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InsurancePro
- The Agency Management System

 ONLINE TOUR  Accounting Features

 

 

 


This tour will explain how InsurancePro helps you perform the following tasks:

  • Issue payment receipts to customers through InsurancePro

  • Track day-to-day monetary transactions through IP’s Daily Transaction Report

  • Print Agency Checks through InsurancePro

  • Reconcile payments

  • Use InsurancePro Income/Expense Report based on IP Accounts

  • Transfer received payments and written checks to QuickBooks 

  • 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...

 

  Take another Tour:

  Customer Database Management

  Printing Forms and Letters

  Business Graphs and Reports 

  Business Generation and Retention

 

 
  Free Working Trial

Ready for testing InsurancePro? You can download and use the complete working version for a free trial of 30 days.

  Live Demo

Learn about InsurancePro in a live demonstration. Ask the questions you need answered.

  Purchase InsurancePro

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800-383-3482 or click the link below
 
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