active client Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 12:13:55 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico active client Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Policy Data in the Deal Card https://www.insuredmine.com/knowledge-base/policy-data-in-the-deal-card/ Thu, 08 Jun 2023 16:42:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6595 In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is created for an active client When a deal card is created for an active client, the policy data will be reflected in the policy data section, in the left panel. This feature […]

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In this article, you will learn:

Policy data if the deal card is created for an active client

When a deal card is created for an active client, the policy data will be reflected in the policy data section, in the left panel. This feature will help the agents to view the policy data from the deal card itself.

Note: An active client is the one who has an active deal

The post Policy Data in the Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> How to convert a contact/lead/prospect to an active client? https://www.insuredmine.com/knowledge-base/how-to-convert-a-contact-lead-prospect-to-an-active-client/ Mon, 05 Apr 2021 09:08:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4487 In this article, you will learn: Process to convert a contact/lead/prospect to an active client: Active Client in the InsuredMine portal is the Contact that has at least one active policy.  Process to convert a contact/lead/prospect to an active client: Navigate to contacts. Click on 3 dots under the action tab Click on add policy Fill in […]

The post How to convert a contact/lead/prospect to an active client? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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In this article, you will learn:

Active Client in the InsuredMine portal is the Contact that has at least one active policy. 

Process to convert a contact/lead/prospect to an active client:

  • Click on 3 dots under the action tab
  • Click on add policy
  • Fill in the policy details
  • Click save
  • Once saved, the contact that was previously a lead or prospect will now get converted to an active client

 

Note: In the contact list the active clients are represented with green color.

The post How to convert a contact/lead/prospect to an active client? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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