Download and General Forms in the Print Forms/Letters area.

Click on Print Forms/Letters.

Highlight Downloads.

The Available Forms area will display a list of Transaction Summary Reports, from the carrier, for every download received from the company for this client. The date is reflective of when you uploaded the information into InsurancePro.

TIP: It is recommended that you run a download session everyday to keep your client information accurate and up-to-date. See tutorial for Download/Bridge for instructions on receiving electronic updates.

Double click on the report you would like to review.

The report gives a description of exactly what was downloaded into InsurancePro.

There is a Print option on the top menu bar in the left corner of the screen.

There is also a Close option on the top menu bar in the left corner of the screen.

Highlight General Forms to display the list.

We have created a list of generic forms that will assist you in maintaining your client information. Highlight and click the Select button to open a form or just simply double click on a form.