Enhancements in Next InsurancePro Release

March 12, 2014 Becky Schroeder

Here are the enhancements that will be included in the next release of InsurancePro, which will be available next week:

  • Ability to select vehicles and drivers to prefill forms
  • Ability to search for certificate holders
  • Ability to view emails, saved forms and saved letters from related policies
  • Ability to preview a note in the Notes/Reminders section

We have corrected or modified the following features in the next release:
  • Homeowner policies integration with AgencyBuzz
  • Violations bridge to TurboRater
  • Removed apostrophes from the AccuAuto bridge to InsurancePro, which were causing errors
  • Setup of default fees
  • Removed "no down payment" message if paid in full
  • No more error outs during a download with a long insured name
  • Custom reports
    • Total renewal premium will now display
    • Payment report results will be properly grouped
  • Monthly term policies
    • New policy will be created on renewal
    • Effective date will be properly displayed

About the Author

Becky Schroeder

As Chief Marketing Officer, Becky Schroeder is responsible for driving ITC’s overall marketing strategy for the company and its products. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and developing 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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