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    Step 1

    Employee Information

    There are multiple steps involved in terminating an employee, so please read all sections carefully. If a specific field does not apply to this termination, please put "N/A" in that field, and please be sure to hit "Submit Termination" at the end of page 3 in order to send the whole termination form to the ASNOA Teams.

    Your Name*

    Your Email Address*

    Your Agency*

    Name of Employee Being Terminated*

    Employee's email address*

    Step 2

    Appointment Processing

    Please read carefully.

    Upon receiving this submission, termination will be requested by Agency Services to all carriers. Though our team will process this right away, this can take weeks if not months for carriers to complete. If the producer wishes to remove these appointments on their record, please instruct them to contact the DOI for quicker processing. You should change all your shared carrier log in passwords, along with contacting the carriers to terminate the terminated staff’s access to the carrier website.

    Agency Services will also terminate access to EZLynx. All the client data will be viewable by you and your current staff members.

    A recap will be sent to the agency owner when all requests have been sent. Agency Services will check to make sure terminations are completed. With this, some carriers do take time and we request any notices from you if terminations are not complete. We will then direct our efforts to these carriers.

    Will you be re-using this employee's email address?*

    If the terminated employees’ email is to be reused, we will first need to terminate the prior Producers appointments, and reappoint the new producing agent.

    As always, the new producer will need to conduct an Application and Background Check prior to Appointment submissions. If you have not yet done so, please complete an intake form for the New Staff.

    Step 3

    Epic Processing

    Upon submission of this, our Epic team will immediately:

    1. Lock their Epic account. This will block them from trying to log into Epic.

    2. Cancel any reports that may be scheduled from their My Reports.

    3. Inactivate their employee code in Epic so their name will not appear in the drop down for activities and Pr/Br commission agreements.

    Please advise if you are still paying your terminated producer commission. If you are, we will not inactivate their employee status and commission agreements.*

    Who would you like the open activities and servicing roles reassigned to?*

    Open Activities:

    Open Servicing Roles

    CSR:

    Manager:

    Producer:

    If your employee was licensed, and you are no longer paying commission to your terminated producer and they are listed on any Pr/Br Commission screens, please advise who the commission should be reassigned to. We can’t reassign the Profit Center or Production Credit, that would have to be manually completed within your agency. We will reassign your producer to 0% commission and the agency owner to their % split with ASNOA. Here's additional details.

    Who should commission be assigned to?*