What's in Release of InsurancePro

November 3, 2016 Becky Schroeder

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

  • Added the ability to import fifth and sixth drivers and vehicles from an Excel spreadsheet.

  • Added ability to email receipts.

  • Added new payment methods.

  • Added effective date and expiration date on search window.

  • Added option to split company fees among payments for calculating commissions.

  • Added option to turn off displaying fee on receipt.

  • Added option to make email and cell phone required.

  • Sped up the loading of the login window.

  • Corrected issue with rounding in the agency commission screen.

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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