InsurancePro Monthly Newsletter - January 2010

Benefits of Online Storage

InsurancePro Online Storage allows you to store customer's information in a secure off site location that can be easily accessed via any standard internet connection. By storing your customer data off site and on our servers, you can easily share your customer's information between multiple locations as well as have easy access to your insured's data while away from the office. InsurancePro online storage also saves you from the hassle of setting up and maintaining expensive servers, other cumbersome remote access solutions, and eliminates the need for you to backup your InsurancePro data.

Safeguard Your Agency's Data in the Event of a Disaster

Disaster comes in many forms; theft, power surges, hardware failures, storms, floods, fires, etc. Getting your business up and running after a disaster is critical and depends on careful early planning. Agents invest a great deal of time and money to make their agencies successful, but more often than not, they neglect to invest in the proper tools to make an easy recovery in the event of a disaster.

InsurancePro Online Storage gives you the peace of mind in knowing that your customer's data is protected when the unexpected occurs.



Key Enhancements for Online Storage

Improved Look & Feel
Makes it easy to quickly locate the information you need. 

Grouping Function
Find the right customer with our Grouped Search Results.  Your search results can be grouped by client's name, company, and policy type.  This feature is particularly helpful to see at a glance all policies for a particular client.

Redesigned Client Details Screen
The client details screen has been completely revamped making it easier to navigate through policy details.

New Endorsement Manager
Tracking manually entered endorsements could not be easier.  Simply make the necessary changes in the customer's file, then InsurancePro will automatically prompt you to record the endorsement transaction with new premium information.

View and/or Edit Multiple Clients
Multiple clients can be viewed and edited at the same time.

Integrates with QuickBooks Desktop Versions 2003 and later
Export Deposits and Payment transactions into your QuickBooks accounting software.

Enhanced Notes & Reminders
Following up with your customers or prospects is a snap with the new Notes & Reminders section.  Display all notes, only notes with reminders, restrict by insurance company, agent, or client.

Now supports GMAIL (SSL) 
InsurancePro's e-mail client now works with GMAIL e-mail accounts.

System Requirements

To View the System Requirements for InsurancePro Version 6.0, please click here.

How to Upgrade to InsurancePro Online

To enjoy all the benefits InsurancePro Online has to offer, contact your sales representative today at (800) 383-3482 x189 today!