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The Agency Contacts Manager is a repository for the contacts referenced on various ACORD Forms. Here, you can learn how to create and manage your Agency Contacts entries.
To access the Agency Contacts Manager, under the Managers menu, click "Agency Contacts".
This will bring you to the Agency Contacts Manager.
Depending on a user's permissions, and the status of the contact entry, a user can edit, set default, activate or deactivate an existing entry.
If the Agency Contact entry is set as default for the insured, the only option under the Actions menu will be Edit.
Edit: The user can edit fields associated with the Agency Contact entry.
For all other entries that are not set as default, a user will see the following additional options.
Deactivate: Allows a user to deactivate the Agency Contact entry. Inactive entries cannot be selected from the COI Temple Editor or Certificate Editor. This action will give the entry a new status of inactive, and it can be viewed again by utilizing the filters. A default entry cannot be deactivated.
Delete: Allows a user to delete the Agency Contact entry, completely removing it from Certificate Hero. This action will make the entry unable to view again.
Set Default: The default Agency Contact entry will populate first on the ACORD Form in the COI Template Editor and Certificate Editor.
To add a new Agency Contact, click the orange "+ Create Agency Contact" button.
This will bring you to the Agency Contact Creator. The contact name will be required for the entry. Additional optional fields include the contact phone number, fax number and email address.
If the name is required to be shown on the certificate, click the "Show Name on Cert" box.
If the contact entry needs to be selected as the default contact for the insured's certificates, click the "Default Contact" box.
To preview how the entry will look on an ACORD Form, click the "Show Preview" button in the bottom left corner.
When you are ready to save the entry, click the blue "Save" button.
You will be brought back to your Agency Contacts manager, and your new entry will display with the rest of the contacts.
