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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 ...
Hi Everyone! I need some guidance on an issue we're having. Every once in a while we have an Agency Bill policy where the carrier pays us no commission. So instead, we charge a broker fee only to get paid. Our account rep team is inputting in Agency ...
We are having a problem with updating/changing the Primary Payee for our Brokers & Companies. We can add a new Payee, edit the default (Named Entered), uncheck Primary Payee and save. As soon as we save the records or save & close, the default is ...