Company Profile

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Revision as of 19:41, 14 May 2015 by Mlively (Talk | contribs) (added company tab link)
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Every policy and invoice in Agency Systems will be coded to a company. The company profile allows you to specify default commission percentages, billing method (Agency Bill or Direct Bill), and website information by company.

Company Profile Screen

Select Profiles -> Company. (Requires Security System: Profiles -> Company -> View)

Menu-profiles-company.png

Company Profile Menu Options

  • Add - Create a new company
  • Delete - Delete a company
  • Search - Load an existing company.
  • Print - Print a short summary of all companies, or mailing labels for all companies.
  • History - View an activity/transaction log for the currently selected company
  • Exit - Close the window. You will be prompted to save if you have changed the company.

Company Profile Fields

Company Profile Company Info Tab

Menu-profiles-company.png

  • Company Code - Three digit alpha-numeric code used to identify the company on invoices, and policies.
  • Company Name - Name of the company displayed on ACORD forms, and displayed when the Company Code is assigned.
  • Agency Commission - Default agency commission for policies written with this company.
  • Commission % - See Company Profile Commission Table below.
  • Billing Method - Default bill method for manually entered invoices as Agency Bill or Direct Bill.
  • NAIC Code - The unique company NAIC code displayed on ACORD Forms. (Download Integration does not reference this value)
  • NY ID Code - See New York Driver ID Card Configuration.
  • Active Status - Inactive company codes do not display on the company search lists, and cannot be used when creating new invoices.
  • Parent Company - Not Yet Available.

Company Profile Addresses Tab

Accounting (Checks) and Underwriting (ACORD Forms) addresses for the company.

Menu-profiles-company-addresses.png

Company Profile Contacts Tab

Contacts saved to the company, available on the Company Tab, the compose email window and more.

Menu-profiles-company-contacts.png

Company Profile Web Tab

Generic company website which will is available from the Company Tab. In addition, if a Policy View company is not currently available, the generic company website will open when Policy View is selected.

Policy View configuration settings are also available.

Menu-profiles-company-web.png

Company Profile Commission Table

Agency commission tables for each Company Profile can be configured by individual lines of business (Class Code).

The default company commission rate for a company code will pre-fill for the invoice line when an invoice is created using Express Billing.

  1. Select Profiles -> Company.
  2. Select Search and select the desired company code. Select OK to load the Company Profile.
  3. Select the Commission % button.
    Menu-profiles-company-cm.png
  4. Enter the Class Code, select the Billing Method (Agency Bill or Direct Bill), and enter the default Commission %.
  5. Repeat for each desired class code. (You cannot configure the same Class Code as both Agency Bill and Direct Bill).
    Menu-profiles-company-cm-table.png
  6. When finished, select Save, then Exit, then close the Company Profile window.