InsuredMine CRM | Optimize and Grow Your Insurance Agency


Policies, X-dates, Categories, SIC Codes

Policy Sync with the AMS

In this article you will learn How to understand that a policy is already synced with your AMS? How to sync a policy while adding

Insurance type filters

If you navigate to Engagement and click on List, you will get the option to select an insurance type. If you navigate to Active Policies, you can click

Add X-dates policy

In this article, you will learn: 1. Add & Save Policy 3. View Policy Add X-date policy/data through the InsuredMine agency portal by following the

Adding a Policy Category

In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,

Renew policy button: Policy

Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change