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Payment Worksheet |
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InsurancePro's Payment Worksheet feature allows you to manage and view monthly payment history for each customer. This can help you in reminding customers when their monthly payments for insurance is due, and increase customer retention for your business.
To access the InsurancePro Follow-up System, click on "Agency Tools", and then on "Payment Worksheet".
This Report helps you to track monthly payments made by your clients. Using this report, you can view payment history for a client for up to SIX months at a glance. You can also use this report to track which clients have not paid their Insurance Payment on time.
To generate the report, choose an Insurance Company from the list, and press "Start". InsurancePro will display a list of all the clients with the selected company, and show their last 6 month's payment history. InsurancePro automatically tracks the payment history for you when a customer payment is entered in to InsurancePro. You can also make changes to the payment history. To make a change or a correction, you can "Double Click" on a field to edit it.
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