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Accounts
All information about a client with policy.
Send Schedule Text
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.
Save and Schedule Account Reports
Description – Create and schedule account reports to run and download at any point in time. Use Case – Save and schedule customized reports on
Download Account Report
Description – Agents can now download the complete Accounts information into an excel sheet. Use Case – Instant report to review and share Accounts information
Tag agents through comments in Notes
Update – Tag agents through @mentions while adding comments to a note. This enhancement is currently available only for Hawksoft and Applied Epic agencies. Use
Select and send multiple files for eSignature through card detail and 360
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature
Logs added to Account 360
In Account360, the account logs section is added. So now if you edit or add anything to accounts the changes will be visible in the
Unsubscribe in accounts
You can now select the options for “Do not contact” even while adding an account. To view the enhancement: Navigate to Accounts Click on the
Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360
Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and
Reactions in the notes – Pipeline, Contact, Account
At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Resize the table column size
This feature has been implemented throughout the portal. You can increase or decrease the size of the column in the table. Simply drag the corner
Display of contact name in account 360 for tasks, notes, email, and text
You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has
