Brokerages
Brokerages are separate sub-structures within your organization. If
you import data from Applied Epic or Applied TAM, each brokerage in the
brokerage management system carries over to Applied CSR24.
In order to access this area, you must have View rights for Brokerage in the Level Setup
section in CSR Detail or Producer Detail. To use this feature, you must
have Add, Edit, and/or Delete rights.
To access this area:
- From insured detail, click Home
> System Admin > Brokerages.
- From any other area of the program, click Home
> System Admin > Brokerages on the options bar
or click System
Admin > Brokerages on the navigation panel.
Add a Brokerage
- Click Add.
- Enter the brokerage's Name
and Short Name.
- Modifying the BrokerageID
field is not recommended. This is populated by the data import
and is used as a way to help you identify this structure in your brokerage
management system.
- Select the brokerage's Location.
Available locations are those that have been entered in the Locations
area.
- Enter contact information in the Primary
Phone, Secondary Phone, Fax, and Email fields.
- If you use the Mail
feature, enter any Mail
Delivery Text specific to this brokerage. This text,
in addition to the text entered at the organization level (see Brokerage Setup), will print on the cover
page of each certificate mailed from this brokerage.
- Optionally select a default Payment
Method Name to be used as the default payment method for insureds
who make online payments that apply to this agency. See Payment
Methods for more information.
- The NY Licence Method field
defines the New York DMV-issued Licence number to use during the Vehicle
Liability Card issuance process. On the dropdown menu, select Use Agency Default
(defined using the Setup
option in Licenses) or a specific
license number. Note this capability is intended for U.S. agents.
- Click Save
to add the brokerage or Cancel to
discard your changes.
Edit a Brokerage
- Locate the brokerage. To filter the list, expand the Search
frame, type a portion of the brokerage's Name
or Short
Name, and click Find..
- Click any of the information in the list (the name, phone number,
or fax number) to open brokerage detail.
- Click Edit.
- Make any necessary changes. See the instructions above under Add a Brokerage for more information.
- Click Save
to apply your changes or Cancel to
discard them.