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16 FAQs Found Page 1 of 2
	How do set up the program to have the selection to add a secondary agent to a policy?
	Bridging a Policy from InsurancePro to EZLynx Rating Engine Bridge Policy Data from InsurancePro to EZLynx
	How do I process downloaded customer transactions from my companies into InsurancePro?
	How do I add custom fields to a policy type?
	I have a number of duplicated entries. Is there a way to merge two policies? Some were added with partial policy numbers and while it is clearly the same policy, I have 2 records. For example, GMAC policies like SAC0981403-01 is also entered as 0981403 - missing the SAC and the -01. Also, Alfa Vision uses 14-01-xxxxxxxx as the full policy number and we have a number of them with both the full and partial records. Tom White
	How do I run a report for all new policies?
	Policy will not open due to adobe reader not being detected. How do I correct this?
	How do I add a Policy type not listed in InsurancePro?
	I deleted a policy in error. Is there any way to recover it?
	How do I create a new policy for an existing client by duplicating the information?
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