Change Agency Code utility

Started by Andrew Carrick, June 04, 2010, 04:20:09 AM

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Andrew Carrick

Anybody used this and are there any issues that I need to be aware of? We are setting up a new Agency and need to transfer some existing business to it.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Coral

I used it once years ago. It worked well. I believe you cannot have any open transactions, or accounts will not move.
Coral Benton
Epic Online

Andrew Carrick

Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.