Payment feature in card detail, account360, and contact360
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
Account and Contact Management
Information about Account and Contact Management
Need Search Option in the timeline for Contact360 and Account360
Within the timeline tab, both Contact360 and Account360 now boast a dedicated search function. This enhancement allows users to swiftly retrieve specific activities without the
Merge Accounts and Contacts with Enhanced Search Functionality
We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and contacts that share identical email
Contact Module- Filter for Month of Birth
In contacts within filters, there is a recent addition called the ‘Birth Month’ filter, providing you with a convenient way to categorize contacts based on
Search Option in Notes for Account360 and Contact360
Previously, accessing numerous notes within an account or contact was difficult, but now, Account360 and Contact360 feature a dedicated search bar, streamlining the process of
How to Merge Accounts ?
Merge Accounts for AMS Synced Simplify the process of merging your accounts easily and efficiently within InsuredMine by selecting multiple accounts associated with the same
Select Contact and Create List
Now, from the contacts module, you can choose and make a list of contacts. This allows you to easily send bulk texts and email campaigns
Add dependents as Contact for ams360
 Now easily manage dependents in Account 360 by adding them as contacts. The “Add as a Contact” option within dependents simplifies the process, without a
Add /Edit Account with X-date, tags and sort by filters
You can now add/edit accounts and filter with x-dates and tags. In this article, you will learn: How to add x-date and tag while creating
Add & Delete Contact
You can add or delete a contact from either – Accounts tab or Directory tab. Account 360 – Contacts can be added or deleted from specific accounts. Search
Add and upload contacts
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
Add new contact through eSignature
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
