InsurancePro HelpFile

InsurancePro^© The Agency Management Software

Topics
	Introduction to InsurancePro
	Using InsurancePro
		Installation
		Running InsurancePro
		Main Menu
		Extended Menu
		Help Wizard
	Agency Information Management
		Insurance Agency Information
		Company Information
		Agent/CSR Information
	Policy Database Management
		Add a new Client/Policy
		Add a client from Rater
		Find existing Clients/Policies
		Client Summary Screen
		View/Edit Details
		Receive Payment
		Write Check
		View Payment History
		Print Forms/Letters
			ACORD Forms
			General Forms
			Letters
			Saved Forms/Letters
		View/Add Notes
		Scan Documents
		Client Emails
		Certificate Holders
		Endorsements
		Renew Policy
		Cancel Policy
		Delete Client/Policy
		Other Policies
		Working with Quotes
	Agency Accounting
		Receive Payments
		Write Checks
		Find Payments
		Print Multiple Checks
		Reconcile Bank Account
	Daily Transactions Report
		Expiring Policies Report
	Business Reports & Graphs
		Business Graphs
		Commission Statements
		Timeline Graphs
		Account Based Reports
		Custom Reports
	Notes & Reminders
	Agency Tools
		Email Center
		Mail Center
		Customized Letters
		Mail Log
		Batch Print
		Mailing Labels
		Sending Faxes
		Contact Manager
	System Options
		Backup/Restore Data
		Setup Default Options
		Reformat Database
	Link with other Software
		Load from QuickFile™
		Load from Agency Advantage™
		Load from TurboRater™
		Export to QuickBooks™