Information about Account and Contact Management
Release Date: March 13, 2024 We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and
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
Release Date: March 9, 2024 Previously, accessing numerous notes within an account or contact was difficult, but now, Account360 and Contact360 feature a dedicated search
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
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
 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
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
Release Date: September 30, 2023 Overview Users can manage contacts directly from either Account360 or the Directory/Contacts section. This functionality allows users to add new
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
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
Update – Added the option to include the Insured Address in a contact. Application – Ideal for clients with multiple properties. The insured address can
Use Case:Â Sometimes one person may own multiple businesses and he would like to keep each business as a separate entity but himself as common contact.
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