08/15/2023 10:18 AM PST
What's New in Recent EZAgent 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.
Text from Client
Our texting features have now been expanded to include a Send a Text option available from the client screen. To utilize the system’s texting features check out the TechTalk videos on Setting up to Text and Setting up to Email.
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.
You now have the option to Text tickler alarms to either the account Rep or the Client from the Calendar window. Simply configure the rep in the Employee screen to include email and cell phone information, then set and schedule an alarm as the type ‘Text Alert’ to have the program text the tickler to the chosen recipient(s). The program will then display a list of any cell phone numbers found for the selected customer, or account rep attached to the tickler.
Download Percent Change
Do you utilize our convenient download features? We have recently added a feature to the download that will compare your renewal premium to the summarized premium of the last term policy. So when you download a renewal of a policy already in the program the download will wrap up the prior term premium and report a percent change. Look for the updated Download Report – All Companies and the additional report, Download Report – Renewal Percent Change.
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 common #10 window envelope.
Search Text Features
The ability to search the text of notes (New Notes only) and the Title of your attached images 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!
The Coverages Report is a little-known feature that has been hiding in the Limits section of the policy for quite some time. This (newly designed) report compiles all of the information attached to the policy, such as limits, vehicles, properties, additional interest, etc. We have created a link to this coverages report on the policy tab; simply click on the desired policy, then click the printer icon at the top of the window to see all of the details for that policy. Note: With the addition of this feature we have disabled the Download View tab on the policy level (for those using Download Plus), as this is a more efficient method of reporting the policy details.
New Style Schedule Reports
We have a fresh design for our schedule reports, such as the Vehicle Report or Cert Holder List. The new style generates a PDF file, which can be easily saved and sent to the client. Simply access these reports from the schedule as always.
Reattach Download Records to Different Client
Have you ever attached a policy to the wrong client during download? Now you can click the paperclip icon in the suspense manager, find the mismatched records in the list, and reattach them to the correct client.
EZAgent 'HD' is Finally Here
A complete revamp of our graphical interface gives EZAgent 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 EZAgent program.
To view a brief tutorial of the new features also found in EZAgent click here.
Download E-Docs and Claims Directly from your Carriers
For our customers using our Download Plus Module - we are excited to announce the ability to download E-Docs (DEC sheets, notices of cancellation, and other PDF documents) directly from your carriers into our Images area. We also now download claims from select carriers. For a list of carriers who support these types of downloads, please see: https://www.agencysoftware.com/download-partners
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.
ASI Printer Version 10
A new version the ASI Printer provides more compatibility with Windows 8 and 10.
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!
What we're Working On
In the next few months you can look forward to the following features and enhancements:
a) A revamp of the Policy/Endorsement graphical hierarchy
b) Tickler alarms that send reminder text messages directly to your cell phone.
Enhanced Commercial Lines Download
For our customers using our Download Plus Module, we have dramatically improved Commercial Lines Download. We now download full commercial policy images, including limits, drivers, vehicles, property locations, and additional interest schedules. Supported lines include Commercial Package, BOP, Business Auto, G/L, Property, Workers Comp, Commercial Umbrella, Crime, and Contractors Equipment Floater. For a current list of our certified commercial download partners, please see: https://www.agencysoftware.com/download-partners
Encrypted Client Social Security Numbers, DOB's and Drivers License Numbers
The Setup Tab now has the option to encrypt all of your client’s Social Security Numbers. This must be done by a user marked as a Supervisor within the program. The social security numbers will then only be show one at a time when you click the icon that looks like a lock next to the SSN field. Once your client’s SSN’s have been encrypted, the encryption cannot be reversed. This feature will greatly reduce your liability should your computers get stolen. We also have the option to encrypt all of your personally identifiable data with industry standard 128 bit encryption. To learn more about this please give us a call. It is strongly recommended that your agency consider using these security features, and Agency Software, Inc. accepts no liability should you decide not to use them.
Custom Non-Premium Items
You can now make up your own customized non-premium items by clicking the icon that looks like gears while the non-premium grid is opened on an existing policy.
Under the Employees and Companies buttons on the Setup tab you now have the ability to enter default commission percentages for your reps and companies. These defaults will automatically prefill when you add a new policy, or download policy information from your carriers – thus greatly reducing your workload.
Emailing from Images
You can now email multiple images at the same time from the Images Tab. Simply hold your Ctrl key down while marking the images to send, then click the Email button (looks link an envelope). All of your marked image filenames will appear in the ‘Attach’ section of the email screen.
Additional Interest Database
EZAgent 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.
Numerous program enhancements and fixes
We have logged 493 programming enhancements and fixes over last year. We diligently listen to customer feedback to provide the best possible insurance agency software experience. We appreciate you as a customer!
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.
You now have the option to change the font, print in landscape or portrait, add shaded lines, etc. on your reports – making them more attractive and easier to read.
Look for new ‘Slider Bars’ on the Images and Calendar Tabs. These controls will turn grey when you wave your mouse over them. By dragging the Slider bars, you can control the size of the components on the screen to your liking– making them easier to see.
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