This article explains how agents or users can personalize the agency contact information that appears on ACA Consent and Attestation forms they send in AMS+.
For more on ACA forms, including training and related resources, see this feature overview.
Requirements
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
How to customize your agency contact information
If your account is configured to allow user edits, you can enter your own agency contact details. These details will override the default agency contact information on ACA Consent and Attestation forms you send.
To customize your agency contact information:
- Go to My Account.
- Navigate to the SOA/ACA Consent tab.
- In the ACA Agency Contact Info section, select the Customize radio button.
- Fill out the following details: name of agency, agency NPN, owner of agency, phone number, and email address.
- Select the Save button.
Once saved, your contact information will appear on all ACA Consent to Contact and Attestation forms you send.