1. The Navigation Menu
Navigation
Click button image to go to corresponding manual page.
| Button | Function |
|---|---|
 | From here the agent can start a new Auto Quote. |
 | Allows the agent to search for saved clients. |
 | Start a new client for the management system. |
 | Internal messaging system for an agency. |
 | View reminders set by agent. |
 | Opens up download reports. (Only visible with Premium Management.) |
 | View all Acord Forms as blank forms. |
 | Allows an admin of the agency to view a commission report. |
 | View the agent’s rolodex. |
 | Allows the agent to run various monthly and daily reports. |
 | Allows the Admin of the agency to view the Admin control panel. (Only visible to Admin users.) |
 | View/edit existing quote templates. |
 | Allows the agent to upload files and view uploaded files. (Uploads only available with Plus Management or higher.) |