Agency Overview
How to AccessApplies to: Administration Center
The Agency Overview provides a convenient view of common Agency information and settings. Modify agency information from the Overview by clicking Edit on the toolbar.
The Agency Overview appears if you have security rights for the Administration Center. However, if you are not authorized to edit Agency Setup, Edit is not available.
Key Fields
Agency |
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| Name, Address , Phones (Business, Fax, and 24 Hour), Email, and Web site | These items appear as entered in Agency Setup. If an item has not been entered, the row is blank and does not appear. |
Settings |
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| Agency Bill Premium Direct Bill Premium | Selections from the Company Settings section of Agency Setup. Options are Manually Entered or Download. |
| Invoice Direct Bill
| The option is set in the Company Settings section of Agency Setup and include Customer Center, Direct Bill Entry, Direct Bill Statement, Receipt check from company. |
Show |
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| Business Unit Setup | If your agency uses Business Units, the full names (not short name) of all active Business Unit combinations appear in alphabetic order. If your agency uses only the default division, branch, department, and group, nothing appears on the right side of the window. |
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