Tips and Tricks from NCOM

TransAct Now/e-Docs

Would you share your office's workflow for the new e-Docs feature through TransactNOW?

Susan Wolf
    Wharton B. Allen Agency, Inc.
    Farmingdale, NY

Inactive Clients /Download/360 Reports

How do you handle Inactive Customers in AMS360 to minimize unmatched policies through download?

Vickie Berger
    Gibson Insurance Agency
   Southbend, IN

Integrated Phone System

Anyone have recommendations for phone systems that integrate with AMS360?

Debbie Rovetto
    Livingston Insurance Agency
    Livingston, NJ