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Status Proposed
Categories Suggestion
Created by Guest
Created on Jun 15, 2022

Notification When Servicing Agent differs from Import

Currently if you import commission on a policy that is in Agency Bloc already, the Servicing Agent in Agency Bloc will take precedence over what is imported. It would be beneficial if we were notified or given a red flag if the Servicing agent differs from what is imported. We have come across this when an agent has sold their business to another agent or when a carrier changes who the agent of record is without our knowing. Also prevents the wrong agent from being paid and notifies us that there has been a change.

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