How do I fix policies needing a company assigned in downloads?

If you download with a new company or even if they change their name or NAIC code you may see a message on your downloads from time to time that says the policies need a company assigned.

To resolve the problem

Step 1:  Highlight the client and click View Policy Detail

Step 2: Look for the box with six dots next to the Company field and click it

Step 3:  From the dropdown menu click the company that is associated with that policy

Step 4:  Enter the Parent Company from the dropdown.  If you need to add it it just click the box with six dots move to the last blank record and enter the new parent company

Step 5:  Save your changes


For details instructions watch here

View Video Here

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