Multiple agency question.. client entered under wrong agengy #

[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.

[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.