Nine (9) options are located on the Agency Tree View. When adding a new agency, only four (4) options are active until name, address and general agency information is entered and Saved. Once saved, all options become active.
Options include:
Attachments: Used for attaching documents / images.
EFT: Records EFT account information for an agency.
Experience: Displays agency summary information based on selected criteria.
General: Default tab; allows entry of name, address, phone numbers. It also is used to establish an agency's commission and state / line of business combinations.
Interface Info: Used to establish upload / download information.
Miscellaneous: Allows for entry of other carriers, system information, Errors and Omission tracking and DOI Status / Communication information.
Notes: Used for entering and editing any notes about the agency.
Producers: If producers are associated with an agency, their names and address information is entered here.
Workflow Queues: Used to establish workflow queues for assignment of task to groups of users within an agency.