What's in Release of InsurancePro

March 7, 2019

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

  • Added date modified label for saved forms and letters.
  • Added the ability to see custom fields on policies that came in via downloads, bridges, or quote sheets.
  • Modified Contact Manager screen to be able to move a contact to a different category and corrected editing issue on new contacts.
  • Modified tabbing through name insured on Home Owner policies that caused an issue with the 2nd insured.
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