Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Rolodex

To Add names to the Rolodex:

1. From the Main Menu, select Rolodex.

2. Click on the Add button.

3. Type in the name and address of the person or company you are adding. There is also a description area provided for your use.

4. Click on the SAVE button.

To Find names in the Rolodex:

1. Click on FIND button.

2. The Beginning and Ending name range are automatically defaulted. You can override this if you are looking for a particular name and then hit the Enter key or the SAVE button.

3. A list of names will appear on the left matching the criteria you inputted. Click on the name that you need and all the information will appear.