Policy Information Management

 Multiple (Batch) Check Printing

InsurancePro allows you to print multiple checks together at the same time. When CSRs or Agents receive payments from Clients, they can record entries for checks at the same time. Later, the management can reconcile or verify those payments and checks, and print out the checks together. To print multiple checks from InsurancePro, select "Batch Check Printing" from the "Agency Tools" option in the "Main Menu".

You have many different options to manipulate the checks from this screen. You can reorder them, renumber them, and select the order you would like to print them in.

Selecting the Print Order:

You can select the following 4 order for printing checks:

• Check Number: Prints by order of increasing check number.

• Check Paid To: Groups all the "Payees" together. This option is helpful if you plan to mail the checks in groups.

• Check Date: Prints the checks in Date Order.

• Payment for Account: Groups all the checks together by Account.

Displaying Checks entered between specific dates:

If you want to print checks entered between specific dates, and they have not been printed before, choose the dates, and click on "Refresh". InsurancePro will list all the checks, and then you can select the ones you want to print.

Getting ready to Print:

InsurancePro provides many options so that you would not make a mistake when printing checks. You can do the following:

• View Check Details: You can double click on any check, or click on "View Check" after you have selected the check, to view the details and edit it, . You can also find a specic
   

• Show Duplicate Checks: If you click this option, InsurancePro highlights all duplicate check numbers in red, so that you can spot them and correct them.
   

• Renumber Checks in displayed Order: You have the option to reorder checks, and select not to print some checks. Once you have selected the checks you want to print, and have them in the right order, you can click on "Renumber Checks in Displayed Order". InsurancePro will ask you for the starting check number, and then renumber the selected checks in increasing order. Once you actually print the checks, these changes to check numbers are made permanent.

• Incorrect numbering warnings: When you click on "Print" to print the checks, InsurancePro verifies that the checks are listed in correct numeric order, and no check numbers are missing. You can however still choose to print them in the wrong numeric order.

Printing the Checks:

InsurancePro allows you to print checks in 2 standard formats. To print checks from InsurancePro, you MUST have your checks preprinted in one of the two formats, with your Bank Account Number, and your Bank’s Routing Number already on the check.

InsurancePro prints the following information on the check:

·         Check Amount, both figure and in words

·         Payee

·         Check Date

·         Memo

You have to option to choose/modify the following in the printed check:

Check Style: You can choose either Standard or Voucher. Standard prints the check, and then prints 2 Information stub on the same page for your record. Voucher prints the check and one Information stub.

Agency Name & Address: Check this option if you want InsurancePro to print your Insurance Agency Information on the top left corner of the check.

Print Check Number: Your preprinted check should already have a number printed on it. However, you can choose to print the number on the check again for verification purpose.

Print Stub: You should always keep this option checked. It will print an information stub along with the check for your records.

Print Payee Name & Address: If you are writing checks to Insurance Companies, and InsurancePro has their address stored in its database, you can choose this option to print the mailing address for the payee on the check also. The address will print on the bottom left side of the check.

Feed Type: You can choose to print the check in landscape or portrait orientation.