InsurancePro^©
The Agency Management Software

Topics
	Introduction to InsurancePro
	Online Storage Feature
	Using InsurancePro
		Installation
		Starting/Running InsurancePro
		Main Menu
	Agency Information Management
		Insurance Agency Information
		Company Information
		Setup NAIC Codes
		Setup Commissions
		Agent/CSR Information
	Policy Database Management
		Add a new Client/Policy
		Add a client from Rater
		Adding Clients by Downloading
		Find existing Clients/Policies
		Client Summary Screen
		View/Edit Details
		Receive Payment
		Write Check
		View Payment History
		Print Forms/Letters
			Favorites
			ACORD Forms
			More ACORD Forms
			General Forms
			Letters
			Saved Forms/Letters
		View/Add Notes
		Scan Documents
		Client Emails
		Certificate Holders
		Endorsements
		Renew Policy
		Cancel Policy
		Delete Client/Policy
		Policy Balance
		Other Policies
		Working with Quotes
	Agency Accounting
		Receive Payments
		Write Checks
		Find Payments
		Print Multiple Checks
		Reconcile Bank Account
		Reconcile Commissions
		Manage Accounts
	Daily Transactions Report
		Expiring Policies Report
	Business Reports & Graphs
		Business Graphs
		Commission Statements
		Timeline Graphs
		Account Based Reports
		Custom Reports
	Notes & Reminders
	Download Transactions
		Feature Description
		Transaction Description
		Setup IVANS Transfer Manager
	Agency Tools
		Email Center
		Mail Center
		Customized Letters
		Mail Log
		Bulk Print & Mailing Labels
		Sending Faxes
		Custom Reports
		Payment Worksheet
		Followups
		Accounts Rec/Pay
		Batch Check Printing
		Custom Fields & Types
		Contact Manager
		IP Messenger
	System Options
		Backup/Restore Data
		Setup Default Options
		Reformat Database
	Link with other Software
		Convert  from other AMS
		Data Conversion Details
		Load from TurboRater
		Export to QuickBooks™
		Import Data from TurboRater