Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscription package on the Subscription page.
To generate ACA Consent to Contact or Attestation forms for Individual Records and Sales Records in AMS+, agents must add the following to their user account profile: Phone number and NPN. This information appears on the SOA form itself.
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.
- You must be assigned to a Security Group with the Manage User and Sales Enablement Visible permissions.
How to add ACA information
- Go to My Account.
- Navigate to the SOA/ACA Consent tab.
- Add your phone number and NPN.
- Select the Save button