| Version | Description |
| 3.043 |
| | |
| Notes Entry will now give a warning for notes that cannot be edited. | |
| Policy details now includes a coverage detail report. | |
| Company Downloads browse will now show path for the AL3 file. | |
|
| 3.042 |
| | |
| Improved check layout for dual signatures. | |
| ITC Turbo Rater Import Improvements. | |
| FSC Rater Import Improvements. | |
| Improved letter and label printing under Marketing Campaigns. | |
|
| 3.041 |
| | |
| * New Feature * Renewal Premium Analysis Report | |
| Enhanced Web Merge now supports multiple users and urls. | |
| Enhanced Customer Link now supports linking multiple folders. | |
| Improved Email Address Book. | |
| Emails can now be printed. | |
| Improved X-Date and Note entry. | |
|
| 3.04 |
| | |
| Improvements to Marketing Campaigns. | |
| ITC Turbo Rater Import Improvements. | |
| AR Invoices and Reports now include Invoice Numbers. | |
| Annualized Commission added to Premium Volume Reports. | |
| Internet Update now detects minor version updates. | |
|
| 3.039 |
| | |
| Supports Imports from ITC Web Rater. | |
|
| 3.038 |
| | |
| User Friendly Improvements to the Home Screen. | |
| More information now available on the Policy Browse. | |
| Now imports customer email address from ITC. | |
| Email capability added to the Marketing Campaigns. | |
|
| 3.037 |
| | |
| Revised browse for Marketing Campaign results. | |
| Added active policy report to Customer Folder. | |
| Revised Expiration Report for CSR/PRO. | |
| Added Income Account to QuickBooks Export. | |
|
| 3.036 |
| | |
| * New Feature * Import Clients from EZLynx | |
| Improvements to Premium Volume Reports. | |
|
| 3.035 |
| | |
| Annualized Premiums added back to Premium Volume reports. | |
| Added the ability to display work or cell numbers on the customer listing. | |
| Email addresses now import from AccuAuto. | |
| Progress bar added to the Marketing Campaigns. | |
| Improvements to Reconciled Commission reports. | |
| Customer labels now sorted alphabetically. | |
|
| 3.034 |
| | |
| Improvements made to certificates and merge functions. | |
| Usability enhancements to the Home Screen. | |
| Open Suspense indicator added to Customer Preview. | |
| Management Summary Report returned. | |
|
| 3.033 |
| | |
| Additional filters added to Customer Listing and Reconciled Commission reports. | |
| Added Personal/Commercial indicator to Oklahoma ID card. | |
| Administrator permissions now required to change Csrs or Producers. | |
| Csr has been added to both image and attachment records. | |
| Policy Wizard renamed Import Quote and moved to toolbar. | |
| * New Feature * Linked Customer Folder | More Info |
| Improvements to downloads to enhance information storage efficiency. | |
| Redesigned and updated navigational menus. | |
| * New Feature * Marketing Campaigns | More Info |
| Tax ID and web address added to the customer record. | |
|
| 3.032 |
| | |
| Added compatibility for 64 bit machines. | |
| Added csv export capability to the marketing reports. | |
| Added Volume by CSR reports. | |
| Signatures can now be applied to existing pdf forms. | |
|
| 3.031 |
| | |
| Email Setup now includes support for SSL and custom port numbers. | |
| Added support for Adobe Reader 9. | |
| Policy Classes will now be known as Lines of Business (LOB). | |
|
| 3.03 |
| | |
| * New Feature * Prospect Management | More Info |
| Improvements made to the marketing letters. | |
| A company’s ID Card Name will now be known as their Carrier Name. | |
|
| 3.029 |
| | |
| Report added to User Setup to view customers assigned to a particular RAU. | |
| Reconciled commissions reports now show both CSRs and Producers. | |
| Driver birthday list and labels, reconciled commissions, and production reports will now export to csv files. | |
| Vehicles and Drivers now available on GARAG policies. | |
| Added support for ACORD 023 Automobile Certificate of Insurance | |
|
| 3.027 |
| | |
| Customers may now have multiple email addresses. | |
| * New Feature * Restricted Access Users | More Info |
| Policy Number now prints above signature on face of checks. | |
| Toolbar 'Export...' function now exports CSV data from reports. | |
| Added location filter to Volume reports. | |
|
| 3.026 |
| | |
| Prod by CSR Report has option to show activities with no commissions. | |
| Prod by CSR Report now filters by transaction or effective dates. | |
| Expiration Letters, Labels print in alphabetical order. | |
| QuickBooks export has option to exclude deposits. | |
| Added 3rd party address lookup to AR Suspense. | |
| Enhanced look to the AR Invoice. | |
| Loan and Mortgagee info added to Merge Codes for Letters. | |
| Insurance companies may now have multiple email addresses. | |
| Company Email merge code retrieves company's first email address. | |
| Insurance Companies entry screen now has Copy Company button. | |
| Order of coverages in browse now matches miscellaneous class setup. | |
| Globe button on receipt entry screen now utilizes WebMerge functionality. | |
| Misc Premiums can split into Misc Premiums and Policy Fees from Policy Wizard. | |
|
| 3.025 |
| | |
| Added Texas QuickQuote rating interface | |
| Added producer filter to expiration reports | |
| Added producer to edit activity screen | |
| Added sort by column to customer screen | |
| Added email address to marketing search report | |
| Added follow up date to marketing letters | |
|
| 3.024 |
| | |
| Added claims tracking. | |
| Producer now included in merge codes | |
| Acord 71 now prefills drivers. | |
| User code and time now appended to notes. | |
| Added Producer to Reconcile Activity. | |
| Reconcile Activity now rounds commission percent to whole numbers. | |
| Added filter by Customer Since to Customer Reports. | |
| Deposits and EFTs now export to QuickBooks. | |
|
| 3.022 |
| | |
| Ability to track logged on users has been improved. | |
| Added the ability to track producer or producer & CSR commissions. | More Info |
|
| 3.02 |
| | |
| Expiration letters now ordered by expiration date. | |
| Receive DEC page now updates attachment and image policy numbers. | |
| Premium deduction window now appears for all payment types. | |
| Statement of Coverage now ordered by Group, Risk#. | |
| EFT rebuild defaults to Yes. Double click allows edit. | |
| FSC import fee problem corrected. | |
| Signatures now appear much sharper on ACORD forms. | |
|
| 3.019 |
| | |
| Renew policy now copies AUTOB coverages. | |
| Marketing search company filter now unlimited. | |
| Packaged forms sort order corrected. History browse update corrected. | |
|
| 3.018 |
| | |
| Void receipt error when Reduce AR is true has been corrected. | |
| Registration process improved when moving data to terminal server. | |
| Internet Update button removed from ASP version. | |
|
| 3.017 |
| | |
| Terminal servers now get access code via web without A2K login. | |
| Error message removed when no Certificate Holders have been defined. | |
| QB export now sends files to CurrentProject.Path. | |
|
| 3.016 |
| | |
| HO Change Request pulls mortgagee and loan number. | |
| AUTOB vehicle entry screen now has Copy Vehicle button. | |
| ITC import now stores misc premiums in additional coverage field. | |
| iexplore.exe process now terminates properly. | |
| Agency bill receipts now allow reduce AR to be selected. | |
| Archive option removed from document management menu. | |
|
| 3.015 |
| | |
| Rating Interface setup simplified. | |
| Commission plan setup screen improved. | |
|
| 3.014 |
| | |
| Opening same customer on two machines no longer causes program crash. | |
| Birthday lists/labels now allow choice of drivers or relations. | |
| Check processing now stamps receipts with both date and time. | |
|
| 3.013 |
| | |
| ACORD 25 data export errors corrected. | |
| HOME Statement of Coverage now displays Loan Numbers. | |
| Image data card now checks for twain driver when scan is clicked. | |
| Updated ImageMan controls included in this version. | |
| PPKGE and CPKGE policies now show vehicle/driver tab. | |
|
| 3.012 |
| | |
| Corrected print problem on classic certificate of insurance form. | |
| Corrected Location print problem on Production by CSR report. | |
| Deposit/CCD listing setup screen error corrected. | |
| Corrected MHOME acord form dump problem. | |
| Selecting Recent Folders now causes full requery of customer screen. | |
|
| 3.011 |
| | |
| Excluded drivers/vehicles shown in red on AUTOB policies. | |
| Deposit listing prints in landscape to allow full display of policy#. | |
| Quick Quote import corrected when comp/coll deductible missing. | |
|
| 3.01 |
| | |
| License Key visible on any machine when logged in as administrator. | |
| Adobe forms edit bug corrected. | |
|
| 3.009 |
| | |
| Who is Logged On removed from utilities menu. | |
| Adobe port listener corrected for terminal server use. | |
| Scanning with ADF automatically counts pages. | |
|
| 3.008 |
| | |
| File open dialog now remembers last directory accessed. | |
|
| 3.007 |
| | |
| Improved speed of Open Suspense notification routine. | |
| Email now sends via Outlook/Express. | |
| AUTOB coverages now appear on vehicle entry screen. | |
|
| 3.006 |
| | |
| Email now displays messages returned from mail server. | |
| ACORD Vehicle Schedule (129) prompts for starting vehicle number. | |
| Batchscan image view now has scrollbar. | |
| Print Capture checking can be paused. | |
| Accu-Auto Louisiana Imports now available. | |
|
| 3.005 |
| | |
| Web Merge now asks if you want to close the browser when exiting a policy. | |
| The AR listings now omit items with a zero balance. | |
| WebMerge installs correctly on terminal servers. | |
|
| 3.004 |
| | |
| Adding attachments now updates the history tab. | |
| History tab now launches attachments and emails correctly. | |
| Relations/Driver SSN and DOB lookups now work on AUTOB policies. | |
| A listing of Forward items is now available. | |
|
| 3.003 |
| | |
| PrintCapture now functional on aa-anywhere.net. | |
| Corrected error creating \attachments\year\month folder. | |
|
| 3.002 |
| | |
| Internet Update now functional in version 3. | |
| Link to ACORD Forms page now passes username & password. | |
| PrintCapture check turned off when exiting program. | |
| Credit Card listing now includes Policy# & Company Name. | |
| PDF Packaging feature now includes items from both Documents & Images tabs. | |
| Corrected problem emailing attachments w/o policy number. | |
| Copied ACORD forms now appear at the top of the list. | |
|
| 3.001 |
|
| 3 |
| | |
| * New WebMerge feature prefills web pages. | More Info |
| Pending follow up warning visible on customer folder | |
| * Improved certificate processing for ACORD 24 and 25. | More Info |
| * New PrintCapture feature sends any printable item to customer attachments. | More Info |
| Imaging controls updated to scan in PDF format. | |
| * PDF documents can be bundled into packages for emailing. | More Info |
| * Completed ACORD forms can be stored as attachments with signature added. | |
| Attachments are stored in Year / Month folders like images. | |
| New mail control should eliminate problems with garbage text in emails. | |
| * Commercial lines download now supported. | More Info |
| * Direct Bill Commissions download now supported. | More Info |
|
| 2.046 |
| | |
| Improved the handling of new alerts in the Agency Advantage connection. | |
| Improved the Lienholder lookup for Homeowner policies. | |
| Can process Direct Bill Commissions from Mercury and Progressive in the DL manager. | |
| New Business Downloads are marked to prevent from appearing on open binder reports. | |
|
| 2.045 |
| | |
| Simplified Internet Update functions. | |
| Imaging now warns about large file size. | |
| Improved DLViewer function under terminal services. | |
| FSC bridge correction on vehicle year. | |
| Premium Volume reports ignore zero term policys. | |
|
| 2.044 |
| | |
| Corrected numbering on TFile listing. | |
| Added Downloads tab to misc class policy screen. | |
| Download now handles these new classes: | |
| Inland Marine | |
| Personal Package | |
| Personal Umbrella | |
| Watercraft | |
| Business Automobile | |
|
| 2.041 |
| | |
| Cust entry screen checks for messages every 10 min. | |
| Inactive CSRs now displayed on historical data. | |
|
| 2.04 |
| | |
| Inactive CSRs removed from dropdown lists. | |
|
| 2.039 |
| | |
| Corrected minor problem editing ACORD forms. | |
| Added list of bulletins to AA Connection screen. | |
|
| 2.038 |
| | |
| Email now handles SMTP server authentication. | |
| New Connection feature delivers bulletins to your desk. | |
|
| 2.037 |
| | |
| New Marketing Search Module generates letters, labels and lists. | |
| EFT Processing has new features and increased power. | |
| Premium Volume reports now give count of active policies. | |
|
| 2.036 |
| | |
| Descriptions on the policy forms browse can now be edited. | |
| Graphic logos can now be inserted on memo headers and the ad banner. | |
| Credit Card receipt listing now runs even if no cash transactions exist. | |
| Check Processing items are now ordered by receipt number. | |
| Receipt Register by Company redesigned to improve readability. | |
| Internet Update process has new options for added flexibility. | More Info |
| Images are now stored in a year/month folder on the image storage path. | |
| A recent customer dropdown list has been added to the tool bar. | |
| CSR signatures can be scanned and placed on letters. | More Info |
| Company setup now has checkbox to default EFT on receipts. | |
| Integrated spell checking is now available. | |
| Check Processing now includes items where PayAmount = 0 and AddTo > 0. | |
| Acord forms can now be copied. | |
|
| 2.035 |
| | |
| Message Pad now requires administrator permission to view all messages. | |
| Check Processing has been rewritten to improve speed and allow checks to be | More Info |
| --------addressed to Customers, Companies or Third Parties. | More Info |
| A Receipt Maintenance screen has been added to the Check Processing menu. | |
| Customer's Mobile and Fax numbers have been added to merge codes. | |
| The system now automatically seeks monthly access codes via the internet. | |
| Policy renewal now automatically looks up renewal commission plan. | |
| Expiration reports now show Total Expired & Total Pending Renewal. | |
|
| 2.034 |
| | |
| Printing ID Cards from a policy now requires Temporary ID Card permission. | |
|