Client Notes and Follow-Up Reminders - InsurancePro Management System Feature

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Client Notes and Follow-Up Reminders, Stay up to date with your tasks

You can add client Memos for potential and current clients. You can also set reminder dates for particular tasks and generate different reports based on memos entered.

Task Management

Task Management
Make follow-up notes to remind you of pending tasks. once completed an audit trail is created for you automatically.

If you have questions or would like to receive more information you can contact the InsurancePro sales team directly by contacting us toll free at (800) 383-3482 or online by clicking here.