Producer codes

In PolicyCenter, a producer refers to any third party who brings business to the insurer, such as an agent or broker. A producer code is an identifier used in Guidewire systems to reference a specific producer.

With the Admin API, callers can create, update, and retrieve producer code data through the /admin/v1/producer-codes endpoints. Typically, internal services associated with administrator or underwriter roles are authorized to access the producer-codes endpoints.

Querying for producer codes

Authorized internal users can query for producer codes. Callers can use the following endpoints to GET producer code resources:

  • GET /admin/v1/producer-codes: Returns all producer codes
  • GET /admin/v1/producer-codes/{producerCodeId}: Returns a resource for the given producer code
  • GET /admin/v1/organizations/{organizationId}/producer-codes: Returns all producer codes associated with the given organization
  • GET /admin/v1/organizations/{organizationId}/producer-codes/{producerCodeId}: Returns a resource for the given producer code associated with the given organization

Alternatively, callers can use the Account API to retrieve producer codes through the /account/v1/producer-codes endpoint. Calls to this endpoint return a collection of producer codes that are available to the caller. This endpoint is useful when creating policy submissions.

Creating producer codes

Authorized internal users can create producer codes. To create a producer code, callers can submit a POST request to the /admin/v1/producer-codes endpoint. At minimum, the request body must contain the following fields:

  • code: The public code for the producer
  • The ID for the producer organization
  • roles: An array of one or more roles associated with the producer. Each role is an object containing an id field associated with a valid value.
  "data": {
    "attributes": {
      "code": "301-008578",
      "organization": {
        "id": "pc:4"
      "roles": [
          "id": "producer"

The request body can also contain the following optional fields:

  • address: An Address resource
  • appointmentDate: A UTC timestamp indicating appointment date
  • The ID for the branch office
  • description: A string
  • The ID for the parent organization
  • The ID for the preferred underwriter
  • producerStatus: The status of the producer
  • terminationDate: A UTC timestamp indicating termination date

Updating producer codes

Authorized internal users can update producer codes. To update a producer code, callers can submit a PATCH request to the /admin/v1/producer-codes/{producerCodeId} endpoint.

Managing a user's producer codes

By default, PolicyCenter users who have sufficient permission to work on policies can work on any policy in the database. PolicyCenter can also restrict a user's access to only the policies with a certain set of producer codes. This feature is known as producer code security.

Producer code security lets you associate specific producer codes with a group or with a user. When a user is subject to producer code security, they can only interact with policies whose producer code is associate with them directly or with a group they belong to.

For more information on producer code security, see the Application Guide.

You can manage a user's producer codes through Cloud API. As of this release, there are no endpoints for managing the association between producer codes and groups.

The UserProducerCode endpoints

Users and producer codes are tracked as separate User and ProducerCode entities. There is a third entity, UserProducerCode, whose purpose is to track information about one association between a user and a producer code. When you call an endpoint that ends with "/{userId}/producer-codes ", you are retrieving, creating, or modifying instances of UserProducerCode. Note the following:

  • The id field in a UserProducerCode instance is the id of the association.
  • When you create or delete a UserProducerCode instance, you are not creating or deleting producer codes. You are only creating or deleting associations between users and producer codes.

The UserProducerCode endpoints can be used only on users that are subject to producer code security.

Querying for a user's producer codes

To retrieve information about a user's producer codes, use the following endpoints:

  • GET /admin/v1/users/{userId}/producer-codes
  • GET /admin/v1/users/{userId}/producer-codes/{producerCodeId}
For example, the following is the snippet of the response payload when retrieving producer codes for user pc:305.
GET /admin/v1/users/pc:305/producer-codes

    "count": 1,
    "data": [
            "attributes": {
                "id": "pc:707",
                "producerCode": {
                    "displayName": "301-008578",
                    "id": "pc:535"
                "roles": [
                        "displayName": "Producer Code - Submissions",
                        "id": "producercode_submission",
                        "type": "Role",
                        "uri": "/admin/v1/roles/producercode_submission"

Associating producer codes with users

Creating an association

To associate a producer code with a user, use the following endpoint:

  • POST /admin/v1/users/{userId}/producer-codes

The only required field is the id of the producer code to be associated with the user.

For example, the following request associates producer code pc:535 with user pc:310.

POST /admin/v1/users/pc:310/producer-codes

  "data": {
    "attributes": {
        "producerCode": {
            "id": "pc:535"

Deleting an association

To remove the association between a producer code and a user, use the following endpoint:

  • DELETE /admin/v1/users/{userId}/producer-codes/{producerCodeId}

For example, the following request disassociates producer code pc:535 with user pc:310.

DELETE /admin/v1/users/pc:310/producer-codes/pc:535

<no request body>

Exposing producer codes to external users

By default, producer codes are not exposed to external users. An external user is a user that is not in the PolicyCenter database, such as an account holder.

In the PolicyCenter config.xml configuration file, the ExternallyVisibleProducerCodes parameter can be used to expose one or more producer codes to external users. The parameter accepts a comma-separated list of producer codes, in string format:

  <param name="ExternallyVisibleProducerCodes" value="ProdCode1,ProdCode2"/>

For details on PolicyCenter configuration, see the Configuration Guide.