Main Menu

Click on any drawer with a red square.

MEMO REMINDERS
View your memo's here.

CLIENTS DRAWER
Contains customers information, including general contact and policy detail information, as well as attached images, file notes and memos.

MAILROOM
Includes tools for selecting specific groups of recipients for mail-merge and blast email campaigns.

REPORTS
Contains standard and customized production, financial and status reports for your agency, clients and companies.

ROLODEX
Contains information for non-customer contacts (such as carriers, employees, vendors, certificate and lien holders).

QUICKWORD
Built-in word processor for creating custom letter templates.

FORMS
Contains blank Acord forms for printing one-time applications and other Acord forms. Client-specific Acord forms are filled out and stored in the Clients section.

DOWNLOADS
Downloads.

UTILITIES
Used to customize QuickFile to work with your agency's specific needs. User accounts and other program defaults are located here.