Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement will help you do that easily.
When creating a deal card for an active contact, all the policies associated with that contact will be available in the dropdown list to select from.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/03/05153709/image-480.png)
Once an agent selects an existing policy from the dropdown list, the details of that policy will then show under the Quotes section.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/03/05153708/image-481.png)
And if any automation has been set for that deal card, and has policy tags in it, it will map the details from the first quote.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/07/05153707/image-482.png)