performances Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 11:36:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico performances Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Policy Transaction Report https://www.insuredmine.com/knowledge-base/policy-transaction-report/ Tue, 03 Jan 2023 18:34:59 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22735 In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in the AMS360 account. You can filter the list by the date.   This enhancement is for AMS360 users only. If you click on the number, you will be navigated to […]

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In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in the AMS360 account. You can filter the list by the date.

 

This enhancement is for AMS360 users only.

If you click on the number, you will be navigated to the policy detail section where you will be able to download the report.

The post Policy Transaction Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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