Cover Page Branding - Add Customer Name to Dynamic Fields list

Current state is that only the Named Insured Dynamic Field is available to pull to the Cover Page Branding. This Named Insured pulls from the Firm Name field on the first policy chosen when creating the proposal. While this may work well for some accounts, it doesn't work well for all, especially larger or more complex accounts.

Having the ability to choose the Customer Name and DBA from the Customer screen when selecting Dynamic Fields would be extremely helpful.

  • Guest
  • Jan 13 2022
  • Coming in Next Release
Product Version Online 20R2
Related Products AMS360
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  • Guest commented
    January 13, 2022 18:44

    Being able to choose a Supplemental Name would help us out!