HR Communications OVerview

Manage Client Policy & Premium Information
In One Central, Paperless Database

InsurPro gives you access to all your important policy and premium information at your finger tips. Because it was built specifically for insurance professionals, it has features not available with other common CRMs. Now, when you want to review client policies, InsurPro has all the information you need in one easy-to-access location.

Policy Data

InsurPro allows you to store:

  • Product type
  • Carrier Information
  • Product Details
  • Policy Number
  • Submission Date
  • Policy Status
  • Issue Age
  • Death Benefit

Premiums Data

InsurPro allows you track premium payments and maintain a payment history like:

  • The Amount
  • Date Paid
  • Date Recorded
  • Name of Person Entering Data

Free Trial

Easily Search Policy and Premium Information From One Common List

Need to review current client policies? No problem. All of the policy information you enter is easily accessible from the policies homepage. It provides you with a snapshot of the status of all your policies and allows you to quickly sort and edit the information.

Policy Search Functions

View & sort policy data by:

  • First Name
  • Last Name
  • Product
  • Carrier
  • Product Type
  • Policy Number
  • Policy Status

Our Small Business Pledge

A subscription to StarterCRM, a product of StarterSuccess, is more than a subscription to an online software solution for you business. It’s the first handshake in a long lasting business relationship.

StarterSuccess employs professionals in business development, marketing, HR, finance and social media to assist you and your business build success.

Pick up the phone, write a letter or send an email; our experts are here to answer your questions not only about the products we provide but also common business questions that you might have – StarterSuccess. Here to help you succeed.