InsuredMine CRM | Optimize and Grow Your Insurance Agency

New business, renewed and cancellation reports

 The Reports module now includes additional options: New Business, Renewed, and Cancellation Reports. This feature is accessible for AMS users, allowing them to download these reports.

Navigation:

  1. Go to the Reports section.
  2. Select New Business, Renewed, or Cancellation reports.
  3. View and download the reports.

Note: The displayed data pertains to the last 12 months.

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