What is ImageRight?
ImageRight is a software designed to help insurance agencies manage documents and workflows more efficiently. When combined with InsuredMine, it creates a seamless experience for organizing, accessing, and sharing files. Whether you’re adding new documents, updating existing ones, or simply finding what you need, this integration makes it easy.
Why Use ImageRight with InsuredMine?
The integration between ImageRight and InsuredMine is a game-changer for insurance agencies. Here’s what it offers:
- Easy Access to Files: Quickly find and organize documents, folders, and pages.
- Effortless Updates: Add new files or enrich existing ones with additional pages.
- Download and View: Download documents in their original format or view them directly in your browser.
- Seamless Sync: Keep your files up-to-date across platforms without manual effort.
Note: This feature is currently available for AMS360 users.
How to Get Started with ImageRight in InsuredMine
Step 1: Access Your Account 360 Page
- Log in to InsuredMine and go to the Account 360 page for the account you’re working on.
- Click on the Files section.
- Look for the ImageRight option in the drop-down menu.
Step 2: Explore Your Documents
- Open the Global Training Drawer.
- Navigate through Files > Folder > Documents > Pages to find the content you need.
Step 3: Add a Document:
- Click the ‘+’ icon in the document section.
- Choose the document you want to add.
- A pop-up will appear:
- Select the document type (e.g., PDF, Word, Excel).
- Enter a name for the document.
- Click Save to add it.
Step 4: Add a Page to a Document
- Click the ‘+’ icon within the document.
- Select “Add Page.”
- Select the Document from your local system to add as a Page.
- The page will be added to your document instantly.
Step 5: View or Download a Page
- To view or download a page, simply click on it.
ImageRight Page Download Behaviour
Here’s a quick guide to the types of files you can work with and how they can be accessed:
File Type | Direct Download on Click | Open in Browser on Click |
No | Yes | |
Word (DOC/DOCX) | Yes | No |
Excel (XLS/XLSX) | Yes | No |
PowerPoint (PPT/PPTX) | Yes | No |
Text (TXT) | Yes | No |
Web Files (HTML/HTM) | Yes | No |
Images (JPEG, PNG, GIF) | No | Yes |
Why This Integration is a Must-Have?
The InsuredMine and ImageRight integration is designed to make your life easier. Here’s why it’s a must-have for your agency:
- Save Time: Quickly find and organize documents without hassle.
- Stay Organized: Keep all your files in one place, neatly categorized and easy to access.
- Work Smarter: Add new documents or pages with just a few clicks.
- Stay Updated: Sync files across platforms to ensure you’re always working with the latest version.
This integration isn’t just about managing documents—it’s about giving you more time to focus on what really matters: serving your clients and growing your business.
Ready to Explore?
Getting started with ImageRight and InsuredMine is simple. Follow the steps above to access, organize, and manage your documents with ease. If you have any questions or need assistance, our support team is here to help.
