How To Create a Reminder

Use the Dashboard in ASM for this task

Step 1. Go to the dashboard in ASM and press the ‘Add Widget’ button.


Step 2. Select the type of policies you want to be reminded about: Expiring, Renewing, Canceled; select the time period and agents/locations to be shown. Give the reminder a title.

Step 3. Now you can see the reminder on the dashboard!

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