InsurancePro’s Email Option

This document will show you how to use the Email option on the Policy Summary Screen.

Click Emails to review all the emails attached to this client.

Any Emails you have attached to this client will be list here.

NOTE: See the tutorial on Check Emails for further instructions as to setting up the email capabilities in InsurancePro.

When you highlight the email, you can view the body of the text in the Complete Message: section.

You can highlight the respective email and Delete, Print, Forward or Reply to it from this area.

(Click on Forward as an example to show the client how it works)

Clicking on Forward or Reply will bring you to the Email Center.

Enter the address where you are sending the email in the To field.

The From field will show the name of your email account that you have set up in InsurancePro.

Subject field will reflect the subject of the email you just Forwarded or Replied to.

You will need to choose which client you want to connect the email to, in the Associate Message with Client: drop down box.

Add or Remove any Attachments you would like to include in the email if applicable.

Enter any additional message you would like in the Please type your Message here: section.

Select Save Message in Sent folder if applicable.

Click on the Send button to complete mailing your item.

Message Sent will appear when finished in this field.

Highlight an email with an attached item and click the Attachments button to view the item.