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:
- Open the Agency Setup form as described in Agency Setup.
- 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. |
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. |
This section of Agency Setup controls the formatting of invoices and statements you print. After you make your selections in this section, the next steps are to:
- Setup the Business Units, their addresses and phone numbers, and the invoice and statement formatting options in the Accounting Options section.
- Use the Forms Name/Address/Phone Numbers section to further define how these addresses will default into the various forms in AMS360.
Customer Default Settings | The following invoice options are initially setup in the Agency Setup form, but can be set differently for individual customers. Use the Options section of the Customer setup form for settings that override the agency options.
Print all invoice numbers (multiple policies) on the same invoice form.
Print each invoice number on a separate invoice form. This is the default setting. Print invoice numbers for the same policy on the same invoice form. | ||
Customer Service Option, Invoices and Customer Statements |
This selection is used in conjunction with the following option: Days Added to Due Date Basis.
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Invoice Default Settings |
Plain Paper Without Perforation: Plain 8 1/2" by 11" paper, no perforations. No separate printer paper tray or isolated print time required. Plain Perforated Paper: 8 1/2" x 11" paper with a perforation allowing the top section to be torn off for return with client's payment. Requires a separate printer paper tray or isolated printing time. Pre-Printed Form: Special form with pre-printed agency name & address information and color shadings. Requires a separate printer paper tray or isolated printing time.
Print Address: Select this option if you want AMS360 to print the agency name and address on the invoices. |
This section allows you to create custom groups to assign customers to for printing customer statements. The permanent (default) statement print group is Main. All customers in the system default to Statement Print Group = Main.
Once a custom statement print group is added, customers must be set individually to be a part of the group. Use the Options section of the Customer Setup form to set the Statement Print Group for each customer in the group.
To add Customer Statement Print Groups, do the following:
- Click New on the Customer Statement Print Groups section menu.
- Type in the desired Group Name.
- Click Add.
Example of Uses:
Set up statement print groups for each remote office. Then each office can print and verify statements for their customers.
Once client balances have been turned over to an outside collection agency you may want to suppress printing of these customer statements. Create a statement print group called Collections and assign the customers to this group.
What's Next?
Do you want to enter additional information in the Agency Setup form? See Agency Setup for more information.