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Track Insurance Coverage
Track Insurance Coverage

Easily track your customers insurance coverage against what’s available on your policy

Updated over 5 months ago

When you sell insurance, it’s important to know the total amount of coverage your customers have purchased from you; that way, you can ensure you always have enough available on your insurance policy to cover the total value you’ve sold.

Our new Customer Coverage Sold stat on your Insurance page does the hard work for you by automatically tallying the total amount of cover your customers with active subscriptions have.

We then let you add the amount of cover you own on your policy (for each site) and automatically highlight how much is left to be sold or oversold so you can increase your cover if necessary.

To do so, visit your Insurance page and press Update beside the Total available on the Policy stat.

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