Agencies
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An Agency is considered to be a separate location (office) or business unit.  To work with Agencies, click on the Agencies button under Administration in the BARS Navigator.  The Agency search page opens in the Search Frame with a list of all agencies for an account appearing at the bottom .  Clicking on one of these agencies causes that record to appear in the focus frame.  To create a new  agency record, click Insert New Record in the Search Frame.  To edit the existing record, click Edit in the Focus Frame.

Buttons

Fields Related Records

Buttons

? (Help) Edit Focus Print Page

Refer to the User Interface section for the use of these buttons.


Fields

Agency ID  This is the identifier used the designate an agency throughout BARS.
Agency Name  Self explanatory
Agency Owner  Self explanatory
Address 1  Self explanatory
Address 2  Self explanatory
City  Self explanatory
ST  Self explanatory
Zip  Self explanatory
Email  Self explanatory
Office Phone  Self explanatory
Fax Phone  Self explanatory
Mobile Phone  Self explanatory
Start Date  Date the agency was opened
Close Date  Date the agency was closed
Underwriting Limit  How big a bond can this agency write?
Agency Override Indicates % which agency is paid on each bond/power written.  Based on face value. 
Status  The status is active while the agency is open

Related Records

At the bottom of the Agency View page you can see the Agents, Employees and Users that are related to the Agency record currently being viewed.