Help Center

Welcome to our Help Center. Here you will quickly find answers to our most commonly asked questions.

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Top 10 FAQs
	I am an existing user and got a new computer, how do I install and connect to my IP database?
	ACORD Forms Overview ACORD Forms Use In InsurancePro
	How do I set up IVANS.Net for downloads from carriers into insurancePro?
	How do I install InsurancePro (New User or Demoing product)?
	Find Client Screen Help Find Client Screen Help - How to use the Find Client Screen
	How do I get support for InsurancePro?
	I have a suggestion for a feature for InsurancePro, how to I submit it?
	Are there any training videos available?
	How do I get removed from the list of receiving update and newsletter notifications?
	Exporting to QuickBooks® Exporting Data to Quickbooks 2003+

Recently Added FAQs
	What do the download transaction type abbreviations mean and which ones are supported by InsurancePro?
	Differences between old menu and new menu in version 6.0.40.1
	How do I attach a document to a Policy in InsurancePro? Scanning or Attaching a Document to a Client
	How to Bridge from TurboRater to InsurancePro Bridging from TurboRater to InsurancePro
	How can I get Indiana Insurance files to download?
	How do I scan documents/images into InsurancePro?
	Which business reports can be exported to Excel?
	How do I edit a payment date?
	I deleted a policy in error. Is there any way to recover it?
	Policy will not open due to adobe reader not being detected. How do I correct this?