Users, Roles, and Access
In this article, you will learn: Data Access to all agents (On Request) Edit Access – Report, Deal card, Template, Contact InsuredMine Agency Portal user
InsuredMine is SOC 2
Type II Certified
Configuration
All information about a Configuration
Deactive agent with reasons
Description: The new feature has been added where when we are deactivating any agent then we will get an option to add the reasons for
Restrict Edit/Delete Notes
Admin can restrict edit or delete notes action for selected agents. Â To view the enhancement: Â Navigate to settings Click on restrictions Scroll to
Restriction: Bulk action – Pipeline, Contact, Tasklist
The admin can revoke bulk action features in Pipeline, Contact, and Tasklist for any specific agent or all agents. To grant or revoke bulk action
Policy delete restriction
Managing policy data is easier by providing restricted access for deleting policy information. The admin can control access for making changes, deleting, canceling, or reactivating
eSign delete restriction
Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete
Lead Source and Download Reports Access Restrict
Admin can restrict agent access to Lead source and download reports. To view the enhancement: Navigate to settings Click on restriction Search for the agent
Tags and Labels Restrictions for Agents
Now admin/ managers can restrict access to create tags or labels for their agents. To view the enhancement: Navigate to Settings Click on Restrictions Move
Disable all Restrictions
You can enable or disable restrictions for any module access for all agents at a time. This restriction will be available for Contact Delete, Dealcard
Select Mandatory Fields
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
Mandatory Fields for Deals Won
Now you can set mandatory fields that need to be filled while marking a deal card as won. Admin can set these fields from the
Session activity timeout setting
The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can
