Management Blog

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
What's in Hot Fix 6.0.39.19 of InsurancePro
November 10, 2016
These are the enhancements that we did in the recent hot fix of agency management system InsurancePro (Release 6.0.39.19). Corrected drop down labels on the daily transactions report. Read More
What's in Release 6.0.39.17 of InsurancePro
November 3, 2016
These are the enhancements that are included in the latest release of agency management system InsurancePro (Release 6.0.39.17). Added the ability to import fifth and sixth drivers and vehicles from an Excel spreadsheet. Read More
The Insurtech Revolution: Why Optimism Isn't Enough
October 18, 2016
A couple weeks ago, I and a few of my colleagues went to InsureTech Connect 2016 in Las Vegas. This inaugural event dedicated to insurance technology attracted about 1,500 people. Read More
ACORD Forms Update (September 2016)
October 17, 2016
We have updated the below ACORD forms for users of our agency management system InsurancePro. Forms with New Revision Dates 1 2016/10 replaces 2016/09 - Property Loss Notice Read More
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