Agencies
If the account is direct....the word direct should display in the agency list.
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Anonymous
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We have completed some work that allows you to better manage direct business in an automated way.
For example, if the Agency and Account names match we can update the Agency to Direct. If an Agency contains certain characters that your company defines such as -DIR or (D) (really anything you tell us that you systematically use to define Direct business) then we can ensure that Agency gets updated to Direct.
Please contact your Success Manager if you think this is a good fit for you!