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InsurancePro - The Agency Management System
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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.
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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.
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Key
Benefits of InsurancePro
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Properly Manage Information
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Provide quick Customer
Service
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Become Organized and
Efficient
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Save Significant Time
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Avoid Hassles and
Frustration
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Have a PAPERLESS Agency
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Print Computer Generated
Forms
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Maximize Customer Retention
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Send Letters to
Customers
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Use the program for
Follow-up Notes
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Manage work for Potential
Clients
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Thoroughly Analyze your
Performance
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Track every Single
Transaction
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Pay THOUSANDS of dollars
less than other systems
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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.
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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.
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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.
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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.
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List of
things you can do with InsurancePro
Customer Database Management Features
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Store/View basic client Information,
like Name, address, Policy#, etc
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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
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Scan ALL Policy Documents in to
InsurancePro for quick and hassle-free access to
policy papers
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Make notes and memos on policy to
keep track
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Make follow-up notes to remind you
of pending tasks
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Use ITC Turbo Rater/InsurancePro
Bridge to transfer client information
Computer Forms/Letters
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Fill and print ACORD forms through
InsurancePro
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Use InsurancePro generic forms
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Create and use custom letters from
InsurancePro
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Issue Auto ID cards and Binders
through InsurancePro
Accounting Features
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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
Progress Monitoring/Reporting
Features
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Use InsurancePro Graphs to monitor
Number of New or Renewed Business
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Use InsurancePro Graphs to monitor
Agency Fee/Commissions
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Use InsurancePro Graphs to evaluate
Agent/CSR Performance
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Pay bonuses to Agent/CSR based on
InsurancePro Graphs/Report
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Use Carrier commission statement
generated by InsurancePro to tally actual Commission
received
Business Generation/Retention
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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
Carrier Downloads
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You can automatically populate and
update your database by downloading your customers
information directly from your Insurance Company
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No need to manually type in detailed
policy information in InsurancePro
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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)
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You can access InsurancePro over the
internet. All you need is a windows PC with Internet
connection, and you can access your customers
database.
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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
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EASY
TO USE CLIENTELE DATABASE
InsurancePro is extremely fast,
efficient and easy to use. You can easily store
and retrieve complete policy details.
More
Information >>
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DIRECT COMPANY DOWNLOADS
InsurancePro can download transactions from
Insurance Companies through
IVANS Transfer Manager, and automatically update your customer database
with
detailed information about new business, renewals, endorsements,
cancellations
and more.
*This feature is not available for all Insurance Companies. Please
contact us for
details.
More
Information >>
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SCAN
DOCUMENTS AND IMAGES
Documents and images can easily be scanned
directly into a customer’s file for
quick access to information. You can also
attach any type of file, like Adobe
Acrobat Files, or Microsoft Word files.
More
Information >>
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FILL
AND PRINT ACORD FORMS
You can fill, save and print standard ACORD forms
through InsurancePro. When you start a new form,
most of the
information will be filled in automatically by
InsurancePro.
More
Information >>
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PRINT
RECEIPTS AND AGENCY CHECKS
InsurancePro supports a comprehensive and
smart Agency Accounting system. You can also issue
receipts to your clients and print Agency checks
More
Information >>
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SEND
AND RECEIVE EMAILS
This unique feature enables you to send and
receive emails from within InsurancePro, and store
an email message into the associated client’s
file.
More
Information >>
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CLIENT
NOTES & FOLLOW-UP REMINDERS
You can add client Memos for potential and current
clients. You can also set reminder dates for
particular tasks and generate different reports
based on memos entered.
More Information >>
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GENERAL
FORMS AND CUSTOMIZED LETTERS
InsurancePro has many preformatted letters,
endorsement requests and other general forms that
you can easily customize, print or even send as
email. You can also create and add your own letter
templates and use it to print hundreds of letters
at the same time.
More Information >>
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QUOTE
MANAGEMENT
InsurancePro allows you to manage your
potential business in a very efficient manner. You
can store information about potential clients,
just like you would store information about any
other policy. You can generate ACORD forms, print
letters, post notes and follow up reminders.
More
Information >>
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INFORMATIVE
GRAPHS & REPORTS
With InsurancePro, you can generate
extremely helpful and informative graphs for new
business and renewals. These customizable charts
will help you in keeping track of your business.
More Information >>
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INDEPTH
BUSINESS REPORTS
InsurancePro features an extremely helpful
customizable business report section through which
you can generate literally hundreds of reports.
These reports will give you in-depth analysis of
your production, renewal retention, income and CSR
performance.
More Information >>
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RENEWING
POLICIES REPORT
Upcoming renewal report tracks all the
policies that are coming up for renewal. You can
print a list or individual letters for each
renewing policy.
More Information >>
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SECURE
& COMPLETE NETWORK SUPPORT
InsurancePro features complete network
support. Information about each client is
available on all computers on the network. You can assign
individual login Id and password for each user and
even restrict user access to critical portions of
the program by easily setting user rights.
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LINK
WITH QUICKBOOKS AND TURBORATER
InsurancePro can export data to the
following software products:
- 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!)
More
Information >>
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INCOME
AND EXPENSE STATEMENTS
InsurancePro features complete accounting, and
allows you to keep track of your income. Account reconciliation and
income and expense statements help you to do exactly that.
More Information >>
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ADDITIONAL
FEATURES
In addition to all the listed features,
InsurancePro includes many other effective
features, including the following:
- Contact Manager
- Inter-office Messenger
- Mail Log
- Batch Letter Printing
- Multiple Check Printing
- Mailing Labels
- FREE TECHNICAL SUPPORT
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