All information about Policy Management
Previously, when syncing a policy, the same accounts and contact executive and representative were automatically applied. Now, users have the flexibility to select different executives
Now in the Policy Module, you can filter policies based on their premium amount range. By inputting values in the ‘From’ and ‘To’ fields, users
The policy filter now includes a new feature allowing users to view the list of policies categorized by their synchronization status. Navigation: Go to the
With this latest feature, users now have the ability to view pipeline cards within Policy360 when their policy is associated with specific deal cards. Navigation:
Update – The new update enables you to add notes under the policy. Application – Log updates and details as Notes to the policy
Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
Description: Agents can include the policy number when sending documents for eSignature. Benefit: Agents can track which policies are associated with the documents sent for
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
Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency. Â
Navigate to Active Policies Click on a policy that you want to delete/cancel A notification for canceling the policy will appear in a pop-up box.
You can view the policy documents from two sections, one you can click on 3 lines on the top left and click on Documents, which
Managing policy data is easier by providing restricted access for deleting policy information. The admin can control access for making changes, deleting, canceling, or reactivating
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