InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy

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

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