Life & DI Insurance Tracking

On every contact's page, you'll find an Insurance tab that helps you monitor the insurance policies you sell to individuals.

Key Features:

• View Insurance Details:

  The Insurance tab displays all the insurance records linked to that contact, including the status, provider, date, and type (life or disability), along with any notes you’ve added.

• Add New Insurance:

  Easily add a new insurance record by entering the relevant details. If the contact is already in your database, you can link the insurance record to that contact. All the associated details will then be visible in their insurance history.

• Deal Integration:

  Any insurance records you add will also appear in the deals associated with that contact. This allows you to quickly reference their insurance status when managing or reviewing a deal.

This streamlined feature ensures that you have a clear and comprehensive view of all insurance transactions, helping you manage and follow up on your sales effectively.