User's Manual

Business Guidelines – Processes and Procedures
Version: 2.3 20 10/15/2009
a. First Name field
b. Last Name field
c. Middle field (optional)
d. Title field (optional)
e. Agency Contact check box (optional)
f. Is Supervisor check box (optional)
g. Supervisor drop-down list
h. Backup Agent drop-down list (optional)
i. Note field (optional)
5. Click the Next button.
6. Click the Add Address 1 button.
7. Select an option in the Type drop-down list.
8. Enter address information.
9. Click the Next button.
10. Select an option in the Primary Contact drop-down list.
11. Enter information in the field to the right of the Primary Contact drop-down
list.
12. Click the Submit button.
Available Reports
Reports are also available to assist agency personnel with managing the agent staff. The
report list is comprised of the:
• Client Summary for Agency Report, refer to Figure 37: Client Summary for
Agency Report
• Compliance Summary by Agent Report, refer to Figure 38: Compliance
Summary by Agent Report – Summary
• Usage by Agent Report, refer to Figure 40: Usage by Agent for Agency Report
• Agency Activity Report, refer to Figure 41: Agency Activity for Agency Report
REGION MANAGEMENT
Regions and servicing locations are optional features that can be activated or deactivated
by calling AMS Customer Services. Designed primarily for larger organizations, a
regional structure allows you to separate your business into logical groupings.
Once your regional level is set up, you can associate your servicing locations for clients
and inventory with the appropriate region. If the regional concept does NOT fit your
organizational needs, you can still utilize servicing locations for your client and inventory
management.