Managing Insureds and Submissions
Learn how to track your clients and collaborate with your team.
By Jeremy1 author2 articles
NotesNotes let you and your team leave comments on any Insured or Submission. They’re a great way to track decisions, flag follow-ups, or keep everyone in the loop — all…
VIN DecoderOur VIN Decoder automatically fills in vehicle details — year, make, model, and body type — using the VIN numbers already entered in your Vehicles table. Instead of looking up…