We've released a new "Update Notification Bar " which will notify web users to refresh their browser when important updates or fixes are released. This update check is performed each time the user logs in and at other regular intervals to ensure that the version of our software that you are running in your browser is the latest possible.

To give you an idea of what the Update Notification Bar looks like, please see the screenshot below.

If you have any questions or feedback please give us a call at (800) 229-2009 or by using our suggestion box located under the help menu.

Have a great holiday season!

AccuAuto

Today we are announcing several new features and upgrades to AccuAuto.  To find out more about each new feature or upgrade, please click on the links below.

• One click save as attachment for any form printed in AccuAuto.
• Each time you print something from our system, it is logged and searchable for easy access to reprint.
• Electronic Signatures for Acord Forms.
• Certificate Holder printing for Acord Forms.

We hope that you enjoy these new features and upgrades to AccuAuto.  As always if you have any questions please give us a call at (800)-229-2009 or drop us some feedback using our suggestion box located under the help menu inside of AccuAuto.

One of the most common requested features for our program is the ability to print an Electronic Signature on an Acord Form. We are happy to announce that starting today, you can now print an electronic signature on an Acord Form.

There are two option for uploading a signature: 1) Agency Signatures 2) User Signature. The key difference between the two options is that Agency Signatures are shared across your entire Agency and User Signature is restricte to a single User Account. Let's start out by going over how User Signature works.

User Signature

Each user will now be able upload their own electronic signatures to their profile. As seen below, Click "Account" from the top menu bar, then select "Profile". Select "Upload a new Signature", then choose your scanned image from your hard drive to use with any Acord form.

Each form you print from AccuAuto now has a Save to AccuAuto Button located at the top. Once you're done with the changes to the form you've printed, click this Save button and this form will be saved automatically as an Attachment for the Client or Policy from which it originated from.

Check out the following screenshots for an example of how this process works.

Please contact us regarding any questions or feedback at (800) 229-2009 or by using our suggestion box located under the Help menu.

Anything that is printed from the Webrater or Management will now include a recorded "Printed Item" transaction log, as well as a copy of that printed data. Agents will be able to view detailed information about when a printed item was initiated via the History window when viewing a policy in Management.

In management, agents will also be able to re-print or copy any recorded printed item from the client or policy the user currently has open. Click "History" on the bottom menu, then select "Printed Items". You'll find a list of printed items to print or copy as displayed below.

In addition to these tools, admin-level users will have access to a new report labeled, "Printed Item Report" which would provide a list of all items printed from the agency by user or category.

Please contact us regarding any questions or feedback at (800) 229-2009 or by using our suggestion box located under the Help menu.

Today we are announcing an update to the system which allows you to print a Certificate Holder on an applicable Acord Form.  The first step is to make sure you Certificate Holders are setup in our system.  To setup a new Certificate Holder choose Utility -> Agency Defaults.  From there choose the Certificate Holders option from the drop down to your left and click New Certificate Holder.

Now that you have your Certificate Holders setup, it is time to print an Acord Form with that information.  Open the Policy or Client and select "Print" from the bottom menu bar. Click "Acord Forms" and after selecting a form that accepts Certificate holders, you'll be given the option to select which certificate holder to associate this Acord form with.

Once again, we appreciate your business and are excited to have our agents join us throughout our growth! Please contact us regarding any questions or feedback at (800) 229-2009 or by using our suggestion box located under the Help menu. Have a great and productive week!

We will be releasing new features with our Reminder section on Monday, November 7th, 2011. Admin users will now have the ability to set their location to view reminders by user. In the Agency Admin, there is a new check box that will allow this functionality labeled "Admin can see all reminders".

Once checked, only admin users will be able to choose which reminders to display by selecting any user from the drop down box.

Please remember to give us a call with any questions or feedback at 1-800-229-2009. Have a great one!

 

The premium design found in our web management software will be changed to a simpler and all-in-one design for editing premiums and commissions in one place.

The user will no longer click "Edit" next to the producer in order to modify commissions or premiums. It will be replaced with "Edit Producer" which will only allow the user to edit the assigned producer and sub-producer. The sub-producer commission percentage can still be modified in this area.

Notice in the above screenshot, the "Premium" and "Grand Total" have been replaced with "Commission" and "Premium" along with an "Edit Premium and Commission" link. This is where the user can modify their premiums, fees, add ons like Auto Club, commissions, and even endorsements! We have centralized the premiums and commissions into one place, making it easier for the user to make modifications quickly, efficiently, and securely. Many agents in the past were confused because they weren't sure about where they should modify their premiums.

When creating a new policy, the initial premium and commission are stored here. This area is called the "Premium and Commission Details" which can be accessed by clicking the "Edit Premium" link shown above. Any fees can be carried over, or manually entered when saving as a policy or even starting a renewal. If the user is required to enter an endorsement, we have added the functionality here to allow a quick endorsement transaction which will then recalculate the "Total" to reflect the sum of the intital premium, fees, add-on's and endorsements. The same format has been established for commissions.

As always, please call us regarding any questions or concerns regarding this change at 1-800-229-2009! We'd be happy to help! 

Beginning Monday, August 15th, 2011, admin-level users will be able to set default commission percentages for sub-producers accordingly by each line of business. Inside of the "Users" tab found in the Admin section, begin by selecting a new or any active user. Inside of the "Edit User" window, you'll find a new link at the bottom.

Click the link and you can now begin adding commission defaults for each line of business found in your account.

Make sure to click accept when finished, and when editing policies in management, the percentages will automatically be entered when selecting specific sub-producers.

Thank you once again and please remember to call us regarding any questions or issues you may have at (800) 229-2009. Have a good one!

We are releasing a few minor changes to Accu Agency beginning Monday, July 18th 2011.

Ordering credit has always been a sensitive process through our Rater. In order to maximize ease-of-use and minimize communication errors, we have revised our credit ordering process. What does this mean for our agents? Let's take a look at the minor changes!

The first image displays the original Privacy Act Notification you may already be familiar with.

The following image displays the NEW Privacy Act Notification with noted changes using green arrows and red circled text. 

So as you can see, not a lot has changed. Make sure to notify your clients of this information and click "Ok" to begin ordering credit!

In another effort to improve communication, as mentioned previously, we are changing the word "Company" to "Carrier" where appropriate throughout our software. As we continue to expand our services and capabilities, we have found it necesarry to seperate categories and company types under an organized fashion. As of Monday, we will now refer to "Insurance Company" as "Carrier".

As always, please don't hesitate to give us a call regarding any questions, issues, or feedback at 1 (800) 229-2009. Have a safe and exciting weekend!