Tags offer a great way to personalize the use of the system and organize your insureds and prospects.



To create and customize your own tags, follow these steps:



1. From your main navigation menu, under "MISCELLANEOUS", click on "Agency Customization" and then click on "Tags."





2. Click on the "+Add New" button (located to the right of the Task Categories List) to create a new tag





3. Define a category and its related tags. You can also assign a color for every tag.




4. Don't forget to click on the blue "Save Changes" button to save your new tags





Now you can apply, view, and edit tags on Insureds from the "Insureds" page:





To quickly apply a tag, follow these steps:


1. From the "Insureds" page, click on the "Actions" button located next to the Insured's name on the "Insureds List" and then click on "Apply Tag". Or, you can click on "View" in the right-most column, "Tags".  A pop-up where you can view all applied tags (or assign a new one) will appear.






A tag can also be applied from the Insured's "Details" page by clicking the "Actions" button in the top right corner of the page  from the "Other" tab:






You can also add tags to Policies, Prospects/Leads, and Opportunities. You can also add them to Contacts such as MGA's, Finance Companies, Carriers, Certificate Holders, and Referral Sources.