InsurancePro - The Agency Management System
ONLINE TOUR ›
Business
Generation and Retention
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This
tour will explain how InsurancePro helps you perform the following tasks:
-
Use InsurancePro Quote Sheets to collect information about
Potential Customers
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Use InsurancePro to manage progress on quotes/potential
business
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Use InsurancePro Renewal Report
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Use InsurancePro to generate Reminder letters for upcoming
policy renewals
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The benefit to your business is that
you can easily manage potential and renewal
business. You don't have to manually track renewals
or potentials.
THIS TOUR IS NOT ONLINE YET...
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Take
another Tour:
›
Customer
Database Management
›
Printing
Forms and Letters
›
Accounting
Features
›
Business
Graphs and Reports
|