MGA / Broker
OverviewUse the procedure below when you have received cash payments from agents that are to be applied to invoices with a future billing date.  The benefit is the cash is recorded the day it is received but the credit doesn’t appear on the agents account or statement until it is…
Overview: The process below outlines the steps to perform an agent of record change on an active policy in an MGA / Broker agency.  Process: Search for or create a new customer account for the new agent. Load the current agent's profile on one of the 4 client tabs. Select…
Overview: The procedure detailed in this document should be used when an Agent statement balance is a credit amount indicating the General Agency owes the Agent. Use the process below to create the check payable to the agent (using the reconcile receivables feature in Agency Systems).   Process: Load the…
Overview: The process below outlines how to copy Form Templates from an existing Contract, to a new Contract with the same Class. Before You Begin An existing contract must exist with Form Templates saved under the Class. Before these steps will work, the new Contract with the same Class will…
Overview:The GA dataset includes a quote/binder form which can be setup with default data for coverage limits and/or coverage terms and conditions. These forms are generated when a submission is created and will accompany the agent's invoice. They are designed to be sent to the insured (by the agent) detailing…
Overview:The Contract Profile allows the General Agent to preset defaults by carrier and class for limits, coverage's, billing lines and documents that accompany the quote/binder/policy. These defaults limit the amount of data an underwriter has to enter when creating a policy and invoice transaction from the Submission tab or Policy…
Overview:This document provides examples of which fields can be customized on the General Agency Invoice, Quote, or Binder forms. Before You Begin:This document is for Broker / General Agency clients only. Process: Quotes and Binders: Items marked in blue are pulled directly from the Agency and Client profiles from Agency…
Overview: This process outlines how to setup State-Specific Text to automatically populate to the Quote on a Submission. Before You Begin: The procedure assumes that you have an existing Contract setup under Profiles> Contracts. Before these steps will work, the following items will need to be in place under the…
Overview:The steps detailed in this document assist with creating memo documents and saving them so they can be produced with submission quotes and policies. Before You Begin:This document applies to General Agencies only. Process:Creating memo templates: From the Contract Profile screen select Classes. Highlight any of the classes listed, then…
Overview:The following procedure details how to create the necessary invoice transaction that adjust the GA and/or Agent’s commission amount on an invoice that is from a previous accounting period and/or has items attached. Doing the adjustment with invoices verses journals will update the policy production reports figures and 1099 totals…

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