Link with other Software

 Convert Database from another Agency Management System - Details

InsurancePro has the built in option to easily and quickly import your data from the following systems:

• ABS Agency Manager

  Information Converted:

  • All Insurance Companies

  • All CSRs/Agents Information

  • Login User IDs & passwords

  • All policy and customer information

  • Vehicles and Driver details

  • Notes/Activity

   

• Agency Advantage

  Information Converted:

  • All Agency Locations Information

  • All Insurance Companies

  • All CSRs/Agents Information

  • Login User IDs & passwords

  • All policy and customer information

  • Coverage Details & Limits

  • Vehicles and Driver details

  • Notes/Reminders

  • Payment history

  • Any Scanned images

  • Endorsements

   

• ARS Manager

  Information Converted:

  • All Insurance Companies

  • All CSRs/Agents Information

  • Login User IDs & passwords are set to agent name

  • All policy and customer information

  • Payment history

  • Notes/Activity

  • Lien Holders

   

• Doris

  Information Converted:

  • All Agency Location Information

  • All Insurance Companies

  • All CSRs/Agents Information

  • Login User IDs & passwords

  • All policy and customer information

  • Notes/Actions

  • Lien Holders

   

• QuickFile

  Information Converted:

  • All Agency Name

  • All Insurance Companies

  • All CSRs/Agents Information

  • Login User IDs are set to agent Name & passwords are blank

  • All policy and customer information