Agency Personnel

This allows the re-assignment of either an underwriter or an ASR for another to multiple agencies.

From the Agency Setup Navigation Pane::

1. Select Agency Setup / Agency Personnel.

2. When the Agency Personnel Assignment screen displays, select either Underwriter or ASR from the Personnel Type combo box.

3. Next, choose the underwriter or ASR from the Current Underwriter / ASR combo box. This returns all agencies the underwriter / ASR is currently assigned to. You can assign the new underwriter or ASR to a single agency by highlighting the agency in the list view and clicking the Assign New Underwriter / ASR. OR....you can assign the underwriter / ASR to ALL agencies by holding the <Ctrl> key down and click on each one using the mouse.

4. Click the Assign New Underwriter / ASR button.

5. When the Assign New Agency Personnel screen displays, select the new underwriter's / ASR's name from the combo box.

6. Click Ok.

7. The system displays a confirmation message: "Agencies reassigned successfully."

8. Click OK to confirm the assignment.

The agencies are re-assigned to the selected underwriter / ASR.