InsuredMine CRM | Optimize and Grow Your Insurance Agency

Xanatek – Claims in Policy details

We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from Xanatek.

Use Case: This enhancement allows users to view all associated claims directly within each policy detail, improving accessibility and context.

It streamlines workflows by integrating Xanatek claim data into the Policies module.

To View the Enhancement: 

  • Navigate to the Policies module.
  • Under Policies select any Policy.
  • Click on Claims.

Here, you can see the claims information

Claims data originating from Xanatek is now being integrated and displayed within InsuredMine, ensuring seamless access to relevant information.

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