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
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