Information on integrating with AMS 360, a popular agency management system.
The integration between AMS360 and Benefit Point (BP) establishes an easy data exchange mechanism between these two platforms, catering to the specific needs of insurance
Description: You can now set renewal automation based on each department. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through
Note: This feature works for only AMS360 based agency users(agents) Sender type is the new field that we have introduced, and by default, it will select the
Now you will get the option to sync the email campaign with AMS 360 that you send to any contact. Note: This feature is applicable
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
In this article, you will learn: You are required to configure Activity/Suspense setup of AMS 360 to sync with Insuredmine at agency level . To
Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates. Â Note: These
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