Search Results
You searched for "client"
10 FAQs Found
Page 1 of 1
I cannot seem to attach documents to the client file. Please let me know where I need to go to do this, or where I need to look to find out how to do this. Thanks.
How do I set up the bridge from Accu-Auto Rater to IP?
How do I process downloaded customer transactions from my companies into InsurancePro?
How do I bridge customer information from TurboRater into InsurancePro?
How do I backup my client data in InsurancePro for the local version?
How do I add a client from a quote sheet?
How do I delete a client?
How do I creat a new policy for an existing client by duplicating the information?
How do I add a new Client / Policy?
How do I find an existing customer in InsurancePro?
Go to Page :
1
Can't Find an Answer?
If you cannot find an answer to your question, you can submit it to us and receive an answer by e-mail.