Company Summary

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
	(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. More... An asterisk precedes the amount when the balance is limited by your division security. This balance does not appear if you are not authorized for the Company Register view.
	Inactive (Status)	Only appears when it applies to the selected company.
	(Type)	Insurance, Brokerage, Fee, or Finance
	(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.
	(Best Rating)	Displays the A.M. Best Rating for this writing company.

Key information displayed when you open the Summary Section
	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)
	Email	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...If you use this link to send the company an email message, your email program opens for you. Note that sending an email using this tool does not automatically record an activity for it.

The items listed above (including headings) do not appear if the data doesn't exist for the selected company.

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Change Company information?

Review the payable balance in detail?