Getting Started (11)
Training Sessions (82)
Report (5)
Release Notes (22)
Policies (14)
Accounts (13)
Contact (39)
Client Portal (7)
Integration (22)
Pipelines (64)
Engagement (60)
Setting (24)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (17)
Tasklist (4)
Google Reviews (4)
Calendar (1)
Carrier (2)
Dashboard (35)
FAQ (1)
Form (13)
Document Manager (1)
Accounts
All information about a client with policy.
Advanced Search- Contact, Policy, Account & Deal Card
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
Archive Accounts
While deleting an account you can either select to delete the account or can delete all the data related to that account such as contacts,
Mapping of email and mobile to the account while adding a commercial deal for new business and new contact
While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to
Filter by Lead Source and Disposition in Contacts and Reports.
In this article you will learn: Lead Source and Disposition Group By option in Reports Lead Source filter in Reports Search tab in Reports
Mapping of Relation datapoint from AMS
In this article, you will learn: Relation column view in Contacts Relation column view in Accounts: For Contacts and Dependents Relation column view in Contact
Primary Contacts, Relationships & Policy Handling
In this article, you will learn: Primary and Secondary Contacts in an Account Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360
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
Accounts
In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status filter in
Accounts and contacts new architecture
In this article, you will learn: How to add a new contact? To add more contact to the same account: To edit the contact: How
Description for all deals, contacts and accounts
An extra notes section while adding a deal, new contact and account360. You can add a Note directly from the Directory/ Contacts when adding a
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
Create Tasks
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
