Activity Types
'Customer' is getting a Home insurance quote. Where: This activity will appear in Lead Management Why: To alert sales staff that there is a customer activity obtaining a quote in thru How: This activity will populate after the customer has passed the name, d/o/b and email address page in thru. Clicki…
Application for Insurance
When a policy is being issued in thru, an application for insurance (AFI) is sent to the customer by email, by clicking the Email button on that page. Once Check out is completed, an email is sent to the customer. * An activity is generated, in bond, as a reminder that the customer needs to read and accept t…
Activity Tracker Report
Activity Tracker Report You can locate the report in the insights module, under the category of Operations. For assistance in accessing the reports in Power BI, there is an article in this Knowledge Base called Instructional Guide - Power BI Web Access. To fully understand the contents of the reports and the d…
Activity features
* NEW Feature - December 2022 - Force Close Activity * NEW Feature - December 2022 - Reopen Activity Create a new activity in thru Using the vertical broker panel, select the Activity icon when completing a quote or within a customers file. Create a new activity in bond Open the customers file and …
