Difference between revisions of "Company Profile"
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(→Company Profile Fields: added sections and images for secondary tabs) |
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*'''Active Status''' - Inactive company codes do not display on the company search lists, and cannot be used when creating new invoices. | *'''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''. | *'''Parent Company''' - ''Not Yet Available''. | ||
| − | + | ==== Company Profile Addresses Tab==== | |
| − | + | Accounting ([[:Category:Checks|Checks]]) and Underwriting ([[:Category:ACORD Forms|ACORD Forms]]) addresses for the company. | |
| + | |||
| + | [[File:Menu-profiles-company-addresses.png]] | ||
| + | |||
| + | ==== Company Profile Contacts Tab ==== | ||
| + | Contacts saved to the company, available on the '''Company Tab''', the [[Email Integration|compose email window]] and more. | ||
| + | |||
| + | [[File:Menu-profiles-company-contacts.png]] | ||
| + | |||
==== Company Profile Web Tab ==== | ==== 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. | 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. | ||
Revision as of 14:14, 28 July 2014
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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.
Contents
Company Profile Screen
Select Profiles -> Company. (Requires Security System: Profiles -> Company -> View)
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 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.
Company Profile Contacts Tab
Contacts saved to the company, available on the Company Tab, the compose email window and more.
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.
