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Feature release Date: February 1st, 2025​ With our latest enhancement, admins and agents can easily access recently viewed accounts, contacts, pipeline cards, and policy details,
In this article, you will learn: Admin Access and MFA Configuration Agent Mode and MFA Registration Configure MFA for Agents Agents have the flexibility to
 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
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
In our ongoing commitment to enhancing user experiences, we have made significant updates to our “Get Started” process, “Settings” module and the “Sales Dashboard” feature.
You can now customize and map InsuredMine activities to AMS 360 Activities. Â To customize the mapping of activities: Navigate to Settings Scroll down to
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Follow the simple steps below to upload data into InsuredMine portal. Login to your portal and click on the Settings Section. Click on the Upload File option. Drag and
Multi- Factor Authentication can be configured by the agent himself/herself. One can enable or disable this feature as required. MFA integration will provide an extra
The admin can now enable or disable MFA authentication for any agent. Â To view the enhancement: Navigate to Settings Click on MFA Slide the
Update – Added a new feature to track the IP address, time, and login information when agents log in to the portal. Application – A
Every Independent Insurance Agency could benefit from quicker closing, better client engagement & more business. Current users of the InsuredMine platform can refer to other
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