Unlock Your Team's Potential with Management Tab Options

Table of Contents

1. Introduction
2. Certificate Holders Master List
   • Toolbar Buttons
   • Adding a New Certificate Holder
   • Description of Operations
   • Strike and Ever 2 or Strike Failure 2 Options
   • Assigning a Customer to a Holder
3. Company's Form
   • Adding Insurance Companies
   • Basic Information
   • Rep Name, Address, Underwriter, Email, Website
   • Business and Fax Phone Options
   • Commission, Renewal, and Endorsement Percentages
   • NAIC Code
   • Notes and Documents
   • Links and Emails
   • Communication Tracking
   • Images and Policies
4. Invoices Form
   • Creating a New Invoice
   • Selecting a Customer
   • Modifying Invoice Details
   • Adding and Calculating Invoice Items
   • Recording Payments
   • Third-Party Billing
   • Adding Notes
5. Miscellaneous Contacts Form
   • Storing Non-Customer Contacts
   • Basic Information
   • Notes, Personal Details, and Photos
   • Adding Documents

The Features of the Management Tab in Forms Boss

Forms Boss is a comprehensive management software that offers several features in its management tab. While some tutorials may not cover all these features extensively, this article aims to explore the various functions available in the management tab. From the certificate holders master list to the company's form, invoices form, and miscellaneous contacts form, Forms Boss provides a range of tools to streamline your business operations.

Certificate Holders Master List

The certificate holders master list is a valuable feature within Forms Boss that allows You to keep track of all the individuals and organizations holding certificates. This list offers various functionalities to efficiently manage your certificate holders.

Toolbar Buttons: The toolbar buttons in the certificate holders master list are similar to those found in other forms within Forms Boss. They provide you with options to edit, add, delete, and save records.

Adding a New Certificate Holder: With the "New Record" button, you can easily add a new certificate holder to the master list. This feature simplifies the process of including new certificate holders in your system.

Description of Operations: You have the option to enter a description of operations that will automatically appear on your certificates for each certificate holder. This saves you time by eliminating the need to manually input this information for each certificate.

Strike and Ever 2 or Strike Failure 2 Options: When adding a certificate holder, you can specify the number of days associated with their certificate. Additionally, you can select the strike and ever 2 or strike failure 2 options, which help you manage the validity and status of the certificates.

Assigning a Customer to a Holder: Forms Boss also allows you to link one of your customers with a specific certificate holder. By assigning a customer to a holder, you establish a connection between the two, making it easier to manage and reference Relevant information.

Company's Form

The company's form in Forms Boss is designed to help you keep track of the insurance companies you work with. This feature provides a structured format to store essential information about each company and facilitates efficient communication and document management.

Adding Insurance Companies: You can add as many insurance companies as needed within the company's form. Each company's details can be added as a separate record, providing a comprehensive overview of your interactions and associations.

Basic Information: The company's form allows you to enter the basic details of an insurance company, including their representative's name, address, underwriter, email, website, and contact numbers.

Business and Fax Phone Options: You have the option to input the business phone and fax phone details related to each company. These contact numbers can be valuable for quick communication and reference.

Commission, Renewal, and Endorsement Percentages: Forms Boss enables you to store the commission, renewal, and endorsement percentages associated with each insurance company. Having this information readily available can help in your financial calculations and reporting.

NAIC Code: The NAIC code field in the company's form allows you to input the National Association of Insurance Commissioners (NAIC) code related to a specific company. This code is commonly used in the insurance industry for identification and regulatory purposes.

Notes and Documents: Notes can be added to each company's record, providing a space to include additional information or specific details about your interactions with the company. Furthermore, Forms Boss allows you to attach documents relevant to the company, ensuring easy accessibility and organization.

Links and Emails: The company's form includes tabs for links and emails. In the links tab, you can add file or folder links related to the company. This feature enables you to associate external documents or resources with specific insurance companies. The emails tab displays any emails you have sent to the company's email address, providing a record of your correspondence.

Communication Tracking: Under the communications tab, you can track all your communications with the company. This feature is especially useful for maintaining a comprehensive history of your interactions, allowing you to refer back to previous conversations or actions.

Images and Policies: Forms Boss offers an images tab, allowing you to save and associate images with each company. Additionally, the policies tab lists all the policies recorded for a specific company, providing a consolidated overview of their coverage. However, please note that accessing the policies tab requires the management option of Forms Boss.

Invoices Form

One of the Core functionalities of Forms Boss is its invoicing feature. The invoices form provides a structured platform to Create and manage invoices efficiently. This section covers the key elements and processes involved in generating invoices within the software.

Creating a New Invoice: Within the invoices form, you can effortlessly create new invoices by clicking the "New Record" button. This initiates the invoice creation process and allows you to input the necessary details.

Selecting a Customer: When creating an invoice, you have the option to select the customer from a dropdown menu. This feature ensures that the invoice is associated with the correct customer profile, streamlining the invoicing process.

Modifying Invoice Details: The invoice form includes various fields where you can modify the invoice details. These fields include the policy number, invoice dates, effective and expiration dates, company selection, and invoice message.

Adding and Calculating Invoice Items: The invoice form provides an invoice items tab where you can enter the items and services being invoiced. You can specify the date, quantity, and amount for each item. As you enter the details, the form automatically calculates the total amount Based on the quantity entered.

Recording Payments: The payments tab within the invoice form allows you to record payments made against an invoice. You can input the payment date, check number, and the payment amount. Forms Boss also provides an option to mark the invoice as paid, streamlining your payment tracking process.

Third-Party Billing: For cases where a third party should be billed for an invoice, you can utilize the third-party billing tab. This feature allows you to select a certificate holder from the master list and associate their billing address with the invoice. This information will be printed at the bottom of the invoice.

Adding Notes: The notes section in the invoice form allows you to include any additional comments or reminders specific to the invoice. This feature assists in keeping a record of important details or instructions related to the invoice.

Miscellaneous Contacts Form

Forms Boss understands the need to manage contacts beyond customers and prospects. The miscellaneous contacts form provides a space to store details about miscellaneous associates you Interact with in your business operations.

Storing Non-Customer Contacts: The miscellaneous contacts form serves as a repository for any associates who are not classified as customers or prospects. This can include vendors, partners, industry professionals, or any other individuals with whom you have contact.

Basic Information: You can enter the basic information of the contact, including their name and address. This simplifies the process of referencing their details whenever required.

Notes, Personal Details, and Photos: The form includes sections for notes, personal details, and photos. In the notes section, you can add any additional information or specific details about the contact. The personal details section allows you to include personal information such as birthdays or spouse details. Additionally, you can attach a photo of the contact, providing a visual representation to help recognize and remember them.

Adding Documents: Just like with other forms within Forms Boss, the miscellaneous contacts form enables you to attach relevant documents. This feature helps in organizing any documents associated with the contact, facilitating easy accessibility and retrieval.

By utilizing these features within the management tab of Forms Boss, you can enhance your business operations, streamline record-keeping processes, and improve overall efficiency.

Conclusion

The management tab of Forms Boss offers a multitude of features that go beyond the basics covered in tutorial videos. From the certificate holders master list to the company's form, invoices form, and miscellaneous contacts form, each feature provides valuable tools to streamline your business operations and effectively manage your records. By harnessing the power of Forms Boss, you can optimize your workflow, enhance communication, and save valuable time and resources.

Highlights

• Forms Boss provides a comprehensive management tab with various features.
• The certificate holders master list simplifies the management of certificate holders.
• The company's form allows you to add and store information about insurance companies.
• The invoices form streamlines the creation and management of invoices.
• The miscellaneous contacts form helps in organizing non-customer contacts.

Frequently Asked Questions

Q: Can Forms Boss generate invoices automatically? A: Forms Boss allows you to create invoices quickly by selecting the customer and adding invoice items. While it does not generate invoices automatically, it simplifies the process of creating and managing invoices efficiently.

Q: Is it possible to link customers with insurance companies in Forms Boss? A: Yes, Forms Boss provides the option to link one of your customers with an insurance company. This feature helps in establishing a connection between the customer and the corresponding insurance provider.

Q: Can I track communication history with insurance companies in Forms Boss? A: Yes, Forms Boss offers a communication tracking feature where you can keep track of all communications with insurance companies. This facilitates easy reference and helps maintain a comprehensive history of interactions.

Q: Can I attach documents to invoice records in Forms Boss? A: Yes, Forms Boss allows you to attach relevant documents to invoice records. This feature ensures that all relevant documents are easily accessible, contributing to efficient record-keeping.

Q: Does Forms Boss provide a feature to manage non-customer contacts? A: Yes, Forms Boss includes the miscellaneous contacts form, which allows you to store details of miscellaneous contacts. This feature ensures that all your contact information is organized within the system.