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
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Fill in the details and save the policy.
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2. Adding X-Date to Policy
Select the policy/ policies and click on Add X-date
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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.
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Enhancement: May 2021