New Policies Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 16 Dec 2021 11:15:31 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.2 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico New Policies Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 New Policies: Dashboard https://www.insuredmine.com/knowledge-base/new-policies-dashboard/ Fri, 05 Mar 2021 11:26:06 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4723 New Policies widget is available under Agency dashboard: Through this widget, you can segment policy by the line of business and month created. Click on the count to preview the list or click the email icon to send a campaign to the segment. Clicking on send email icon will navigate you to the create list section, where […]

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New Policies widget is available under Agency dashboard:


Through this widget, you can segment policy by the line of business and month created. Click on the count to preview the list or click the email icon to send a campaign to the segment.

Clicking on send email icon will navigate you to the create list section, where you can choose the contacts to send an email.

The post New Policies: Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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