- Knowledge Base The user can efficiently manage and update all relevant company details within the system, including contact information, address, and any other essential data, ensuring that the information remains accurate and up-to-date for effective communication.
The following are the steps to manage Company in the system:
1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Company’ option in the System Setup menu.
3. Users can search for the Company option by typing in the search area.
4. A new page titled ‘Setup – Life – System Setup – Company’ will open, displaying the existing Companies along with fields such as Company name, First Name, Last Name, Email, Phone, Created By, Create Date and Action under the ‘Company’ tab.
There are three available options: Add, Print, and Export.
5. Click the ‘Add Company’ icon to add a new Company.
6. A new pop-up window titled ‘Life – Add Company’ will open, containing fields for ‘Company Name’, ‘Short Name’, ‘First Name’, ‘Middle Name’, ‘Last Name’, ‘Email’, ‘Phone’, ‘Alternative Phone’, ‘Mobile Number’, ‘Fax’, ‘Address 1’, ‘Address 2’, ‘Zip Code’, ‘City’, ‘State’, ‘Company Assign#’, ‘Preferred Send Method’, ‘From Email’, ‘Quote code’ and ‘Agency Number#’ and ‘Save’ and ‘Cancel’ at the bottom.
Fields with an ‘*’ sign are mandatory. In this case, ‘Company Name’, ‘First Name’, ‘Last Name’, ‘Email’, ‘Company Assign#’, ‘Preferred Send Method’, ‘Quote code’ and ‘Agency Number#’ are mandatory fields.
- Company Name: Enter the desired Company Name. (Limit is a maximum of 100 characters) (This field allows to enter alphabet only)
- Short Name: Enter the desired Short Name of the Company. (Limit is a maximum of 100 characters) (This field allows to enter alphabet only)
- First Name: Enter the value for First Name. (Limit is a maximum of 30 characters) (This field allows to enter alphabet only)
- Middle Name: Enter the value for Middle Name. (Limit is a maximum of 30 characters) (This field allows to enter alphabet only)
- Last Name: Enter the value for Last Name. (Limit is a maximum of 30 characters) (This field allows to enter alphabet only)
- Email: Enter the email address with email format only. (Limit is a maximum of 50 characters)
- Phone: Enter the value of phone number in xxx-xxx-xxxx format only. (This field allows to enter numeric value only)
- Alternative Phone: Enter the value of alternative phone number in xxx-xxx-xxxx format only. (This field allows to enter numeric value only)
- Mobile Number: Enter the value of mobile number in xxx-xxx-xxxx format only. (This field allows to enter numeric value only)
- Fax: Enter the value of fax number in xxx-xxx-xxxx format only. (This field allows to enter numeric value only)
- Address 1: Enter the value of the Address field. (Limit is a maximum of 100 characters) (This field allows to enter alphabet, number and following characters only #&-_’,./ only)
- Address 2: Enter the value of the Address field. (Limit is a maximum of 100 characters) (This field allows to enter alphabet, number and following characters only #&-_’,./ only)
- Zip Code: Enter the value of zip code. (Limit is a maximum of 5 characters) (This field allows to enter numeric value only)
- City: After entering the zip code, the system will fetch the corresponding City and State values.
- State: After entering the zip code, the system will fetch the corresponding City and State values
- Company Assign#: Enter the value of Company Assign number. (Limit is a maximum of 10 characters) (This field allows to enter numeric value only)
- Preferred Send Method: Select the value form drop down.
- From Email: Enter the email address with email format only. (Limit is a maximum of 50 characters)
- Quote code: Enter the value of Quote code. (Limit is a maximum of 10 characters) (This field allows user to enter all alphabet, number and characters.)
- Agency Number#: Enter the value of Agency Number. (Limit is a maximum of 20 characters) (This field allows to enter all alphabet and number)
7. Fill in the details and click the ‘Save’ button to continue.
8. A confirmation message will appear on the page – ‘Company created successfully.’, and the newly added Company will now be available on the list.
9. There are two options available for each Company under the Action heading: Edit and Delete or Lock. For newly created companies, the Edit and Delete options will be available by default.
– Edit: By clicking on the Edit icon, the user can edit the details of the selected Company.
– Delete or Lock: By clicking on Delete, the user can remove the selected Company. However, once the Company is assigned to any profile, the option will change from Delete to Lock. The Delete option will remain available until the company is assigned to any profile.
10. This newly added Company will be available on the Cases > Profile > Information > Default > Life Policy > Insurance Company drop down.
11. The user can assign the newly added company to any profile.
12. Once the Company is assigned to any document, the option will change from Delete to Lock, and it can no longer be deleted.
13. Users can update the values for the created Company by clicking on the edit icon for the selected Company.
14. A new pop-up window titled ‘ Life – Edit Company’ will open with the existing fields value. Update the values for the Company details as needed.
For example, in this case, we are updating the company name. Once the company name is updated, click on Save.
15. The system will generate a confirmation message saying that ‘Company updated Successfully’. The updated name will be displayed in the listing.
16. The updated company name will be displayed in the Cases > Profile > Information > Default > Life Policy > Insurance Company dropdown.
17. The updated company name will also be reflected in the existing assigned profiles under Cases > Profile > Information > Default > Life Policy > Insurance Company.
18. To remove the existing Company, click on the Delete icon. (If a company is assigned to any profile, it cannot be deleted.) (To explain the delete function here another company is created which is SBLI Life Insurance Company New and not assigned to any profile.)
19. After Clicking on Delete, the system will prompt confirmation before deleting.
20. Click on delete to remove the Company.
21. The system will generate a confirmation message saying, “Company deleted successfully,” and the Company will be removed from the list.
22. This Company will no longer be displayed in the Cases > Profile > Information > Default > Life Policy > Insurance Company drop down.
23. To print the list of available companies, click on the Print icon.
24. By clicking on the Print icon, a new page will be displayed with the print window containing the list of available companies. The user can print the data using the desired options.
25. To export the list of available companies, click on the Export icon.
26. By clicking on the Export icon, a new pop-up window will open with different period options. The user can export the data using the desired options.
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