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Policy Management (28 FAQs)

Top 10 FAQs For This Topic
	How do I set up my existing email accounts in InsurancePro?
	I cannot seem to attach documents to the client file. Please let me know where I need to go to do this, or where I need to look to find out how to do this. Thanks.
	How do I set up agency fees in InsurancePro?
	How do I back up my InsurancePro database?
	How do I print a customer receipt?
	How do I change the location for my scanned images?
	How do I restore data from a previous backup?
	How do I create and store a list of Certificate or Lienholders, Additional Interests, etc.?
	How to switch from a demo database to a live database.
	How do I add a client from a quote sheet?

Recently Added FAQs To This Topic
	I cannot seem to attach documents to the client file. Please let me know where I need to go to do this, or where I need to look to find out how to do this. Thanks.
	How to switch from a demo database to a live database.
	How do I associate policies for the same customer?
	How do I set up agency fees in InsurancePro?
	How do I add or delete a Referral Source or Lead Source in InsurancePro?
	How do I restore data from a previous backup?
	How do I back up my InsurancePro database?
	How do I add a client from a quote sheet?
	How do I creat a new policy for an existing client by duplicating the information?
	How do I change the location for my scanned images?

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