Agency Management

 Insurance Agency Information

InsurancePro stores the name, address, phone numbers for your agency, and uses this data in different ways. The option to manage Agency Information can be selected from the Main Menu.

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The screen displays all the data currently stored about your agency. To change or correct the information, click on “Edit Agency Info” button, and then correct the data as necessary. When finished, you can click on “Save Agency Info” to save changes made or click on “Cancel Changes” to disregard any amendments.

"Logon Required at Program Startup" Checkbox:

The check box at the end labeled "Logon Required at Program Startup" lets you determine whether InsurancePro will require a User ID and password for logging in at startup. This check box lets you add a security level on IP. Until a correct combination of User ID and password is entered, the program will not allow anyone to use the program. You can assign a unique User ID and password for each one of your agents. Moreover, you can restrict which part of the program will be accessible to which user. Details about how to assign User IDs and passwords, and also about restricting user access, are explained in the “Agent Information” section.

You can also choose to uncheck user login, in which case, InsurancePro WILL NOT ask for a user ID or password at ANY terminal when starting. This will also disable any access restrictions, and anyone who starts InsurancePro will be able to review any Information. Enabling User login is highly recommended, but the feature can be disabled in case you opt to do so..

Agency Logo:

If you have your Agency logo saved on the computer as a picture file, you can let InsurancePro know about it, by clicking on the “Select Logo” label. This logo will automatically appear on Endorsements or Letters that you can print from InsurancePro, giving the generated letters a professional look and feel of a letterhead.

Add a New Location:

InsurancePro has multiple Location support. If your agency has more than one location, you can provide information about the other locations by click on "Add a New Location". This feature is best utilized if you are running a Wide Area Network or a CITRIX server, and computer in ALL your locations are connected.