InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add X-dates policy

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.

Enhancement: May 2021

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