InsuredMine CRM | Optimize and Grow Your Insurance Agency

Configuration

All information about a Configuration

AMS360 Activity Sync Restrictions

Activity Sync Restrictions let AMS360 users control and customize activity syncing for improved workflow and compliance. Use Case: Make AMS360 work better for you by

Send SMS Notification to the CSR

If the admin wants to notify the CSR about any incoming text via email, they need to click on ‘Send Email Notification to the CSR’.

Account delete restriction

The latest update includes a new feature within the “Restrictions” section that allows users to designate specific agents with permission to delete an account. Use

User Management

In this article, you will learn: How to Add a User? Agent adding notification to the new user How to change the role and edit

Access Manager (Old UI – V1)

In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using

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