Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
To generate ACA Consent to Contact or Attestation forms for Individual Records in AMS+, agents must add the following to their user account profile: phone number and NPN. This information appears on the ACA 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 or Agent CRM User.
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.
Once saved, this information will be included on ACA Consent 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.