Add & Delete Contact
You can add or delete a contact from either – Accounts tab or Directory tab. Account 360 – Contacts can be added or deleted from specific accounts. Search
InsuredMine is SOC 2
Type II Certified
Account and Contact Management
Information about Account and Contact Management
Add and upload contacts
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
Add new contact through eSignature
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
Contacts now have the option to include the Insured address in Contacts, Accounts, and Pipeline
Update – Added the option to include the Insured Address in a contact. Application – Ideal for clients with multiple properties. The insured address can
Create multiple accounts with the same contact
Use Case: Sometimes one person may own multiple businesses and he would like to keep each business as a separate entity but himself as common contact.
Merge Contacts for AMS synced
In this article, you will learn: How to sync Insuredmine contact with AMS contact? How to merge the contacts with AMS? How to do merge
Nickname for Contacts
Go to the Contact. Navigate to add icon on the extreme top right. Click on add contact . While adding contact a new field of nickname is provided. Fill all the fields
Primary Contacts, Relationships & Policy Handling
In this article, you will learn: Primary and Secondary Contacts in an Account Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360
Tag in Contacts
In this article, you will learn: Creating a tag: Viewing contacts for specific tags Updating tags for existing contacts Creating a tag: 1. Click on
X-Date functionalities throughout the portal
In this article, you will learn: How to add an X-date from the Contact section? How to add an X-date from the Contact section? How
“Merging not required” – in duplicates and merge contact section
You can select and remove the contacts for which merging is not required. To view the enhancement: Navigate to Contacts Click on the three-dots
Accounts and contacts new architecture
In this article, you will learn: How to add a new contact? To add more contact to the same account: To edit the contact: How
