InsuredMine CRM | Optimize and Grow Your Insurance Agency

Group by Payment Frequency in Book of Business

Description – Sort your Book of Business content by Payment Frequency.

Use Case – Convenience to group by and vew the Book of Business by the payment frequency

Process: 

  • Navigate to Reports and select the Book of Business tab.
  • Then go to Group by and select Payment Frequency.

  •   You can view the data sorted based on the Payment Frequency of the policy.

Note: The sort is based on the payment frequency you select while creating new policies.

 

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