| Question / Issue |
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| What must I set up to start using InsurancePro? |
| Answer / Solution |
|
In order to begin entering customer information in InsurancePro, you must at minimum enter information in your Agency Settings:
- Agency Information
- Agents/CSRs
- Insurance Companies
For details on how to enter this information, view the attached videos on each item. |
| Related Links |
|
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Setting up Agency Information
Video on setting up your Agency Information |
|
Setting up and managing agents/users
Video on Setting up agents/users |
|
Setting up Insurance Companies
Video on setting up your Insurance Companies |
FAQ ID # 31
