Канал: Agency Software, Inc.

Setting Default Limits

Setting Default Limits

Ticklers and Calendar

Ticklers and Calendar

Notes

Notes

Using Surveys

Using Surveys

Tracking Claims

Tracking Claims

Data Collection - Additional Interests

Data Collection - Additional Interests

Data Collection - Property Databases

Data Collection - Property Databases

Data Collection - Family Members and Commercial Drivers

Data Collection - Family Members and Commercial Drivers

Data Collection - The Personal Tab and Demographics

Data Collection - The Personal Tab and Demographics

Electronic Signatures

Electronic Signatures

Move Forms to Disk

Move Forms to Disk

NEW FEATURE - Export and Import Holders

NEW FEATURE - Export and Import Holders

Certificate Holder Workflow

Certificate Holder Workflow

Form Output

Form Output

Form Automation and Data Filling

Form Automation and Data Filling

Form Basics

Form Basics

Navigating the ACORD Screen and Form Library

Navigating the ACORD Screen and Form Library

About ACORDs

About ACORDs

Creating Policies

Creating Policies

The Policy View

The Policy View

Policy Options

Policy Options

Accordion Schedules

Accordion Schedules

Data Collection - Vehicle Database

Data Collection - Vehicle Database

Setting a File Association

Setting a File Association

Reattach Download to Correct Client

Reattach Download to Correct Client

Commission Statement Download

Commission Statement Download

Non-Ivans Download Processing

Non-Ivans Download Processing

Processing Downloads and Suspense Manager

Processing Downloads and Suspense Manager

Getting Started with Download

Getting Started with Download

Introduction to Download

Introduction to Download

Setting up Users

Setting up Users

Setting Up to Text

Setting Up to Text

Setting up to Email

Setting up to Email

What You Should Know about Mass Emails

What You Should Know about Mass Emails

Using Logmein for Remote Access

Using Logmein for Remote Access

Working Off-Site

Working Off-Site

The Coverages Report

The Coverages Report

Year End Process

Year End Process

Trial Balance Troubleshooting

Trial Balance Troubleshooting

Advanced Template Creation

Advanced Template Creation

Creating a Base Template

Creating a Base Template

Batch Letters

Batch Letters

Introduction to Letters

Introduction to Letters

Month End Reports

Month End Reports

Journal Entries

Journal Entries

Transaction Detail

Transaction Detail

Regenerating Accounting

Regenerating Accounting

Bank Reconciliation

Bank Reconciliation

Transferring Funds

Transferring Funds

Handling Payroll

Handling Payroll

Rep Payables (Paying Producer Commission)

Rep Payables (Paying Producer Commission)

Company Payables (Account Current)

Company Payables (Account Current)

General Check Writing

General Check Writing

Direct Bill Reconciliation

Direct Bill Reconciliation

Client A/R Adjustments and NSF Processing - Accrual Basis

Client A/R Adjustments and NSF Processing - Accrual Basis

NSF Processing - Cash Basis

NSF Processing - Cash Basis

Client A/R Adjustments - Cash Basis

Client A/R Adjustments - Cash Basis

Client A/R - Payment against Multiple Policies

Client A/R - Payment against Multiple Policies

Client A/R - Return Premium

Client A/R - Return Premium

Client Payments - Direct Bill

Client Payments - Direct Bill

Client Payments - Agency BIl

Client Payments - Agency BIl

Client A/R - Invoices and Statements

Client A/R - Invoices and Statements

Introduction to the Client A/R

Introduction to the Client A/R

Introduction to Advanced Mail Merge

Introduction to Advanced Mail Merge

Workflow Series Introduction

Workflow Series Introduction

Mailing Labels

Mailing Labels

Export to CSV File

Export to CSV File

Report Basics

Report Basics

Report Access

Report Access

Customizing Reports

Customizing Reports

Adding and Editing Clients

Adding and Editing Clients

Client Data Entry Strategies

Client Data Entry Strategies

Navigating the Client Database

Navigating the Client Database

Images Tech Talk

Images Tech Talk

Attaching from a Scanner

Attaching from a Scanner

Using the ASI Printer

Using the ASI Printer

Adding Images and Document Manager

Adding Images and Document Manager

Accessing Images

Accessing Images

Benefits of Electronic Filing

Benefits of Electronic Filing

Compiling Multiple Forms

Compiling Multiple Forms

Agency2Go Image Filing

Agency2Go Image Filing

Certificate Workflow & Holder Tracking

Certificate Workflow & Holder Tracking

Setting up Default Limits

Setting up Default Limits

Working with ACORD© Forms

Working with ACORD© Forms

Subjects of Insurance - Commercial Lines

Subjects of Insurance - Commercial Lines

Subjects of Insurance - Personal Lines

Subjects of Insurance - Personal Lines

Policy Transactions

Policy Transactions

Creating a New Policy

Creating a New Policy

Agency2Go Introduction

Agency2Go Introduction

Adding a Client

Adding a Client

Making a Deposit

Making a Deposit

Cancelling a Policy

Cancelling a Policy

Financing a Policy

Financing a Policy

Policy Entry

Policy Entry

Agency Bill Workflow

Agency Bill Workflow

Accounting Method: Cash vs. Accrual

Accounting Method: Cash vs. Accrual

Accounting Tutorial Series Introduction

Accounting Tutorial Series Introduction

Setting Up your User Account

Setting Up your User Account