Contracts - Feature Overview

The ‘Contracts’ is one of the core CRM features that allows users to create and manage insurance policy contracts, and capture all necessary details about the insurance products that clients have purchased, including premiums and commissions.

The ‘Contracts’ feature consists of two key elements, the ‘All Contracts’ table and the ‘Contract Details’ view. The ‘All Contracts’ table, as the name suggests, displays the full list of contracts, and offers the search and filtering functionality, enabling users to quickly find necessary insurance policies, or create custom lists, to have the most important contracts at their fingertips. The ‘Contract Details’ view provides instant access to the premiums, customer payments, and commissions associated with each policy. It allows users to easily identify all employees responsible for policy management and customer support (refer to the ‘User Roles’ section for more information).