Sagitta Guide

What Will You Learn?

• This course provides a comprehensive look at the available integrations InsuredMine clients have access to with the AMS portal of your choosing. Items covered in this section include:
• Data Mapping:  Discover which data points are shared between the two portals, and how we map that data during the integration process. We have included detailed charts in this throughout this guide to further educate you on the data transfer between InsuredMine and your AMS.
• Data Syncing: Our detailed step-by-step data sync guide provides you with the neccessary knowledge to initiate a sync, including any required fields and alternative sync options like auto or manual sync.
• User Access and Permissions: Additional context regarding the access level and permissions of users, and the effect any changes to their roles in AMS may have on the InsuredMine portal.
• If you have any additional questions regarding the AMS integration or your InsuredMine portal in general, please don't hesitate to contact your Customer Success  manager or utilize the live chat button in the bottom right corner for asssitance from our support team.