How- To's
In this section you will find how-tos for using Agency Advantage.
- Accessing Archived Attachments and Scans
- Add a Company/Carrier/MGA
- Add a Customer
- Add a Driver
- Add Attachments
- Add ID Card
- Add Notes
- Add Policy Activity
- Auto Policy
- Balance Due
- Batch File Utility
- Batch Scan Utility
- Certificate Processing
- Check Processing
- Check Register – General Functions
- Claims Management
- Commissions and Fees
- Create Report for Customer Emails
- Creating Custom PDF Forms
- EFT processing
- Email Setup
- End of Day Processing
- Entering existing files into WinAA
- Export to Quick Books
- Exporting Reports
- Importing a Company Logo Into the LetterHead
- Log Out Button for Private Cloud
- Marketing Emails to Customers
- Marketing To Customers with Specific Policy Information
- Merge Two Customer Folders