Agency Tools

 



 

 

 

 IP Messenger

 

 

 

InsurancePro features a nice and helpful Agency Tool called "IP Messenger", which can be used to send and receive instant messages to InsurancePro users. This system works similar to a chatting software, but it does not use the internet to send and receive messages. That basically means that if you have had popular messaging programs like Yahoo or MSN messenger blocked in your office, IP Messenger can still be used to communicate between your employees. It can only be used to communicate between InsurancePro users.

 

InsurancePro gives you an option to start IP Messenger when the program is started.

 

 

You can also run IP Messenger from the "Agency Tools" Menu.

 

 

The IP Messenger will log you in as an "ONLINE USER" and start the messaging program. All the users that are currently using the IP Messenger will be listed under "ONLINE USERS", and the ones that are not running the messenger will be under "OFFLINE USERS". Being offline only means that the user is currently not running the IP Messenger program. They might be using InsurancePro.

 

 

To send a message to a user, click on their name and then click on "Instant Messaging" button. This will bring up the IP Message Window.

 

 

To send a message, type it in the space provided, and click on "Send". You can select multiple names from the list, and send a message to them together. To select multiple names, either click, hold and drag your right mouse button, or press and hold the "CTRL" Key, and then click on the names from the list.

 

You can also send messages to Offline Users. They will see it once they log in. If your Message window is minimized, and someone sends you a message, the window bar will start blinking, indicating that you have received a new message.

 

This is an extremely useful tool for your Agents to quickly communicate between each other.