Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Address Labels

To print address labels for mailing policies, sending Christmas cards or any other reason, use the following steps:

1. Select the Lists pull-down menu and then Custom Client List

2. From the Custom Client List - Client Services will be defaulted as well as New and Renewal status. The Beginning and Ending Name range will also be defaulted for you. If you only want to bring up all customer's names beginning with the letter "A" for example, you will put your beginning range as "A" and the ending range as "AZ". Click OK. Another example would be to run a list of clients in a specific city or town, i.e. Irvine. The beginning range would be Irvine and the ending range would be Irvine. Click OK and all of your clients with an Irvine address will appear.

3. After the list appears, click on the names you want to generate the labels for, so that they are high-lighted. To select multiple names hold your CTRL -- key down as you click on the names.

4. After the names are high-lighted, click on the Labels Check box at the top of the screen. Label #1 will automatically default. If label one has been used, you can click on the Select Label to Begin box and then select the label you want to start printing on.

5. Select Print.