Smart Search (UI Enhancements)
Feature Release Dt: 1st of Feb, 2025 The new Smart Search UI is now simpler and more user-friendly. Previously, searches were limited to contacts, accounts,
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Smart Search
Explains the Smart Search feature.
Need sorting option in Contact and Account column in Smart Search Page
Now, on the smart search page, you have a dedicated sorting option for both Contact and Account columns. This feature allows you to arrange your
Smart Search for Efficient Directory Navigation
In this article, you will learn: What is smart search? How to Use the Smart Search Feature in InsuredMine? Distinguishing Features: Smart Search Box vs.
Practical scenarios for mastering effective searches
Practical scenarios for mastering effective searches Insurance agencies can benefit from various search queries within InsuredMine. Here are some common examples of different search queries
Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic
You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account.  For
