“We have introduced a new enhancement under the Policies section. Now, any details added in Coverage or Vehicle & Driver policies in Epic will automatically sync and appear in the Policies section of the corresponding account in InsuredMine.“
Use Case: Agents can easily bring new Coverage or Vehicle & Driver policies details added in Epic into InsuredMine, saving time and ensuring data consistency.
To View the Enhancement:
Navigate to Policies.
Click on Policy Details.
Click on Coverage to view the added coverage in Epic.
Click on Vehicle and Driver to view the policy details added in Epic.
