Management Blog

5 Myths That Are Holding Your Agency Back
February 21, 2017
To stay on top of what’s happening in the industry, I read a lot. Trade publications, industry forums, social media, article comments, various newsletters. I often come away from this time with two thoughts. Read More
What's in Release 6.0.39.21 of InsurancePro
February 16, 2017
These are the enhancements that are included in the latest release of agency management system InsurancePro (Release 6.0.39.21).   Added masking for Social Security and driver's license numbers Read More
ACORD Forms Update (January 2017)
February 9, 2017
We've updated the below ACORD forms for users of our agency management system InsurancePro.   Forms with New Revision Date 64 DC 2017/02 replaces 2013/10 - District of Columbia Property... Read More
5 Steps to Secure Your Agency Data
January 24, 2017
We often hear about large data breaches on the evening news. Once again, hackers stole private information from a company’s database. Personal records, exposed and accessed.  Read More
3 Steps to Getting Back On Track with Your Agency Goals
January 17, 2017
It’s a truth universally acknowledged. Many of us start a new year with explicit resolutions. Another commonly accepted truth? That the year is barely started when we start to break our resolutions. Read More
ACORD Forms Update (December 2016)
January 5, 2017
We've updated the below ACORD forms for users of our agency management system InsurancePro.   Forms with New Revision Date 35 2017/01 replaces 2016/03 - Cancellation Request/Policy Release Read More
Motivating Agency Growth With New Year’s Resolutions
December 20, 2016
We still have a few shopping days left before Christmas. But, it’s not too early to start thinking about those New Year’s resolutions. Normally, we think of resolutions as something to do with our personal lives. Read More
What's in Hot Fix 6.0.39.20 of InsurancePro

These are the enhancements we did in the recent hot fix of agency management system InsurancePro (Release 6.0.39.20). The last selection made for printing receipts will be saved on the user's machine. Read More
ACORD Forms Update (November 2016)
December 1, 2016
We've updated the below ACORD forms for users of our agency management system InsurancePro. Forms with New Revision Date 66 CA 2017/01 replaces 2011/04 - California Offer of Earthquake Covera... Read More
Better Passwords: The First Step in Securing Your Data
November 15, 2016
I don’t know about you, but whenever I visit a new website and it requires me to create a profile with a password, I groan.  We hate passwords. We hate creating them. We hate remembering them. Read More
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