This feature will help the Representatives and Executives to receive notification of the information shared by the customers via Forms that the agent had shared
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
In this article, you will learn: 1) Add prospect in IM Data Points that will be integrated between Nowcerts & InsuredMine in contact section :
While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when
You can now set up workflow automation by CSR for email and tasks. Â To view the enhancement: Navigate to Engagement Select a Workflow Select
Scope: This document is created for the purpose of providing the logic behind the accounts and contacts mapping for both commercial and personal accounts for
If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter
Insurance CRM and AMS are tools that aid in the efficiency of insurance agencies. These insurance agency software packages include features that help agencies grow
You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account.  For
Now you can upload contacts to your HawkSoft account through CMSMTF File. These CMSMTF Files can be downloaded on the basis of the InsuredMine Form
If you are an AMS360 user, and using Benefit Point as well, then you can connect with InsuredMine for enhancing your insurance sales and client
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