08/15/2023 10:18 AM PST
What's New in the recent EasyApps Updates
Export and Import Certificate Holders
Check out this video on our new Export/Import Holder feature that allows you to export your holder list to a CSV file, as well as import holders from a (properly formatted) CSV file into a certificate.
You can now set up a signature to be present on all forms by renaming the desired signature to ‘default.bmp’. See more at the end of our new Electronic Signatures tutorial!
Numerous bug fixes and minor program enhancements
There is no such thing as bug free software but we strive for it every single day!
You can now populate basic vehicle information listed in the National Transportation and Safety Administration database (information includes the year, make, model, body style) by clicking the lookup icon in the vehicle screen with an ACORD Form open. See the Vehicle Schedule tutorial for more information.
Added Licensed State to Family and Commercial Drivers
You will find that a Licensed State field has been added both to the Family Members and Commercial Drivers sections, both available from the Personal window or applicable ACORD forms.
Class not registered error fix
The Class not registered message may occur getting into the program, opening an email dialogue, or attempting to decrypt an encrypted field. This message is a result of an unregistered DLL file. Resolve this message by:
- Close the program (if it is open)
- Locate the Utiliites (for your product) folder on the Desktop
- If you do not have this folder on your Desktop browse to the location of your ASI program. You can do this easily by right-clicking your program icon and selecting ‘Open File Location’
- From within this folder open TechToolsv9.exe
- From the TechTools utility locate and choose the Register OCX/DLL files
- Click the blue button labeled ChilkatAx-9.5.0-win32.dll
- Close TechTools and rerun the program.
Our new Accordion Schedules is a feature for ACORD forms that have Vehicle, Driver, Equipment, Additional Interest, or Property databases attached to them. It automatically overrides what's on the screen with records that are marked to print, and prints as many pages as are needed - just like the Certificate Holder function. For example, if you have 20 vehicles marked to fill onto a Vehicle Schedule (which only accommodates 5 vehicles per page) you will get 4 pages when printing, emailing, or saving as PDF. Note that to print the form exactly as it looks on the screen, you must now unmark all the vehicles so that they don't override what's on the form.
Auto Mark Yes/No Answers
This new time saving feature will automatically populate Yes/No questions on ACORD forms to the default answer of 'No' upon adding a new ACORD form. By default the feature is on, but can be disabled by unchecking “Enable Auto Mark Y/N answers to ‘No’” in the Options menu of any new version ACORD form.
Certificate Holder Email Function Expanded
You can now customize the email going out to the selected certificate holders to include custom wording and even additional attachments.
Certificate Holder Moved to Better Fit Window Envelopes
We have worked to make adjustments to the information filled to the Certificate of Insurance (among other forms) to better fit the cmmon #10 window envelope.
Search Text Features
The ability to search the text of notes (New Notes only) has been added. Simply click the Search icon on either of these tabs to access this feature.
Append to Existing Note
Our notes are not editable for your E&O protection, however, we have recently added the ability to append to an existing note. Simply click in the body of an existing note, then click the Append to Existing Note icon (available only from the New Note style). A New Note box will appear, type your additional notation and click OK and this notation will be added to the bottom of the existing note.
Email Certificate Holders Directly
If you send certificates out directly to the holders, and utilize outgoing email through the program, then you are going to love this! You now have the option (in the new style forms) to add email addresses for your client’s certificate holders. When you mark the holders to print, a new option will appear to email holders directly. If the holder’s email address is missing, it will prompt you to enter it, then send the certificate for that holder to that holder….simple as that!
EasyApp 'HD' is Finally Here
A complete revamp of our graphical interface gives EasyApps a modern, sleek appearance. New animated icons, selectable themes, crystal clear grids and user selectable fonts throughout the program provide the insurance industry's first customizable management system! We've also provided enhanced search functionality, a new sticky note, and the ability to customise the data labels on the Client screen. Look for the new 'Customize Program' icon (it looks like a gear) on the bottom right-hand portion of the EasyApps program.
To view a brief tutorial of the new features also found in EasyApps click here.
Enhanced ACORD Forms
We have released over 500+ ACORD forms in a new PDF format which provides increased functionality and a cleaner look. Because of the radical difference between the two styles of forms, old versions will not prefill data onto the new versions – but all future forms will prefill between each other.
We have rewritten our backup and restore routines to provide more protection against ‘ransomware’ type viruses. There are currently over 200 variations of this virus so we can’t prevent all of them from encrypting your data. But we have had great success restoring backups using our new routines.
Hundreds of Stability and ‘Under the Hood’ improvements
In the last 12 months we have logged over 400 stability improvements, user suggestions, and tweaks to improve program performance and your agency software experience. We appreciate you as a customer!
Additional Interest Database
EasyApps now provides a database to store Additional Interests, and then prefill them to ACORD forms. Additional Interest are always attached to assets such as autos and property locations. They are not attached to policies. Therefore, you will find the Additional Interest icon on the Vehicle Detail or Property Detail screens.
You can now opt to send your emails directly through outlook instead of setting up your SMTP account information. Simply click the ‘Send Through Outlook’ checkbox on your email setup screen. Also, you can now import your Outlook contacts into Apro by first dragging your Outlook contacts out to the desktop, and then dragging them onto your open AgencyPro program.
Windows 8/10 Compatibility
All of our major programs have been rewritten for Windows 8/10 compatibility. Registry keys are now stored in HKEY_CURRENT_USER instead of HKEY_LOCAL_MACHINE, the Agency Software Printer has been rewritten, and our programs now work with either UNC or mapped drive letter paths. Our programs now work better with User Account Controls enabled.
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