Agency Management Software that makes you better.

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Frequently Asked Questions

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How often do you do backups?

We do backups every night. You never have to worry.

Where is my data kept? Is it secure?

The data is kept in a secure datacenter in Dallas, Tx, chosen for several reasons:

  • It's central to the United States.
  • It's hosted with a stable company that's been in the data business a long time.
  • Dallas is an area not prone to hurricanes, earthquakes, blizzards, tornadoes, or any other kind of natural phenomenon that can disrupt normal daily operations.

What kind of scanner can I use?

You may use any scanner that's TWAIN compliant. TWAIN is a tech standard that's been around a very long time, so any printer you currently use is almost guaranteed to work.

The ACORD forms aren't popping up when I click them. What's wrong?

If you're using Chrome, the browser may have popups blocked from the site. Look in the upper-righthand side of the address bar beside the "favorite star." Do you see a rectangle with a red X on it? Click that and enable popups for the domain.