InsurancePro© - The Agency Management Software

User’s Guide

(Applies to V5.21)

 

Copyright© 2008 Insurance Technologies Corporation. All rights reserved.
www.insuranceproonline.com

 



 

 

 Welcome to InsurancePro – The Agency Management Software

 

 

InsurancePro is the perfect agency management and accounting software, specifically designed for Insurance Agencies. The developers of InsurancePro have quality experience in the Insurance Industry, and they truly understand the requirements of running a successful Agency. InsurancePro has been designed to automate your agency in such a way that will save you time and money, while increasing productivity and decreasing workload.  

Through InsurancePro, you can also provide excellent customer service to your clients by quickly pulling up any required information. InsurancePro has an extremely powerful and unmatched built in Agency accounting system, which is also extremely easy to use. InsurancePro also provides the easiest point of sale system available in the market, which is integrated with the Accounting system. This results in extremely efficient handling of all monetary transactions. 

InsurancePro also provides in depth and customizable graphs and reports, which gives you insight and in depth analysis of your agency’s performance. This information can be used to determine where you need to concentrate your efforts for improving the production of your Agency.  

InsurancePro automates your Insurance Agency in such an efficient manner, you will be amazed by the time and money you will save. InsurancePro simplifies most of the tasks that are involved in running an Agency, allowing your staff to concentrate where their efforts are required most… writing new business.  

Key benefits of InsurancePro to your business:

  • Properly Manage Information

  • Provide quick Customer Service

  • Become Organized and Efficient

  • Save Significant Time

  • Avoid Hassles and Frustration

  • Have a PAPERLESS Agency

  • Print Computer Generated Forms

  • Maximize Customer Retention

  • Send Reminder Letters to Customers

  • Use the program for Follow-up Notes

  • Manage work for Potential Clients

  • Thoroughly Analyze your Performance

  • Track every Single Transaction

  • Know your Exact Income