InsurancePro - The Agency Management System
ONLINE TOUR ›
Accounting
Features
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This
tour will explain how InsurancePro helps you perform the following tasks:
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Issue payment receipts to customers through InsurancePro
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Track day-to-day monetary transactions through IP’s Daily
Transaction Report
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Print Agency Checks through InsurancePro
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Reconcile payments
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Use InsurancePro Income/Expense Report based on IP Accounts
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Transfer received payments and written checks to QuickBooks
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The benefit to your business is that
you will have a completely integrated accounting
system that allows you to keep track of all
transactions.
THIS TOUR IS NOT ONLINE YET...
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Take
another Tour:
›
Customer
Database Management
›
Printing
Forms and Letters
›
Business
Graphs and Reports
›
Business
Generation and Retention
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