Online Tutorials

You will notice a mixture of old and new tutorials recorded here.  Please bear with us as we are in the process of re-recording our video tutorials.

For EasyApps and Above:

• Client Tab Tutorial
• ACORD Tab Tutorial
• ACORD Forms/Certificate Holders
• Survey Tutorial

For EasyApps Professional and Above:

• Policies Tab Tutorial
• Personal Tab Tutorial
• Letters Tab Tutorial
• Reports Tutorial

For EZAgent and Above:

• Webview Tab Tutorial
• Claims Tab Tutorial
• TFile Tab Tutorial
• Documents/ImagesTutorial

For AgencyPro and AgencyPro SQL:  

• Client A/R Tab Tutorial
• Ledger Tab Tutorial
• Accounting Introduction
• Policy Entry
• Agency Bill Workflow
• Financing
• Doing a Deposit
• Cancelling a Policy

Agency2Go (New online product)

• Introduction
  
• Logging In
• Adding a Client
• Acord Forms
• Certificate Workflow
• New Policy
• Setting Default Limits
• Policy Transactions
• Personal Lines Subjects
• Commercial Lines Subjects
• Image Filing
• Compiling Multiple Forms

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