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 avaiable 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
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 – StarterSucess. Here to help you succeed.
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