InsuredMine CRM | Optimize and Grow Your Insurance Agency

Insurance type filters

If you navigate to Engagement and click on List, you will get the option to select an insurance type.

If you navigate to Active Policies, you can click on Filter to select the Insurance type and click on apply.


If you navigate to Opportunity and click on Renewals or Cross-Sell, select filter to select the insurance type and click on apply.

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