This blog will discuss some of the features in the version 3.14.46 release, and how you can use them to increase productivity in your office. Changes have been made to the main program, and two of the most frequently used major features, Document Manager and the ACORD® form program. Before we get into the specifics…
First, you may notice something new on all the policy screens. In the top portion of each policy screen there used to be a few fields with a green background. Fields like Carrier, Broker, Policy Name, and a few others. They were color coded to indicate that they play a part in commission calculations. Now,…
Starting with version 3.12.38.390 this blog has been expanded to inform and train you about new program features. In the past, whenever there’s been a big change, we’ve sent bulk email to all offices. Some of those emails go to the spam folder, some are just ignored, and others only go to one person who fails to pass the…