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.