iPro
My Account
iPro My Account
Description
This is Quotit’s “My Account” page.
1) The “My Contact Information” page allows you to update your contact information for your proposal and website quoting system.
2) The “Update Username and Password” page allows you to change the log in details for your iPro account.
3) The “Settings and Preferences” page will let you update the settings for your information entry page, promotional logos, report layout and more.
4) Quotit’s Leads page gives you the option of funding a leads account to be able to buy and sell Quotit’s exclusive leads.
5) The “Refer a Friend” option is used by the broker to refer a friend to Quotit. You can earn up to $100 when you share Quotit technology with your broker friends.
6) The “Outbound Email” tab will allow the broker to use an alternate email server to send email from iPro/ePro.
7) The “Help Desk / Ticket History” section allows the broker to ask questions and view the status of any pending help desk tickets.
Welcome
My Contact Information
 Update your contact information for both your Proposal & Website Quoting System.
Billing Information
 View your account statement/Update your billing information.
Manage Account Funds
 Add Funds, Manage Recurring Settings, and View Fund History.
Update Username | Update Password
 Change your Quotit XO username & password.
Refer-a-Friend
 Earn $100 when you share Quotit Technology with your broker friends.
Outbound Email [SMTP Server]
 Specify an alternate email server to send email from ePro/iPro.
Help Desk   |  Submit a Ticket
Ask questions or view status of help desk tickets.
My License Numbers
 Update your license numbers for both your Proposal & Website Quoting System.