Agencies

Agencies are separate sub-structures within your organization. If you import data from Applied Epic or Applied TAM, each agency in the agency management system carries over to Applied CSR24.

In order to access this area, you must have View rights for Agency 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 > Agencies.
• From any other area of the program, click Home > System Admin > Agencies on the options bar or click System Admin > Agencies on the navigation panel.

Add an Agency

1. Click Add.
2. Enter the agency's Name and Short Name.
3. It is recommended that you do not to modify the AgencyID field. This is populated by the data import and is used as a way to help you identify this structure in your agency management system.
4. Select the agency'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 U.S. Mail feature, enter any Mail Delivery Text specific to this agency. This text, in addition to the text entered at the organization level (see Agency Setup), will print on the cover page of each certificate mailed from this agency.
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 agency License Number prints on ACORD forms and is required by some State Legislation, e.g., California. Agencies that do not use Applied Epic, enter and edit the License Number here.
   For Applied Epic agencies, this information is included from the data extract and should be updated in Applied Epic if necessary in Configure > Structure > Agency.
9. The NY License Method field defines the New York DMV-issued License number to use during the Auto ID issuance process. On the dropdown menu, select Use Agency Default (defined using the Setup option in Licenses) or a specific license number.
10. Click Save to add the agency or Cancel to discard your changes.

Edit an Agency

1. Locate the agency. To filter the list, expand the Search frame, type a portion of the agency'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 agency detail.
3. Click Edit.
4. Make any necessary changes. See the instructions above under Add an Agency for more information.
5. Click Save to apply your changes or Cancel to discard them.