AMS360 allows you to define a hierarchy of Business Units based on your agency structure.

An agency must contain at least one division and one department. AMS360 comes with a default division and department. If you need more Business Units for your agency, you can turn on Branch and Group in Agency Setup > Accounting Options.

Available business units include:

• Division: The primary business unit within an agency. An agency can have one or more divisions.
• Branch: The second level of business unit in an agency. Each division can have one or more branches.
• Department: The further subdivided, agency structure. Each branch can have one or more departments.
• Group: The lowest level of business unit structure. Each department can have one or more groups.

You can add a Branch to an existing Division and/or a Group to an existing Department. You cannot convert an existing Division into a Branch, nor can you make an existing Department into a Group. If such a conversion is desired, contact the Professional Services Custom Group profsvcscust@vertafore.com.

After the business units are activated, click this link to setup the division(s) or branch(s), and department(s) or group(s).

Opens the Business Unit Assignment form.

Users with security access to Agency Setup are granted access to Business Unit Assignment as well.