ACORD Forms - Forms Boss Plus
|
||
|---|---|---|
| Standard Registration |
Management Option* |
|
|
Customers & Prospects Database Track so much stuff here we can't mention it all. |
||
|
Vehicle & Driver Database This data is used to help you auto create vehicle and driver related forms. |
||
|
Custom Report Designer Build your own custom reports. |
||
|
Customer Documents Database Find and correlate all your customer related documents. |
||
| Insurance Companies Database | ||
|
Sales Rep Database Track sales reps and commissions from a single screen. To view the commissions data you'll need the management option. |
||
| 273+ ACORD forms | ||
|
Over 30+ Standard Reports Many standard reports are available for printing, faxing or saving to a File (MS Excel, Text, CSV, HTM, RTF, WMF formats supported). Customer/Prospect listings; expiration date reports are standard as are mailing labels; even send birthday cards. Sales reports by customer, company and producer. Many filter and date range options. |
||
|
Import/Export Clients and Forms Export a customer and all related forms. Great when you need to copy records from one computer to another. |
||
| Export forms as JPEG & PDF | ||
| Email forms and documents as Adobe PDFs | ||
|
Network ready and
multi-user We do not charge extra for installing on multiple computers. Something that's unheard of now days. Most vendors charge a per user fee. |
||
| Spell check any ACORD form | ||
| Fax multiple forms in a single transaction | ||
| Easy lookup of previous filled in forms | ||
| Automatically create related forms | ||
| ACORD Instruction Guide is built-in | ||
| Free technical support | ||
| Full on-line help | ||
| Certificate Holder Master List | ||
| Print single Certificate, all holders or just a holder list | ||
| Backup Utility | ||
| Assignable Security features | ||
| Palm OS Application & Synchronization | ||
| Much more | ||
| Invoice
w/ QuickBooks Pro integration Invoicing, payments, statements and Accounts Receivables. |
||
|
Policies Database Tracks commissions, renewals, expiration dates, xdates and much much, more. |
||
|
Document Scanning Go Paperless. Image and document scanning. Scan deck pages, images, or any other office document, black & white or color. Operate any twain compliant scanner directly from inside of Forms Boss Plus. Scan customer and producer signatures. Image editing tools included. Read and store images from File or scanner. Formats include TIF, JPG, PCX, BMP, RTF, TXT, PCD and PNG. Read and store RTF files from File or Copy & Paste from clipboard. Word Processor built in. Can edit documents that have been scanned using any popular OCR program. Images are compressed and stored in the database. User defined keywords for easy search and retrieval. |
||
|
Scheduler/Planner Schedule your daily activities such as appointments, tasks or even run a report at any given time. Forms Boss Plus will keep you on schedule. Each user can track their own schedule even on a network. |
||
|
Automatic Proposal Generation The program loops through your applications and creates a proposal using a template that you can edit. The completed proposal is placed in its own word processor so you can add to or edit it, then save or print it. You can also copy and paste it into your own word processor. |
||
| Over 20 + Management Reports | ||
| * Management Option is not a standalone product. | ||
|
Impressive Publishing, LLC
1400 E. Shipley Ferry Rd. Kingsport, TN 37663
800-208-1977
|
||
Copyright © 2005 Impressive Publishing, LLC. All rights reserved.