|
One of the central features of InsurancePro is to store
and maintain the information about your clients. This information is then
used to aid you in efficiently handle all of your business. You can quickly
locate a client with a few mouse clicks and access all information
immediately. This is will enable your agency to provide excellent customer
service. You can add memos and notes for each client, print endorsement
letters, accord forms and do a lot more.
InsurancePro creates individual entries to store information
about EACH policy, i.e., individual entries are created for each policy,
rather than each client. This means that if a client has both Auto and Home
Owner policy, then there will be two separate entries in InsurancePro for the
same client, one for his Auto policy, and one for his Home Owner policy. The
advantage of storing information this way is that the payment history, notes,
ACORD forms, and other information about the two policies are separate from
each other. However, there is a link between the two policies in InsurancePro,
as they belong to the same client. Similarly, policies in different status
will also have duplicate entries. For example, a client might have an older
policy that has expired, and a current one which is active. InsurancePro will
have two entries, one for the old policy in the expired section, and one for
the current one in the renewed section.
InsurancePro categorizes each policy in the
following status:
Active: This means that the
Insurance policy is currently enforced.
Cancelled: This means that the company canceled the Insurance
policy before its term expired.
Expired: This means that the Insured kept his
policy for the entirety of its term, but did not renew his or her insurance.
Quote: InsurancePro also allows you
to save quotations for potential customers. Quotes will not be counted in any
of the business reports.
Choose one of the following for detail:
·
Adding a new Client/Policy
·
Finding existing Information
·
Detailed Policy Options
|