Description: Agents can include the policy number when sending documents for eSignature. Benefit: Agents can track which policies are associated with the documents sent for
Navigate to Active Policies Click on a policy that you want to delete/cancel A notification for canceling the policy will appear in a pop-up box.
This will allow an agent to quickly navigate to any client’s 360 Overview, or to their policy overview. When searching by name, in the event
There will be a two-way sync of accounts, contacts, policies, carriers and categories between InsuredMine and Sagitta. While adding accounts: The address is the mandatory
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
Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou Task In the task section, there are
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,
Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. To see the
Description- Â Xdate will be marked for contact or account. The date on which the policy is canceled will be marked as Xdate in Contact 360
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
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
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