Company set up for downloading

Started by brinkerdana, January 19, 2011, 01:37:00 PM

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brinkerdana

It's been over a year since I did this.  Do I need to set up each of the writing companies for the billing company set up for download?
Dana Brinkerhoff
Retired

Jan Regnier

We have the billing company - usually the MAIN company of the group and then we have the Issuing company(s) within that Main company set up.  i.e So when General Casualty is the billing co but Hoosier is the issuing co it goes to where it's supposed to go rather than into suspense. 
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

brinkerdana

Dana Brinkerhoff
Retired

Jim Jensen

there was some other discussion on this recently and I think a potential downside to loading them all under 1 code is that you won't have the NAIC codes on Certificates of Insurance for those secondary company names. Someone mentioned being required to list the NAIC code and having to reconsider their company setup as a result. First time I've heard of it as an issue, though.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

brinkerdana

I do have them set up as separate companies with NAIC codes.
Dana Brinkerhoff
Retired