AMS360 business unit tags
Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates. Note: These
InsuredMine is SOC 2
Type II Certified
AMS 360
Information on integrating with AMS 360, a popular agency management system.
Default sync fields while adding contact in AMS 360
In this article, you will learn: To save the default sync fields: While adding a contact in AMS 360, agents can now add and save the
Personal/Commercial Accounts and Contacts Logic in Insuredmine for AMS360
Scope: This document is created for the purpose of providing the logic behind the accounts and contacts mapping for both commercial and personal accounts for
Reports – Save, Run, Download or Move them to a List
In this article, you will learn: How to view the reports? How to sort table columns for a report? How to Filter the reports? How
Handle CSR for AMS360 Agencies
If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter
Workflow and SMS sync up in AMS360
In this article, you will learn: Changes in Add Deal section for AMS 360 Sync up of account and contacts between InsuredMine and AMS 360
Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic
You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account. For
