General / Integration
Overview: Cert Agent is a bridge between your agency’s data and your customers, allowing your customers to print a Certificate of Insurance via the Internet without having to contact your office. Customers can add or edit the Certificate Holder information, but cannot change the rest of the form. Changes they…
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Overview: Agency Systems supports sending client name and address information directly to a DYMO printer. This allows the user to print a mailing label with a single mouse click from Newton by Agency Systems. Before You Begin: The DYMO productivity software version 8.2.2.996 or higher must be installed. If…
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Overview: EZ Lynx is a web based, personal lines, comparative rater used to obtain rate quotes with multiple companies. The ability to get the Credit score and CLUE reports so the rates are accurate rather than "estimates" and saving time not having to enter the data on each individual company’s…
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All software vendors receive inquiries from customers suggesting changes in how the software should operate. This is completely different than reporting an error in the system. Sometimes that difference can be difficult for customers to understand since customers assume that their idea is how the program should operate, even if…
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Overview: Agency Systems offers the Electronic Fund Transfer as an alternate method for paying your recurring support invoices. It is easy to sign up, saves time and postage, and best of all, it’s free! Just fill out the form below, and send it along a voided check. Process: You…
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Overview: This document explains the process of submitting signatures for ACORD forms and a company logo for placement on custom forms. Process: Submitting Signatures for ACORD forms: Agency Systems provides the ability to automatically print your signature on ACORD forms. When you first purchase Agency Systems, we…
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Overview:Agency Systems allows you to print checks in the Intuit format. Blank checks can be ordered from Intuit. Third party checks in the same format can be ordered at a discount. (Updated 01-26-2010) Another third party option is Multi Printing Solutions. Order forms listed at below.
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Before You Begin: There are first time configuration steps that must be applied before the integration will work. Every PL Rater user has an initial setup step required. See http://www.agencysystems.com/knowledge-base/item/download/20 for the detailed setup instructions. There are two primary processes depending on the enviroment Agency Systems is used.…
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Overview: The integration allows for the user to select Send to Stamps.com from the client profile screen as well as the additional interest profile menu. This will pass through the address information from Agency System to the installed Stamps.com software interface. Before You Begin: Stamp.com integration will not work…
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Overview:Agency Systems is licensed to you by Matrix Software, Inc. on a subscription basis. Ten days in advance of that subscription expiring, your system will prompt you for a renewal code. Process:You will be shown a screen that allows you to print a page that can be faxed to Agency…
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