InsuredMine CRM | Optimize and Grow Your Insurance Agency

Claim data in accounts and policies

Description: The policies and accounts module now includes a claim tab.

Benefit: Convenience in viewing claims associated with an account.

Navigation – 

  • Navigate to the account module.


  • Click on an account to go to account 360.
  • Navigate to the claim tab.  All the claims related to that account will be visible.


Note-  You can view the claim tab in the policies module.


Note – Additionally, a deal card can be created in the claim tab\’s action section.



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