Search Results

You searched for "client"

10 FAQs Found Page 1 of 1
	Find Client Screen Help Find Client Screen Help - How to use the Find Client Screen
	How do I process downloaded customer transactions from my companies into InsurancePro?
	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.
	Does IP allow for a mass email to be sent out to insureds?
	How do I add a client from a quote sheet?
	How do I delete a client?
	How do I create a list of contacts other than just my clients and insurance companies?
	How do I create a new policy for an existing client by duplicating the information?
	How do I add a new Client / Policy?
	How do I attach a document to a Policy in InsurancePro? Scanning or Attaching a Document to a Client
Go to Page : 1