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OneApp Agency 



Software Features
 
OneApp Agency 


Practical  Application
to Manage your Agency
 
OneApp Agency 



See how your Agency
can benefit
 
SyMplify Technologies
© 2010    |   Usage Agreement

OneApp Agency Frequently Asked Questions (FAQs)


 

1.

Q.

What technology platform is required for OneApp Agency?

 

A.

OneApp Agency is a Windows-based application that runs on a Microsoft SQL Server database. In general, server requirements include Microsoft SQL Server 2000 / MSDE 2000 or SQL 2005 / SQL Express, and Windows 2000 or 2003 server operating systems. Workstations require Windows 2000 Pro or XP Pro operating systems and Microsoft Office 2000, XP, or 2003 software. Read detailed technical specifications.

2.

Q.

Does OneApp Agency work on licensing applications for every state?

 

A.

Yes. Any application or form, of any kind, can be completed. By using scanning and data mapping technologies, OneApp Agency completes every application on the licensing entity's original form. Instead of producing a universal application, OneApp Agency completes every unique application on the licensing entity's form. It is on their application. OneApp Agency generates completed forms in letter quality that are accurate thus reducing the chances of returned forms.

3.

Q.

How much does OneApp Agency cost?

 

A.

Several factors contribute to the price of OneAppAgency. In general the primary factors are the number of employees, users and locations. Contact SyMplify Technologies at (888) 796-3388 x209 and ask for a OneApp Agency representative or complete a request form.

4.

Q.

Will my information stay confidential?

 

A.

Yes, because all of your information is housed onsite. In fact, SyMplify will never have access to your data unless  you authorize us to help with a technical support database question. We understand the sensitivity of your data and have no contractual rights to see it or use it. Keep in mind, OneApp Agency is not an Internet or Application Service Provider (ASP) product offering.

5.

Q.

How is OneApp Agency installed?

 

A.

Because of its flexibility and scalability, OneApp Agency can be installed on a wide variety of platforms. Installations vary from a stand alone PC to server, LAN, WAN and thin client configurations. Full installation and training typically will take 1 to 1 ½ days to complete. A SyMplify software specialist assists with an online installation of the software which typically takes 15 minutes per computer. A SyMplify software trainer then trains the new end user(s) either online or onsite.

6.

Q.

How is data loaded into OneApp Agency?

 

A.

OneApp Agency provides a powerful database enabling you to store, secure and manage your critical data. The initial loading of data is an important investment of resource for your agency in order to realize the benefits of OneApp Agency. To facilitate the initial input of data, OneApp Agency provides a Data Import Process. Submit your existing data in an acceptable electronic format (i.e. spreadsheet) and SyMplify will pre-populate the OneApp Agency database.  Alternatively, SyMplify will obtain license and carrier appointment information on your behalf from the NIPR’s national producer database and load the data for you.  OneApp Agency will be delivered with all your data pre-loaded so you can realize the benefits immediately.

7.

Q.

Can OneApp Agency facilitate Surplus Lines Tax Filings?

 

A.

While there are efforts currently underway to pass legislation to ease the administrative burdens associated with Surplus Lines business, it is unlikely relief is imminent. Through its alert functions OneApp Agency allows you to monitor filing deadlines and avoid late filing fees. In addition, tax filings forms are available to facilitate the completion of forms. OneApp Agency cannot eliminate the burdens associated with Surplus Lines but it can help you manage the process.

8.

Q.

We currently track licenses and appointment information with a combination of spreadsheets, calendars and the agency management system. I am not sure we need to purchase software to keep up with this information.

 

A.

Many agencies are using a variety of tools to track agency and employee information. Frequently this leads to redundant work and inconsistency in the data. OneApp Agency allows agencies to organize critical information in a secure environment while making it available to each employee who needs the data to perform administrative tasks. In addition OneApp Agency provides a unique combination of functionality such as automated alerts, forms completion, flexible searches and reporting, email reminders and workflow tracking which are not available in current applications. OneApp Agency was developed specifically to address the administrative needs of insurance agencies.

 

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If you have additional questions, please submit your inquiries utilizing the

Contact form or by calling (888) 796-3388 x209.