What’s in Release of InsurancePro

October 29, 2015 Becky Schroeder

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

    • Added the ability to select multiple locations when user is restricted by location
    • Added the ability to search by home, cell, and work phone numbers
    • Added the name of the agent renewing the policy in the notes
    • Requirement for .NET will now be .NET 4.0
    • Took out the vehicle information from receipts
    • Corrected ACORD logo from covering text on some ACORD forms
    • Corrected issue when renaming the description of files in scans and documents
    • Changed permission description from 'Allow processing Payments...' to edit/delete/void payments
    • Corrected ACORD form 50 TX 2015/05 from filling in name and address
    • Corrected some issues with processing some al3 files

    We have certified the following companies for downloads.

    For IVANS:
    • Lighthouse Property Insurance Company, NAIC code 13207 for Home
    • IAT Group, NAIC codes 13234, 23248, 10906 for Auto
    • Utica First, NAIC code 15326 for Home
    • Mount Beacon Insurance Company, NAIC code 15592 for Home
    • Southern Oak, NAIC code 12247 for Home
    • Discovery Insurance Company, NAIC code 22635 for Auto
    • Nations Insurance Company, 13127 for Auto
    • Mutual of Enumclaw, NAIC codes 14761, 11232 for Auto and Home
    • Hallmark, NAIC codes 34037, 43494, 29408 for Auto and Home

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.

Follow on Twitter Follow on Linkedin More Content by Becky Schroeder
Previous Article
Social Media: How Often is Too Often
Social Media: How Often is Too Often

Sporadic posting to social media is bad for your agency marketing. But can you post too much? Yes you can. ...

Next Article
7 Steps to Optimizing Images for SEO
7 Steps to Optimizing Images for SEO

Images can bring traffic to your insurance agency website if you optimize them correctly. Use these seven s...