Pull Firm Name from Policy and not Customer Screen on Proposal

When creating a proposal the firm name pulls from the customer screen; however, we have different Named Insureds on a policy that are not the same as the Customer Name; therefore, if the firm name would pull from the policy detail, it would be more accurrate.

  • Guest
  • Oct 27 2022
  • Open
Product Version 21.1.173 AMS360
Related Products AMS360
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  • Guest commented
    October 27, 2022 14:12

    I just wanted to clarify that we are needing the firm name to pull from the policy screen onto the Cover Page

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