Now you can send a link to your clients to download the InsuredMine app helping them to manage their policies more efficiently, one on platform. Just click on the Send App Download Link from the App Users widget on the dashboard.
Fill in all the information like client name, email address and mode of communication.
Note: Once you start entering customer name, the email address and phone number should populate if you have these details in your system.
Once you have filled all the information, click on Send.