xanatek Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Sat, 26 Jul 2025 11:34:28 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico xanatek Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Xanatek – Claims in Policy details https://www.insuredmine.com/knowledge-base/xanatek-claims-in-policy-details/ Sat, 26 Jul 2025 11:28:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46963 We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from Xanatek. Use Case: This enhancement allows users to view all associated claims directly within each policy detail, improving accessibility and context. It streamlines workflows by integrating Xanatek claim data into […]

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We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from Xanatek.

Use Case: This enhancement allows users to view all associated claims directly within each policy detail, improving accessibility and context.

It streamlines workflows by integrating Xanatek claim data into the Policies module.

To View the Enhancement: 

  • Navigate to the Policies module.
  • Under Policies select any Policy.
  • Click on Claims.

Here, you can see the claims information

Claims data originating from Xanatek is now being integrated and displayed within InsuredMine, ensuring seamless access to relevant information.

The post Xanatek – Claims in Policy details appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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