How to create a historic booking for INSURANCE

When an agent is working with an Insurance booking, AXUS will automatically pull historical matches of data previously created by the agent or other agents from the same organization

For example: when typing the first few letters of the "Company" (Insurance), a drop down will display any historical matches.



Historical matches will auto-populate the fields with information and an image used in a previous booking.

Historical matches will productively build your agency's own "stored database" for all types of insurance companies. The creativity of options is endless! 


Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Article is closed for comments.