InsuredMine CRM | Optimize and Grow Your Insurance Agency

Cross-Sell Specific Carriers (BST)

  • What are the two options for carriers?
  • What carrier to include?
  • What carrier to exclude?
  • When will this workflow be triggered?
  • What is the difference between version 1 and version 2 (deal cards)?
  • Is the Expiry Date the same as the X-Date?

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