Agency Tools

 Custom Fields and Policy Types

InsurancePro offers a very powerful and useful feature. This feature is the ability to define new Insurance Policy Types and data fields. InsurancePro ships with detailed policy coverage and information fields to save information about "Auto", "Home Owner" and "Commercial" Insurance Policies. However, your agency might be dealing in other policy types also, for example Life Insurance, or Motorcycle Insurance. You can easily add these policy types in to InsurancePro, and even create custom coverage field for this policy type.

Screen Options Description:

Policy Types:

You can manage the policy types that can be entered from InsurancePro. To create a new Policy Type, click on the text box under policy type, type in a new Insurance Policy type not in the list (For example Commercial Auto, Flood, Wind & Hail, etc), and then click on the "Add" button under the Policy Type list.

To delete a policy type, select it from the list, and click on the "Delete" button under the Policy Type list.

You can also specify a policy type as either a personal lines insurance policy, or commercial lines. To switch between the two options, simply double click on the Policy Type. "(COMMERCIAL)" will be displayed for all commercial lines policy types. What this does is that when you are entering a new client for a commercial lines policy type, InsurancePro will display the option to enter a business name for that client. This option does not show up under personal line policies.

Custom Fields:

You can define fields for each policy type. First choose a Policy Type from the list, then click on the text box under "Custom Fields", and then type in the Field you want to add (For example Coverage, Deductible, etc.). Then click on the "Add" button under Custom Fields. When you are entering a new client for this policy type, InsurancePro will show the list of fields so that you can assign values to it.

To delete a Custom Field, select it from the list, and click on the "Delete" button under the Custom Fields list.

Values:

You can also define default values for each field, which the user can select. First choose a Custom Field, then click on the text box under "Values", and type in the Value you want to add (For Example, field can be "Previous Insurance", and Values can be "Yes", "No"). Then click on the "Add" button under Values.

To delete a Value, select it from the list, and click on the "Delete" button under Values.

When you define custom fields and values, they will show up in the "Custom Fields" screen when entering or editing a client.