www.insuranceproonline.com

FAQ ID # 58
Last Update : 2009/09/11

Question / Issue
How do I set up my existing email accounts in InsurancePro?

Answer / Solution

To Set up your existing email accounts in the InsurancePro Email Center:

*NOTE:  you must have your email account information:

    • Email Account Name
    • Outgoing (SMTP) Server
    • Incoming (POP) Server
    • Email address
  1. From the Main menu screen click on the Agency Tools menu and select Email Center.
  2. In the Email Center click on Setup Email Accounts.
  3. Create a name for the email account.
  4. Type in your outgoing (SMTP) and incoming (POP) mail server name.  You can get this information from your Internet Service Provider or your  Network Administrator.
  5. Type in your Email address.
  6. Enter your User id and password for your email account.
  7. Beginning with InsurancePro 6.0 version, POP3 will be supported along with different ports.  Hotmail accounts will only work with versions that have POP access such as Hotmail Plus.
      • If you click on Save Password, InsurancePro will remember your email account's password.
      • If you do not choose this option, InsurancePro will prompt you for this whenever you check for emails.
  8. If you plan to use other programs to check you emails also, then select the option Download Emails and leave copy on Server.  If you choose the other option to Delete them from the server you will NOT be able to check your emails using any other service.
  9. Once you have set up your Email Account, click on Save Changes.

 

 


Related Links
How to use the Email Center in InsurancePro
Document on how to use Email
How to use the Email Option in InsurancePro
Video on using Email


Direct Link to This FAQ
http://www.itcdataservices.com/support/IPFAQ/?f=58

Tags
Email center checking account

Back to Top