InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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,

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

Generic filters

Most Search: Ams360Release Notes