Utilities

Click on Defaults to set up your agency defaults including agents, sources, line of business, etc.

Utilities - Defaults

Set your agency defaults, signature setup and email options.
Utilities - Passwords

Set passwords.
Utilities - Client Maintenance

Perform scheduled client maintenance.
Utilities - Agency Info

Agency information for our Customer Service dept. Change your wallpaper to suit your style.
Utilities - System

Used by the client to backup data and by our Customer Service department.
Utilities - Popup Boxes - Agent/CSR/Producer

Set Agent, CSR & Producer Commissions.
Utilities - Popup Boxes - Insurance Companies

Select the Insurance Companies you work with and enter Lines of Business, Commisions, & more.
Utilities - Popup Boxes - Insurance Companies

Edit commissions for AIG.
Utilities - Popup Boxes - Insurance Companies

Return to Utilities, Popup Boxes.