InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Notes in Policy

Update – The new update enables you to add notes under the policy.
Application – Log updates and details as Notes to the policy

 

Process:

  • Navigate to Policies
  • Click on Add Note
  • Click Save

Note: The Notes added from there will be synced with AMS for AMS360, HawkSoft, QQ Catalyst, and NowCerts integrated agencies

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