Management Blog


Managing Agency Locations

In the next release, we are changing the user interface for managing your different locations. The new screen allows you to view all of your locations in one place at the same time. You can now easily flip back and forth between any location to view the name, location, and contact information. You'll notice that you can add, edit, and delete locations just as you did before. You can also configure one logo per location.

Changes to this screen include the list on the left side of the screen, the location of the buttons below, the Account # will display for each location but is not editable on any, and you can no longer configure login requirements on this screen. Configuring login requirements has been moved to a different location that is accessible via the link on this screen.

Thank you for choosing InsurancePro as your management system!


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