InsurancePro Configuration Screen

The configuration screen in InsurancePro is a central place to administer settings that are applied to the InsurancePro system.  It consists of a navigation panel on the left and a content panel on the right.  Select the item on the navigation panel to bring up a display associated with the selected category that can be used to make configuration changes.

To open the InsurancePro Configuration Screen, you must be logged into InsurancePro as an administrator.  After logging into the application, click on "File" menu item, then "Options", and then "Configuration".

The categories are as follows:

1. General

   1. Global Settings

   2. Personal Settings

2. Integration

   1. Agency Buzz

   2. InsurancePro Integration

3. Companies

   1. Displays Company Configuration Screen

4. Locations

   1. Displays Agency Location Configuration Screen

5. Agents

   1. Displays Agent Location Configuration Screen

6. Banks

   1. Displays Bank Account Configuration Screen