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