|
BB Tracer Bankers Surety
Services has been thinking about their producers and wanted to make it
easier and affordable for them to track their bond work.
We named it BB Tracer, and it has come a long way
since the start of development in April, 2005. We have provided this
FREE application to over 54 of our producers. We have received some very
favorable feedback and suggestions to enhance the program even more.
In an effort to assist our producers to track and report the bonds that
they have issued we have developed a program which runs on Microsoft
Access version 2000 or 2003. We are working toward moving this program
to a VB.net version which can be housed on a secure server and can be
accessed by a producer from any computer. We hope to have this completed
by 3rd Quarter of 2007.
If you are you still tracking your bond work by paper;
tired of trying to find information that may have been misfiled; want a
better way to track the information without spending a lot of money;
then BB Tracer just might be what you need.
The Forms portion gives the user the ability to add Power Inventory,
Reassignment of Powers, Track Reports already submitted to the company
and most of all process the powers. Within the Power Processing form
there are many tabs for the user to input data they need to track, they
are:
Client Info
Client Personal Info (includes a place for 3 digital pics)
Employer Info (clients and/or co-signers)
Collateral
Indemnitor
Vehicle
Credit References
Reference
Court Info
Comments
Accts Receivable
The Address Book gives the user the ability to store
by Category the names of individuals and/or companies. The categories
are controlled by the user. The user also has the ability to email or
visit the web site of the addressee from the Address Book if they choose
without leaving the program.
The next three menu items supply the user with many valuable reports.
The reports are:
Accounts Receivable
Accounts Receivable by Client Report
All Clients Status Report
Audit Info Report (order by time period)
Client Court Appearance Report
Collateral Information Report
Collateral Not Released Report
Court Date Appearance Report
Disposition Report (order by status of powers)
Executing Agent Production Report
Executing Agent Report
Indemnitor by Client Report
Indemnitor Report (All)
Jurisdiction Report (order by location)
Power Inventory by Executing Agent
Power Inventory Report (All Agents)
Single Client Report
Voided Powers
Reports for reporting purposes the following
options are available:
Bankers Execution Report
Termination of Bonds
Discharged Bond Report
Open Liability Report
|