In this article, you will learn:
Add X-date policy/data through the InsuredMine agency portal by following the steps mentioned below.
1. Add & Save Policy
Go to Policies from the left navigation bar and click on Add Policy
Fill in the details and save the policy.
2. Adding X-Date to Policy
Select the policy/ policies and click on Add X-date
3. View Policy
Once you have saved the X dates policy with the required information, you can view them in the list form in the policy section. You can filter the policies which have X-date added to it. For this navigate to filter and click on x-date and select yes.