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  • Testimony Form
    • Pittsburgh Insurance Agency
    • Connelly-Weiss
    • Pebsworth Insurance Agency, Inc.
    • Heritage West Insurance
    • John Knight
    • Excel Insurance Agency
    • Ken Myles
    • Kathy Bayes Insurance
    • American Insurance Management
    • Darrell Haynes
    • Mark Ball Insurance
    • DLB Insurance Marketing
    • Crook Financial Services
    • Clark Insurance Agency
    • Jan Jesberger Insurance
    • Auto Risk Consultants, Inc.
    • Kelly King Insurance
    • Howard Insurance & Associates
    • Pat Fox
    • Sano Brokerage Company
    • Ostrowski and Associates, Inc.
    • Pickard Insurance Agency
    • Five Brothers Insurance
    • Reilly Insurance
    • Frias Insurance Agency
    • Norman Cathell
    • McCall Insurance Agency
    • Frizzell and Company
    • Bauman Agency
    • McShea Insurance Company
    • Ledbetter Ins. Agency
    • Hallam Insurance Agency
    • Jonathan Steinberg
    • Eagle Insurance
    • Brooks Agency
    • Maningo Group Insurance
    • J Michael and Associates
    • Mosier Insurance Agency
    • Pizzichillo Agency
    • Fredericks Insurance Agency
    • Anwar Insurance Agency
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215 W Commerce Dr
Hayden Lake, ID
83835

voice
800.342.7327

fax
208.762.1265

email
support@agencysoftware.com,moria@agencysoftware.com

Workflow Series

Click the links below to view the tutorials

  • Product Comparison

Clients

  • Navigating the Client Database
  • Client Data Entry Strategies
  • Adding and Editing Clients

 ACORD and Formview Tutorials

  • About ACORD Forms
  • Navigating the ACORD Screen and Form Library
  • ACORD Form Basics
  • Form Automation and Data Filling
  • Form Output
  • Accordian Schedules
  • Certificate Holder Workflow
  • Import/Export Cert Holders
  • Move Forms to Disk
  • Electronic Signatures

Policies Tab Tutorial

  • Introduction to Policies
  • Policy Entry & Limits
  • Coverages Report
  • Policy Options
  • Policy Master/Detail (Apro Only)

Data Collection

  • The Personal Tab and Demographics
  • Family Members and Commercial Drivers
  • Vehicles Database
  • Property Databases
  • Additional Interests

E&O Tools

  • Client Notes
  • Claims Tracking
  • Surveys
  • Ticklers
  • Default Limits

Letters Tab Tutorial

Reports

  • Report Basics
  • Report Access
  • Customizing Reports
  • Export to CSV
  • Mailing Labels
  • Introduction to Advanced Mail Merge

Document Management

  • Benefits of Image Processing
  • Accessing Images
  • Adding Images & Document Manager
  • Using the ASI Printer
  • Attaching from a Scanner

 Company Downloads

  • Introduction to Download
  • Getting Started with Download
  • Processing Downloads and Suspense Manager
  • Non-Ivans Download Processing
  • Reviewing Downloads
  • Commission Statements Download
  • Reattach Download to Correct Client

 

BACK TO TUTORIAL HOME

215 W. Commerce Drive
Hayden Lake, ID 83835

phone: 800.342.7327
fax: 208.762.1265

sales@agencysoftware.com

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