Agency Setup - Name, Address and Phone Numbers

You can enter the agency contact information in the Name, Address and Phone Numbers section in the Agency Setup form.

To enter the contact information for your agency in the Agency Setup form:

  1. Open the Agency Setup form as described in Agency Setup.
  2. Expand the Name, Address and Phone Numbers section, and then enter the following information.

Agency #

Defaults to your Vertafore Agency Number and cannot be changed.

Name, Address, City, State, Zip

Type your agency name and address as you want them to appear on all forms, applications and form letter defaults.

If your state insurance department requires the printing of the agency's license number on forms issued by the agency, include it on one of the address lines in this section.

Latitude, Longitude

These fields are read-only and filled if the mapping feature can determine the mapping coordinates for the agency address. Click the check mark icon to update these fields when you enter a new address.

Phone Numbers and Email

Type your agency phone numbers and email address as applicable.

What's Next?

Do you want to enter additional information in the Agency Setup  form? See Agency Setup for more information.

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