There will be a two-way sync of accounts, contacts, policies, carriers and categories between InsuredMine and Sagitta. While adding accounts: The address is the mandatory
Description – eSignature File Sync To AMS. Use case- Â eSignature captivity can be tracked in AMS by agents. Process-Â Go to a Contact that is
Now you will get the option to sync the email campaign with AMS 360 that you send to any contact. Note: This feature is applicable
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
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