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

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