What's in Release of InsurancePro

February 16, 2017 Becky Schroeder

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

  • Added masking for Social Security and driver's license numbers
  • Added the ability to have location administrators
  • Added TLS option for email that use this type of encryption
  • Added tracking of the user and computer who uploaded files under Scans & Document and Forms & Letters
  • Corrected an issue when opening some saved forms
  • Corrected an issue when looking up a customer by phone number
  • Corrected an issue with files getting stuck in the file transfer queue

About the Author

Becky Schroeder

As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.

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What's in Release of InsurancePro

These are the changes in the latest release of ITC’s agency management system InsurancePro.

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A list of ACORD forms we updated in agency management system InsurancePro in January 2017.