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We have Agency Zoom and the PRO version as of January. Just implemented for the rest of our agency last week, and none of the activities will go the correct way from AZ to AMS360- they are all appearing as "correspondence". This is not how we are setting ...
Hello Sarah, Are these policies coming in via downloads? Or are they manually entered? ------------------------------ Shelly Werfelmann AMS360 Agency Consultant Kite Technology Group Owings Mills MD shelly.werfelmann@kitetechgroup.com ---------- ...
We have 3 office locations and agency codes for each office is listed within the Master Agency code bucket when setting up a company. Recently, the incorrect agency code is pulling over to our applications. After speaking with AMS360 support, it was ...
Thanks Shelly - I will bring it up but glad you escalated it. When I took over the agency for the credit union having that number showed our growth and I had to go back in reports to get it from MAR. My chiefs and SVP want to see that number. Hope ...