> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Producer Information

> Configure the producer identity Cara stamps on generated ACORDs, COIs, and correspondence

**Producer information** is the identity that appears on every document Cara generates on your behalf — the producer name, license number, agency name, address, contact info, and signature. Cara scopes producer info at two levels so you can match how your agency actually operates.

## Two levels of scope

<CardGroup cols={2}>
  <Card title="Agency">
    A single producer identity used as the default across the agency — set once by an admin under **Settings → Agency**.
  </Card>

  <Card title="User">
    A per-user producer identity resolved via the Agency User record. When present, it overrides the agency default for documents that user creates.
  </Card>
</CardGroup>

<Tip>
  Most agencies configure the agency-level producer as a fallback and add user-level overrides for licensed producers who need to sign their own forms.
</Tip>

## Configure agency-level producer information

1. Navigate to **Settings → Agency**.
2. Under **Producer Information**, fill in:
   * Producer name and license number
   * Agency name, address, phone, and email
   * Preferred producer contact (used on COIs and correspondence)
3. Save. Cara uses these values as the default on every generated document.

## Configure user-level producer information

1. Navigate to **Settings → Users** and open the user you want to configure.
2. Toggle **Custom producer information** and fill in the fields.
3. Save. Cara resolves producer info through the Agency User record, so when this user generates a document, their overrides apply.

<Note>
  If a user has no custom producer information set, Cara falls back to the agency-level default. There is always a value available.
</Note>

## Signatures

Signatures are configured separately and can be selected per document at generation time — see [Fill Forms & Certificates](/copilot/fillforms#agency-signature). The [slideout viewer](/copilot/fillforms#slideout-viewer) lets you switch signatures on a specific document without changing your default.

## Editing producer information

Producer information edits use PUT semantics — updates are field-level and won't clobber unrelated fields. You can freely update a single field (e.g. a new phone number) without re-entering the entire record.