You can send a link to your clients to download the InsuredMine app helping them to manage their policies more efficiently,
Select Send App Download Link from the Overall button on top of the screen from any module and then just follow the instructions mentioned below.
You can also download app link by going to google play store or apple store.
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.
You can also send a link to your clients to download the InsuredMine app through email or text.
