InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy Form Implemented in Pipeline for HawkSoft

Description – Policy form drop-down added to Add Deal option in all modules 

Process:

  • Navigate to Pipelines to add a deal card. Click on Add deal.
  • Scroll down to select the policy form from the Policy Form drop-down.

  • Policy form can also be added under Quotes after adding a deal card.
  • Navigate to Quotes.

  • Click on Add quotes. It will be reflected as a policy form for the Deal card.

 

Note:

  • The policy form field is available in the Add Deal Card option throughout the portal, such as Headers, Pipelines, Contact 360, Contact, Account 360, and Work Email, Opportunities module.
  • A filter of Policy Form has been added. You can also filter deal cards based on the Policy Form.

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