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Entity User Groups

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Entity User Groups - New

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Group Privileges

Group Name:

Description:

Privilege Type:

Coverages

Search Coverages

Parties

Search Entities

Search Lienholders

Reports

Run Reports

View Queued Reports Requested by Other Users

Security

Change Own Password

Quoting

View Quotes

Create-Edit-Delete Quotes

View AP Quotes

Create-Edit-Delete AP Quotes

Customer Account

View Customer Account

Edit ACH,CC Info

Edit Billing Method and ACH,CC Info

Edit Customer Information

Generate Notices

Missing Policy Numbers

Transactions

Create e-Payments

Group Details

Group Privileges

Group Name:

Description:

Privilege Type:

Coverages

Search Coverages

Parties

Search Entities

Search Lienholders

Reports

Run Reports

View Queued Reports Requested by Other Users

Security

Change Own Password

Quoting

View Quotes

Create-Edit-Delete Quotes

View AP Quotes

Create-Edit-Delete AP Quotes

Customer Account

View Customer Account

Edit ACH,CC Info

Edit Billing Method and ACH,CC Info

Edit Customer Information

Generate Notices

Missing Policy Numbers

Transactions

Create e-Payments

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Import-Export

▸ Update Policy Number Import

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▸ Export ACH

▸ Import A.M. Best Ratings

▸ Export FedACH

▸ DEC Page Import

OFAC Match

▸ Direct Bill Address Change Import

▸ Direct Bill Cancellation Import

Import Write-Off Accounts

Beneficial Owner Info Export

Beneficial Owner Info Import

Import Documents

Entity AR Payment Import

Import Quotes

BTIS Policy Number Import

BTIS Import Endorsements

Import Reinstatements

Entity Import

Change In Premium Import

Internal Rating Import

Import Carrier Ratings

AIPSO Binding Data Import

Import Returned Payments

Credit Approval Import

Exposure Model Update

Import Risk Rating Update

MAIF Account Import

Export PFAs

BAV Export

View-Search By TIN Data

Import Credit Card Chargebacks

AIPSO Assignment File Import

Bulk Document Import

CRA import

ACH Debit Returns

Lienholder Assignment

Update Collections Information Import

▸ Export

Positive Pay

Export ACH

Export PFAs

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Quoting

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General Ledger

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Security

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Groups

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Email Search

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Risk Ratings

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Payment Adjustments

Payment Editor

e-Payments

ACHs

Electronic Payment Posting Wizard

Parties

▸ Lenders

▸ Lienholders

▸ Salespersons

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▸ Captive Managers

Disbursement

▸ Disbursement Editor

▸ Void Combined Disbursement

▸ Check Creation Wizard

▸ ACH Credit Wizard

AIPSO Data

Renewals

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Update CSR Contact Info

Auto Book Eligible Quotes

Auto Book Quotes

Add Risk Rating

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Quotes

New Quote

Quote Search

Quick Quote

New AP Quote

AP Quote Search

Import Temp Quotes

Payments

Payment Entry

Batch Payments

▸ e-Payment Wizard

Collection Administration

New Account

Additional Premium

Adjustments

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Flat Accounts

Flat Additional Premiums

▸ Loan Editor

Reverse Closing Adjustments

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Credit Card Adjustments

Return Premium Shortage Adjustments

Quote Import

▸ Customer Quote

▸ Additional Premium Quote

Utilities

Unearned Premium Calculator

Add Memos

Missing Policy Numbers

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Printing

Print Queued Reports

Manual Notice Generator

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Management

Regulations

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Referral Fees

Adjust Referral Fees

Exception Identification

Pay Referral Fees

Referral Fee Check Wizard

Referral Fee Plans

Private Label

Audit Log

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