Session 3 – Using AA

The focus for Phase 3 is to train and provide time for hands-on training for the agency to work on the product and become proficient with the following key functions:

- Web Merge

- Accepting Payments, Adding &    Printing Receipts

- Policy Activity

- Handling Cancellations for non-download Companies

- Adding Standard Forms

- Adding ACORD Forms

- Certificate Processing

- Adding ID Cards

- Policy Wizard (Importing a quote)

- Adding an Image

- Batch Scanning

- WinAA Print Capture

- Using T-Files (Transactional Filing)

- Company Downloads

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