QuickFile Training Videos

Miscellaneous: Automatic Updates

A summary of the new automatic update feature for QuickQuote and QuickFile.

QuickWord: Creating Custom Letters - Basic

Using QUICKWORD to create custom letter templates that can be saved and used to print personalized letters for any client.

QuickWord: Creating Custom Letters - Advanced

This video shows you how to add special formatting to your QUICKWORD letters using the QUICKWORD Advanced Editor.

Miscellaneous: Downloads Through IVANS

Using QuickDownload to automatically download and process electronic transactions from your insurance companies through the IVANS® service. Quickdownload will enter client and policy information for these transactions into QuickFile.

Reports: Export From QuickFile to QuickBooks

Agencies using QuickBooks® accounting software can copy financial transactions from QuickFile to QuickBooks® using the Export to QuickBooks® feature. This video shows you how.

Clients: Quote Renewals Using QuickQuote

Agents using both QuickQuote and QuickFile have the option to quote renewals using QuickQuote. This video shows you how.

Clients: Rating Endorsements in QuickQuote

Agents using both QuickQuote and QuickFile have the option to rate endorsements in QuickQuote. This video shows you how.

Miscellaneous: Advanced Clients and Policies

Description of several advanced features in QuickFile, including sending email, the Set Important Note feature, the Policy History button, the Endorsement History button, Garaging/Property Address, the Policy Description field, and an explanation of Premium Down Payment vs. Total Down Payment.

Miscellaneous: Assigning Receipt Numbers

QuickFile will automatically assign a receipt number which increases by 1 each time a receipt is printed. This video explains how the process works, and shows you how to change the receipt number.

Miscellaneous: Using the Rolodex

Rolodex is a separate contact management application included with QuickFile. It stores contact information for insurance companies, mortgagees, loss payees, certificate holders, and employees. This video provides an overview of the features available in Rolodex.

QuickWord: Creating a Spanish Letter

Instructions for creating and printing letters in a language other than English.

Utilities: Agent Commissions

Shows you how to set up commissions for your agents and run the Agent Commissions Report.

Utilities: Batch Transfer Clients to Inactive

QuickFile allows you to transfer a group of clients from active status to inactive status, based on a date range that you select. This video shows you how.

Mailroom: Printing Letters and Labels

Mass mailings. Shows you how to print labels and letters for groups of clients based on criteria that you select.

Utilities: Popup Boxes

The Popup Boxes section of UTILITIES contains lists of choices used for entering and maintaining data in QuickFile. Use the Popup Boxes section to manage these lists. FOR QUICKFIKLE ENTERPRISE ADMINISTRATORS: The Popup Boxes section also includes the Users list. QuickFile Enterprise Administrators use this section to add users to QuickFile and assign user permissions.

Utilities: QuickFile Defaults

A description of the options in the Defaults section of UTILITIES. Use the Defaults section to set your preferences and configure QuickFile for use in your agency.

Utilities: Setting Up Insurance Company Commissions

Instructions for setting up your insurance company commissions in QuickFile. This video also explains the Commission Calculator, which is used to determine your correct commission when the premium includes fees, taxes, or surcharges that are not eligible for commission.

Utilities: Drive Locations & Backup Options

Shows you how to select the location for your data, and how to automatically and manually back up your data.

Clients: Inactive Clients

How transfer a client from active status to inactive status.

Clients: Commercial Clients

This video shows you how to add a commercial client to QuickFile. It also explains the areas of the Clients screen that are unique to commercial clients.

Clients: Editing Clients and Policies

The basics of navigating through a client's record and making changes to client and policy information in QuickFile. Also includes descriptions of the Billing, Images, Memos, Letters, and Forms sections.

Forms: Entering Vehicle Info

Using the Auto Quote, the Personal Auto App, and the Policy Detail to save vehicle and driver information to a policy.

Clients: Endorsements

Describes the process of endorsing a policy in QuickFile. Includes an explanation of the pro rata calculator and also how to complete and save an endorsement form to your client's record.

Clients: Prospects

QuickFile allows you to keep track of prospects as well as active clients. This video explains how to add a prospect to QuickFile and how to change a prospect's status to active client.

Clients: Renewals

Describes how to renew a policy in QuickFile.

Clients: Scanning

How to use your scanner to scan images directly into your client's record. Also explains how to attach, detach, view, and work with images in QuickFile.

Clients: Searching for Clients

How to search for a client in QuickFile. In addition to searching for your clients by name, QuickFile allows you to search using other criteria, such as policy number, driver license number, address, and other fields.

Clients: Transferring from QuickQuote

Explains the process of transferring client and quote information from QuickQuote to QuickFile.

Forms: Entering Homeowner Info

Adding a homeowner application to a client's policy.

Utilities: Password Protection

How to password-protect sections of QuickFile that contain sensitive data. This video is for users of QuickFile Standard Edition. It does not apply to QuickFile Enterprise.

Forms: Adding Your Signature to QuickFile

Shows how to create an image of your signature, how to store the signature in QuickFile, and how to attach it to Acord forms.

Miscellaneous: Print/Email/Fax Features

An overview of the Print/Email/Fax feature, which allows you to choose between sending items to the printer, sending by email, or faxing. Using this feature will allow you to attach letters, images, and forms to your message.

Clients: Client and Company Billing

An overview of the Client Billing screen and the Company Billing screen. Demonstrates the process of creating a bill and receiving the corresponding payment. Also shows how to restrict access to the billing screens.

Clients: Commission Reconciliation

Shows how to reconcile commissions in QuickFile with commission statements received from the insurance companies.

Miscellaneous: QuickFile Help Menu

An overview of the Quick Help menu: Keyboard shortcuts to perform common tasks more quickly. Also includes instructions to display the last 10 clients accessed, how to undo changes made to the Clients screen and the Policies screen, and how to merge 2 clients.

Clients: Commercial Auto Policy Detail

The Commercial Auto Policy Detail is a central location for detailed policy information such as vehicles, drivers, and coverages. This video shows how information is added to the Policy Detail, as well as how the information is stored and archived when the Policy Detail information changes.

Clients: General Liability Policy Detail

The General Liability Policy Detail is a central location for detailed policy information such as coverage details, limits of liability, deductibles and premiums. This video shows how information is added to the Policy Detail, as well as how the information is stored and archived when the Policy Detail information changes.

Mailroom: Printing labels in the Mailroom

Step-by-step instructions for printing mailing labels and file folder labels for your clients. Shows how to select a group of clients and print labels for all clients that match your search criteria.

Mailroom: Printing Letters in the Mailroom

Step-by-step instructions for sending mass mailings to your clients. Shows how to select a group of clients and print or email a letter to all clients that match your search criteria.

Clients: Producer Commissions - Enterprise Edition

Explains the Producer Commission process in QuickFile. This video covers setting up commission structures for producers, assigning producers to policies, and running the Producer Reconciliation report to pay your producers.

Clients: Home Policy Detail

The Home Policy Detail is a central location for detailed policy information such as coverage limits and basic underwriting informatio. This video shows how information is added to the Policy Detail, as well as how the information is stored and archived when the Policy Detail information changes.

Reports: Cross Marketing Report

This feature helps you cross-sell to your existing book of business. It finds clients who have one or more lines of business but do not have some other line of business. You can use it to select recipients for mass mailings in the MAILROOM, or as a report.

Clients: Auto Policy Detail

The Auto Policy Detail is a central location for detailed policy information such as vehicles, drivers, and coverages. This video shows how information is added to the Policy Detail, as well as how the information is stored and archived when the Policy Detail information changes.

Utilities: Backing Up Your Data

Step-by-step instructions showing QuickFile Desktop Edition users how to perform a backup of their data to a removable disk and how to restore the backed up data to QuickFile.

Utilities: System Tab

Step-by-step instructions showing QuickFile Desktop Edition users how to perform a backup of their data to a removable disk and how to restore the backed up data to QuickFile.

Reports: Standard Reports

The basics of running reports in QuickFile.

Reports: Custom Reports

Shows you how to create, edit, and save a custom report in the REPORTS section of QuickFile. Also explains how to add a custom report to the standard reports page. This allows you to run your custom report easily and quickly with one click.

Clients: Client Receipts

Use the QUICKWORD utility to create or edit a receipt for your client. QUICKWORD allows you to insert data from your clients' records in QuickFile to personalize the receipt.

Clients: Adding A Client

Shows you how to manually add a client to the QuickFile client database.

Reports: Multi-Select Filtering

Certain filters In MAILROOM and REPORTS give you the flexibility of selecting up to 5 items from the drop-down lists. This video will show you which filters allow this functionality and how to make multiple selections.

Forms: Acord Certificates Using Wizard

Shows you how to add the insurance company, policy number, effective dates, and limits of liability automatically using the Data Wizard. The Data Wizard will extract this information form other Acord forms that have already been completed for your client. The video also shows you how to add your signature to the certificate. To include your signature on an Acord form, you must create a bitmap (.BMP) file containing your signature and add it to QuickFile in UTILITIES.

Forms: Acord Certificates

Shows you how to add a certificate holder to an Acord certificate manually, or using the ROLODEX. The video also shows you how to add your signature to the certificate. To include your signature on an Acord form, you must create a bitmap (.BMP) file containing your signature and add it to QuickFile in UTILITIES.

Clients: Printing An Invoice

Shows how to complete and print an invoice to your client.