Canopy Connect Integration (Phase 2)
With the latest Phase 2 integration, we have made it simpler to connect Canopy with IM. In Phase 1, you had to enter multiple details
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Epay Integration
The ePay Integration with InsuredMine combines the robust payment processing capabilities of ePay with the comprehensive insurance management functionalities of InsuredMine. This seamless integration empowers
Social Media Integration (LinkedIn)
Previously, users had to manually copy the link and share email campaigns on their LinkedIn page. However, with LinkedIn’s integration into InsuredMine, sharing email campaigns
Canopy Connect Integration with InsuredMine
With Canopy integration with InsuredMine, you can easily review your current insurance details, including your premiums, coverage limits, what’s covered, deductibles, and other important policy
Customize Action Items in AMS360
You can now customize and map InsuredMine activities to AMS 360 Activities. To customize the mapping of activities: Navigate to Settings Scroll down to
Manual Sync of Activities in AMS360
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
