Multiple agency question.. client entered under wrong agengy #

Started by kthielepape, November 01, 2011, 02:40:04 PM

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kthielepape

We have multiple agency's in our system... a client was created under the incorrect agency code.. is there a way to transfer or move to the correct agency code.. without deleting and reentering all the data?
Thanks
Krispen
TAM 10.4

Bob

We have same and have encountered before.   I think as long as no open claims, no future apps, no unpaid or unreconciled items, as long as all that met I think you can just change agency when nobody in.  Been a while not sure if it was util in rename or if I just revised with my rights.   Wish I had solid answer but not something we do everyday and with everyone locked in the agency they belong, they can't make the mistakes anymore.  I even lock branches down to their branch they service nothing more.  Helped a lot in reducing accidents!   

kthielepape

Thank you!  I will have our IT Manager see if he can do in a rename utility.. 

kthielepape

We were not able to do through utility.. but we moved client back to prospects.. deleted current client.. corrected the agency code and moved back to client.. and IT WORKED!


DebAmstutz

Why could you not change the agency number with the agency change utility?  I think the only thing that would prevent the agency number change would be an open transaction-something that has more or less than a zero balance.  I've not yet come across a client with an incorrect agency number that I couldn't change if there were no open transactions.
Deb Amstutz
Missing TAM 5 days a week

GeorgeW

Utility Manager-General-Change Agency code

You have to log into Utility Manager outside of TAM to see this utility.

And Deb is right, can't have a balance.  There is some info in TAM's help file you probably want to read.  :)
George Watson
AssuredPartners NL, Louisville, KY
Epic 2022 R2, MU2