How do I Customize the Insurance Tracker App?

The Insurance Tracker App settings get loaded with the configuration feature agency/department. You can customize them according to your requirements by configuring the application.

Steps to Customize:

• Log in and access the Insurance Tracker App from the universal navigation menu bar.

• Click on the More(...) icon and select Settings from the app header.

You will be directed to the Settings page where you can see various settings configurations which include:

• General

• Collaboration

• Quick Links

• Reports

• Tags

• Email

• Email Templates

• Insurance Tracker

• Conversion

• Insurance Types

• Customize App

• App Naming

• Master Layout

• List Layout

• Views

• Security

• Actions