100	The ENT loop repeats for each individual producer.
2/0400	The YNQ segment indicates pending new business for the producer.
2/1000	The NM1 loop reports all names and addresses for the producer.
2/1350	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.
2/1750	The LX loop is used to report transfers of business between producers.
2/2100	The NM1 segment identifies transferred policy owners.
2/2200	The UC loop is used to report background information.
2/2500	The NM1 segment identifies parties related to the background events.
2/3500	The LIC loop is used to report state license information.
2/3900	The ACT loop reports company appointments.
2/4300	The YNQ segment indicates corporate appointments.
2/4800	The PWK loop reports the status and locations of required documents.
2/5200	The EFI loop is used to transmit images of required forms and signatures.

rev 29/11/2024