| Question / Issue |
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| How do I send an email from InsurancePro? |
| Answer / Solution |
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- Go to the Agency Tools section on the lower left of the Main Menu screen and select Check Emails or from the Agency Tools menu at the top of the screen, select Email Center .
- On the left side of the Email Center screen, click on Write a New Email.
- Enter an email address or browse for an email address by using the button at the end of the To field.
- If you would like to associate the email with a client, click on the button at the end of that entry field.
- If you want to attach a document to the email, click on the Add link to the right of the Attachments box.
- Type in your message and once complete, click on Send at the bottom right of the screen.
- To close this screen, click on Exit Email Center on the left side of the screen.
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FAQ ID # 110
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