Envelopes
AgencyToday can also be used to print envelopes for you to your clients, the company or a vendor.
Accessing:
1. Find your customer on the Client Services Screen.
2. Click on the appropriate policy to highlight it.
3. There are
2 ways to access the Envelopes feature.4.
1st: Click on the Forms button located two-thirds down on the screen.5.
2nd: From the Functions Menu at the top of the screen select Forms Printing.6. From the forms window click on
Envelopes.7. The screen automatically defaults to the insured. If you need to do the envelope for the company or a vendor, click on the appropriate radio button and select the name from the list.
8. Select system envelope if you have a blank envelope and want AgencyToday to print your agency name in the upper left corner.
9. Select Pre-Printed Envelope if you are using an envelope that already has your agency name printed in the upper left corner.
10. Insert your envelope in the printer and Select Right Edge, Center or Straight Envelope printing for whichever is appropriate. Click
OK.