Agency Tools

 



 

 

 

  InsurancePro Agency Tools

 

 


InsurancePro provides its users many helpful tools to run the business more smoothly and efficiently. For example, InsurancePro has many marketing tools that increase your Agency's revenue.

The following is a list of all the Tools InsurancePro provides to your business:

  • Email Center - Send and receive Emails.
     

  • Mail Center - Create customized letters and print them easily.
     

  • Sending Faxes - Send a fax from InsurancePro.
     

  • Custom Reports - Create Custom Reports to monitor your Business.
     

  • Payment Worksheet - Use this to track customer's monthly payments.
     

  • Followups - Use this feature to follow up with existing or potential clients.
     

  • Accounts Rec/Pay - Track your Accounts Receivables and Accounts Payables.
     

  • Batch Check Printing - Print Multiple Checks easily.
     

  • Custom Fields & Policy Types - Create your own policy types and fields.
     

  • Contact Manager - keep a track of important contacts for your Agency.
     

  • IP Messenger - Use an internal chat program to communicate between Agents.