InsuredMine | 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 expired tab
  • Select and click on the policy
  • Click on Activate policy and update it as u need 

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