Daily Transaction Report

  Expiring/Upcoming Renewal Policies Report

InsurancePro allows you to print a list of all policies that are coming up for renewal soon. You can choose to print reminder letters to all such clients, or print out a list of such clients so that you could call them for following up. You also have to option to generate the report for only a specific type of policy.

To generate the Report, select “Daily Transactions Report” from the main menu of Insurance Pro.

Click on “Period Report”, and select the dates for which you would like to generate the report for. Then click on the "Expirations" tab, and you will get a list of ALL policies that have, or are going to expire between the dates you have chosen. When you click on Print, InsurancePro will ask you if you want to print Reminder Letters for all listed clients. Choose “Yes”, to print out individual letters for each client on the list. Next, InsurancePro will ask you if you want to print a Summary List for displayed clients. Choose “Yes”, to print the list displayed on the screen.

You also have the option to customize the list. You can choose to list all expiring policies for a specific line of business. For example, if you want to print letters ONLY for your commercial clients, select "Commercial" under "Type", and then click on the "Expirations" tab again. InsurancePro will list only commercial policies expiring within the selected dates.