Operation Menu

New: Opens the Activity/Suspense form so you can enter a new Activity for the current (selected) customer/policy.

View: Opens the View Activity form and lists Activities for the open customer and policy for the past 30 days.

Opens the Contacts form so you can look up contact information for a customers, company, etc.

New: Opens the Doc360 Check Out Status form so you can keep track of the documents that are checked out under your name, or under anyone else's name for whom you are authorized.

Distribute Documents: Opens the Document Distribution form so you can distribute electronic files to other employees in your agency.

Find Documents: Opens the Doc360 Search form so you can search for a specific Doc360 document in the system.

Get Documents: Opens the Get Documents form so you can pull files from employee-designated Hot Folders into your Home Page.

Match Pending Attachments: Opens the Doc360 Match Pending Attachments form so you can attach scanned files to the proper placeholders in the system.

Opens the Form Letters form so you can create customized letters for corresponding with companies, customers, lien holders, mortgagees, and others.

New: Opens the Notes form so you can enter a new Note for the current (selected) customer/policy, or to enter a Personal note.

View: Opens the View Notes form for the open customer.

New: Opens the Activity/Suspense form so you can enter a new Suspense for the current (selected) customer/policy.

View: Opens the View Suspense form and lists Suspense items for the customer and policy that are not completed and due within 30 days.

Opens the eForms Manager form so you can create, edit, view, print, or delete applications, electronic laser forms, loss notices, and supporting forms.

Opens the ACORD form so you can to see which fields on the policy correspond to the areas on the ACORD 140 form.

Opens the Claims form where you can create a Claim record by entering information about the loss.

Export: Opens the Data Schedule - Export form so you can export lists of items, such as vehicles and drivers, into a .csv file, which you can send to your insured for review and revision.

Import: Opens the Data Schedule - Import form so you can import lists of items, such as vehicles and drivers, into new or existing policies.

Opens the Pro Rata Wheel form so you can calculate either the Pro Rata or Short Rate unearned factor on a canceled policy.

Opens the Schedules and Proposals form so you can create customized documents for companies, customers, prospects, and others.

Opens the TransactNOW form to request a quote for a policy already entered in the system.