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:

Add a Brokerage

  1. Click Add.
  2. Enter the brokerage's Name and Short Name.
  3. 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.
  4. Select the brokerage's Location. Available locations are those that have been entered in the Locations area.
  5. Enter contact information in the Primary Phone, Secondary Phone, Fax, and Email fields.
  6. 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.
  7. 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.
  8. 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.
  9. Click Save to add the brokerage or Cancel to discard your changes.

Edit a Brokerage

  1. 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..
  2. Click any of the information in the list (the name, phone number, or fax number) to open brokerage detail.
  3. Click Edit.
  4. Make any necessary changes. See the instructions above under Add a Brokerage for more information.
  5. Click Save to apply your changes or Cancel to discard them.