Management Blog

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A Look Back: InsurancePro Enhancements in 2012

2012 was a great year for InsurancePro.  Let's take a look back at what the year has meant for the cornerstone of hundreds of agencies across the country.

In addition to taking care of some of those pesky bugs, here are some of the enhancements to InsurancePro from this year:

  • Added cross sell reports for users to be able to easily identify sales opportunities with existing customers
  • Increased control over currently logged in users with the ability to remotely log users off
  • Added a built-in ACORD form viewer, which allows for fast delivery of ACORD form updates, has an easy-to-use interface, and allows for quick transformations to file formats easily used by clients and carriers
  • Added payments processing allowing you to reconcile payments with carrier reports
  • Added integration with AgencyBuzz so agencies can benefit from the marketing strengths of AgencyBuzz and the management strengths of InsurancePro




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