Forms Boss Desktop - Management Features

Finally an Agency Management System that's easy to learn and use -- without costing a fortune...
Read further to find out how YOU can profit wildly from the same Agency Management System tools and
features thousands of Agents have already discovered but they don't want you to know...
From Wayne Delph (founder):
In 1993 a friend and I were having a conversation about his insurance agency. It seems that he couldn't find an Agency Management System that suited him. Not to mention the few that were out there cost more than my first house! I'd been programming computers since the mid 80's. Yep, I've been around awhile. Knowing my background he suggested that I build something and he'd help with the Insurance side and I'd do the techie stuff.
While looking into other Agency Management Systems, I learned that a lot of programmers do not understand how a normal user thinks.
So, one thing lead to another and here we are many years later.. and after thousands of man hours and about a Million dollars you can now have something really extraordinary.
It's called Forms Boss Plus. Don't let the name fool you, it's way more than just forms. Yes we have ACORD forms but we designed the entire program around the use of all kinds of forms. This makes everything visual for the user. Easy to find the data you need when you need it. Which is usually in a hurry! No more hunting through pages of non-visual data trying to find what you want.
After all these years I know what you need in a management system..
  1. Easy to Learn - This is number one because you need to be able to train your employees quickly.
  2. Easy to Use - Everything is designed so you can get to your data with just a few clicks. Actually the way we designed the Customer form you can access about 90% of your information from this one form.
  3. Categorize your Clients, Prospects & Policies with Customizable fields.
  4. X-Date & Suspense Date tracking on Customer or Policy level.
  5. Driver & Vehicle database - accessible with one click from the Customer form. This data automatically ports into the ACORD forms that you create. More on that later.
  6. Built in E-Mail - Sends emails and logs the entries under the Customer form for easy access and re-sending. E-mail a single ACORD form or send a gang at one time. Pull contacts from your Outlook contact database!
  7. Built in Proposal Generator - This is really a time saver. It loops through all of your apps and creates a Proposal based on a default template or one that you create. The proposal is then displayed in our own word processor that you can edit. Add / Change text or graphics - Very Professional. This will help you write tons of business!
  8. Keep track of all your documents with a few clicks. Everything is organized for you - Saves you loads of time so you can do what you do best "MAKE SALES" .
  9. You can scan all your documents directly into the program. Deck pages - images - Risk items, anything. Scan signatures and digitally sign your Apps. Go paperless! You could spend thousands on just a document program like this but you don't need to, it's all built in! This one feature is worth the cost of the entire service.
  10. Manage Sales Reps and commission tracking. Know exactly who's producing what and more importantly who's not. You don't have to fumble around trying to find this data, it's just a click away.
...and you want it to be Affordable (We'll get to that later)
So, I've literally sent years designing and refining this Agency Management System, listening to our clients every step of the way. It's designed with you in mind, every detail extensively thought out and planned.
Our clients like the fact that they can call and make suggestions and we love to hear from them too. After all, if I can make it easy for you then you'll keep coming back year after year. We have lots of happy clients that have been with us for many years.
You don't have time to deal with un-necessary problems so we've eliminated many of them for you. Freeing you up to run your business.
You want two things..
You can create Professional looking Invoices with your logo printed on plain paper. No need to buy expensive invoices forms. You could spend hundreds of dollars on a program that just creates invoices and posts your payments. And here's the cool part - the payment information can be ported to QuickBooks Pro Automatically!
You can fully track Accounts Receivable information - know in a flash your 30/60/90 day balances. Send out Statements and manage your money more efficiently.
With our Scheduling features you can..
Have the Agency Management System remind you of everything. It's like having your own personal assistant. The good news is you don't have to pay it a wage! There's another piece of software you can do without.
Here's something I added when Laptops came along..
You may want to visit a client on the job. You can take your laptop on-site then you can export your work to a file and email it back to your office where you can import it back into the main database. This is such a nice benefit for those of you who have outside sales people or maybe you work from home. No we don't charge extra for installing the program on more than one computer. You only pay one fee per Agency not per user! Our competitors charge a per user fee. I never did like that idea.
Streaming Videos allows you to skip the learning curve and Start immediately
One of the biggest hurdles for people is learning new technology..
It can be very intimidating and especially hard on new employees.
That's why we've made Forms Boss Web so easy for beginners and experienced Agents.
So whether you're just learning the ropes or you're a seasoned veteran, Forms Boss Web makes getting started a snap.
We designed our Agency Management System to flow the way you do so it's intuitive. The help system is built in to every form - just press F1 at anytime and you'll get the help you need. As a bonus I've included the entire ACORD forms help guide. It's built into the system so you'll know exactly how to fill out those ACORD forms. (more on ACORD forms later)

Over 30 built in Standard Reports

Print Customer Reports like..

Print Policy Reports..

Many filtering options allow you to get the data you want Now!
Our Standard Reports allow you to export to CSV (Excel), HTML, RTF and WMF formats.
With our custom Report Designer you can create and modify your own reports. We've included many standard reports but occasionally you may need something I haven't thought of. Just one more piece of software that you don't have to buy extra.
OK, time for a little geeky stuff..
We designed the Agency Management System to be multi-user and network ready. As I mentioned earlier, we don't charge extra for installing on more than one computer.
It works on pretty much all Windows platforms except the 16 bit version of Windows like 3.0 / 3.10 / 3.11. Is anybody still using that stuff? You don't need anything special, well - except a printer.
We designed the program using the best compilers we could find so it really zips around. Just another way to save you time.
Here's the Bonus part..
You can easily create ACORD forms with Forms Boss. We've designed it so that a lot of your work is automated. For instance, when you create an Auto ID card the driver and vehicle information is inserted for you automatically. You don't have to double enter data. Same thing for Home Owner apps and Personal Auto apps.
Of course you never have to retype your customer name and address, it always ports to the form for you.
There's also automation between forms like the Commercial General Liability Section 126S. Which completes a Certificate for you and many other automated features to save you time.
I've included a Certificate Holder Master List that lets you easily create Certificates without having to manually look up holders. You can add as many holders to a single Cert as you like, then pick and choose which ones to print, fax or email.
You remember those expensive software programs I talked about? Well, we have clients that have them but they actually use our program to create the ACORD forms because it's so difficult in theirs.
All the ACORD's come up on screen just as if you would roll them into a type writer. You just fill in the data fields. We've included a status bar at the bottom of the screen that tells you the purpose of each field and what to put there. It couldn't be easier.
ACORD forms can be a little tricky so we've hooked the ACORD guide (over 400 pages) into each ACORD Form. If you need help on any form just press F1 and the guide opens to the form instruction that you need.

You can..

Important Note: You can email your ACORD forms one at a time or in a group. Our Email log maintains a log of all the forms, documents and attachments that you send out. A complete audit trail is kept for you. Remember, you can Pull contacts from your Outlook contact database!
Click here for a list of Features

My Guarantee

Now, you don't have to take my word for all these benefits. I'll let you try Agency Management System absolutely FREE. No strings attached, you don't have to give me your credit card information up front - not even a deposit. It's going to cost you Zero - Zilch!
I want you fully satisfied before you pay me a dime.

Here's all you have to do..

Click here to download a free demo Now. Actually this is the real program. It's fully functional, well almost. It will print a big fat "SAMPLE COPY" explore all parts of the program.
Then if you decide to register it all you have to do is call me (800-208-1977) and I'll give you some numbers to enter that takes it out of DEMO mode. You don't have to install anything else. You can be up and running in just a few minutes.
Still not convinced? Check out these Streaming Videos of the program in action by clicking here Now.
I know what you're thinking. How much is all this going to cost me, you're thinking thousands right? Nope!
For a limited time you pay a one time fee of $399 and $170 per year. You never have to pay the $399 again. A lot of management programs cost more than that per month.
Plus, you get the benefit of thousands of hours of programming. I've already absorbed the huge development costs. You get to reap the Profits!
Remember, there's absolutely no Risk.
To give our Agency Management System a free test click here for a Free Download.
Questions: Call us at 800-208-1977 and talk to a live representative