State Licensing Batch Report

The State Licensing Batch Report application provides a system for conducting searches of the State Producer Licensing Database (SPLD) for multiple producers at one time. This report allows you to create a comprehensive report of producer licensing information for a list of individuals or agencies. You can create the listing of producers online, or you can submit a file that contains the listing of producers (you can upload a comma delimited file from your PC to I-SITE). If you create the listing online, you can submit up to 10,000 producers at a time (you are not limited to the number of producers if you upload a file from your PC). Once the request has been successfully submitted to the processing engine, it is placed in a first-in first-out processing "queue". The length of time to process the request will depend on how busy the processing engine is. After the request has been processed you may download the State Licensing Batch Reports.

To access State Licensing Batch Inquiry:

1. Click the Utilities link under the Tools tab
2. To access State Licensing Batch Inquiry, click the State Licensing Batch Report link in the PDB Utilities section on the left side of the table toward the bottom of the page. The State Licensing Batch Report page will display.

To create a batch file:

• Click on the New Report button.
• Select a Format from one of the following
     SSN, Last Name
     FEIN
     FEIN, Agency Name
     State, License ID, Agent/Agency
     National Producer Number/Entity Id
• Select the Method of Data Entry, either Manual, Text or File
• Entering records in the "Text" box is based on the Format option selected. Only one record per line.
• If you are uploading a CSV file you have a Browse button available to help to locate the file.
• After entering the records, click the Add Records button
• You will then be given the opportunity to add more producers/files.
• When done you can name your batch file in the Report Title box.  Do so then click the Submit Report button.
• A list of existing reports page will show all of your current batch reports and their status.
• A 'Pending' status indicates a report has not yet been generated. You can click "Refresh" for a status update.
• A 'Complete' status indicates a report has been generated and is available for viewing and/or download.
• You are also given the options of either generating another batch report, or returning to the I-SITE Utilities page.
• When completed the batched report can be Browsed, Download CSV file, Download with XML, or Delete.

State Contact Information
The following states contact information is confidential and is not displayed on the reports: