Under Accounts, add Property/Casualty Insurance fields
I have multiple line insurance clients too. And right now I have to use a separate system to keep track of my clients' Property & Casualty lines of coverage. We can aggregate all other lines of insurance within Redtail like life, health, DI, LTC...it would be great if you could add P/C lines too.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!