Quick Start Guide:
To enter client information
A. Click on Clients from the Main menu
B. Choose the order you wish clients listed. You may change the order by clicking on the option you desire. You may look up records by Account #, Insured, Company and Expiration Date.(These tabs are located at the top of the client browse screen).
C. From the browse box you may:
1. Enter a new record by clicking on Insert.
2. Change data or view data by placing cursor on the record desired clicking on Change.
3. Delete a record by placing cursor on the record desired and clicking on delete. You will then be asked to confirm- click on Continue to delete record.
To print reports:
A. Click on Reports from the menu bar.
B. Choose the report you desire from the Reports menu.
C. Be sure your printer is on line.
To enter Memos and Suspense items
This program will allow you to store standard memo forms and use them for sending memos to insureds or companies. This means you do not have to retype each type of memo. For example, you may store a memo for endorsements, past due policies or any suspense item. You may then recall these endorsement forms as you need them.
This program will ask you to enter a suspense date. It will then list all memos which are past the suspense date and no reply date has been entered.
To enter a memo choose Clients from the main menu. This will take you to your list of clients. From here you will choose the client you wish to send the memo to by placing the cursor bar on that insured. Then click on Change to select this insured. The next screen will display the insured information. At the bottom of this screen is displayed the button with files on it. Clicking on this will take you to the Account menu. Click on the button next to Memos and Suspenses.
You are now at the Memos and Suspense browse box. Click on Insert. The insureds' Account #, Name & Address, Company code, Agency code, Sub Producer, and MGA code and today's date is displayed and the cursor is blinking at the salutation which defaults to 'underwriting department'. You may change it to anything you like then press tab. The salutation is only used when a memo is sent to the company. It is not used when the memo is sent to the insured. Press tab to accept.
Your cursor should have moved to the please reply by date. Amsoft displays the date it expects a reply by. Press tab to accept, or you may change it by entering a new date. The cursor will now be at reply received. These two dates are used to inform you of memos which are past due and no reply has been received. For now, make no entry in this field press tab to leave it blank. When a reply is received you will go to this field & enter the date received.
The cursor moves to the policy # field. The policy number is displayed- press tab to accept it. You will now be at 'Select Memo to Use'. Press tab. You are now at the memo form browse box. Click on Insert. This screen will be used to write and store standard memos. With the cursor at formcode enter a code for this form. We suggest a code which will represent the form. For example a form for requesting driver information might be (driver info). Enter your code now and press tab. Your cursor is now at form. Type in any information you think is relevant. Remember you can leave spaces for information to be filled in later. For example, you could design a memo requesting the addition of a driver. In this case you would leave a space or underline area for the driver information. Please note the memo is longer than the screen and the screen will scroll to show all of the memo. After you have finished your memo,
click on Ok to save the memo.
You are again at the memo form browse box. This lists all redesigned memos. We will need one more memo form. There will be times when we do not want anything pre printed on the memo. We will need to add a blank memo. From the memo form browse box, click on Insert. You are now at the form code field. Type blank and click on Ok to save the blank memo. You will now have a list of memos including a blank memo and a driver info memo. Place the cursor on the driver info memo and click on Select. You will now be at the memo field on the memo entry screen. The memo you just designed will be displayed. If you left any blank spaces fill them in now.
How to print a memo. At the bottom of the screen you will see print buttons. You can have the memo sent to the Company, Insured or Managing General Agent. Click on the appropriate button to print.
After modifying your memo and printing the memo click on Ok to save the memo. You will now see a listing of all memos regarding this insured. Click on close to exit this item. You will be returned to the Account menu. Please note a check has been placed next to memos & suspense. This indicates that a memo has been entered. Click on the file box in the top left corner, choose close, and you will be returned to the client update screen. Click on Ok to return to the Client Browse Box. Please note there is an (x) in the box next to Memos and Suspense. This indicates there is an active memo.
To view all past due memos, Click on the 'Past Due Memos' tab from the client files browse box. A listing of all past due memos will appear.