InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add X-dates policy

In this article, you will learn:

Add X-date policy/data through the InsuredMine agency portal by following the steps mentioned below.

1. Add & Save Policy

Go to Policies from the left navigation bar and click on Add Policy

Fill in the details and save the policy.

2. Adding X-Date to Policy

Select the policy/ policies and click on Add X-date

3. View Policy

Once you have saved the X dates policy with the required information, you can view them in the list form in the policy section. You can filter the policies which have X-date added to it. For this navigate to filter and click on x-date and select yes.

Enhancement: May 2021

Related Articles

Would you recommend this article?

Related Categories

Contact Us

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

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes