Canopy Connect Integration (Phase 2)
The latest Phase 2 integration makes it much easier to connect Canopy with InsuredMine. In the earlier Phase 1, you had to enter multiple details
InsuredMine is SOC 2
Type II Certified
System Preferences
All information about a System Preferences
Microsoft Native Auth Email Connect
Connect with your Email account with Microsoft Native Auth Email Connect, made to effortlessly integrate your email accounts using Microsoft 365 Native Authentication. Whether you’re
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
Edit Sender List
Earlier, the sender list could only be refreshed following email verification. However, you now have the flexibility to delete entries based on your preferences. To
Configure Your Multiple Factor Authentication
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
Uploading a file
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
MFA Integration
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
Enable disable MFA from admin setting
The admin can now enable or disable MFA authentication for any agent. To view the enhancement: Navigate to Settings Click on MFA Slide the
IP Tracking to trace agent login details
Update – Added a new feature to track the IP address, time, and login information when agents log in to the portal. Application – A
Affiliate Program
Every Independent Insurance Agency could benefit from quicker closing, better client engagement & more business. Current users of the InsuredMine platform can refer to other
