Contacts now have the option to include the Insured address in Contacts, Accounts, and Pipeline

Update – Added the option to include the Insured Address in a contact.

Application – Ideal for clients with multiple properties. The insured address can now reflect all the client’s properties, and the current address can reflect their communication address.

Process: 

• Navigate to the Contacts section and click on Add Contact
• Enter the Insured Full Address

• You can verify the entered Insured address in the contact tab under Accounts 360, Pipelines card detail, and Contact 360.

• Accounts 360 contact tab 

• Pipeline Deal Card  

• Clicking on the insured address link will navigate to the Google Maps page

Note – Tags are also added in Engagements, List, Template, SCD, Pipeline, Opportunities, WorkFlow, Automation, and Bulk Text.

• Insured State, Country, Zip, and City tags can be sent to a selected contacts list.