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March 26, 2007
Volume 3 Issue 3
In this issue: Version 3 Features
Review | My Agency Advantage
 From the Editor
The year 2007 is well underway and The Agency Advantage
has already released several exciting features to aid in your office
productivity. Now, we present My
Agency Advantage. This new website helps you keep your account and
payment information up to date. Pay bills online with a credit card or
set up automatic payments! You'll never have to worry about slow mail or
late fees again!
If you have a question or topic you would like
explained, a story to share, or just a quick useful tip, we'd love to
hear from you. Please send your responses to tina@agencyadvantage.com.
Tina Stewart
Editor
Version 3 Features Review
Still not sure of everything that Version 3 has to
offer? Check out the list below:
·
Print Capture - This has been a great success.
Many of our agents have called and raved on this useful feature. Instead
of printing a document and scanning into The Agency Advantage, use Print
Capture and any printable document goes directly to the customer folder.
·
Web Merge
- Tired of entering your login credentials customer information on
company websites? With the web merge feature, The Agency Advantage fills
in the information for you.
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PDF
Scanning, Flattening & Packaging - You can use this feature to
group your completed ACORD forms and PDF images and email them to
companies or customers.
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Certificate
Processing - Upgraded to increase efficiency and functionality.
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Commercial
Lines Download - The Agency Advantage has the capability to download
any line of business from companies. Commercial lines are available from
certified companies. If your company isn't currently certified for
commercial download, please email
us for more information.
·
Direct
Bill Commissions Download - Instead of manually reconciling the
company statement, you will be sent DBC downloads that reconcile, enter
correct premiums, and correct commissions into the policy activities
instantly.
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Open Suspense for this Customer - This was
designed to let CSRs know that there is
follow-up date on either a letter or a note that requires attention. When
you open a customer's folder, the words Open Suspense for this Customer appear
in red at the bottom.
My Agency Advantage
My Agency Advantage is the latest billing enhancement
for your Agency Advantage account. From My Agency Advantage you can check
your account balance, change your contact information, set up automatic
payments, and make a one time payment.
Register at My
Agency Advantage today!
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