All information about a Configuration
Feature release Date: February 1st, 2025​ Now admins will be able to manage the visibility of the Insured App’s chat feature by restricting its access.
Feature release Date: February 1st, 2025​ With our latest enhancement, you can now add and manage fields while creating an Account or Contact, including setting
Feature release Date: February 1st, 2025​ With our latest enhancement, agencies now have more options for deleting a user that indicates clear reasoning behind user
Feature Release Date: 28 December, 2024 With the latest December release, admins will have the capability to authorize and configure Auto/Manual sync access at agency
Feature Release Date: 28 December, 2024 Now, you can set four new fields as mandatory when adding a new deal card in the Add Deal
Say No to Line Busy! With the new Call Forwarding feature Admin/Agents can easily redirect incoming calls to a designated phone number, ensuring that important
Earlier, there were complications on displaying full agent names for the few agents which are not present in InsuredMine instead it was showing the agent’s
With our latest update, easily sync Auto/Home category policies with raters like TurboRater, PL Rater, and QuoteRUSH directly from the policy module. Use Case: Sync
The Holiday Setup feature allows users to customize and manage holiday schedules. This enhancement simplifies the process of adding both custom and federal holidays to
Activity Sync Restrictions let AMS360 users control and customize activity syncing for improved workflow and compliance. Use Case: Make AMS360 work better for you by
If the admin wants to notify the CSR about any incoming text via email, they need to click on ‘Send Email Notification to the CSR’.
Once you have set up your fiscal year with InsuredMine, the data pertinent to your setup will become visible to you within the sales goals
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