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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