We were forced to set up operations in my home for two months after my agency sustained extensive damage from Hurricane Ike. We lost over 50% of our paper files. Fortunately though, with InsurancePro Online, we had instant access to our customer data. InsurancePro Online was crucial in our recovery efforts and allowed us to continue servicing our customers in their time of need.
	Siobhan McDonald, American Proud Insurance Agency, Galveston, TX

Easy To Use Interface 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. Click Here for More Information >>	Client Notes and Follow-Up Reminders 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. Click Here for More Information >>
ACORD Forms No need to print ACORD forms, fill them out by hand, photocopy them for your file and then mail them off.  Electronic versions of all ACORD forms are included in InsurancePro.  Many fields are pre-filled with agency, customer, and policy data information.  Fields can be filled and either printed or emailed all from within InsurancePro.  A record of forms and letters created will be stored with the customer’s file. Click Here for More Information >>	Printing of Documents Print computer generated ACORD and reports directly from the InsurancePro management system.  For example, print automobile identification cards and binders from one system. Click Here for More Information >>
Commission Reporting 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. Click Here for More Information >>	InsurancePro Support Options 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. Click Here for More Information >>
Imaging 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. Click Here for More Information >>	Customizable Policy Types and Fields For those agents that write specialty policies, InsurancePro will allow you to customize policy types and add additional custom fields. Click Here for More Information >>
Letters and Mail Merge 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. Click Here for More Information >>	Online Storage InsurancePro Online Storage allows agencies to access customer's information through the Internet! By storing your customer data offsite, you can easily share information between multiple locations or access your insured's data from anywhere, all without setting up and maintaining expensive servers or other bulky remote access solutions. InsurancePro online storage has the same rich, intuitive and easy-to-use Windows Desktop interface as our regular management system product, and provides all the features that our regular product offers. The key difference is that the data is stored on ITC's advanced and secure servers. This method allows your data to be stored, accessed, and backed up efficiently using the latest technologies. By storing your customer's data on our servers, this ensures you will always be able to securely access your data over the internet. Click Here for More Information >>
Reporting 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: Click Here for More Information >>	Company Downloads 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. Click Here for More Information >>
Advanced Quote Management 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.  Click Here for More Information >>	Built-in accounting features 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 Click Here for More Information >>
E-Mail Capabilities 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. Click Here for More Information >>

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