Showing Trade Names on Submissions

Overview

Client names are shown in Highwing the way they are entered in the AMS.  By default, the client name from the AMS will be reflected on your submissions. If you would like to show a different name for a client, such as a subsidiary or DBA, you can update the name in your Submission Template using these steps. 

Step by Step

1. Within the placement for the parent company, create a template.
   1. The placement will be created on whichever client contains the policies in your AMS.
2. Update the template name to reference which DBA you're using. This is an internal reference and the carrier will not see the template name.  
3. Under the 'Confirm client details' section, update the Client Name field to the trade name, DBA, or subsidiary you would like to show on the submission.
4. Complete the other elements of the template and save. Send to your markets. 
5. The submission will now show the trade name, you can confirm by clicking 'View Submission' within the market.