InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌

Use Case: If you need to create a deal card for claim, cancellation, or service for  an existing policy of an active client, then this enhancement will help you do that easily.

When creating a deal card for an active contact, all the policies associated with that contact will be available in the dropdown list to select from.

Once an agent selects an existing policy from the dropdown list, the details of that policy will then show under the Quotes section.

And if any automation has been set for that deal card, and has policy tags in it, it will map the details from the first quote.

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