Can InsurancePro export data out to different programs?
InsurancePro can export complete accounting details to QuickBooks. You can also send data from InsurancePro to TurboRater for quoting. Any customized report generated can be exported to Microsoft Excel. How do I add a new client or policy? From the Main Menu, click on Add a New Client. Enter all the information as you go. On the first screen, if you wish to enter further details about the coverage and the policy, click on the check box for Enter Detailed Information. This option will bring screens where you can enter more details about the policy. On the last screen, choose the Agent and the Insurance Company from the list. Make sure that you separate out the Premium, Company Fee, and Agency Fee properly. The Down Payment does not include the Agency Fee. Finally, click on Done when you have entered all Information. How do I add a Quote that I am working on? The process for adding a quote is the same as adding a new policy. The only difference is that in the last screen; choose Policy S
