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  • Event Photos
  • Submit Event
  • Insurance Training
  • CRM Tutorials
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    • Training Videos
    • Flyers
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    • Email Templates
    • Text Templates
    • “Agency of the Year” Award
    • Important Notes
  • WhatsApp
  • Forms
    • New Agent Form
    • Refer an Agent
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Home » Blog » Using the IPro Portal

Using the IPro Portal

January 20, 2023

portal-ipro

This portal has been initially created for Agents at Insurance Pro, but now we have added a new role for Staff members to find and watch CRM tutorials, among other relevant content.

Insurance Pro Launches IPro Desk to Streamline Insurance Agent Resources
(view press release)

The New Agent Portal Provides:

  • Self-Serve Access to Marketing Resources – IPro Desk that will provide the company’s insurance agents with all necessary marketing collateral,
  • Training Videos – repository of IPro training videos.
  • Certification Information – Agents will be able to access documentation, and other relevant information about certifications.
  • Training Calendar – Check the calendar of trainings for new and existing agents at Insurance Pro.

Staff members are now able to access all CRM Tutorials.

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