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…