*Sticky* We have added online credit card verification to Amsoft via XCharge. For more information, please call Arce Maldonado at XCharge: 1-800-637-8268 ext.124
02/11/2008 We have added 'View' buttons to many screens. This will allow users who have the security system installed to allow certain users to view, but not change certain information.
01/28/2008 We have upgraded the appointment & schedule section. Among other things we have added an export to word & excel.
01/17/2008 We have added the ability to print mailing labels adressed to the bill to. They can be found in the report section under 'Mail'.
12/19/2007 The checkbook now has the ability to import commission received amounts for companies and mga's.
12/15/2007 We have a link in the options section (click on 'File', then 'Options', then 'Program Drivers') which will allow you to download a PDF Reader. This is a fantastic reader, which lets you type right on the PDF, add notes, add different stamps, and a lot more! You can also save the altered PDF, and it can be set as your default PDF reader during setup.
12/05/2007 There is now a past due invoice report by billing account which prints out the reason for billing fields.
12/01/2007 The Driver/Family listing now prints the MVR field.
11/30/2007 The buttons have been sorted properly in the General Liability Application .
11/28/2007 We have added the CO, NM and OK states to the Commercial Auto Application.
11/18/2007 We have updated the Certificate as well as the Agent/Broker Record of Change in the Form Managers
11/10/2007 We have updated the Property Loss Acord Form.
10/30/2007 We have updated the Property Section of the Commercial Application.
10/22/2007 We have added the wording "and/or Loss Payee" o the Leinholder Letter on the Vehicle Coverage Screen.
10/18/2007 We have added LA to the Commercial Auto Applications in the Form Managers.
10/02/2007 You can now make changes to some fields for a group of policies at one time. The policies must all be for the same Client (and have the same billing account code). To make batch changes, highlight one of the policies, and go to the 'Billing Account' tab. This will show you the list of policies for this client. Under the list of policies, to the left, you will see a button that says 'Make changes to the group'. Clicking on this button will take you to a screen with a list of the fields that can be changed. Highlight the desired field, enter the new information in the area at the top, and click on 'Ok'. This will change the selected field to the new information for each of the policies for this client.
09/24/2007 We have added the ability to print a Memo to all Certificate Holders on the Certificate Browse Box. Just highlight one of the Certificates for the Client, and click on the button at the bottom left of the screen. It will allow you to type a brief Memo, which it will address to all certificate holders, and print a memo for each one, including Insured and basic policy Information.
09/20/2007 We have overhauled the Prospecting Section. There are a lot of new fields to help with marketing, as well as a suspense area for pending actions. You can print out pending actions sorted by Prospect or Producer in the 'Reports' section under 'Other'.
09/04/2007 We have added a Commission Receivable Report that prints by MGA. Select the MGA to print the report for.
08/07/2007 The Insured's phone & Fax #'s now display on the Memo Update screen.
07/15/2007 We have added the ability to export e-mail addresses into an Excell or ascii file. You can find this under 'File', and then 'Email & Phone'.
07/02/2007 The following states hae been updated in the Commercial Auto Section: FL, CA, AL, AZ, ID, IL, IN, OH, ME, MO, RI, WI, MS, MT, TN, NC, WV, NE, WY, NH, NV, VT
06/26/2007 The following states have been added to the Commercial Auto Section: MI, PA, KS, CT
06/18/2007 The Watercraft Section ACORD Form has been updated in the Form Managers.
06/04/2007 We have updated the AK, NJ, & NY Commercial Auto Forms in the Form Managers.
05/25/2007 We have updated the stated value.
05/14/2007 We have added to the Prospect section by adding some fields: source, producer, csr, status, as well as more area for notes.
04/20/2007 We have added a couple of Production Reports that sort by the MGA to the Reports Section.
04/19/2007 The Agent Change Form has been Updated in the Form Managers.
04/19/2007 The Personal Umbrella Application has been Updated.
04/17/2007 The minor issues in the omeowner Application have been resolved.
04/16/2007 The Gen. Liability App has been updated in the Form Managers.
04/07/2007 The Commercial Application has been updated
03/30/2007 We have a fantastic new feature for the ACORD Form Section. You can now access the ACORD Forms for a client directly form their account. When you click on the ACORD button at the bottom of the Client's screen, it will bring up a listing of all ACORD Forms, and give you the ability to find them by ACORD #, Name, or Type of Form. Then, when you open the selected form, you will be shown only existing forms for that client. When you click on 'Insert' to add anew form, the client's main information (name, address, Agency info, company info) will automatically fill in (This used to require clicking on buttons). We feel that this is a huge improvement in the ACORD Forms, which will make them more convenient and easy to use.
03/15/2007 The Additional Interest, Personal umbrella, Property, and Commercial Gen. Liability Forms have been updated.
02/27/2007 All ACORD Forms are now able to create a .pdf file, as well as e-mail directly from the program.
02/18/2007 The new scanning module now contains a shuffle function, as well as the ability to move pages up and down withing the document. It also features many more image import functions.
02/07/2007 We have fine tuned the various areas of Amsoft to run more effectively on dual core processors.
01/19/2007 The Personal Auto App has been updated and MS has been added to the states.
01/11/2007 The Personal Umbrella Application has been updated.
12/04/2006 The Texas commercial auto section has been updated in the form managers.
11/30/2006 We have added online credit card verification to Amsoft via XCharge.
11/06/2006 We have added an area for an additional leinholder on the commercial property coverage screen.
10/26/2006 The Flood Regection Form 60 Has been added to the Flood Application Section in the Form Managers.
10/24/2006 The New York Auto Supplements (61 & 65) have been added to the Application Section of The Form Managers.
10/20/2006 The Business Owners Application 160 has been updated
10/17/2006 The Commercial Insurance Application 125 has been updated to the most recent version.
10/15/2006 We have incorporated a workaround for the change in Microsoft which did not allow the e-mail address to be imported into Amsoft Emails.
10/14/2006 The Paperless Office/ Scanning module has been upgraded to a new version.
10/07/2006 The Property Loss ACORD form has been updated to the newest form.
10/02/2006 The Certificate of Liability has been updated.
09/30/2006 The NY Personal Auto Application has been updated.
09/26/2006 The NJ Personal Auto App has been updated in te Form Manager.
09/23/2006 The Homeowners Application has been updated.
09/14/2006 The Watercraft Applcation has been updated in the Form Mnagers.
09/10/2006 The Ohio Commercial Auto Section has been updated.
09/06/2006 The Property Section has been updated.
08/17/2006 The Broker of Record Change form has been updated
08/04/2006 We have added an export function for the MGA and Rolodex sections.
07/29/2006 The Umbrella Excess Section has been added to the Form Managers.
07/22/2006 The Evidence of Property has been updated.
07/16/2006 The General Liability Application has been updated.
07/12/2006 The tagging in the scanning section has been upgraded to allow for faster e-mailing and printing.
07/08/2006 The Word Processor has been updated with additional Watercraft Tokens for mail-merging.
07/01/2006 The General Liability Loss Notice has been updated to the most recent version.
06/24/2006 The Auto Loss has been updated to the most recent version.
06/18/2006 The Property Loss Notice has been updated to the most recent version.
06/13/2006 The Evidence of Property has been updated.
06/06/2006 The Evidence of Commercial Property has been updated.
05/23/2006 The Watercraft Coverage screen has been upgraded.
05/14/2006 The General Fraud Statement has been updated to the most recent version.
05/09/2006 We have added a spell check function to Amsoft. This is probably most useful in the Memos and Suspense.
05/03/2006 ACORD 82 - Watercraft Application - has been added to the Form Managers.
04/29/2006 Report for Past Due Memos - you now have the ability tobsort by priority and choice of account, company, producer or mga
04/24/2006 We have updated the Evidence of Commercial Property in the Form Managers.
04/20/2006 The Check writing now has the ability to export data to an ascii file, excel or a new report.
03/24/2006 Added a new memo report that prints by priority.
03/12/2006 Added a new form: ACORD 148 Electronic Data Processing
02/27/2006 Added notes to the claim update screen.
02/12/2006 Added more fields and the ability to sort by different criteria in the claim report.
01/23/2006 the Professional Liability Application has been added to the Form Managers.
01/18/2006 The Good Student and Statement of No Loss Forms have been updated.
01/08/2006 the Additional Interest and Restraunt Supplement forms have been updated.
01/02/2006 The following fields have been added to the loss screen: public adjuster and claimant.
12/28/2005 The Business Owners Application and Young Driver Questionare forms have been updated
12/20/2005 A rating section has been added to the Workers Comp coverage screen.
12/18/2005 The Business Owners App has been updated in the Form Managers.
12/17/2005 The Property Loss notice has been updated to the new format.
12/15/2005 The following forms have been updated/fixed: Auto Loss Notice, Statement of No Loss, Cancellation Rquest, Certificate of Property
12/12/2005 E-mailing capability has been added to the scanning section, as well as the ability to turn images into .pdf files. To e-mail images: tag the image(s) you want to send, then click on the 'E-mail tagged' button. On the next screen the image files tagged will be showing in the list. To add additional .pdf's, click on the '1. Add Files' button. next, click on '2. Create PDF' - this will preview the file you will be sending. Once satisfied, exit out of the preview, and click on '3. Email'. This will take you to the regular e-mail scrren for Amsoft - proceed as usual.
12/06/2005 The Florida Workers Compensation application has been updated in the Form Managers.
11/30/2005 Check printing has been added to the premium history screen.
10/06/2005 The Kansas Personal Auto Application has been added to the Form Managers.
10/02/2005 The Personal Policy Change Request ACORD Form has been updated.
09/28/2005 A priority field has been added to the memos and suspense.
09/01/2005 We have added a tutorial on our website which covers merging multiple forms into one pdf for e-mailing:http://www.amsoft.org/Tutorials.htm
08/28/2005 The Lost and Cancelled Policy Request has been updated in the Form Managers.
08/24/2005 The Contractor's Supplement has been added to the Form Managers.
08/23/2005 The Restaurant Supplement has been updated in the Form Managers.
08/20/2005 The Additional Interest Form has been updated in the Form Managers.
08/16/2005 The Statement of No Loss has been updated in the Form Managers.
08/12/2005 The Good Student Supplement has been updated in the Form Managers.
08/10/2005 The Professional Liability ACORD Form has been updated in the Form Managers.
07/20/2005 The Flood Application has been updated to the new format and the newest version in the form managers.
07/12/2005 The ACORD 125 and 127 (Commercial Application and Business Auto App) have been updated in the Form Managers to the newest version.
07/06/2005 The Premium Payment Supplement has been added to the Form Managers.
07/05/2005 The Agent/Broker Change Form and the Personal Umbrella Form have been updated in the Form Managers.
06/20/2005 The Glass and Sign Supplement has been updated in the Form Managers.
06/16/2005 The Garage and Dealers section has been added to the Form Managers for the following states: AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, LA, MI, MN, NC, NJ, NY, NE, PA, TX
06/10/2005 The WC 133 for specific states has been added to the Form Managers.
05/24/2005 The Oklahoma Personal Auto App has been added to the Form Managers.
05/20/2005 The Open Cargo section has been added to the Form Managers.
05/18/2005 The Dealers Section has been added to the Form Managers.
05/12/2005 The Accounts Receivable Acord Form has been Added to the Form Managers.
05/04/2005 The Certificate of Property ACORD From has been updated to the new version.
04/30/2005 The Commercial Property ACORD Form has been updated to the new version.
04/28/2005 The commercial Property Coverage page has been completely updated.
04/14/2005 The Crime Application has been added to the Form Managers
04/11/2005 The Certificates can now be archived.
04/08/2005 You can now e-mail multiple forms in one e-mail. To do this, preview the print, and click on the pdf icon button in the top right corner. This creates a .pdf of the form and saves it in the amsoftpdf folder on your hard drive. You can then cancell out of the print, and say 'Yes' when asked if you want to create the pdf anyway. Do this for each of the forms you want to send in one e-mail. Then, go to 'Forms', 'Form Managers' and 'Create Pdf'. This will allow you to select the .pdfs that you want to merge together. Once you have merged them, you can e-mail the new .pdf by clicking on the e-mail button. Available now in the following forms, with others to follow: Certificates, Binders, Commercial Application, General Liability Section, Property Section, and Memos.
04/04/2005 The First line of the Description of Operations has been added to the Certificate Listing.
03/25/2005 You can now go directly to a Company's website directly from a client's information screen. First, you will need to have each company's website address entered under 'File' and 'Company Information'. Then, when you are on the client's screen (the main information screen with their address and phone #'s on it), simply click on the 'Web' button next to the company code.
03/10/2005 The Personal Inland Marine Application has been added to the Form Managers.
02/19/2005 The Restaurant Supplement has been added to the Form Managers
02/07/2005 The Homeowners Application has been updated to the newest version.
02/04/2005 We have added the Hotel/Motel Supplement to the Form Managers
02/02/2005 The North Carolina Personal Auto Application has been added to the form managers.
01/30/2005 The Colorado Personal Auto Application has been added to the form managers.
01/28/2005 We have added the FL WC Application to the Form Managers and updated the general WC Application to the new format.
01/12/2004 We have added an area which will allow you to designate a 'data storage path' which will speed up performance over networks. For more information/instructions, please see 'Networking' in the manual.
01/10/2004 The Louisiana Personal Auto Application has been added to the Form Managers.
12/17/2004 The Ability to map a client or prospect's address via mapquest.com has been added.
10/18/2004 The Evidence of Property Form has been upgraded to the newest version and the wysiwyg format.
09/30/2004 The Commercial Property section has been updated to the new wysiwyg format.
08/30/2004 The Commercial General Liability Section has been upgraded to the 2004 version, and is now in the new format.
08/27/2004 Scanning has been added to the prospect and the claims sections.
08/23/2004 The ACORD Evidence of Commercial Property Form has been added to the form managers.
08/12/2004 The ACORD Notice of Information Practices has been added to the Form Managers.
07/14/2004 The driver screen can now change the fields displayed and a new 'send to' button allows sending data to a word, excel, html or ASCII file.
06/23/2004 The Terror ACORD Forms 60,61, 62 and 66 have been added to the Form Managers.
06/16/2004 The general Commercial Application has been updated to the new WYSIWYG Format.
04/21/2004 The General Fraud Statement has been added to the Form Managers.
03/09/2004 On the Direct Premiums Screen, you can now lookup and select a different Company to print out on the receipt, and 2 note fields have been added to the receipt so that you can add anything you need to the print out.
03/07/2004 The ACORD 87 Personal Lines Package Application Watercraft and inland marine supplement has been added to the form managers.
02/29/2004 The WP now imports Home information, MGA, Producer and watercraft info.
02/24/2004 The Binder has been updated with more space and put into the new WYSIWYG Format.
02/10/2004 We have added the Michigan Personal Auto Application to the form managers.
02/06/2004 We have added the ability to change the path for all or selected scanned images in the scanning module.
02/03/2004 The Certificate has been updated to the new format - when you fill in the information, you see the actual form on the screen.
01/30/2004 The Leased Auto Certificate has been added to the Form Managers.
01/23/2004 Fields for 'Source' and 'Group' have been added to the client screen. This will allow you to indicate where you got the business, and group related policies that are not policies for the same insured together.
01/10/2004 a 'Cancelled' check box has been added to the client screen, allowing you to differentiate between cancelled and expired policies.