Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Importing Data

The following are instructions for importing data that AgencyToday has converted for your agency:

1. Select Main Menu - Utilities - Data File Utilities.

2. A new Utilities menu will appear to the left of Main Menu. From this Utilities menu, select Import Data.

3. Select Omnis Data Transfer.

4. Insert your disk in the drive and select either drive a: or b:

5. Click on the file that you are importing and then click OK and Start.