The 'All Settings' page is where the Agency Revolution System will allow you to set Company Information, Time Zone, Add users to the system as well as set up billing for postcard and look up your system integration.
This area allows you to set your individual profile information. Simply fill out the fields and save.
Enter your main agency name, main phone line and website and press 'SAVE'. You can go back at any time and make changes.
Once chosen, the system will reschedule all communications to the appropriate time zone selected. Simply click on the down arrow on the right side of the time zone box. Please keep changes to a minimum as any change does require the system to reschedule any messages already in cue and waiting to go out.
This area allows you to add new users to your system. Simply click on the add person icon and add their user name and email.
There is no limit to the number of users you can have. You should keep your employee maps (in the set up screen) up to date so your Account Rep and Producer information is mapped to these users. For example if you have a producer or CSR leave - make sure to adjust their user setting in the employee mapping area (under list set up) as well as here.
For security purposes, it is your responsibility to remove users who are no longer with your company. Keep in mind that when you change user details it will often require the data to remap and that can take several hours.
This area allows you to set up your email redirects if you so choose to. Simply click on the Yellow 'Not validated' button for full instructions.
This area will show your integration with your agency management system and allow you to modify your set up information - like policy mapping, data file uploads, and employee mapping.
The billing screen allows you to set up your automatic postcard credit billing, see your postcard credits, and give you a view of recent invoices and transaction logs:
Remember - if you have any other questions please feel free to chat us via the in app support. Simply click on the chat icon in the upper right hand corner of your next product and start a conversation. We look forward to helping you!