Management Blog


What’s in Release of InsurancePro

These are the enhancements that are included in the latest release of agency management system InsurancePro (Release

    • Added payment method Customer EFT + Cash
    • Added a line for customer signature on receipts
    • Added option to display agency name instead of agency address in various areas in InsurancePro
    • Added option to not show print option of auto ID card on payment screen
    • Added ability to bridge one week quotes from TurboRater
    • Changed how month-to-month commissions are calculated by subtracting company fees from the down payment
    • Corrected issue with collection of commissions on fees checked for month-to-month commissions in the company setup area
    • Corrected issue with adding existing certificate holders
    • Corrected issue with opening saved fax cover sheets
    • Correct an issue with additional notes in quote sheets
    • Corrected some issues with processing some al3 files


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