Agency Tools

 Sending Faxes

InsurancePro has the capability to send a fax directly from the software. To send a fax, you must have a fax modem properly installed and setup on your computer.

To send a generic fax, click on "Agency Tools", and then click on "Send a Fax".

InsurancePro will bring up a fax cover sheet, that you can fill out. When you are done, click on "Send" to send the fax.