InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to view the policies in the client portal?

You can view your policy from two places: the Policy module and your Dashboard. Click on the 3 lines to open the menu and select the policy icon. This will open the page where you will find the list of all your policies. You can click on any policy and the details of the policy will show up on the right side.

In the policy list, you will have a policy name, agent name who is handling your policy, and policy premium details.

In this list, you will find the number of active and inactive policies.

Note: In this section, you will find all the policies that have been either added by you or by your agent.

  • Policies added by you will have no name because you added them
  • Policies handled by multiple agents will have all of the agent’s names
  • You will only be able to edit the policies you added

In the Dashboard:

You can view the policy details in the total policies section

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