FAQ ID # 43
Last Update : 2015/08/18
Rating : Not Rated
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Question / Issue
What are Company Groups?

Answer / Solution

Company Groups:

  1. A Company Group is a list of companies that are turned on and saved under a Company Group name.
  2. You can create as many Company Groups as you need and assign them to specific agencies and/or locations to use for rating.
  3. You can also set up seperate company groups within the same agency.  For example: you may have ‘renewal’, ‘endorsement’ and ‘new business’ departments that need different companies turned on.
  4. There are situations when an agency may need to have different companies or different producer codes for their producers or locations.  Company Groups provide the ability for each producer or location to have their own customized set of companies.

Related FAQs
How do I create a Company Group?
How do I edit a specific Company Group?

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