InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to convert a contact/lead/prospect to an active client?

Active Client in the InsuredMine portal is the Contact that has at least one active policy. 

Process to convert a contact/lead/prospect to an active client:

  • Click on 3 dots under the action tab
  • Click on add policy
  • Fill in the policy details
  • Click save
  • Once saved, the contact that was previously a lead or prospect will now get converted to an active client

 

Note: In the contact list the active clients are represented with green color.

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