InsuredMine CRM | Optimize and Grow Your Insurance Agency

Renew policy button: Policy

Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change the dates to the next corresponding range. All users should verify dates against the policy period

To view the enhancement:

  • Navigate to active policies
  • Click on inactive tab
  • Select and click on the policy
  • Click on Activate policy and update it as u need 

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes