Main Menu

This is the Main Menu for the Policy Analyzer with the E-Mail Manager and MS Word Integrator add-on modules.

The menu choices are clearly placed on the screen.  Jump to the Customer/Contact window to view your contacts.  Pull up your Producers/Users/CSR's (only importing producers at this time).  See your insurance companies, the plans with each carrier, the sub-companies and manage the personnel with each carrier.  You also have Reports and Setup from here.  Your help options and written documents can be found under "Getting Help".  If we're doing a GoToMeeting for support or training, you'll click on the icon "GoToMeeting".

From the Main Menu, you can also ...

• Click a button to check for upgrades.  Compare it to your version listed immediately above to make sure you're on the current version.  You can also see what was added, fixed or changed with each upgrade.

• Jump to the website to make an enhancement request

• Jump to www.iamcllc.com to see the other services, resources and products available along with jumping to the Referral Page to learn about our high paying referral program and to submit a referral.

We hope we provided you a clean and clear layout for the main menu.