Click Here to View the TurboRater Web Edition - User Training Video

Click Here to View the TurboRater Web Edition - Administrator Training Video

Duration : 12 Minutes How to enter a new policy or prospect into InsurancePro manually. We recommend all users review this video, even those that intend on using a different method to import their customer data. This training video reviews in detail each tab in the Policy Summary screen. Click Here to View the InsurancePro - Add a New Policy Video

Duration : 3 Minutes For those agents that have a comparative rater that integrates with InsurancePro, this video will show step-by-step instructions on how to import customer data from their rater. Click Here to View the InsurancePro - Bridging a New Policy from a Rater Video

Duration : 3 Minutes InsurancePro comes with built-in Quote Sheets, simplifying the process of collecting initial data from a prospect to run a quote. This video will demonstrate how to create a customer or prospect file from the Quote Sheets. Click Here to View the InsurancePro - Add a New Policy - From Quote Sheets Video

Duration : 4 Minutes Learn how to properly record receipt of monies from an insured. Explanations will be given for how to indicate if a payment is to be sent directly to the company or if the money will be swept from the agency’s account. Learn what restrictions are placed on users that are not assigned administrative rights. Click Here to View the InsurancePro - Receive a Payment Video

Duration : 4 Minutes Daily Transaction Reports are used to list money received by employee, new policies written, renewals processed, cancellations, expiring policies, and money expected to be swept from the agencies account. Click Here to View the InsurancePro - Daily Transaction Report Video

Duration : 4 Minutes From creating proof of insurance cards, binders, to generating letters to the client, this video will show how to access Acord forms, print letters, and how InsurancePro automatically logs a transaction for each form or letter printed for a client. Click Here to View the InsurancePro - Print Forms & Letters Video

Duration : 4 Minutes Every E&O agent will stress the importance of noting customer’s files when an agent has contact with them. In addition to how to enter manual notes, this video will demonstrate how InsurancePro automatically logs transactions done on a customer’s file. Click Here to View the InsurancePro - View & Add Client Notes Video

Duration : 4 Minutes The rapidly growing form of communication, email, is becoming common use in insurance agencies. Learn how to easily communicate with your companies, lienholders, vendors, and customers in this video. Click Here to View the InsurancePro - E-Mail from within InsurancePro Video

Duration : 4 Minutes This video will demonstrate how to properly record endorsements to a customer’s file, giving the agent a full record. Click Here to View the InsurancePro - Endorsements Video

Duration : 6 Minutes A small investment in a scanner can save agencies hundreds of dollars in file folders, paper costs, file cabinets, and storage fees, not to mention the devastation an agent faces if they experience a loss and all of their client’s paperwork goes up in smoke. Learn how easy it is to import and scan images into your customer’s files, giving all employees access to a customer’s entire file without having to leave their desk. Click Here to View the InsurancePro - Imaging & Scanning Video

Duration : 5 Minutes Learn how to run follow up reports on Quotes given but not sold, monthly payments due from customers, and renewals. These reports are all about closing the sale and keeping them on the books. Click Here to View the InsurancePro - Follow Up Reports Video

Duration : 8 Minutes Learn how to export your accounting data into QuickBooks, a leading accounting software program. Click Here to View the InsurancePro - Exporting to QuickBooks Video