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Adding a Policy Category

In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,

Renew policy button: Policy

Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change

Policy – Lists & Search filters

In this article, you will learn: Filters in Policies and Add Xdates The Policies tab on the left-hand navigation bar can be used to generate

Policy Count per client

When Users complete their profiles on the mobile app and use InsuredMine’s policy wallet function, the agent affiliated with InsuredMine will see all details regarding

Add Multiple vehicles: Policy

From within an auto policy on the InsuredMine Agency Portal, multiple vehicles can be listed and therefore viewable on the client-facing mobile app or client