Policy Data in the Deal Card
In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is
InsuredMine is SOC 2
Type II Certified
active client
How to convert a contact/lead/prospect to an active client?
In this article, you will learn: Process to convert a contact/lead/prospect to an active client: Active Client in the InsuredMine portal is the Contact that
