What's in Release of InsurancePro

July 6, 2017

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

  • Changed policy status form Active to New Business.
  • Added the ability to bridge roadside add-ons to InsurancePro.
  • Installer does not allow installation on Windows Vista.
  • Added soft deletes for policies.
  • Added logos to receipts.
  • Added the ability to bridge homeowner and motorcycle policies from TurboRater to InsurancePro.
  • Added recent opened policies to the left menu bar.
  • Corrected issues with processing some AL3 files.
  • Corrected an issue where the notes were not saving on the general form Invoice for Payment Due.
  • Corrected an issue with associating emails from the check new email window.
  • Corrected an issue when adding a new location and not displaying in the list for the administrator to add to the users.
  • Corrected an issue where the business name was being used instead of the applicant name in ACORD forms for commercial policies.
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ACORD Forms Update (August 2017)

The ACORD forms we've updated for users in our agency management system InsurancePro.

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