AMS360 Integration
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
InsuredMine is SOC 2
Type II Certified
ams360
Submission Pipeline Automation for AMS360 agencies
Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
Cancellation Pipeline Automation
How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through
Campaign from the agent mapped to contact (exclusively for AMS360 users)
Note: This feature works for only AMS360 based agency users(agents) Sender type is the new field that we have introduced, and by default, it will select the
Sync email campaign with AMS360
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
Policy Transaction Report
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
Policy Status report in Time Series
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
Renewal Pipeline Automation
In this article, you will learn: How does Renewal Pipeline Automation function? Timing for Renewal Automation to kick in Choosing an agent to handle retention/renewal
AMS360 Integration Setup
In this article, you will learn: You are required to configure Activity/Suspense setup of AMS 360 to sync with Insuredmine at agency level . To
AMS360 business unit tags
Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates. Â Note: These
Default sync fields while adding contact in AMS 360
In this article, you will learn: To save the default sync fields: While adding a contact in AMS 360, agents can now add and save the
