To set up your existing email accounts in the InsurancePro Email Center:

*NOTE:  you must have your email account information:

• Email Account Name
• Outgoing (SMTP) Server
• Incoming (POP) Server
• Email address

1. From the Main menu screen click on the Agency Tools menu at top of the screen and select Email Center.
2. In the Email Center click on Setup Email Accounts.
3. Click on Create Email Account.
4. Create a name for the email account.
5. Type in your Email address.
6. Type in your outgoing (SMTP) and incoming (POP) mail server name.  You can get this information from your Internet Service Provider or your  Network Administrator (For information links on providers, click on the link below under Related FAQs).
7. Click on Change Advanced Settings to input port numbers and if your email requires SMTP requires Authentication you can check it there. Click Done when finished.
8. Enter your User id(email address) and password for your email account.
9. Beginning with InsurancePro 6.0 version, POP3 will be supported along with different ports.  Hotmail accounts will only work with versions that have POP access such as Hotmail Plus.
   • If you click on Save Password, InsurancePro will remember your email account's password.
   • If you do not choose this option, InsurancePro will prompt you for this whenever you check for emails.
10. If you plan to use other programs to check you emails also, then select the option Download Emails and leave copy on Server.  If you choose the other option to Delete them from the server you will NOT be able to check your emails using any other service.
11. Once you have set up your Email Account, click on Save Changes.