Policy Information Management

 Client/Policy Summary Screen – Print Forms/Letter  - Saved Forms/Letters

Saved Forms:

When you create an ACORD form or a general form, you have the option to save the changes that you make to the form for later use. Such saved forms appear in the “Saved Forms” section. From here, you can pull them up again to print or change, or you can send them through email or fax. You can also choose to delete a saved form by clicking the “Delete” button.

Saved Letters:

Similarly, when you generate a letter, you have the option to save the changes that you made for later use. Such saved forms in the “Saved Forms” section. From here, you can pull them up again to print or change, or you can send them through email or fax. You can also choose to delete a saved letter by clicking the “Delete” button.

Send as email or fax:

InsurancePro has the capability to send forms (not letters) directly from InsurancePro as fax or as email. To send a form as fax, you must have a fax modem properly installed and setup on your computer.

You can select multiple forms and attach them in a single email. To select and attach multiple Forms to an Email, press and hold down the Ctrl key on your keyboard and select the items you would like to attach with your mouse by clicking them.

Edit Form/Letter Description:

All Saved Forms/Letters now give you the option of entering a description when saving them. To edit this description click in the Description column for the item you would like to edit, type in the description as you would like it to be and then press Enter to save this description. It's that easy.

To send forms in email, you must have at least one email account setup. For more information on how to setup your email, click here.