Automate NAICS code on Commercial Account Creation
Now, obtaining the NAICS code is much easier than before. No need to click on the AI to generate the code. Just make sure you
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Contacts and Communication
All information about Contacts and Communication
Stop Scheduled emails from Deal cards/Contact/Account
With Insuredmine, you have the flexibility not only to set up email schedules within pipelines, contacts, and accounts but also to view, modify the scheduled
Option to resend text from Pipeline, Account, Contact
Within account, contact or pipelines modules, discover the convenience of resending texts to particular phone numbers, streamlining your communication processes with ease. Navigate to any
All tab in communication for Contact360 and Account360
The recent update introduces an “All” feature within the communication section of both account360 and contact360. Navigation: Go to the Accounts/Contacts section. Select an Account/Contact.
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
Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
Communications in Account360 (email, text)
The communication tab has been added to Account 360. Here, all the communications performed via email and text message will be visible here. Note: If
Display of contact name in account 360 for tasks, notes, email, and text
You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has
Email Opt – In/Out for Contacts in Account 360 view
Sending an email to clients is important and providing an option to opt out is equally important. For marketing campaigns, agents need to ensure that
Add/Edit account with NAICS code generated using AI for commercial accounts
Description – Introducing a NAICS code creation and editing tool using artificial intelligence for commercial accounts created in the account module. Benefit – Create and
Tag agents through comments in Notes
Update – Tag agents through @mentions while adding comments to a note. This enhancement is currently available only for Hawksoft and Applied Epic agencies. Use
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
