AccuAgency


The Basics

  1. The Log In Screen
  2. The Home Screen
    1. The Navigation Menu
      1. New Auto Quote
      2. Search
      3. New Client
      4. Messages
      5. Reminders
      6. Downloads
      7. Acord Forms
      8. Commissions
      9. Rolodex
      10. Reports
      11. Admin
        1. Contact Info
        2. Auto Carriers
        3. Users
        4. Vendor List
        5. Download Vendors
        6. MVR Account
        7. Agency/Location Consumer Portal
        8. Usage Stats
      12. Templates
      13. Agency Files
    2. The Top Menu
      1. Home
      2. Utility
        1. Agency Setup
          1. Admin
            1. Contact Info
            2. Auto Carriers
            3. Users
            4. Vendor List
            5. Download Vendors
            6. MVR Account
            7. Agency/Location Consumer Portal
            8. Usage Stats
          2. Agency Defaults
          3. Line of Business
          4.  Carrier Management
        2. Calculator
      3. Account
        1. Profile
        2. Credentials
      4. Help
        1. Downloads
    3. The Quick Search
      1. Client Search
    4. Recent Policies and Clients
    5. Recent Activity
    6. Quick Reminders / Profile

Rating

  1. Getting Started
    1. Starting a New Quote
      1. Client Details
      2. Drivers
      3. Vehicles
      4. Coverages
      5. Summary
      6. Rate
      7. Breakdown
    2. Opening an Existing Quote

Management

  1. Acord Forms
  2. Agency Files
  3. Commission Reconciliation
  4. Creating a New Client/Policy
  5. Download Setup
    1. Download Report
  6. How to access Agency Defaults (Add/Edit/View)
    1. Letter Templates
    2. Line of Business
    3. Carrier Management
    4. Certificate Holder
    5. Client Sources
    6. Loss Payees
    7. MGAs
    8. Miscellaneous
    9. Premium Finance Companies
    10. Signature
  7. Policy Page
    1. How to Edit/View Policy Page
      1. Policy Info
        1. Payment Details
        2. Policy Details - Auto
        3. Policy Details - Homeowner
      2. Policy Actions
      3. Policy Notes
      4. Policy History
      5. Policy Download Remarks
      6. Bottom Task Bar
    2. Post Payment
  8. Rolodex

FAQs

  1. Changing your Password
  2. Fixing Acord/Receipt Printing Problems
  3. How to create a signature to use on Acord Forms
  4. How to edit a previously saved Acord Form
  5. How to make an online payment
  6. Unable to edit a field in the Rater
  7. What does RTR mean?
  8. Where do I enter my Agent Credentials for the Rating Carriers?

Glossary