Performance Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 11:36:20 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Performance Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Policy Status report in Time Series https://www.insuredmine.com/knowledge-base/policy-status-report-in-time-series/ Mon, 02 Jan 2023 13:03:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22672 In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the last three months. NowCerts In NowCerts you will find three other new sections added – Canceled Policies, New Policies, and Renewal Policies. AMS 360 In AMS 360, you will find […]

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In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the last three months.

NowCerts

In NowCerts you will find three other new sections added – Canceled Policies, New Policies, and Renewal Policies.

AMS 360

In AMS 360, you will find – Cancellation confirmation, New business, Renewal policy, and Rewrite. 

Similarly in QQCatalyst and HawkSoft, you will find these added sections and transaction details under reports.

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