InsuredMine CRM | 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