Support > InsurancePro How To Features Documents
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How to add a logo to the IP program
How to add a new policy
How to add a Note to an existing client
How to add an additional location
How to attach a signature in InsurancePro
How to bridge from the ITC TurboRater
How to bridge to the ITC Comparative Rater
How to Download clients from companies
How to Load Data From Rater
How to Print a Receipt
How to Print Forms and Letters from Downloads and General Forms
How to Pull Up existing clients
How to reactivate a deleted agent
How to save Client Information on the policy tab
How to Scan and Retrieve Saved Images
How to set up an insurance company
How to set up Bank Accounts in InsurancePro
How to set up Custom fields
How to set up NAIC Codes for your Insurance Companies
How to use Email from the Policy summary screen
How to use Quote Sheets
How to use the Certificate Holders option from the Policy Summary screen
How to view and add notes or Reminders
2008 (c) Insurance Technologies Corporation
All rights Reserved.
2008
(c) Insurance Technologies CorporationAll
rights Reserved.