Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Section 1    STANDARD SYSTEM INFORMATION

Page   3.  Accessing and Exiting AgencyToday Page 15.  Word Processing        
Page   4.  Standard Buttons         Page 16.  Imaging        
Page   5.  Users/Access         Page 17.  Address Labels        
Page   6.  Main Menu Definitions         Page 18.  Cross Selling        
Page   7.  Functions Menu Definitions         Page 19.  Importing Data        
Page   8.  Lists Menu Definitions         Page 20.  Data Reorganization        
Page   9.  Accounting Menu Definitions         Page 21.  Interrupt Feature        
Page 10.  Sales & Prospecting         Page 22.  Top Notes        
Page 11.  Deleting Records & Clients         Page 23.  Change Company/Producer Code        
Page 12.  Phone Messages         Page 24.  Schedule of Insurance        
Page 13.  Rolodex         Page 25.  Main Configuration        
Page 14.  Faxing From AgencyToday         Page 26.  Calif. Supplemental Forms        
   

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