| Question / Issue |
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| How to switch from a demo database to a live database. |
| Answer / Solution |
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Pull up the Online Storage Setup screen by going to your start menu, then InsurancePro Online Storage, then Online Storage Setup.
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To obtain your Remote Database and FTP Site Information, contact our support department at 800-383-3482 option 4.
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Test Connection. Once you enter that information, click on “Test” to verify the connection is working. Initially when prompted, select “Yes” to continue the test process.
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Connected Successfully. You should receive a message “Connected Successfully” in the InsurancePro Remote Connection Setup screen. If you are unable to successfully connect, contact our Support Department at (800) 383-3482 option 4.
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Continue Testing. If you receive a prompt to continue testing after you have connected successfully, select “No”.
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Close the InsurancePro Remote Connection Setup Window. Select “Close”.
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Click on Update. To apply the settings, click on “Update” on the InsurancePro Remote Connection Setup window.
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Click OK to the “Insurance Pro Remote Settings Completed successfully.” Prompt.
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Relink database. Then click on your “Start” button, then “Run”. In the Open box, type in “C:\InsurancePro Remote\ReLink.exe”. Then click on “Relink” in the Relink Database window. Click on “OK” to the prompt “Relink process completed successfully”. Then “Exit”.
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FAQ ID # 141
