Policy Information Management

 Client/Policy Summary Screen – Print Forms/Letter  - General Forms

General Forms:

InsurancePro has many generic forms included that Insurance Agencies use everyday. The advantage is that you have these forms available in your computer to fill easily by tabbing over fields, rather than filling them in by hand. If you want to fill in and print and print these forms, and also save them for using later. You can even fax or email them directly from InsurancePro.

To add a new generic form for your client, click on “General Forms” from the Categories section. InsurancePro will give you a list of different forms that you can generate in the “Available Forms” list. You can either double click on the form that you would like to generate, or single click and then click on “Select”.

InsurancePro will pull up the form, with most of the information already filled in! You can edit any of the field. Just use the “Tab” key on your keyboard to browse through the fields. Notice the menu on the top right corner. You can choose to print the form once you have filled in all the fields.

Once you are finished, you can click on “Close” from the menu to exit out of the screen. But before you exit, InsurancePro will ask if you want to save the form. If you choose “Yes”, InsurancePro will save the form for you, with all the changes you made, so that you can pull it up later.

The following Lists all the General Forms supported by InsurancePro:

·         Auto ID Card – A generic Auto ID card displaying all drivers, vehicles and other required information

·         Endorsement Request for Adding Driver

·         Endorsement Request for Adding Vehicle

·         Endorsement Request for Removing Driver

·         Endorsement Request for Removing Vehicle

·         Fax Cover Sheet – A simple way to generate and save Fax Sheet

·         Invoice for Payment Due – An invoice you can create, print and mail to your clients

·         Quote - Homeowners – Homeowner Insurance Quote sheet which you can use to collect info about potential clients

·         Quote - Personal Auto – Auto Insurance Quote sheet which you can use to collect info about potential clients

·         Quote - Commercial – Commercial Insurance Quote sheet which you can use to collect info about potential clients

·         Indiana State Form SR-50: Affidavit of Current Insurance

·         Reinstatement Request

·         Request to add Additional Insured/Lien Holder

·         Simple Endorsement Request

·         Standard Exclusion form

Save As:

You can save a copy of a form by opening the form and choosing "Save As" from the main application menu (as indicated by the red circled area in the screenshot below):

Save As New Policy:

When you open a Quote Sheet/Form from the General Forms category of the Print Forms / Letters screen you can now save that quote as a new prospect policy! Simply select "Save As" from the main menu as the instructions above and you will be prompted with the following dialog:

Choosing "Yes" at this dialog will create a new prospect policy of the same type that the quote sheet represented (ex: an Auto quote sheet would generate a prospect Auto policy). InsurancePro.

Note: InsurancePro always generates forms for a particular policy, therefore before you can generate or print a form, you MUST have the client’s information already stored in InsurancePro. First you will have to look up the client’s policy details. Once you are in the “Client Summary” screen, click on the button “Print Forms/Letters”.