Lessons
Sign In
Foundations of InsurancePro
75 min
Course Overview
Basic Setup
Set up Custom Fields
2 min
Set up Companies
6 min
How To
How to Reconcile Payments
3 min
How to Manually Add Homeowners Policy
7 min
How to Manually Add Auto Policy
8 min
How to Enter an Endorsement
2 min
How to Scan and Attach a File
3 min
Emailing
Send and Receive Emails
4 min
Emailing From Within InsurancePro
2 min
Reports
Create Custom Reports
7 min
Follow up Reports
4 min
Daily Transaction Reports
6 min
Cross Sell Reports
2 min
Business Reports
3 min
Agent Commission Reports
2 min
Bridging
Bridging from InsurancePro to TurboRater
2 min
Additional Training
Add a Policy via Quote Sheets
2 min
Add New Auto Policy via Quote Sheet
3 min
ACCORD forms
3 min
Exporting to QuickBooks
4 min
Follow up Reports
