support training and demonstration videos

Demonstration
1. 10 Minute Overview and Demonstration
Getting Started
1. Multi-Agency Capabilities
2. Setting Up Preferences.
Contact Management
1. Finding Contacts in eVo .
2. Overview of the Insured Record.
3. Adding a New Insured.
4. Adding a New Producer.
5. Additional Contacts.
6. Merging Items Together.
Policies
1. How to Add a New Policy.
2. Renewing a Policy.
3. Policy Details.
4. Downloading from your Carriers.
Diary
1. Using the Diary to Record Activities.
2. The Diary as a Historical Reference.
3. Attaching Documents.
ACORD Forms
1. Completing and Printing ACORD Forms.
Certificates of Insurance
1. Adding Certificate Holders
2. Creating Scanned Signaures
3. Generating and Printing Certificates
Letter Writing
1. Form Letters and Mail Merge.
Reporting
1. Reports in eVo.
Invoicing and Commissions Accounting
1. Agency Bill Invoicing.
2. Depositing your Receipts.
3. Handling Direct Bill Receipts.
4. Return Payments to a Finance Company.
5. Company Closing - Reconciling Statements.
6. Producer Closing - Producer Commission Statements.
General Ledger
1. eVo's Theory of Accounting (coming soon).
2. Setting Up Your Chart of Accounts.
3. Making a Journal Entry.
4. Entering and Printing Checks.