Policy Information Management

 Client/Policy Summary Screen – Print Forms/Letter  - Favorites

Favorites:

You can add any Form, Letter or More ACORD Form to the Favorites folder on the Print Forms/Letters screen in InsurancePro. This feature creates "links" to those forms and letters.  Double-clicking on a “Favorite” form or letter will automatically create a new form or letter of that type giving you quick and easy access to the forms and letters that you use most often! See below for more useful tips on how to make the most of the Favorites feature in InsurancePro.

Adding a Favorite:
You can add any Form, Letter or More ACORD Form to your Favorites list by first selecting the item, then right-clicking it and selecting "Add to Favorites" from the pop-up menu that appears.

Removing a Favorite:

You can remove an item from your Favorites list by going to your Favorites list, selecting the item you want to remove, right-clicking it and then selecting "Remove from Favorites" from the pop-up menu that appears.

Favorites - Smart Install:

When you upgrade from a previous version of InsurancePro to version 5.17 or later, InsurancePro will prompt you with a Scan for Favorites dialog box (shown below). This feature allows users to quickly make use of the “Favorites” feature by scanning through saved forms and letters and adding a “Favorite” for each type of form or letter that has been saved. This feature creates "links" to those forms and letters.  Double-clicking on a “Favorite” form or letter will automatically create a new form or letter of that type giving them quick and easy access to the forms and letters that they use most often!