You can leverage CBSI iComp to store much more information than just the basic insured or policy details. CBSI iComp enables you to track unlimited custom information about each one. User-Defined Fields are one of the shared modules in of iComp and is fully integrated with the Applications, Audit Tracker, Agents, Insureds and Policies forms. You can add and store as many User-Defined Fields as you want.As a Marketing Representative, for example, you might create a User-Defined Field for each client’s birth date, dog’s name or favorite sport, will help you in the next sales call – and the customer will think he’s the most important one on your list. Continue reading “How to Use the User Defined Fields Feature”
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