Policy Information Management

 Client/Policy Summary Screen

After Finding and selecting a Client/Policy, can view, edit and add any and all kinds of information about the client. You can view their policy coverage details, their premium details, their payment history, endorsements history and much more. All this is done from the Client Summary Screen. The client summary screen is one of the most important and the most accessed screen in InsurancePro. This option in InsurancePro is comparable to the actual, physical file for the policy.

Clicking on “Summary” shows the basic information about the client, like the policyholder’s name, address, phone number and information about the policy. InsurancePro also displays the time the file was created and the time the file was last modified. If a separate mailing address is available, you can click on "Show Mailing" to display the mailing Address.

For Quotes, InsurancePro will give a quick option to change the status to Active.

You can also easily copy the policy number from this screen to your system clipboard so that you can easily paste them in to other programs.