Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Imaging

AgencyToday will now permit the storing and displaying of graphic images for any client. The graphic must be in the .BMP format to be stored. Images can be passed from any windows file using the following instructions.

1. From the Client Services Screen FIND your client and then select Imaging.

2. Select ADD.

3. Select the Edit pull down menu and then Paste From File.

4. Select the file you want to import by clicking on it and click on OK.

5. The image will then be dropped into AgencyToday. Type in the description, so you will be able to identify the image and then click on the SAVE button.