The main menu will display the following menu choices
File- This selection will give you an option menu which includes: Print Setup, Options, Rolodex, Calculator, File Maintenance, Payroll, Agency Information, Company Information, Lienholder Information, Web and Exit (to exit Amsoft).
Clients- This selection will allow you to access complete policy information for each insured. This is probably the most important section of Amsoft. Information entered here will flow to other modules of Amsoft. These include General Ledger and Acord Forms.
Prospects- This selection is used to track clients who are prospects for new/additional policies.
Reports- This selection provides all reports associated with your client files. Reports such as: past due invoices, production reports, renewal letters.
Forms-(Optional) This option will take you to the Acord Form section. You will be given a choice to run form buster or use one of the ACORD managers.
Checks-(Optional) This is the General Ledger. It will allow you to track all checks issued and all payments. It will produce a profit and loss statement, General ledger and check & deposit registers.
Under 'File' you will find these options:
Print setup- standard windows print setup screen.
Options -allows you to set up options in Amsoft.
File Maintenance- before you run this function, always make a backup copy. This function is used when there is an update to modify your files to match the new program.
Batch- this will allow you to do batch procedures such as:
entering batch commissions.
entering batch transactional filing.
importing records
exporting records
deleting groups of records
Rolodex- this selection will run a program that will store names & addresses of people & business that are not your clients. An example might be the office supply store.
Appointments - this selection will bring up a calendar program. You can enter as many different calendars as you like. Appointments can be made and printed out. Imports client information.
Payroll-This will allow you to track each employee's pay record and produce the associated reports.