activate policy Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 11:09:32 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico activate policy Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Renew policy button: Policy https://www.insuredmine.com/knowledge-base/renew-policy-button-policy/ Sat, 15 Jul 2023 02:10:06 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6930 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 the dates to the next corresponding range. All users should verify dates against the policy period To view the enhancement: Navigate to active policies Click on inactive tab Select and […]

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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 the dates to the next corresponding range. All users should verify dates against the policy period

To view the enhancement:

  • Navigate to active policies
  • Click on inactive tab
  • Select and click on the policy
  • Click on Activate policy and update it as u need 

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]]> Cancel/Renew the policy https://www.insuredmine.com/knowledge-base/cancel-renew-the-policy/ Wed, 14 Jun 2023 08:30:15 +0000 https://www.insuredmine.com/knowledge-base/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 module. Select a policy. Click on Cancel policy. A success message will appear. Should you want to reactivate the policy, click on Activate Policy. A success message will appear.

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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 module.
  • Select a policy.
  • Click on Cancel policy. A success message will appear.\"\"
  • Should you want to reactivate the policy, click on Activate Policy. A success message will appear.

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