InsuredMine | Optimize and Grow Your Insurance Agency

Accounts

All information about a client with policy.

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 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

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

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.