Agency Setup - Forms Name, Address and Phone Numbers
The Forms Name/Address/Phone Numbers section in the Agent Setup form allows you to select one of seven sources of address information to default into particular types of forms. The forms with selections available are:
- Personal Lines
- Commercial Lines
- Multi-Lines
- Non Property & Casualty
- Loss Notices
- Form Letters/Schedules (you can also choose to print a logo on your Form Letters and Schedules)
- Checks
- Invoices
- Customer Statements
- Broker Statements
If you change the Agency, Division, Branch, Department or Group name, address or phone numbers in Agency Setup, the change affects only those forms created and saved subsequent to the change.
If you override a name, address or phone number on a particular form, the name, address or phone numbers in Agency Setup are not affected.
The sources of name, address and phone numbers are:
If you choose... | Name/Address and Phone Numbers Default From... |
|---|---|
Agency | Agency Setup > Name, Address and Phone Numbers section. |
Branch Assigned to Policy | Based on the branch assigned to the policy, pull from Agency Setup > Accounting Options > Business Unit Setup form > Branch section. |
Department Assigned to Policy | Based on the department assigned to the policy, pull from Agency Setup > Accounting Options > Business Unit Setup form > Department section. |
Division Assigned to Policy | Based on the division assigned to the policy, pull from Agency Setup > Accounting Options > Business Unit Setup form > Division section. |
Group Assigned to Policy | Based on the group assigned to the policy, pull from Agency Setup > Accounting Options > Business Unit Setup form > Group section. |
Division Assigned to Bank | Based on the division assigned to the bank, pull from Agency Setup > Accounting Options > Business Unit Setup form > Division section. |
Branch Assigned to Customer | Based on the branch assigned to the customer, pull from Agency Setup > Accounting Options > Business Unit Setup form > Branch section. |
Department Assigned to Customer | Based on the department assigned to the customer, pull from Agency Setup > Accounting Options > Business Unit Setup form > Department section. |
Division Assigned to Customer | Based on the division assigned to the customer, pull from Agency Setup > Accounting Options > Business Unit Setup form > Division section. |
Group Assigned to the Customer | Based on the division assigned to the customer, pull from Agency Setup > Accounting Options > Business Unit Setup form > Group section. |
Customer/Policy | Whenever the address selection includes these two options, the address pulls based on the customer settings, if a policy is not selected. (Policy takes priority, if selected.) If neither a policy or customer is selected the agency address is used. |
Check, Invoice, and Statement Stock
AgencySource is a Vertafore Partner specializing in preprinted check stock, invoices, and statements for AMS360. Click here to go to their web site for more information.
Logo and Logo Setup
Select a logo from the list that you want to appear on forms. If a logo does not appear in the list, you can set up a logo by clicking Logo Setup.
What's Next?
Do you want to enter additional information in the Agency Setup form? See Agency Setup for more information.