Support Options

AIS Technology understands that technology changes frequently and you, as insurance agents, do not have the time or inclination to become technology experts.  When you have a computer related issue, be it hardware, software or unknown -- contact AIS and our consultants will evaluate and resolve your technology issues for you.  We can troubleshoot issues over the phone or on site.

Our Consultant time is billed on 15-minute increments for both phone support and on-site work.  A "Scope of Work Definition" which outlines the details of your project, responsibilities and estimated costs is provided to you when projects are identified.  Agencies are billed the actual time worked, not per day or per project.  It is not uncommon for a project to come in "under scope," meaning our invoice is less than the estimated costs.

AIS consultants support:

  • Novell
  • Microsoft
  • Windows NT (4.0, 2000, 2003)
  • Small Business Server Editions
  • Exchange Server Editions
  • Anti-Virus Software
  • Backup Software
  • TAM --The Agency Manager®
  • E-mail Integration
  • Workflows
  • Rating Software
  • Citrix (remote office connectivity) - We can help you select and implement authorized user access to connect to your network, leveraging the Internet to deliver information without compromising the security of that information.
  • Training
  • System Audits

Discounts are given to customers who sign annual support contracts.
Additionally, contract clients enjoy these benefits:

  • Annual money saving support contracts
  • Fixed rate for contract life
  • Phone support / monthly or quarterly on site service
  • Free admission for two agency employees for AIS hosted seminars
  • Site analysis
  • Support Contracts
  • Individualized solutions page on-line (coming soon)
  • Proactive -vs- Reactive technology support

Further discounts are given to agencies who run their agencies with software from Applied Systems.

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New Services

Ware very excited to add these offerings to our services menu!

 

Workflows

  • Review & Update of Existing Agency Written Workflows
  • Create New Workflows including Form letters, etc
  • Standardization of Processes
  • Review/Standardize System Settings (Field Defaults-activities, attachments, follow-ups, etc.)

  Audits

  • Create Agency Audit Procedures and Checklists
  • Perform Monthly Audits of agency management system
    • System
    • Workflows

  Training

  • Agency Software
    • CSR
    • Producer
    • System Administrator
  • Office Automation Software
    • Word
    • Excel
    • PowerPoint
    • Outlook
  • Management Setup Tips & Tricks for System Administrators/Managers

       System Enrichment/

       Standardization/Beautification

  • Redesign Proposals and Form Letters
  • Custom Decs Setup & Integration with ACORD Forms & Form letters/Proposals
  • Reports Training & Setup
    • Reports for Management
    • Searches
    • Custom Reports (formatting output)
    • Marketing Plans