policy data 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=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico policy data 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.

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