Help Center

Welcome to our Help Center. Here you will quickly find answers to our most commonly asked questions.

Browse Topics

Top 10 FAQs
	I am an existing user and got a new computer, how do I install and connect to my IP database?
	ACORD Forms Overview ACORD Forms Use In InsurancePro
	How do I set up IVANS.Net for downloads from carriers into insurancePro?
	How do I install InsurancePro (New User or Demoing product)?
	Find Client Screen Help Find Client Screen Help - How to use the Find Client Screen
	How do I get support for InsurancePro?
	I have a suggestion for a feature for InsurancePro, how to I submit it?
	Are there any training videos available?
	How do I get removed from the list of receiving update and newsletter notifications?
	Configuring InsurancePro for Bridging to TurboRater

Recently Added FAQs
	What do the download transaction type abbreviations mean and which ones are supported by InsurancePro?
	Differences between old menu and new menu in version 6.0.40.1
	How do I attach a document to a Policy in InsurancePro? Scanning or Attaching a Document to a Client
	How to Bridge from TurboRater to InsurancePro Bridging from TurboRater to InsurancePro
	How can I get Indiana Insurance files to download?
	How do I scan documents/images into InsurancePro?
	Which business reports can be exported to Excel?
	How do I edit a payment date?
	I deleted a policy in error. Is there any way to recover it?
	Policy will not open due to adobe reader not being detected. How do I correct this?