Included with Standard registration
Customers and prospects
Track companies, names, addresses, spouses, dependents, notes and more.
Vehicles and drivers
This data is used to create vehicle and driver forms for you automatically.
Over 30 standard reports
Customer and prospect listings, expiration dates, mailing labels, even birthday cards. Sales reports by customer, company and producer, with many filter and date range options. Print, fax or save to Excel, text, CSV, HTML, RTF or WMF.
Custom Report Designer
Build your own custom reports.
Customer documents
Find and organize all of each customer’s documents.
Sales reps
Track sales reps and commissions from a single screen, and assign a signature to use on your ACORD forms. Viewing commission data requires the Management option.
Certificate Holder Master List
Assign multiple certificate holders to your certificates. Print a single certificate, all holders, or just a holder list.
Import and export
Export a customer with all of their forms. Great when you need to copy records from one computer to another.
Network ready and multi-user
We don’t charge extra for installing on multiple computers, while most vendors charge per user. The database must be installed on a PC with a wired network connection. Wireless isn’t supported.
Also included
- All 750+ ACORD forms
- Automatically create related forms
- Easy lookup of forms you’ve filled in before
- Print multiple forms in one go
- Spell check any ACORD form
- Export forms as JPEG and PDF
- Email forms and documents as PDFs
- Built-in ACORD Instruction Guide
- Insurance companies database
- Miscellaneous contacts database
- Backup and restore utility
- Assignable security features
- Complete built-in help file
- Free technical support
And much, much more.
Management option
An add-on to Standard registration (not a standalone product) that includes over 20 management reports. More about the management features
Invoicing with QuickBooks Pro
Invoices, payments, statements and accounts receivable, with QuickBooks Pro integration.
Policies database
Tracks commissions, renewals, expiration dates and much more.
Customer PDF database
Scan and import multi-page PDF files, print them, and export them back to PDF.
Scheduler and planner
Schedule appointments and tasks, or even run a report at a set time. On a network, each user keeps their own schedule.
Automatic proposals
Forms Boss Plus goes through your applications and builds a proposal from a template you can edit. The proposal opens in its own word processor so you can edit, save or print it, or copy it into your own word processor.
Document scanning: go paperless
Scan deck pages, images or any other office document, in black and white or color, using any TWAIN-compatible scanner right from inside Forms Boss Plus.
- Scan customer and producer signatures
- Image editing tools included
- Read and store TIF, JPG, PCX, BMP, RTF, TXT, PCD and PNG files
- Paste RTF text from the clipboard
- Built-in word processor that can edit documents scanned with popular OCR programs
- Images are compressed and stored in the database
- Your own keywords for quick searching