Agency Tools

 

 

 

 Contact Manager

 

 

 

Besides storing the contact information for clients, companies and agents in the main database, InsurancePro also features a separate Contact Manager, which can be used to store other phone numbers and organize them easily.

 

To access the Contact Manager, click on "Agency Tools", and then on "Contact Manager".

 

 

 

 

 

 

You can enter contact information like name, address, phone numbers, etc for a person or a company. You have to specify a Category which you can create. To create a new category, simply type it in when adding a new contact information.

 

Screen Options Description:

 

Viewing Contacts:

  • By selecting from Category List: By default, InsurancePro lists all the different Categories available. Double click on a category, and InsurancePro will list all the contacts belonging to the selected Category. Click on the contact you want to view, and InsurancePro will show you the details.
     

  • By selecting from list of Contacts: You can also choose to display all contacts. From the top Dropdown, choose "Display All Contacts", and InsurancePro will list all the  contacts currently stored in alphabetical order. Click on the contact you want to view, and InsurancePro will show you the details.
     

  • By searching for a Contact: Choose the field that you want to search the database for under "Look in" and then type in part or all of the value in "Find:". For example, if you want to look for a contact named "John Doe", type in "John" or "Doe" or "John Doe" in "Find:", and then choose "Name" under "Look in:". Then click on the "Find" button and InsurancePro will show you the first contact matched. To continue searching, you can click on "Find" again (which will display "Find Next"), and InsurancePro will display the next contact matching the criteria. Once there are no more records to search, there will be message displayed, and the button will display "Find".

 

 

Adding & Deleting Contacts:

To add a new contact's information, click on "Add New Contact". To delete a contact's information, select it from the list, and then click on "Delete Contact Record".

 

Adding & Deleting Category:
To create a new category, simply type it in when adding a new contact information. To delete a Category, select it from the list, and then click on "Delete Category".