System Options

 Setup Default Options

There are several options that you can specify in InsurancePro that controls how the program behaves.

To View/Change these options, click on "Options" from the Main Menu.

Then click on the option to "Setup Default Options".

You have to option to:

• Allow administrators the change payments or checks even after they have been reconciled.
   

• Allow ONLY administrators to void a payment. All non-administrator users will not be able to void payments.
   

• You can set the program so that it will ask the user to enter Down Payment information after a new policy is added as "Active".
  
  InsurancePro will also ask to receive Down payment if you pull up a client that does not have down payment information entered.
  
   
   

• You can set the program so that it will automatically enter a check for received payments, without asking the user.
   

• You can set the program so that it will print 2 copies of every receipt on the same page, one for the client and one for the Agency.
   

• You can set the program so that it will automatically add a mail log entry every time a Letter is printed.
   

• You can set the program so that it will automatically add each new client in the Contact Manager also.
   

• You can set the program so that it will not display the commission and fees when a policy is being viewed by a non-admin user.
  
  If this option is selected, then for non-admin users, Daily Transaction reports will show only their own transactions, and they will not be able to view other users transactions.
   

• You can turn the option on or off to have 2 agents for the same policy.
   

• You can Restrict agents so that they will be able to view and work with only one location's data. Enabling this option will let you assign a particular location to agent in the Agent Setup screen.
   

• You can specify which path you want to save scanned images and attached files.