The latest update introduces a new functionality within Categories and Carriers. Now, whenever a Category or Carrier is added through the Epic system, users can effortlessly synchronize it with InsuredMine by simply refreshing the respective section.
Use Case: Streamlines the process of syncing Categories and Carriers added from the epic system into InsuredMine, ensuring data consistency and efficiency in managing insurance-related information within the platform.
Navigation:
- Go to Categories.
- Select Refresh.
3. Navigate to Carriers.
4. Click on Refresh.
