Global Change Business Unit

Note: This update represents only a portion of the AMS360 23R1 release. Please navigate to AMS360 2023 R1 Release Notes to review other enhancements and fixes that were part of the release.

Note: If you have an integration with either WorkSmart / ImageRight or BenefitPoint, you should contact your Vertafore Account Manager as to how these moves might affect those integrated products. If changes are needed in these integrated products, it may result in a professional services engagement.

Users can change the business unit on selected customers and / or policies and the future invoices.

The following functions may be performed:

  • Move selected Customers to a new Business Unit.

  • Change the Business Unit on one or more policies.

  • Move selected Policies to a new Business Unit.

Within Global Change Business Unit, you select a .csv file to upload; one to change the Business Unit on customers and one to change the Business Unit on policies (in the policy information) and on new invoices going forward. Also, it will change the Business Unit on a BU split, if the policy has one.

  • For Customers, the Business Unit is changed in the Business Unit section.

  • For Policies, the Business Units are changed in these places:

    • In the Basic Policy Information in the Business Unit section,

    • On future invoices (invoices with the number zero) that are not yet posted. No historical transactions are changed.

    • If the policy has a BU split, then in the Business Unit Split section, in the split in the Transaction Premiums section and the split on future invoices.