Setup for SuccessSM
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Setup for SuccessSM You're a busy insurance professional that prefers to spend their time helping clients. You're not sure what the impact of your setup decisions will be in InStar. We'll complete your setup for you, helping you avoid many common pitfalls while saving time! |
What Others Say
"Tell everyone that I said to have you help them setup their system right the first time. You helped so much and saved us so much time."
Brent Jones, West Insurance
Standard Essential Setup
We'll complete your essential system setup for you.
Essential Setup: PeopleInsure standard setup - 1 Day
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Main Setup: Client options, Letter (existing letterhead) - User setup
- Producer setup
- Company setup (Up to 15 Companies. Commission tables required.)
- Template Tables
- Pi standard codes
- Line of Business
- Source of Business
- Transactional Categories
- Pending Date
- Follow-up
- Action Codes
Custom Setup Consulting
We'll customize your setup for your specific needs.
Custom Setup: Customized setup for your needs - Determined in initial free consultation
We'll provide customized setup for your agency, such as:
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Template Tables - Customized coding and template table setup to meet your specific reporting needs
- Additional Templates, such as:
- Letter Layout Templates
- Word & Excel
- FloTrax
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Download setup and initial loads - Customized Letterhead and User Signatures
- Main Menu review and setup
- User and security setup
- Accounting
- Chart of Accounts
- Begriming balance (reconciliation and entry)
- Departments
- Customized producer setup
- Customized company and plan code setup, including determining commissions for plan codes
- and more!
