Webinars

You have the ability to set up signatures for ACORD forms, sent up your email defaults, attach a logo for your letterhead, automatically assign client numbers, set default letters to print for receipts and down payments, and much more.

The Webinar explains how to set up all the defaults in the Popup Boxes tab in the Utilities and also gives a brief tour of the Dashboard. This is a very important area to set up before starting to process clients and policies in the program. Here you will set up default commission structures, insurance companies, MGA/Brokers, Fees, lines of business and more.

You can perform maintenance on your client records and prospects, view your agency information, and if you have QQ Downloads set up the Real Time Inquiry feature.

This Webinar shows how to search for your clients, use short cuts for doing things such as printing letters and receiving payments without having to go further into the client’s record, how to link accounts, and more.

This Webinar shows how to enter a client’s information whether it be for a personal or commercial account. You can also attach an image here, enter multiple contacts and addresses, change a client’s status, set an important note, enter employer or employee information and more.

This Webinar shows how to enter policies for you clients. You can enter the line of business, insurance company, MGA/Broker, a policy source, enter the various premiums, enter fees, do endorsements, renew a policy, enter commissions when needed to name a few of the things this Webinar shows.

You will be shown how to view previously entered memos, add your own memos, set up memo reminders, and how to view your system generated activities.

This Webinar shows how to set up your scanner to work with QQ Evolution, attach images, scan images directly to a client’s record.

Learn how to print and store letters directly from a client’s record and how to reprint them when needed. Also how to complete ACORD forms for the client you are working and more.

You will be shown how to run standard reports and how to create your own customized reports. You will also be shown how to use the commission and producer reconciliation reports and will as how to schedule reports to automatically run at a preset time.

Learn how to process mail letters and labels for your clients, print cross marketing letters, create your own letter templates to be used on all of your clients and more.

Here learn how to enter all of your contact information for insurance companies, lien holders, employees, and more.

This Webinar shows how to access and process your transactions from downloads, how to match transaction when in manual mode and no match is found for the client or the policy in QQ Evolution and more.

Learn how to use the office assistant. You have the ability to make a To-Do List, create a calendar, and do inter-office messaging.

Learn how to enter claims and any information such as the adjustor, damages, attach and scan photos pertaining to the claim, print claim ACORD forms, and more.