Agency Tools

 Email Center

InsurancePro allows you to check your email from any Email Account. You can also associate emails with clients, so that you can easily and quickly access them when needed. To access email center, click on “Agency Tools” from the Main Menu, and then choose “Email Center”.

Setting up Email Account:

To check your email from InsurancePro, you must have an Internet Connection and working email account from your ISP (Internet Service Provider) or your Network Administrator. You will need the following information to setup your email account:

·         Your account user name and password

·         Names of your incoming and outgoing e-mail servers

·         Your e-mail Address

When you have the above, required information, click on “Setup Email Accounts” in InsurancePro’s Email Center.

To add a new email account, you have to specify a Name for the account. When you are creating a new account, you can simply type the name in the “Email Account Name” field. Then type in your Outgoing (SMTP) and Incoming (POP) mail server name. You can get this information from your ISP or Network Administrator. Then type in your email address, and the User ID and the Password for your email account.

If you check the option to “Save Password”, InsurancePro will remember your email account’s password. If you do not save your password, InsurancePro will ask you for it whenever you will check for new emails on this account.

If you choose the “Download Emails and Delete from Server” option, then once you have checked your email in InsurancePro, it will be removed from your server, and you will NOT be able to check your email from any other software or service (like MS Outlook Express, Eudora, etc). If you plan to use other programs to check your emails also, then choose “Download Emails and leave copy on Server”.

Once you have setup your Email Account, click on “Save Changes”.

Editing Email Account Information:

To make changes to an existing email account, choose the “Email Account Name” from the list. When you hit the “Tab” key, InsurancePro will display all the saved information. Make the changes as needed, and then click on “Save Changes”. If you exit out of the screen without clicking on “Save Changes”, InsurancePro will disregard your changes.

Check New Email Messages:

To check for new email messages in InsurancePro, click on the button “Check for New Messages”. Then select the Email Account from the list, if you have more than one accounts setup. Click on “Check”, and InsurancePro will download all new messages. Click on an email message to read it. InsurancePro stores all messages until you delete them, by clicking on “Delete”. Once you delete an email, it cannot be recovered. You can also view attachments, or print the email message, or forward the email to someone.

View Old Email Messages:

To read previously received messages, click on “View Inbox”. Choose the account and click on “View”. Similarly, if you want to view previously sent messages, click on “View Sent Emails”, then choose the account and click on “View”.

You can choose to view received email messages in plain text or html format by selecting viewing option.

Write and send an Email Message:

To send an email message, click on “Write a New Email Message”. Type in the recipients email address in the “To” box. You can also select email addresses from InsurancePro’s Contact Manager by clicking on “…”. For more information about how to enter email addresses in the Contact Manager, please click here.

Associate an email message with a client:

You can associate any email message with a client, whether it is a message that you received or you sent out. An email associated with a client goes directly into the client’s Policy Summary Screen (Click here for details). To associate an email with a client (policy), simply select the client from the list.