Overview of InsurancePro

InsurancePro is the ideal agency management and accounting software, specifically designed for Independent Insurance Agencies. We, the developers of InsurancePro have quality experience in the Insurance Industry. We truly understand the requirements of running a successful Insurance Agency, and also the hassles and frustrations that come along with it.

The Objective

The objective of InsurancePro is to remove hassles and decrease workload, while increasing efficiency and production. Our goal is to effectively minimize confusion, efforts, and costs for your Insurance Agency, automate all common day-to-day tasks and help you manage your business in the most efficient manner possible. 

InsurancePro brings quality automation to your business, at an extremely affordable price. You do not have to pay thousands of dollars in setup and recurring fees. 

Key Benefits of InsurancePro

• Properly Manage Information
   

• Provide quick Customer Service
   

• Become Organized and Efficient
   

• Save Significant Time
   

• Avoid Hassles and Frustration
   

• Have a PAPERLESS Agency
   

• Print Computer Generated Forms
   

• Maximize Customer Retention
   

• Send Letters to Customers
   

• Use the program for Follow-up Notes
   

• Manage work for Potential Clients
   

• Thoroughly Analyze your Performance
   

• Track every Single Transaction
   

• Pay THOUSANDS of dollars less than other systems

Helping the Insurance Agent or Customer Service Rep

We understand that you, your Agents and CSRs are always busy, attending to the needs of current, as well as potential customers. Juggling between phone-calls, browsing through papers and files, and providing customer service keeps your staff’s hands full at all times. This is where the helpful features of InsurancePro can smooth out your day. The easy to use client manager that Insurance Pro features allows you to quickly pull up all essential information about your current or potential clients. You can view customer’s payment history, coverage details, add notes or reminders, print ACORD and other generic forms… all with the click of a few buttons! These tools, along with other powerful features such as scanning, emailing and faxing, increase the efficiency and production of your Agency.

Helping your Business Management

InsurancePro also helps you as a Business Owner. To be a successful entrepreneur, you always need to be on top of everything that goes on in your Agency. With customizable and thorough business graphs and reports, InsurancePro lets you monitor your production, your income and your staff’s performance with incredible ease. Receiving payments, printing checks, and supervising all monetary transactions will become unbelievably organized through InsurancePro. And you can do all this spending thousands less than other Agency Management Systems.

Free Trial before you purchase

InsurancePro is available free for evaluation at no cost at all. Download the Complete Working Version from the website right now for free, and see for yourself how InsurancePro saves you valuable time and automates your Insurance Agency. Once you are completely satisfied, you can purchase InsurancePro at a very low and affordable cost.

To Download the FREE 30 Days trial version of InsurancePro, please click here.

Online Storage

InsurancePro also offers Online Database Storage option, which allows Agencies to access customer's information through the Internet! You can now easily share information between multiple locations in real time without going through the cost of setting up expensive servers yourself, or getting it hosted by another company.

It is easy to setup and use, and all you need is a fast Internet connection (DSL or higher) at your offices. For details, please click here.

To see how our Online Storage feature works, please download the FREE 30 Days trial of the Remote Version of InsurancePro.

List of things you can do with InsurancePro

Customer Database Management Features

• Store/View basic client Information, like Name, address, Policy#, etc

• Store/View detailed client information, like coverage details, driver information including date of birth and driver license#, vehicle details including VIN, make and model, etc

• Scan ALL Policy Documents in to InsurancePro for quick and hassle-free access to policy papers

• Make notes and memos on policy to keep track 

• Make follow-up notes to remind you of pending tasks

• Use ITC Turbo Rater/InsurancePro Bridge to transfer client information

Computer Forms/Letters

• Fill and print ACORD forms through InsurancePro

• Use InsurancePro generic forms

• Create and use custom letters from InsurancePro

• Issue Auto ID cards and Binders through InsurancePro

Accounting Features

• 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 

Progress Monitoring/Reporting Features

• Use InsurancePro Graphs to monitor Number of New or Renewed Business

• Use InsurancePro Graphs to monitor Agency Fee/Commissions

• Use InsurancePro Graphs to evaluate Agent/CSR Performance

• Pay bonuses to Agent/CSR based on InsurancePro Graphs/Report

• Use Carrier commission statement generated by InsurancePro to tally actual Commission received

Business Generation/Retention

• Use InsurancePro Quote Sheets to collect information about Potential Customers

• Use InsurancePro to manage progress on quotes/potential business

• Use InsurancePro Renewal Report

• Use InsurancePro to generate Reminder letters for upcoming policy renewals

Carrier Downloads

• You can automatically populate and update your database by downloading your customers information directly from your Insurance Company

• No need to manually type in detailed policy information in InsurancePro

• No need to manually enter transactions like New Business, Policy Renewals, Cancellations, Endorsements, etc. InsurancePro automatically updates your database

Online Access through Ajasent (Additional Cost)

• You can access InsurancePro over the internet. All you need is a windows PC with Internet connection, and you can access your customers database.

• Work from home, office or anywhere you have Internet Access. You will have access to the complete software.

Note: Now you can also use InsurancePro over the internet using our new Online Storage Feature.

Other Features/Functions

• Send/Receive Emails 

• Contact Manager/Phone Directory

• Custom Reports

• Print Batch/Bulk letters 

• Print Mailing Labels

Details of the features provided by InsurancePro

• QuickBooks
• MS Excel 
• Comparative rating software ITC TurboRater (www.turborater.com)
  (NOTE: ITC TurboRater is an excellent comparative rating program for non-standard Auto Insurance Quoting. InsurancePro and TurboRater bring seamless integration and automation to your Insurance Agency. You can transfer ALL details about a customer from TurboRater to InsurancePro, and then back to TurboRater from InsurancePro!)
  
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• Contact Manager
• Inter-office Messenger
• Mail Log
• Batch Letter Printing
• Multiple Check Printing
• Mailing Labels
• FREE TECHNICAL SUPPORT