policy tag Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 11:13:30 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico policy tag Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌ https://www.insuredmine.com/knowledge-base/policy-tags-while-add%e2%80%8cing-a-%e2%80%8cdeal%e2%80%8c-%e2%80%8ccard%e2%80%8c/ Tue, 18 Apr 2023 17:43:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6611 Use Case: If you need to create a deal card for claim, cancellation, or service for  an existing policy of an active client, then this enhancement will help you do that easily. When creating a deal card for an active contact, all the policies associated with that contact will be available in the dropdown list to select from. […]

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Use Case: If you need to create a deal card for claim, cancellation, or service for  an existing policy of an active client, then this enhancement will help you do that easily.

When creating a deal card for an active contact, all the policies associated with that contact will be available in the dropdown list to select from.

Once an agent selects an existing policy from the dropdown list, the details of that policy will then show under the Quotes section.

And if any automation has been set for that deal card, and has policy tags in it, it will map the details from the first quote.

The post Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌ appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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