InsuredMine CRM | Optimize and Grow Your Insurance Agency

Cancelled policy tab in Contact360 and Account360

Description – Policies marked as canceled in AMS will appear in Account 360 and Contact 360 under the canceled tab.

Navigation-

  • Navigate to the Account module.

  • Click on a specific account that is AMS synced to access the policies section.

 

  • Click on the Open in QQ Catalyst option to login.

 

  • Go to the policies section.

 

  • Open a policy and click on Rewrite.

  • Once the policy is canceled, it will be reflected in the canceled tab.

  • A similar canceled tab in the policies section will also be visible in Contact 360.

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