Track policies, invoices, certificate holders, vehicles, drivers, documents, planner, management reports and much more. Click here for details.
There are no contracts to sign and you can cancel anytime.
Now you can logon from anywhere in the world from any browser without
installing any software, and fill in any ACORD form.
Not only that, but you'll be able
to save the data to our secure server. You can recall
any previously saved form, make changes, then print or email from anywhere
in the world that has an internet connection - 24/7.
Standard Pricing $159.00 per year per Agency location (not per user but per Agency location)!
ALL 700+ ACORD Forms are included.
Customers/Prospects and Sales Rep database, signatures, standard reports, email forms.
You will need to renew by January of each year to keep the program active.
Management Option (Desktop Version) $399.00 (One time fee only)
Track policies, invoices, certificate holders, vehicles, drivers, documents, planner, management reports and much more.
Upgrades : Included in annual fee
You will initially receive an unregistered version of Forms Boss Plus. It
is limited in that it will not allow you to enter your Agency name and
address or access any fields in the Setup Form until you register your
copy. It will also print "SAMPLE COPY" across the forms. Otherwise, you will be
able to utilize all parts of the program, including the Management Options.
For details see "Management Option" later in this document.
To register your Forms Boss Plus, follow these steps.
Determine how you want your Company "Agency" Name displayed on the
Forms. Upper and/or lower case.
Call Impressive Publishing, LLC at (800)208-1977 and ask for registration.
You will be connected to a service rep that will ask for your Company
Name. You will be asked what mode of payment you would like, the choices
are A) Master Card, B) VISA, or C) American Express.
After you receive Registration Number(s), open Forms Boss Plus and click
the Management tab on the main menu then double click the Agency Setup
Form. Now, click the Registration button and enter your Company Name
exactly as it is printed on the Order Slip, upper and lower case
sensitive and click OK. Enter the Registration number and click OK. If
you would like to have the Management Option installed enter the Option
Number and Click OK. If you do not want the Management Option just leave
the default number (0) and click OK. You can add this Option at any time.
Once you have been given a registration number no refunds will be
issued. It's important that you install the demo and are satisfied that
it will function to your satisfaction before registering.
If you entered your Company Name and registration number correctly
you will be able to access the address fields and other parts of the
form including Print Options and Security. "SAMPLE COPY" has been removed
from the Forms as well.
If you did not install the Management Option you will not be allowed
to access the Policies Form, Invoice Form, Office Image Form,
Schedule Form or any of the reports that are associated with these
Management Option (Desktop Version)
The Management Option includes access to the Policy Form which tracks
policy details, commissions and renewal information. Proposal Form which
has many automated features for easily creating a proposal. Invoice Form
which ports data to QuickBooks Pro. Office Image Form, this allows you to
scan and store images such as deck pages and risk information. A Schedule
Form is included to help you track appointments and tasks. Many standard
Reports are also included. Plus much more. You'll have to download the
demo to realize the software's full potential.
To help distinguish the management features we've color coded the menu
items. All the management option items show up in green on the main menu
in the program. All other standard features show up in white.
The unregistered version will allow you to fully explore these features
without any restrictions. When you register Forms Boss Plus but do not
register the Management Option the Management forms and the reports
supporting them will no longer be available. For more information see the
Forms Boss Plus Help file.
If you are upgrading from a previous version, you will need to obtain a
new registration number by calling (800)208-1977. If you already have the
Management Option installed, the option will be upgraded free of charge.
If you don't have the Management Option and would like to purchase it the
cost is only $399.00 extra.
Tech support is free to current subscribers. If you have a technical
question first check the Help File by clicking Start, Forms Boss Plus then
choose the Forms Boss Plus Help Icon or if you are running Forms Boss
Plus, click Help on the menu bar. If you can't find the answer there you
may call our Tech Support Department at (423)239-4656 between 10AM and 4PM
Eastern Standard Time. Additional support information here.