Webinars

Learn how to setup your system to process individual transactions from direct bill commission statements. You will also see how to process these transactions and view the statements.

See how to take individual policies and turn them into a package policy. You will be able to view the total premium and commission for the package as a whole.

New items have been added to the Commission and Producer Reconciliation reports. Learn how to view and reconcile commissions for your agency as well as the producers. You will be able to save reconciliations that are not completed and come back to them later and finish.

Introducing the new HTML word processor. QuickWord now has an advanced option to use an HTML editor. This gives you the ability to insert images, create hyperlinks, share images, insert social media icons, convert existing letters to HTML, use numerous editing tools, spell check letters opened on the client’s record and more!

In this 45-minute webinar we will focus our attention on the QQ Evolution Policy Screen. Whether you are new to QQ Evolution or just need a refresher course, this session will show you how to

• Enter policies for your clients
• Enter the various premiums and fees
• Enter endorsements
• Renew a policy
• Enter or reset commissions

During this 45–minute webinar we will cover

• Setting up agency and producer commissions in utilities
• Setting up commissions in utilities for MGA/Brokers
• Creating and applying rules
• Reconciling both agency and producers commissions
• Reviewing and editing commissions in the Policy screen

This 60 minute webinar will show you how to setup your defaults in the Utilities section. We will also cover the initial log in for QQ Evolution, how to set up and create a new user.

In this 45-minute webinar we will show you how to use QQ Evolution to

• Add a new Commercial or Personal lines client
• Enter multiple contacts and addresses
• Change a client's status
• Set an important note
• Set an X-Date in a client's account
Enter employer or employee informationWe will also cover the new Pinning feature, which gives you the ability to pin any area of a client record including ACORD forms.

This 45 minute webinar will show you how to use QQ Evolution to

• Run standard reports
• Create your own customized reports
• Use the commission and producer reconciliation reports
• Schedule reports to automatically run at a preset time
• Adjust the size of the columns displayed on a report

Allows you to quickly search for and access a client record from the client screen or from the Dashboard. Gives you the ability to bookmark your work anywhere in a client record or ACORD form, work on something else,and then go back to it exactly where you left off.

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.

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.

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.

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.

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 adjuster, damages, attach and scan photos pertaining to the claim, print claim ACORD forms, and more.