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14 FAQs Found
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I would like to set up email from my InsurancePro software but don't know how to get the POP address, how can I do that?
 
How do set up the program to have the selection to add a secondary agent to a policy?
 
How do I add other agents/users/CSRs in my office to receive update notifications?
 
How do I add custom fields to a policy type?
 
I have a number of duplicated entries. Is there a way to merge two policies? Some were added with partial policy numbers and while it is clearly the same policy, I have 2 records. For example, GMAC policies like SAC0981403-01 is also entered as 0981403 - missing the SAC and the -01. Also, Alfa Vision uses 14-01-xxxxxxxx as the full policy number and we have a number of them with both the full and partial records. Tom White
 
How do I create and store a list of Certificate or Lienholders, Additional Interests, etc.?
 
Where can I go to view/Add Account Receivables and Payables?
 
How do I add or delete a Referral Source or Lead Source in InsurancePro?
 
How do I add my agency logo to forms?
 
How do I add a Policy type not listed in InsurancePro?
 
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