| Frequently, one insurance entity has some type of
relationship to one or more other insurance entities. The Relationships application
displays the entities related to the original entity, as well as the database information
available on those related entities. Relationship
types include:
- Affiliated with - the related entity has a business
affiliation with the entity looked up
- Apparent relationship by unknown - the state providing the
information is aware of a relationship between the related entity and the entity looked
up, but is unaware of the exact nature of the relationship
- Employee of - the related entity is employed by the entity
looked up
- Employer of - the related entity employs the entity looked
up
- Family related - the related entity has a marital or blood
relationship with the entity looked up
- Owned or controlled by - the related entity is a firm owned
by the entity looked up
- Officer or director of - the related entity holds a
fiduciary position for the entity looked up
- Producer relationship - the related entity sells the
products of the entity looked up
- Principal or owner of - the related entity owns the entity
looked up
- Parent of - the related entity is a parent organization of
the entity looked up
- Representative for - the related entity represents the
entity looked up
- Subsidiary of - the related entity is a subsidiary
organization of the entity looked up
- Underwriting company for - the related entity underwrites
business for the entity looked up
To view Entity Relationships:
- Search for an individual(s) or firm(s) by performing a
Company/Firm Search, Individual Entity, or a
Business Entity
Search.
(NOTE: To view Relationships for multiple individuals or firms, the
criteria completed on the Search page must be an exact match.)
- The Lookup Results page displays a list of entities that
match the criteria entered on the search page.
- Click the Relationships link in the Available Information
section to view information for the entity. If no data is available, a page will display
that states, "No Data Found", once the link is clicked.
- The Relationships page will display listing the entity
relationships for the selected firm or individual. Basic Demographic information for the
selected individual or firm is displayed at the top of the Relationships page.
Information that may be available for an individual includes Entity Name,
National Producer Number,
Social Security Number, Date of Birth, Number of Relationships and the date the database
was last updated.
Information that may be available for a firm includes Entity Name, Entity Number, FEIN,
Company Code, Alien Number, Group Number, Number of Relationships, and the date the
database was last updated.
- The table displayed below the basic demographic information
includes the individuals or firms that the selected entity has a relationship with. The
information for each relationship includes the Entity Name, Entity
Number or National Producer Number, Type of
Relationship and links to other available information about that entity within the
iSite+
applications.
- To view detailed demographic
information about the related entity, click the name link for the entity. The detailed
information includes Other Names and All Addresses. Demographic
information about the original entity is available by clicking the name link at the
top of the page. Notice the MAP-Demographics link at the top of
the Demographics page.
- To save the Relationships data page as a plain text file or
print the page as it appears, select the appropriate option from your browser's file menu.
(NOTE: You cannot save or print the data page using the
secondary (right) click menu options used for Financial Reports.)
- To return to the Lookup Results page, click the Back button
located at the bottom of the page or the Back button on the browser.
- To perform another search or navigate to a different
application within iSite+, select the appropriate link at the top of the page.
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