9-20-2001 We have added the e-mailing option to a
larger number of forms, including the binder and the invoices. We have
also added the e-mail driver installation into the program. To install
the driver, click on 'File' 'Options' and click on the 'Install pdf
print driver for email' button and follow the on-screen instructions.
For more information about e-mailing, please see the e-mailing section
of the manual.
9-15-2001 We have upgraded our word processor to a
more complete version. The word processor now stores each client's
word processing documents in his file. It also asks you if you wish to
add the task as completed into the memos and suspense file. We believe
this is a wonderful addition to the program.
To open a clients word processing file, highlight
the client on the main client browse box, and click on the 'WP' button
at the bottom right of the screen. The first time you enter word
processing you will need to install the drivers by clicking on
'Install Drivers' from the wp menu.
This Word processor will read in many different file
types, including Microsoft word, and should be able to read in any
documents created in our old word processor. For documents created in
the old word processor that have merge fields inserted into them, the
merge fields will need to be deleted and then re-inserted. Should you
have any problems opening old documents, the old word processor is
still available to you
For more information about the new word processor,
please see the word processing module section of the manual.
8-20-2001 Added a zip backup procedure to file
maintenance. Should you need to make a quick backup of your most
important files, you can do so with this utility. Go to 'File' 'File
Maintenence' and 'Client Files'. Then choose 'Zip Files'. This should not
replace your daily backups.
8-9-2001 New binder report prints a list of binders
by expiration date
7-23-2001 Added e-mail capabilities to the ACORD
6-20-2001 Added the Young Driver Questionairre to
the Form Managers.
5-10-2001 There is a new Report for Direct Payments
that indicates Which companies have not yet been paid. You can find
this under 'Reports', 'Accounting', 'Direct Premiums', and 'Amount due
4-24-2001 We have added e-mail capability to memos.
This will allow you to e-mail a memo from Memo's and Suspense (pencil
button) Please see our for more information.
4-23-2001 The Certificate of Property Insurance is
now available in our Form Manager.
4-6-2001 We have added the ability to include
non-commissioned fees and taxes on the premium screen. This will allow
you to enter the base premium and non-commissioned fees on the same
screen, instead of having a separate transaction for every fee and
4-1-2001 We have changed the Main client screen. The
first tab now shows all policies, and turns the cancelled or expired
policies red. This was needed to answer speed problems that many users
were experiencing. If you want to view just current or just cancelled
policies, click on the open folder icon button at the bottom of the
screen, and those tabs will appear on the screen.
2-3-2001 We have a new version of Amsoft available
with some revised screens. You will notice additional alphabetic
search keys and some new color coding. Mostly, the new version has a
lot of 'behind the scenes' stuff that will allow us to do a lot more
in the future.
1-2-2001 We have added the Flood Application and the
Flood endorsement to the Form Managers. These import information from
the new flood coverage screen.
12-28-2000 We have added a flood screen to our
listing of coverage screens.
12-20-2000 The copy button on the main Client browse
box will now give you the option of also copying related records. The
related records are the coverage screens for the record being copied.
12-12-2000 The ID Cards in the Form Manager now
print without tagging a vehicle from the client screen. Now you can
just go to the ID Card Manager, select the client you wish to print ID
cards for, and go to the form. Not only should this make them easier
to use, but should also speed up the printing process.
12-10-2000 The ability to get a vehicle schedule for
12-7-2000 Added an option to print the current
record in the Certificate Manager. This will allow you to print only
the record at the cursor without having to tag it, and will also be
much faster for anyone experiencing delays when printing the tagged
12-3-2000 Added a Production Report by MGA under the
11-29-2000 Scanning: We have added the ability to
store notes for each image in the scanning section.
11-16-2000 We have increased the Producer code field
to accept 7 digits. This will allow agencies with a large number of
producers to keep track of them more efficiently.
11-9-2000 Our website now features National
Insurance News which is updated hourly. Go to: http://www.amsoft.org/news.htm
don't forget to bookmark it and check back regularly!
11-5-2000 Added the Good Student Form to the Form
10-28-2000 Added a guestbook to our website. Go to
our homepage: www.amsoft.org and click on the link to our guestbook.
10-25-2000 Added an Asset, Liability & Equity
report to the General Ledger Reports.
10-15-2000 Added Amsoft
Help and Discussion Board to the website. This is a resource
for agents to ask questions and get them answered by us as well as
9-19-2000 Added the FL
Commercial Auto Application to the Form Manager.
9-05-2000 Added The FL Auto
ID Card to the Form Manager.
Added the ACORD Medical
Statement to the Form Manager.
NEW FEATURE: We have added
graphs as an alternative to our
regular reports. Click on
'Reports' from the main menu,
and choose 'Graphs'.
Added a Past Due Invoice by
Producer for MGA's. This report
will list all accounts with a
balance billed to the selected
producer for the account.
Added a Bond Screen to the list
of coverage screens.
Added a Past Due Invoice that is
billed to the producer in the
Report section. This is
Added new coverage fields to the
Life/Health Coverage screen.
Imaging now automatically scans
following a new Insert.
3-14-2000 Added the Statement of
No Loss ACORD form to the Form
Added the Personal Auto
Endorsement ACORD Form under the
Form Managers. (An Amsoft Auto
endorsement was previously
2-12-2000 Added the ability to
tag client payments in the
checkbook for importing the
deposits under the 'Get
Added the Commercial Auto
Application to the Form Managers
for the following states: AK,
AL, AZ, CA, ID, IL, IN, MO, MS,
ME, MT, NC, NE, NH, NM, NV, NY,
OH, OK, RI, TN, VT, WI, WV, WY
12-30-99 Added scanning capacity
to the Company, MGA, and
leinholder screens. This is
available with the scanning
module option only.
10-31-99 Added additional notes
area to the client file. From
the light blue screen, click on
the magnifying glass at the
bottom of the page next to the
note field. This will take you
to a note screen for this
10-24-99 Added the following
fields to the Sub-producer file:
Phone #, Fax # and e-mail
10-20-99 Added the following
fields to the Company file: Fax
#, e-mail address, web site
address, Agency Code and Sub
9-30-99 Added a 'Date Removed' field to the Commercial Coverage screen.
9-20-99 Added a 'Date Added' field to the Commercial Coverage Screen.
8-20-99 We have added an accounting report by MGA to the report section under 'Accounting', then 'Accounts Payable', and 'MGA Statement'.
8-17-99 You can now view the total commission for a policy when entering batch commission received. This new feature will also total the total commission due for the policy after the transaction that you are entering, so that you can correct any discrepancies right from that screen.
8-14-99 Added on the go help to the client information screen, premium history screen, and checkbook. Right click on a field, then click on the help button that appears next to the cursor to view help/additional information for that field.
8-10-99 Added the Additional Interest ACORD form to the Form Managers.
8-04-99 Added a General Ledger Overview report to the Checkbook. To get this report, go to the desired checkbook, click on the 'Checkbook Balance/Reports' button, then click on 'Reports' and choose 'Overview. This will show you each General Ledger account with the total amount for each month.
7-27-99 Added an MGA listing to the Report section
7-14-99 Added additional Selections to the Claims Report
7-10-99 Added a date selection for Past Due Memos
6-23-99 Added the Business Owner Application to the Form Managers
6-22-99 Data Vault (Backup Program) available for release - set up to easily backup Amsoft. This is an option selling for $89 + $8 S&H. (Free Upgrade over the Internet for Quicksave Users).
6-14-99 Added sub producer listing to reports section
5-14-99 Added a scanning module as an option. Scanning is activated directly from Amsoft, and client images are stored under each client separately. A wonderful solution for agents looking to go paperless, or interested in a fully functional scanning program.
5-10-99 Ability to tag diary entries to select certain items to print.
4-12-99 Ability to add fees/interest on past due items from the 'Batch' section.
3-12-99 Added the ability to print Invoices, Memos and Renewal Letters on a Pre-printed form which can be obtained from Deluxe. 1-800-328-0304 Product # 080432 Keycode R02686. To turn this ability on, Click on 'File' from the main menu and choose 'Options' Check on the box that says 'Print Invoices, Memos, etc... on Pre-printed form.'
2-20-99 Added an 'Equity' option for the General Ledger Accounts.
2-12-99 Added the Commercial Umbrella Section to the Form Managers.
1-29-99 Added the Personal Umbrella Application to the Form Managers
1-14-99 Added a claims listing to the Reports section. It can be found under 'Other'.
1-12-99 You can now connect to the internet directly from our program. Go to 'Help' and then 'Web sites'.
1-10-99 Added a note field to the Agency information that prints on invoices, certificates, etc. This was added especially for those states that require a liscense number for the agency.
1-04-99 There is now a Cargo Listing available from the Cargo Coverage screen.
12-15-98 You now have the ability to print an envelope to the producer.
12-07-98 The Premium History Screen now includes the 'date due' field for the next payment. This field is still on the main client screen, and updating the field in either place will alter both places.
12-03-98 Added a 'Print to Producer' button on the Memos & Suspense Screen.
11-28-98 A Company Statement has been added to the Accounts Payable Reports.
11-11-98 Workers Compensation Section Updated and fixed.
11-10-98 The Transportation Section of the Commercial Application has been added to the Form Managers
10-30-98 The Equipment Floater Section of the Commercial Application has been added to the Form Managers.
10-21-98 There is now a Vehicle Listing available from the Certificate.
10-18-98 A Boiler & Machinery coverage screen has been added to the Commercial Coverage screen. The Boiler & Machinery Section was added to the Form Managers.
10-01-98 There is a new button on the Client Update screen next to the e-mail field that will take you to your e-mail program (if you have one set up) and import that client's e-mail address.