Posts Tagged ‘Updates’

System Updates

AgencyIQ has issued some updates that we think will help agents access information faster.

Updates:

-The Home Tab is now the Dashboard
-Tabs will turn red as an alert of activity
-Condense the contact tab to view only the sections that you want to view
-Ability to send email directly from your contact screen

New Tool! The Agency File Cabinet
-Agency File Cabinet in the Agency Set Up tab allows for one input of the documents you use most often. They will be available in the email for all prospects.
-Now attach local files or agency files to your emails.
-Select which producers you want to have access to each document
-Ability to tag your agency based attachments for content

We will have more updates and new tools available soon!
-The AgencyIQ Team


Follow AgencyIQ Updates on Twitter!

We are utlizing social media to keep you informed with updates from AgencyIQ.  Sign up for our tweets and receive information about updates on the system, webinar schedules, and other important information in the insurance industry. 

Follow us http://twitter.com/agencyiq