life insurance Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 11:10:33 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico life insurance Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Life Insurance Policy with Anniversary date https://www.insuredmine.com/knowledge-base/life-insurance-policy-with-anniversary-date/ Sat, 10 Jun 2023 18:52:06 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6717 Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date.  To see the enhancement: Navigate to Active policies. Click on Add policy A window will open to add a new policy. Scroll down and you can select the insurance type where the life insurance type is provided.  Once you […]

The post Life Insurance Policy with Anniversary date appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. 

To see the enhancement:

  • Navigate to Active policies.
  • Click on Add policy
  • A window will open to add a new policy.
  • Scroll down and you can select the insurance type where the life insurance type is provided. 
  • Once you select life insurance policy, you will find the expiry date has been changed to the anniversary date.

You can also see the anniversary date in the policy table column:

  • Click on Select Table Columns
  • You can find a field named Exp. / Ann. Date ( So in case of life insurance policy it will show Anniversary date and in case of Commercial or Personal policies it will show expiry date.

Now, you can delete a policy or create a deal from the policy table.

If you click on create deal, the add deal window will open, where you can fill in the details to create a deal card.




The post Life Insurance Policy with Anniversary date appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Life Ins. Intake form https://www.insuredmine.com/knowledge-base/life-ins-intake-form/ Sun, 31 May 2020 00:56:28 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=8294 In this article, you will learn: How to insert life Insurance Intake form in dealcard? Generate and receive life Insurance Intake form right into your dealcards. Empower your team with a proficient and comprehensive life insurance In take form.  You can use this Intake form to get all information quickly from your clients. You can […]

The post Life Ins. Intake form appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article, you will learn:

Generate and receive life Insurance Intake form right into your dealcards. Empower your team with a proficient and comprehensive life insurance In take form. 

You can use this Intake form to get all information quickly from your clients. You can collect personal information for example name, address, number, email, birth date, marital status, social security number (SSN),  other life plan information by using this insurance quote form template. This life insurance quote form allows asking some questions about Family history, professional hobbies, previous medical diagnoses.  In addition, your clients can add additional comments and questions by using this insurance quote form.

Life Insurance Intake Form

How to insert life Insurance Intake form in dealcard?

  1. Go to the Pipeline in the pipeline manager module and select the pipeline where you have the deal card for Life Insurance
  2. Select the deal card for the pipeline
  3. In the import form segment on the right, Click on Import Intake form.

4. Select category Life and click update intake form.

5. Click ‘yes’ on the confirmation screen, to import the Life quote sheet.

The post Life Ins. Intake form appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>