iPro Features

Proposals

Quickly and easily shop the market for your clients. UltraColor PDF proposals in a variety of different formats, give you the options to send the proposal that is right for your client. Web-based proposals make it simple for your client to shop for insurance and enroll, right off the quote.


Customer Relationship Management (CRM) Tool

Manage your current business and follow up with prospects easily. Quickly track all communications with your clients, including e-mails. You also can make notes in each client record. Track application status for your clients, through application submission and issuance.


Calendar and Reminders

The calendar and reminder system ensures you are always on top of your follow up process. The celandar system lets you see exactly what you need to do daily, weekly and monthly to build your business. Reminders help you keep on schedule and on track of follow up to prospects.


Provider Directory and Forms Library

Easily access provider directories and underwriting guidelines to better assist your clients. Providers links help you quickly research the providers your client need, in real time and with up to date information. Underwriting guidelines help you navigate which carriers are the best fit for our clients.


AutoResponder (Optional)

Build your business with the AutoResponder – Automatic marketing system. Set it once. That's it. The AutoResponder then follows up on all of your prospects to keep you and your agency in front of them, whether you develop and send the quote, or they go to your website. And, with Birthday cards and Holiday messages included in the AutoResponder, you show your clients and prospects how much you care.