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Agency Management System
Bar Coded ID Cards
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Real Time Rater
USD Checkwriter
USD Commercial Allinone
Web Comparative Rater
Web Homeowners Rater
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Setting up the Database
Setting up the USD Agency Management System
1. System Requirements
2. Installing the USD Agency Management System
3. How to setup employee rights
4. Setting up payment plans
5. How to add color to your tabs
Using The USD Rolodex
1. How to add categories and sub categories
Email with the USD Database
1. Inter-office email
2. How to email scanned files or any attachment
1. Using the USD Capture for snapshots
2. Adding a client in the Database
3. Editing a client in the database/ Add contacts
4. Adding A Policy
5. Adding A Cancellation
6. Adding a Reinstatement
7. Adding a commision
8. Sending Fax Memos
9. How to setup quick launch to your carrier web sites
10. Setting up payment plans
11. Using the Contact Manager
12. Launching Acords from the database
13. Creating Labels
14. Manual Invoice or billing
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Administrator USD Software
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