Client Information

Adding/updating clients (Contract Holders, Sub-Producing Organizations, Licensed Producers or Processors), requires a modernLINK Profile Administrator security profile.
Any text entered during a setup that is printed on a Dec page is printed as-is; be very careful with spelling and use of upper and lower case.

The Client Information page provides a place for you to enter information that identifies the entity you are setting up or updating. Some fields are pre-filled with information initially entered on the setup page, or, if a matching entity was found, that was selected from the Possible Match list.

Click for Processing Tips

To enter Client Information:

Complete the Client Information forms for a business or individual. Click the to add additional address, phone, or e-mail entries. To update information, click Edit on the page bottom, then click Modify to select a section for update. In modify mode, click Add to List to add another entry.

Business Client

Client Information Business fields:

Section	Field	Description
Name	Business Name	The name of the business.
	DBA	The "doing business as" name as indicated on the license of a Contract Holder or Sub-Producing Organization.
	Tax ID#	The business's federal tax identification number.
Address	Type	Defaults to Office for a business type contract holder. Select Mail Address only if mail is not sent to the office address.
	Mailable?	Indicates if the Postal Service has deemed the address as mailable or not.
	Attention / Care of	Indicates special handling of mail.
	Adress1	Street address for the selected address.
	Address2	Suite number or additional address info for the selected address.
	Zip Code	Zip code for the selected address.
	Country	Country for the selected address, U.S.A. or Canada.
Phone(s)	Type	Defaults to Office Phone for a business type contract holder or SPO. Other options include Home Phone, Mobile Phone and Office Fax.
	Area Code	Area code for the selected phone.
	Phone	Number for the selected phone.
	Ext.	Extension for the selected phone.
	Phone # listed?	Indicates if phone number for the selected phone is listed or not, for privacy purposes.
e-Mail Address	Type	Defaults to Office for a business type contract holder or SPO. Home is the other option.
	e-mail Address	General e-mail address of the business. For a Contract Holder, the office e-mail address receives electronic notification of appointments.
Contract Holders only:
Commission Payments (EFT)	Bank Name	Name of the Contract Holder's bank for deposit of commission checks.
	Account Number	Account number at Contract Holder's bank for deposit of commission checks.
	ABA Number (Routing Number)	ABA/Routing Number of the Contract Holder's bank for deposit of commission checks.
	Account Type	Bank account type.
All businesses (Contact Holders and Sub-Producing Organizations):
Premium Payments (EFT)	Bank Name	Name of the business's bank from which American Modern sweeps premium payments.
	Account Number	Account number at business's bank from which American Modern sweeps premium payments.
	ABA Number (Routing Number)	ABA/Routing Number of the business's bank from which American Modern sweeps premium payments.
	Account Type	Bank account type, savings or checking.

Individual Client

Client Information Individual fields:

Section	Field	Description
Name	Title	Title of individual.
	First	Individual's first name.
	Middle Name	Individual's middle name.
	Last	Individual's last name.
	Suffix	Individual's name suffix.
	Date of Birth	Individual's date of birth.
	Gender	Individual's gender.
	Marital Status	Individual's marital Status.
	Primary Language	Individual's primary language.
	SSN#	Individual's social Security Number
Address(-es)	Type	Defaults to office. Contract Holder individuals and Principal Owners must have their home address entered for background and credit checks.
	Mailable?	Indicates if the address is deemed mailable by the post office.
	Address	Street address for the selected address.
	Address2	Suite number or additional address info for the selected address.
	City	Address city for the selected address.
	State	Address state for the selected address.
	Zip Code	Zip code for the selected address.
	Country	Country for the selected address, U.S.A. or Canada.
Phone(s)	Type	Defaults to Office Phone. Other options include Home Phone, Mobile Phone and Office Fax.
	Area Code	Area code for the selected phone.
	Phone	Number for the selected phone.
	Ext.	Extension for the selected phone.
	Phone # listed?	Indicates if number for the selected phone is listed or not, for privacy purposes.
e-Mail Address	Type	Defaults to Office. Home is the other option.
	e-mail Address	Individual's e-mail address. For a Contract Holder, the office e-mail address receives electronic notification of appointments.
Contract Holder individuals only:
Commission Payments (EFT)	Bank Name	Name of the Contract Holder individual's bank for deposit of commission checks.
	Account Number	Account number at Contract Holder individual's bank for deposit of commission checks.
	ABA Number(Routing Number)	ABA/Routing Number of the Contract Holder individual's bank for deposit of commission checks.
	Account Type	Bank account type.
Premium Payments (EFT)	Bank Name	Name of the Contract Holder individual's bank from which American Modern sweeps premium payments.
	Bank Name	Account number at Contract Holder individual's bank from which American Modern sweeps premium payments.
	ABA Number (Routing Number)	ABA/Routing Number of the Contract Holder individual's bank from which American Modern sweeps premium payments.
	Account Type	Bank account type.

Click Save to Continue, Cancel to abort the setup/change.

If Save is clicked, the setup menu opens showing the Client Information section is complete. For a change, the information is updated and saved. A change to Client Information does not have to be submitted. For some changes, such as changing the business name of a Contract Holder, American Modern Licensing & Contracts is notified to finalize the change.

For a setup, follow the steps to enter basic information for the entity you are setting up: