File Menu

This will print the current screen you are on.

 

Here you will be able to set many options.   Some of these options are -   Preview report before printing,   Wording for policy# on non issued policies, change where data will be stored and many others.

 

This must be used after upgrading Amsoft.   This will make the data match the new program.   This is done for both client files and ACORD files.

 

This allow for batch entry of commission checks.

 

This allows for the import or export of records to ASCII files.

 

<TODO> Insert description text here... And don't forget to add keyword for this topic

 

You will enter your agency information here.

 

You will enter all your comapny information here.

 

You will enter all your MGA information here.

 

You will enter all the lienholder & certificate holder information here.

 

You will enter all your subproducers here including commission splits.

 

This will take you to the payroll file, if you have purchased this information.

 

This will take you to the security section.   You must install the securty from your cd or our website.  

 

You can find more information on our security in the advanced manual.   go there

 

This provides different links to our website.