Help Center

Topics > Managing Policies

Managing Policies (58 FAQs)

Top 10 FAQs For This Topic

	How do I set up IVANS.Net for downloads from carriers into insurancePro?
	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?
	How do I re-install Ivans on a new machine?(computer crashed or want it on a new machine)
	How do I setup and then bridge with the FSC Rater?
	When trying to print, I get this error message: An error has occurred do you want insurance pro to fix it. If you click on the error details the details show: Arithmetic operation resulted in an overflow.
	How do set up the program to have the selection to add a secondary agent to a policy?

Recently Added FAQs To This Topic

	How do I attach a document to a Policy in InsurancePro? Scanning or Attaching a Document to a Client
	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?
	How do I re-install Ivans on a new machine?(computer crashed or want it on a new machine)
	How do I add custom fields to a policy type?
	How do I void a payment received if incorrectly entered?
	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
	Find Client Screen Help Find Client Screen Help - How to use the Find Client Screen
	Where can I find the details of the End User License Agreement (EULA) for InsurancePro?