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November 15, 2005
Volume 2 Issue 2
In this issue: Marketing Search
| Ivans.NET
 From the Editor
As we approach the end of 2005 year we want to say
"Thank You" to you, our customers, for making this our best year ever.
We know you have a choice and we thank you for choosing The Agency
Advantage. Our goal in 2006 is to continue to provide the very best
agency management software at the best possible value.
In keeping with that goal, we continue to introduce
new features and tools to make your agency more efficient and profitable.
Many of these features were added at your requests, so keep them coming!
Another new one is introduced below.
Have a Merry Christmas & Prosperous New Year!
Tina Stewart
Editor
tina@agencyadvantage.com
Marketing Search
A new Marketing Search feature has been added to The Agency Advantage
in version 2.037. This new feature provides a way to search your customer
database using a variety of parameters and output the results to reports,
labels, and letters. It is located on the Reports Menu.
The Marketing Search screen is divided into three areas. The first area
is devoted to customer information and allows you specify search
parameters relating to the customer, such as Zip Code, Active or Inactive,
Referral Source and more.
The second area of the screen is for policy related data. You may
choose search parameters such as Class, Company, CSR and more.
The bottom section of the screen is for filtering or selecting by age
or date of birth. As you choose your search criteria from each of these
sections, it is displayed in the lower left corner of the screen.
After you have selected your search parameters, clicking on the Next
button displays the search results. Sometimes a customer will have more
than one policy that meets your search criteria and may appear in your
results multiple times. A duplicates tool has been provided to delete the
unwanted entries from the work file to avoid sending duplicate letters or
printing duplicate labels. This does not affect your database.
The search results can be merged with any letter template in your
Agency Advantage and an entry entered in the customer’s history to
indicate that the letter was sent. Another option is to print mailing
labels. A report is also available to print a list of your search results.
This is a powerful new tool that we are happy to provide in response to
your requests. For detailed information and illustrations see our
support article.
Ivans.NET
If you have started to download from your insurance companies, you
may already be familiar with the .NET version of the Ivans software. This is
a
replacement for the old Transfer Manager and allows clients to eliminate
the requirement to use a dial up connection. Some companies send
their files to a mailbox called the Information Exchange (IE). This
mailbox could only be checked using a dial-up connection until Ivans
released their .NET product.
If you are still using the old Transfer Manager and have
to use a dial-up connection to retrieve your files. Please
email Tina to get the new .NET version installed on your computer!
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