InsuredMine | Optimize and Grow Your Insurance Agency

How to update Agent’s name for Active Policy?

Note: This feature is applicable for those who are using InsuredMine as a CRM. So, you need to log in as an Agent to edit the agent’s name of a policy. 

Process to update the Agent name for Active Policy

  • Navigate to Active Policies
  • Select a Policy

  • Click to edit the Policy Details

  • Click on the Agent drop-down menu to choose the agent’s name to change
  • Click save

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