InsuredMine CRM | Optimize and Grow Your Insurance Agency

activate policy

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

Cancel/Renew the policy

Description: Option to Cancel or Renew any policy. Benefit: Assist in granting the authority to renew and cancel the policy. Navigation:  Navigate to the Policies

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