Another Great Update to InsurancePro

June 17, 2013

In the next few days, the next set of updates to InsurancePro we think you will find useful will begin a slow roll out to our customers. Here's what to look for in the next update:

  • Improved bridge experience between InsurancePro and TurboRater
    • Prospects and quotes can be bridged from InsurancePro to TurboRater, rated, and then back again. The bridge back to InsurancePro will update the prospect or quote instead of generating a new policy.
  • Significant email enhancements
    • HTML based WYSIWYG email editor allows you to embed images, change fonts, and style your emails
    • Email multiple attachments from the scans and documents screen
    • More POP3 and SMTP email server connectivity options
    • Improved email security requiring password validation to view sent and inbox emails for accounts without a saved password
  • CSV Business Reports will be added in the future allowing raw data to be pulled into Excel for you to manipulate like the Excel professional you are
  • Scanned and attached documents viewing now has the option to include scanned and attached documents of all associated policies.

TurboRater Users - You will need to update your configuration to take advantage of the new bridging features before you upgrade. Please see this link for more information.

Read more...

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