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Contact
All client information
Populate only related information for Contacts, Accounts, Policies and Deal cards in Add Notes
Update – Mentions in the Add Note option will populate the account, and policy information will only be tagged to the selected contact. This change
Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic
Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly. Application –
Contacts now have the option to include the Insured address in Contacts, Accounts, and Pipeline
Update – Added the option to include the Insured Address in a contact. Application – Ideal for clients with multiple properties. The insured address can
Add new contact through eSignature
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
Map Texts to Existing Contacts
This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.
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
Add Multiple Texts in Custom Fields
Now you can add multiple texts in custom fields while adding or updating any contact. To view enhancement: Navigate to Contacts Click on 3 dots
Add Call log in Call section in Communication Page
If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on
Screen-pop for incoming calls
Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the
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
