InsuredMine | Optimize and Grow Your Insurance Agency

Where can I add additional notes related to a policy?

Additional notes can be added in the expanded policy number window, by clicking on pen icon in the policy information segment i.e. the first segment on the left.
Enter the notes in the notes field and click on the Tick Mark icon at the top of the segment to Save.

Would you recommend this article?

Contact Us

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

EMAIL

PHONE

OUR LOCATION