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Policy Profiler
Policy Profiler is a complete policy management system that will help you maintain your policy holder information at a more efficient level than ever before. Policy Profiler is available for use by SC, NC, and VA agents. The newest version is Policy Profiler for Windows.
 

 

Downloads
The following add-on modules can be downloaded for use with Policy Profiler. Please note the version of Policy Profiler that the add-on is designed to work with prior to running any updates. Policy Profiler  is not available for download via the internet. For more information on obtaining Policy Profiler, please send your name, address and e-mail address to sales@agencytechnologies.com.
PhoneTree (1885 KB)

Revision: 1.1.2.2  Release Date: 11/05/02

This software will only work with Profiler 32 and Profiler for Windows. This is the full installation of PhoneTree (Windows application). After downloading, double-click on PTSetup.exe and install the application on the same drive where Policy Profiler is located.

User Documentation (Note: The topics listed below are for use with all DOS versions of Policy Profiler and Profiler 32. Policy Profiler for Windows has a built-in Help file.)
Quick Reference - Adding a Coverage Code (HTML)
Quick Reference - Company Links (HTML)
Quick Reference - Setting Up and Printing Laser Drafts - NC & VA (HTML)
Quick Reference - Completing an Electronic Reinstatement - SC (HTML)
Quick Reference - Completing an Electronic Reinstatement - NC & VA (HTML)
Quick Reference - Correcting Receipt Errors (HTML)
Quick Reference - End of Day Closeout Steps (HTML)
Quick Reference - Using Accounts Receivable to Track Partial Payments (HTML)
Quick Reference - Using the Quicken/QuickBooks Interface (HTML)
PhoneTree Module User Documentation (PDF - 155KB)
Product Release Notes
What's New In Policy Profiler 9.1?
What's New In Policy Profiler 9.0?
What's New in Policy Profiler 8.3?
What's New in Policy Profiler 7.3? (Policy Profiler 32)

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