Setup Questions Credit/Insurance Agencies Accounts

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Fields

Refer to the following field list in the Help file for more information: Credit/Insurance Agency Account Tab.

Instructions

Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
Confirm that you have read the setup details on the topic.
Answer each of the questions on this page.
Use your answers to set up the system.

Questions for Credit/Insurance Agency Accounts

To what property does this credit or insurance account data apply?

Enter a property name: _______________________

Property Identifier:

What property identification do I want to associate with this account?

Circle one: Standard or Multi-User or Consumer or Alternatives

This field is used only by certain credit agencies.

Account Number:

What account number do I want to associate with this account?

Enter a number: _____________________________

Property Name:

What property name do I want to associate with this account?

Enter a name: _______________________________

Agency:

What credit or insurance agency do I want to associate with the property?

Enter a name: _______________________________

If Trak-1, what version?

Circle one: Version 1 or Version 2

Management Co. ID:

What management company identification do I want to associate with this account?

Enter a name: _______________________________

This field is used only for credit agencies and only if CoreLogic SafeRent is the selected agency.

Source Organization ID:

What source organization identification do I want to associate with this account?

Enter an identification: ________________________

This field is used only for credit agencies and only if CoreLogic SafeRent is the selected agency.

Require Email

Do I want the system to require applicant email on the CoreLogic SafeRent credit check screen?

Circle one: Yes or No

Insurance Agency Box

Complete the following questions when you are setting up an insurance agency.

Insurance Agency

Do I want the system to display the name of the selected insurance agency in the drop-down list of available insurance agencies on the Renter’s Insurance form?

Circle one: Yes or No

Web site Login ID:

What is my web site login identification for the insurance agency web site?

Enter an identification: ________________________

Web site Login Password:

What is my password for the insurance agency web site?

Enter the password:__________________________

Get Coverage URL:

What is the web site address to request coverage information from the insurance agency?

Enter the web site address:____________________

Post New URL:

What is the web site address to post new insurance policy application data to the insurance agency’s web site whenever you submit a renter’s insurance application?

Enter the web site address:____________________

XML Tag:

What XML tag did the insurance agency assign to my company?

Enter the XML tag: __________________________