InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to view, download, share and add Documents in the client portal?

You can view the policy documents from two sections, one you can click on 3 lines on the top left and click on Documents, which will open a page with all the policy details, which you can download, and share. Click on add document tab to add documents for your policy. You can also click on the document section in Dashboard to get the details of your policies.

From dashboard:

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