InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add the second policy for same client enhancements

Now, when adding a new policy manually to the InsuredMine platform it is much easier to add a second policy, back-to-back for the same insured. It is no longer necessary to navigate between multiple screens, and the account information will now stay pre-loaded as the agency user fills in the new policy data. This is all thanks to the Add New for Same Client button.

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