Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
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.
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.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Enablement Visible permission — accounts using Sales Records
Sales Enablement Visible permission
To access the My Account > SOA/ACA Consent tab, you must be assigned to a Security Group with the Sales Enablement Visible permission.