How do I access policies of deals that I have closed via Surer?
Locate the ‘Policies’ tab via the navigation bar on the left. The Policies tab is nestled under ‘Proposals’. You can learn more about this feature via this video tutorial.
Previous PostHow do I sign up for a Surer account?
Next PostI cannot find a particular product in both the custom and instant quote flow. Does this mean I cannot create a proposal for this product to get a quote?
