Company Summary
How to access
In the Company Center search for and select the company. With a company record open, click the Summary heading in the pane on the right side. The Summary appears in the right pane for all Views except Overview.
The Company Summary includes a snapshot of company information. For the most part, this information is entered when the company is first created in AMS360 and can be edited.
| Summary Heading Fields | ||
|---|---|---|
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(Payable/Receivable Balance) |
Payable/Receivable balance, which includes posted general ledger transactions through the current system date. The balance is updated to reflect recent activity each time you access or refresh the page. Payable Balance is shown for insurance, brokerage, or fee companies. Receivable Balance is shown for finance companies. |
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Inactive (Status) |
Only appears when it applies to the selected company. | |
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(Type) |
Insurance, Brokerage, Fee, or Finance |
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(NAIC) |
Displays the NAIC code (North American Industry Classification).This code is required for download This code also prints as the company number on the Auto ID card. | |
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(Best Rating) |
Displays the A.M. Best Rating for this writing company. |
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| Key information displayed when you open the Summary Section | ||
|---|---|---|
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Business, Fax, and 24 Hour Claim |
Displays the Business, Fax, and/or 24 Hour Claim numbers (for company address marked for Center Display in Setup) |
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Displays the company email address as a link. If the email address is not entered or it is invalid, the link does not appear. More... |
The items listed above (including headings) do not appear if the data doesn't exist for the selected company.
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