Call Forwarding
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
InsuredMine is SOC 2
Type II Certified
Configuration
All information about a Configuration
Agent initials and Agent Name Mapping for HS
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
Sync with Rater from policy (TR, PL, QR) – Auto/Home
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
Holiday Setup Changes
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
AMS360 Activity Sync Restrictions
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
Send SMS Notification to the CSR
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’.
Fiscal Year Setting on Agency Level and Goal Setting
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
Mandatory fields in Lost Deal similar to the Won deal
In Lost Deals, just like in Won Deals, users can now specify additional required information. Admins have the flexibility to customize these mandatory fields from
Manage account type for Users in Settings
The latest enhancement allows administrators to grant access to agents based on specific account types. This feature enables agents to create accounts tailored to their
Deal Category” as a mandatory field option under the Won Deal restrictions
The latest enhancement introduces the addition of the “Deal Category” field as a mandatory field for won deal restrictions within the settings. This update ensures
Revenue as mandatory field for Add deal and Won Deal
The latest enhancement includes the addition of a “Revenue” option within the Mandatory fields for both adding and marking deals as won. This update allows
Account delete restriction
The latest update includes a new feature within the “Restrictions” section that allows users to designate specific agents with permission to delete an account. Use
