Click Clients & Files to access the Clients & Files list. Clients & Files provides options to store and work with data for customers, prospects, introducers, insurers, agents, employees, other interests, suppliers, and finance companies.
Click Accounting to access the Accounting menu.
Click Reports to print reports and run marketing queries that summarise specific portions of the agency's data and activity. Each report may be run in a variety of ways, allowing you to tailor reports to your agency's specific needs.
Click Efiling to attach any type of file to an entity in Clients & Files.
Click Receptionist to quickly look up phone numbers and record phone messages on the same screen.
Click Utilities to access Utility Manager.
Click Dashboard to quickly access the following information, helping you to make informative and efficient business decisions:
- Dashboard Reports (summary report data)
- Employee In/Out Box
- Email Inbox
- Links
- Dashboard Message Center
Click Mail to open your email client.
Click New Mail to create a new email message.
Click Inbox to quickly view your unread mail.
Click Scan to access the Batch Image Router.
Click Barcode to access the Barcode Printer utility.
Click Image Inbox to access the Front-End Scanning interface.
Click myTAM to view your personal myTAM screen.