InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy Premium Range Filter

Now in the Policy Module, you can filter policies based on their premium amount range. By inputting values in the ‘From’ and ‘To’ fields, users can easily filter policies and view only those that match the specified premium range.

Navigation:

  1. Navigate to the Policies section.
  2. Click on the Filters option.

3. Select the desired range by specifying the ‘From’ and ‘To’ amounts.

4. Apply the filter.

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