Search for customers by first name, last name, phone number, company insured with, address, etc.  Each client data file contains information such as;  Name, Address, Line of coverage, Company, Policy Number, Coverage limits, Description of property insured, Phone numbers, Email address, Effective and expiration dates, Policy status.
Learn more about the Easy To Use Interface option

Digital ACORD forms are available within agency management system InsurancePro and many of the fields are pre-filled with agency, customer and policy data information. Within InsurancePro you can complete, print or email forms. A record of all forms and letters created are stored in your customer’s file.
Learn more about the ACORD Forms Available in InsurancePro option

InsurancePro will keep track of your current commission monies quickly and easily.  Spend less time determining your commissions and more time selling more business.  Our extensive reporting platform will even show you your highest producing carriers.
Learn more about the Commission Reporting option

It has been estimated that a person wastes 7 to 10 minutes to locate a physical file.  By scanning all of the policy documents into InsurancePro, you will have what you need at your fingers to service your customers.  You can also attach any type of file, like Adobe Acrobat Files, or Microsoft Word files. Having the documents you need at your fingertips when your customer calls on you will show your professionalism and allows you to concentrate on servicing the customer, not hunting their file down.
Learn more about the Imaging option

InsurancePro has many preformatted letters, endorsement requests and other general forms that you can easily customize, print or even send attached to an email. You can also create and add your own letter templates and use it to print hundreds of letters at the same time.
Learn more about the Letters and Mail Merge option

With customizable and thorough business graphs and reports, InsurancePro lets you monitor your production, your income, and your staff’s performance with incredible ease. InsurancePro’s numerous in-depth reports and graphs will give you the information you need to capitalize on favorable trends and mitigate negative trends.  Below is only a sample of some of the reports you can easily create in InsurancePro:
Learn more about the Reporting option

InsurancePro contains built in quote forms that can be electronically completed and stored in a prospect’s file.  For staff that may not be familiar with the questions needed to be asked to obtain a quote for a specific line of business, the quote sheets also make a good reference tool. Quotes can also be bridged from TurboRater, ITC’s comparative rater product.  Several reports can be generated from your prospect information such as follow-up reports which are a great tool to help close the sale. 
Learn more about the Advanced Quote Management option

This unique feature enables you to send and receive emails from within InsurancePro.  Store email communications directly into the associated client’s file.  No more searching for e-mails in the sent or deleted folders of your client.
Learn more about the E-Mail Capabilities option

You can add client Memos for potential and current clients. You can also set reminder dates for particular tasks and generate different reports based on memos entered.
Learn more about the Client Notes and Follow-Up Reminders option

Print computer generated ACORD and reports directly from the InsurancePro management system.  For example, print automobile identification cards and binders from one system.
Learn more about the Printing of Documents option

InsurancePro is backed by our experienced support department.  With over twenty-five years of experience in the insurance technology industry you can be rest assured that your system will be supported now and in the future with our premier support department staff.
Learn more about the InsurancePro Support Options option

For those agents that write specialty policies, InsurancePro will allow you to customize policy types and add additional custom fields.
Learn more about the Customizable Policy Types and Fields option

InsurancePro uses the latest in cloud storage technologies to provide safe, secure and available online file storage solutions protecting you from data loss. Cloud storage allows your data in our agency management system to be stored, accessed and backed up efficiently without the expense to your budget of setting up and maintaining costly servers or other bulky remote access solutions.

When you use InsurancePro, you can easily share information between multiple locations in real time and access the data from anywhere over the Internet. Our insurance agency software becomes part of your disaster recovery plan as it backs up your data daily.
Learn more about the Online Cloud Storage option

With carrier downloads, your database gets populated and updated automatically, without typing the information in manually.  Downloading your customer data directly from the carrier will enable you to keep the latest policy information at your fingertips.
Learn more about the Company Downloads option

Receiving payments, printing checks, and supervising all monetary transactions will become unbelievably organized through InsurancePro. And you can do all this spending thousands less than other Agency Management Systems.  Below is a list of some of the accounting features included in InsurancePro
Learn more about the Built-in accounting features option