Since the password is used to sign all documents within the system Axxess recommends that users do not share access. Axxess also limits only ONE user at a time to be logged in to the software using a common name.
The first time you log in to Axxess’ AgencyCore, your electronic signature is the same as the password you created. Once you change either the password or electronic signature, they become different. You can choose to reset your signature to match your login password if you wish.
We provide a tutorial found here. However, in short:
Axxess is a completely web-based system. Therefore, your internet connection can affect the performance speed of any of our products. You will enjoy a more pleasant user experience the faster your internet connection is, but in general, any internet connection that allows you to browse the web comfortably is sufficient.
Please visit http://www.speakeasy.net/speedtest/ to determine your internet speed. Please note that you may experience a slower internet connection when it is shared among several users.
Axxess solutions are most compatible with Google Chrome and Mozilla/Firefox. However, we do support Internet Explorer and Safari as well.
Documents should be saved frequently. Especially if you are going to be leaving your computer for any length of time.
You do not have to do anything to back up your documents. Axxess provides automatic back up of your data.
You can view all documents that need to be printed in the Print Queue located under the View tab.
Yes, you can print blank forms. These are found in the Blank Forms section under the View tab. Click on the form name and select Print.
You can attach paper documents to each note in AgencyCore.
There are two places to attach documents in Details.
There are two ways to access the messaging system within AgencyCore:
From the Dashboard you can view your Inbox and create a new message. From the Home tab, you can view your Inbox, sent messages and create a new message.
Our online Help Center is available 24/7/365 for your use in finding answers to common questions on all Axxess products. You can navigate throughout the Help Center using the navigation bar at the top. If you are still not finding what you need, you can call our Client Success team.
Our Client Success team can also be reached via email at firstname.lastname@example.org.