Help About This Page - Company Information

Lucy Borne -

The 'Company Information' page is where the Agency Revolution System will allow you to set Company Information, Time Zone, and Add users to the system.

Company Information:  Simply enter your main Agency name, Main phone line and website and press 'SAVE'.  You can go back at any time and make changes:

 

The next section allows you to choose your time zone.  Once chosen, the system will reschedule all communications to the appropriate time zone selected.  Simply click on the down arrow on the right side of the time zone box. Please keep changes to a minimum as any change does require the system to reschedule any messages already in cue and waiting to go out.

The final section of this page allows you to manage your users.

There is no limit to the number of users you can have. You should keep your employee maps (in integration) up to date so your Account Rep and Producer information is mapped to these users.  For example if you have a producer or CSR leave - make sure to adjust their user setting in the employee mapping area (under list set up) as well as here.

For security purposes, it is your responsibility to remove users who are no longer with your company. Keep in mind that when you change user details it will often require the data to remap and that can take several hours.

Remember - if you have any other questions please feel free to chat us via the in app support.  Simply click on the chat icon in the upper right hand corner of your next product and start a conversation.  We look forward to helping you!

 

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