Setup - Agency / Profiles
Overview: Agency Systems gives you the ability to electronically sign Acord forms.     Before You Begin: Download the attached form (Signature.pdf) and mail it to the address and person indicated on the form.   Process: Agency Systems' staff will turn your signature into an image file that will then…
Overview:Bank codes denote your respective bank accounts, for example: 101 - Operating Account102 - Premium Trust If you have an operating and a trust account at the same bank you will need to enter them as two different banks here. Process:From the Profiles Menu, select Bank. Using The buttons: Add…
Overview:Your general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system. If you are starting the Agency Systems…
Overview:Class codes denote the line of business, or coverage type of a policy.Class codes are required information on all policies.Many reports can be run for individual class codes, including Premium Volume Reports, and Sales Analysis.Marketing Queries can also be run by class code, for example to market promotions to all…
Overview:You can add a new client or prospect into the system from either the profile menu, or the basic tab of an existing client. This puts all the clients information into the system, and from this client contact tab, the information will be used to fill in forms, policy information,…
Client Profile – Print Address Mailing Labels Overview: The following procedure steps the user through running a report to create mailing address labels for clients. Before You Begin: The mailing labels will display in the Avery Standard 5160 format with 10 rows and 3 columns. See Client Profile – Add…
Overview:Commission Tables can be setup for particular lines of business. This is a time saver when invoicing a policy because it will default to the commission % saved in this screen instead of the default commission defined on the main company profile screen. NOTE: If you have multiple company codes…
Overview:Every policy and invoice in Agency Systems will be coded to a company. The company profile allows you to specify default commission percentages, billing method (Agency Bill or Direct Bill), and website information by company. Process: From the Profiles menu, select Company. Click New to create a company, or Find…
Overview: The following procedure steps the user through running a report to create mailing address labels for companies.   Before You Begin: The mailing labels will display in the Avery Standard 5160 format with 10 rows and 3 columns.    Process: From the main Agency Systems screen, select Profiles ->…
Overview:When a client wants to change the bank defaults in their systems for a more customized system, they would need to follow these steps. Process: Go to Profiles. Select Agency. Click on the Accounting Setups tab. Click in the box marked Default Bank for Cash Transactions. Enter the Bank code…

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