Company Quickview Audit

Listed below are all the company properties in the Left Side Quickview. If there are properties (other than appointments) that you frequently reference that you have to view under "View All Properties," please let us know!

    Department*

    Your work email address*


    Check box next to property fields you/your team update or reference on a regular basis.

    If you/your team do not use a property, leave the box blank.

    These are the current options sections of the company-wide default view in left sidebar of a contact profile's main page. If you see other properties in the "About Us" section, it is likely because you have added them to your personal quickview. To reset back to default company settings, click on "View All Properties" and then click the 'Reset' button on the righthand side.


    About

    Profile TypePartner/Sales DirectorCompany ownerGeneral Company Email (if applicable)Phone numberWebsite URLStreet addressStreet address 2CityStatePostal codeBranch Code(s)Company Fax

    If you have additional properties in this section that you/your team use, please list them:

    Onboarding

    Getting Started Recap SentPlanned Agency Launch DateData Mapping ReceivedResignation Letter ReceivedBanking Information ReceivedDate Articles of Incorporation ReceivedBusiness Plan ReceivedStaff PlanOffice Photos ReceivedBio & Carrier List Sent to Agency ServicesDate of Carrier Expectations CallCreativeOne / WMIAB Intro DateShared Code AcknowledgementPolicy Date Completed

    If you have additional properties in this section that you/your team use, please list them:



    Accounting Details

    Contract TypeAnniversary DateCurrent Contract Execution DateCurrent Contract Expiration DateSpecial ConcessionsBase Commission SplitAmount due at Contract SigningPayment Plan DurationPayment Plan SubmissionsDown Payment AmountDown Payment Received OnBonus Commission SplitBonus Premium RequirementCarrier Marketing BonusesSweep AuthorizationTotal LMS SeatsLMS Seats to ChargeDate Live in EpicNumber of Epic SeatsFree Months in EpicComparative Rater# of UsersDate Live in RaterFree Months in RaterEZLynx Number of Sates Outside of Domiciled StatesReferral Payment Goes ToReferral Payment TypeASNOA AmbassadorAdditional Epic ChargesData as a Service (Affiliate)

    If you have additional properties in this section that you/your team use, please list them:

    License Information

    Agency FEINEntity License NumberEntity License Expiration DateEntity NPNE&O CarrierE&O LimitsE&O Policy Effective DateE&O Policy Expiration DateE&O Policy NumberFlood Certification Effective DateBOP CarrierCOP Policy NumberBOP Expiration DateBOP CoveragesBOP Certificate ReceivedDate Anti-Money Laundering Certificate ReceivedLexis Nexis Node ID

    If you have additional properties in this section that you/your team use, please list them:



    Appointments

    Preexisting Codes of BooksAAAAllStateAmerican ModernASICSEDairylandEncompassForemostForemost Bristol WestGrangeGuardHagertyInfinity KemperKemper Personal/PreferredKemper SpecialtyLiberty MutualMercuryMetLife/Foremost Signature Home & AutoNationwideNBSPekinProgressiveSafecoState AutoThe HartfordTravelers

    Are there any properties related to appointments or specific other appointments that you would want showing in this quickview section?*


    *Please note that we cannot have all 200+ appointment properties in quickview at this time.





    Please list any additional properties that your team uses that are not in quickview, or you would like to have in quickview: