Enhancements to 6.0.36

We're very excited about the next major release of InsurancePro.  We are proud to provide the following enhancements to our product: 

• Integration with AgencyBuzz
• Integration with EZLynx (InsurancePro will bridge data to EZLynx)
• Updated Find Client Screen
• Updated Agent Login Configuration Screen
• Updated Agency Location Configuration Screen
• New General Configuration Screen
• Move to cloud file storage
• Several new download certifications

Need to find a policy?

We've taken some opportunities with our upcoming release to enhance the screen that you use to find policies.  Our goal for the changes on this screen is to help you find your policies faster.  To accomplish this, we've:

1. Removed paging and gave you control over limiting the number of results returned
2. Improved and optimized data access for a faster, more stable experience
3. Given you more control over what policy statuses you want returned
1. You will be able to select any combination of statuses instead of only selecting a single status
4. Given you more control over what part of the name you are searching for
1. Select from "Begins with", "Contains", or "Ends with".  Currently, InsurancePro assumes "Contains"
5. Changed how the phone number field is used
1. The phone number field will be searched from the right.  This means if you type in 1 digit, it will find all policies with a phone number with that digit as the last number.  This implies that you can simply ask for the last 4 digits of a customer's phone number, enter it in the "Home Phone" field, and find the policy that you need quickly.
6. Given you the ability to hide the search parameters so you can view more results on the screen at one time
1. If your desktop is small, click on the "Hide Search Parameters" link to view more results on the screen at the same time.



Click to view a larger image of the Find Policy Screen

Agent Configurations

In the next release, we are changing the user interface for managing your InsurancePro users.  The new screen incorporates all of the current functionality with the ability to configure integration with other systems.  The next release will include integration with ITC's great new product AgencyBuzz as well as bridge capabilities to EZLynx.  You will notice the new tabs on the screen named "General", "Notes", "Permissions", and "Integration".  The integration configuration for the "TurboRater User Account" will not be used on this release but will be in a future release.

The screen works just as it did before, but the configuration options are spread over several tabs to make better use of real estate.  Take a look at the new screen below (click on it for a larger view) and thank you for making InsurancePro as your agency management system of choice!

Please enforce secure login rules at your agency.  Enforcing logins in InsurancePro ensures that your data is kept safe and helps InsurancePro keep track of who is making what changes.

Managing Agency Locations

In the next release, we are changing the user interface for managing your different locations.  The new screen allows you to view all of your locations in one place at the same time.  You can now easily flip back and forth between any location to view the name, location, and contact information.  You'll notice that you can add, edit, and delete locations just as you did before.  You can also configure one logo per location. 

Changes to this screen include the list on the left side of the screen, the location of the buttons below, the "Account #" will display for each location but is not editable on any, and you can no longer configure login requirements on this screen.  Configuring login requirements has been moved to a different location that is accessible via the link on this screen.

Thank you for choosing InsurancePro as your management system!

Here Comes the Cloud and .NET 3.5

We are getting down to the short rows preparing for our next release of InsurancePro (6.0.36) and would like to let you know about some of the exciting changes that we're making in InsurancePro to help agencies get better work done faster.

One such change is our approach to file storage.  With our next release, files will be temporarily available in a location that is closer to you after they are accessed once.  This means that scanned and other saved documents will upload and download faster.  Your documents are encrypted for security purposes.

This enhancement requires a change to the minimum .NET Framework requirements of InsurancePro to .NET 3.5 Service Pack 1.  You can download this software now if you would like by clicking here.  The installation will automatically check for the presence of this and install it for you should you not have this installed.

We will be covering other enhancements to InsurancePro in the coming days and weeks here on the blog and on Facebook.  Stay tuned!

Updated ACORD Forms

We just recently made 150+ new and updated ACORD Forms available to InsurancePro.  If you use an ACORD Form that we don't have, please call us and we'll make our best efforts to add it.