How to set up recurring payments in Converge
https://forms.a2ndchancebailbonds.com/wp-content/uploads/2024/08/Recurring-Payments.mp4
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How to add or delete a name from the FTA list
To add or remove a name from the FTA list please click here. Click here
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How to create email signature
Please follow this video showing how to copy and paste my email signature into your settings. *** Please change the name, title and cell # If you have issues with setting this up please speak with management. https://forms.a2ndchancebailbonds.com/wp-content/uploads/2023/10/Screen-Recording-2023-10-17-at-4.52.45 PM.mp4
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How to run a report showing uncollected balances for your bonds
This report is useful in that it allows you to see all the balances owed on any bond you wrote. I look at this often to see which customers owe money, which agents do really well at getting their balances in the door, and how much is still owed compared to the total amount we…
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How to add any report to your reports tab in Captira
Attached is a screen recording of how to add any report you want to your reports tab in Captira. For whatever reason Captira doesn’t come stock with all the reports loaded into the user profile so here is how to handle that. https://forms.a2ndchancebailbonds.com/wp-content/uploads/2023/09/Screen-Recording-2023-09-05-at-4.06.36-PM.mp4
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How to surrender a bond in Walton County
If we have a Walton County defendant in custody in another jurisdiction, all we need is an approved agent to go to the bonding window and provide their location. The jail will confirm this with the relevant county. Once confirmed, Walton County will place a hold on the defendant and have us sign the BOB…
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