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