Insurance & Policies

The Insurance & Policies feature gives you the ability to manage the entire customer journey—from building products to handling policies. Easily create and manage products, generate quotes, and oversee policies throughout their lifecycle, including renewals, endorsements, and cancellations. Simplify your insurance workflows and keep everything organized in one place!

1. Product Builder tool lets you design and customize your products with flexible options and friendly interface

2. Quote List lets you manage both customer and anonymous quotes, providing a clear overview to track and take actions on all created quotes.

3.