Description – Agents can now download the complete Accounts information into an excel sheet.
Use Case – Instant report to review and share Accounts information
Process –
- Navigate to Accounts and select the Setting option from the top-right corner.
- Click on Download.
- The registered email address will be auto-populated under the Recipient section. You may send the report to multiple email addresses by adding the email address manually under the Additional Recipient field.
- Click on the Download button.
- InsuredMine will send an email to all the listed email addresses with a link to download the report.
- Click the Download button in the email to download the excel report into your system.
Note – You can add filters such as Active, Prospect, Inactive, Leads, and Others to download the reports. You can also use the filter icon to filter as per policy count, agent, tags, etc.
