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      Company Data Rules

      Just like with contact data rules, company data rules help keep our company contacts and locations organized.

       

      This data guide makes it easy to sort your companies and match them with their parent or child companies. We have templates below for how to enter companies who were bought, merged, or have multiple locations. If you have questions, please reach to HQ.

      1. Remember to associate child companies to the HQ

      2. All companies should be created using the web domain

      3. No owners for companies

      4. Company Record no other offices – Name only

        1. Example: Oregon Social Learning Center

      Parent Company

      1. Company Name (HQ) - City, State

        1. Example: USI (HQ) - Valhalla, NY

       

      Child Companies

      1. Company Name – City, State Abbrev.

        1. Example: USI - St. Louis, MO

      2. If bought by another company but kept name: Company Name – Parent Company

        1. Example: TRUEbenefits - Alera Group

      3. If bought by another company and merged with another name. Add the old name of the company to the description.

        1. Example: Alera Group - Northeast, CT

      4. If there is a duplicate in the City, meaning to locations in the same city: Company Name – City, Street Name, State Abbrev.

        1. Example: USI - Chicago, Wacker Dr., IL

      5. If the domain represents a region, it should follow this format Marsh & McLennan Agency - Northeast, State