All information about Account and contact Management
This will allow an agent to quickly navigate to any client’s 360 Overview, or to their policy overview. When searching by name, in the event
There will be a two-way sync of accounts, contacts, policies, carriers and categories between InsuredMine and Sagitta. While adding accounts: The address is the mandatory
Description: When adding notes, we have the choice of adding a note to mapped contacts, policies, or accounts. The note will be connected to that
Description: The new feature has been introduced where now we can see the archived list for contact, account and policy. Navigation: Navigate to contacts module
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
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Most Search: Ams360Release Notes
