www.insuranceproonline.com

FAQ ID # 7
Last Update : 2015/12/08
Print this FAQ

Question / Issue
What must I set up to start using InsurancePro?

Answer / Solution

In order to begin entering customer information in InsurancePro, you must at minimum enter information in your Agency Settings:

  1. Agency Information
  2. Agents/CSRs
  3. Insurance Companies (with NAIC codes)

Related FAQs
How do I add an agency location to InsurancePro?
How do I setup and manage my agents/CSRs/users?
How do I set up my insurance companies?

Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=7

Tags
Initial setup requirements entering customers

Back to Top