InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policies

Policies, X-dates, Categories, SIC Codes

Add Notes in Policy

Update – The new update enables you to add notes under the policy. Application – Log updates and details as Notes to the policy  

Custom Fields in Policy

Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency.   

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