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Transaction Set
in
X12 Release 008020

252 Insurance Producer Administration

Functional Group IE

X12N Insurance Subcommittee

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.

Heading

Sequence
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 Period
Max >1
To specify any or all of a date, a time, or a time period
NM1 Loop
Repeat >1
0400
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
0500
Party Location
Max 2
To specify the location of the named party
0600
Geographic Location
Max 1
To specify the geographic place of the named party
0700
Reference Information
Max 9
To specify identifying information
0800
Administrative Communications Contact
Max 3
To identify a person or office to whom administrative communications should be directed

Detail

Sequence
Segment
Name
Max use
N1 Loop
Repeat >1
0010
Party IdentificationMandatory
Max 1
To identify a party by type of organization, name, and code
The N1 loop repeats for each company or intermediate distributor.
0015
Additional Name Information
Max 3
To specify additional names
0020
Party Location
Max 3
To specify the location of the named party
0025
Geographic Location
Max 1
To specify the geographic place of the named party
0030
Extended Reference Information
Max >1
To transmit identifying information as specified by the Reference Identification Qualifier
0040
Date/Time Reference
Max >1
To specify pertinent dates and times
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 Period
Max >1
To specify any or all of a date, a time, or a time period
0400
Yes/No Question
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 Information
Max >1
To specify identifying information
0600
Demographic Information
Max 1
To supply demographic information
0700
Additional Demographic Information
Max 1
To supply additional demographic identification
0800
Informational Values
Max >1
To specify a code and the amount or quantity or percentage associated with it
0850
Monetary Amount Information
Max 1
To indicate the total monetary amount
0900
Message Text
Max >1
To provide a free-form format that allows the transmission of text information
NM1 Loop
Repeat >1
1000
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
The NM1 loop reports all names and addresses for the producer.
1100
Additional Name Information
Max 3
To specify additional names
1200
Employment Position
Max 1
To describe employment position
1300
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
N9 Loop
Repeat >1
1350
Extended Reference Information
Max 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.
1360
Informational Values
Max 1
To specify a code and the amount or quantity or percentage associated with it
N3 Loop
Repeat >1
1400
Party Location
Max 1
To specify the location of the named party
1500
Geographic Location
Max 1
To specify the geographic place of the named party
1600
Communication Contact Information
Max 9
To specify a communication contact number
1700
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
LX Loop
Repeat >1
1750
Transaction Set Line Number
Max 1
To reference a line number in a transaction set
The LX loop is used to report transfers of business between producers.
1800
Extended Reference Information
Max 1
To transmit identifying information as specified by the Reference Identification Qualifier
1900
Geographic Location
Max >1
To specify the geographic place of the named party
1950
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
REF Loop
Repeat >1
2000
Reference Information
Max 1
To specify identifying information
2100
Individual or Organizational Name
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 Category
Max 1
To identify the category of underwriting data being transmitted
The UC loop is used to report background information.
2300
Information
Max >1
To report information
2400
Employment Position
Max 1
To describe employment position
2500
Individual or Organizational Name
Max 1
To supply the full name of an individual or organizational entity
The NM1 segment identifies parties related to the background events.
2600
Party Location
Max 3
To specify the location of the named party
2700
Geographic Location
Max 1
To specify the geographic place of the named party
2800
Administrative Communications Contact
Max 9
To identify a person or office to whom administrative communications should be directed
2900
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
3000
Case Description
Max 1
To identify and describe a specific court case
3100
Administration of Justice Event Description
Max >1
To describe specific administration of justice events and actions
3200
Test Score Record
Max 1
To provide information about national, regional, state, or local tests that a student has taken
3300
Test Scores
Max 1
To provide scores on tests that a student has taken
3400
Message Text
Max >1
To provide a free-form format that allows the transmission of text information
LIC Loop
Repeat >1
3500
License Information
Max 1
To provide license information
The LIC loop is used to report state license information.
3600
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
3650
Informational Values
Max >1
To specify a code and the amount or quantity or percentage associated with it
LIN Loop
Repeat >1
3700
Item Identification
Max 1
To specify basic item identification data
3800
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
ACT Loop
Repeat >1
3900
Account Identification
Max 1
To specify account information
The ACT loop reports company appointments.
SPA Loop
Repeat >1
4000
Status of Product or Activity
Max 1
To indicate the details and status of a product or product activity
4100
Geographic Location
Max 1
To specify the geographic place of the named party
4200
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
4300
Yes/No Question
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.
4350
Informational Values
Max >1
To specify a code and the amount or quantity or percentage associated with it
4400
Reference Information
Max 3
To specify identifying information
4500
Message Text
Max >1
To provide a free-form format that allows the transmission of text information
LIN Loop
Repeat >1
4600
Item Identification
Max 1
To specify basic item identification data
4700
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
PWK Loop
Repeat >1
4800
Paperwork
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 Name
Max 1
To supply the full name of an individual or organizational entity
5000
Geographic Location
Max 1
To specify the geographic place of the named party
5100
Date or Time or Period
Max >1
To specify any or all of a date, a time, or a time period
EFI Loop
Repeat >1
5200
Electronic Format Identification
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 Data SegmentMandatory
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)
Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference and Mapping Guides are provided for marketing purposes and are free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.
Stedi is a registered trademark of Stedi, Inc. Stedi's EDI Reference and Mapping Guides are provided for marketing purposes and are free of charge. All names, logos, and brands of third parties listed on our site are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.