Getting Certified with a New Company for Downloads
Agency Systems is certified with several hundred companies. We are constantly adding new companies as requested by our agents. How fast this can be accomplished varies. We try to turn the certification requests around the next business day, but some companies may take weeks processing on their end. Usually the process is simple, and can be accomplished within a weeks’ time.
Process
The agent must contact the company to request certification. Due to privacy laws, such as Gramm-Leach-Bliley Act, the Patriot Act, HIPPA, and others; agents must make the request for the files from the insuring companies.
Requesting Policy Download Data From Companies
If the company states that we are not certified please take the following steps to initiate the certification process.
- Give the company our phone number (979-260-9702) and email ( support@agencysystems.com) for them to contact us.
- Get the name, phone number, and email of the download person (or department) of the company, and send that to us as well.
