Background Information:
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Process Name: |
Update Agent Business Name |
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Role: |
•Agent |
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Objective(s): |
The objective of this process is for an Agent to update its business name (Legal and/or Doing-Business-As [DBA]) with the UI agency using the Self-Service portal. |
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Before you begin: |
•The Agent has a new Legal and/or DBA Name with the UI agency. |
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What happens next: |
•The Agent has updated its Legal and/or DBA with the UI agency. •SUITS will now reflect the new business name record. |
How to do it:
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# |
User Action |
System Response |
Notes |
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1. |
Click the Account Maintenance left-navigation menu item from the Agent Portal Home screen. |
SUITS displays the Agent Account Maintenance screen. |
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2. |
Click the Maintain Account link. |
SUITS displays the Agent Account Maintenance screen. This screen displays the Agent Details and Other Information panels. |
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3. |
Select the Business Name tab. |
SUITS displays the Business Name tab. The tab displays the existing Legal Name and Trade (DBA) Name. |
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4. |
Enter a new Legal Name, if needed. |
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Legal Name is a required field. |
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5. |
Enter a new Trade (DBA) Name, if needed (not required). |
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DBA = Doing Business As |
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6. |
Click the Save button. |
SUITS displays the message: |
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7. |
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SUITS saves the new Legal and/or Trade (DBA) Name. |
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8. |
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The new Legal and/or Trade (DBA) Name is effective. |
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