Track Companies, Names, Addresses, Spouse, Dependents, Notes, etc.
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
Miscellaneous Contacts Database
Sales Rep Database
Track sales reps and commissions from a single screen. Includes the
ability to assign a signature that you can use on your ACORD forms.
To view the commissions data you'll need the management option.
All 750+ 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. The
database must be installed on a hard wired LAN PC. Wireless is not
Spell check any ACORD form
Print 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
Complete help file built-in
Certificate Holder Master List
Assign multiple cert holders to your certificates
Print single Certificate, all holders or just a holder list
Assignable Security features
And much, much more!
Invoice w/ QuickBooks Pro integration
Invoicing, payments, statements and Accounts Receivables.
Tracks commissions, renewals, expiration dates and much much more.
Customer PDF Database
Scan and Import multi-page PDF files. Print. Export back to PDF file.
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
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.