Getting Started (12)
Training Sessions (82)
Report (7)
Release Notes (25)
Policies (14)
Accounts (21)
Contact (52)
Client Portal (7)
Integration (24)
Pipelines (77)
Engagement (66)
Setting (22)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (4)
Google Reviews (5)
Calendar (1)
Carrier (2)
Dashboard (36)
FAQ (1)
Form (16)
Document Manager (1)
Opportunities (2)
Work Email (5)
Contact
All client information
Form Tag Responses in Account 360 & Contact 360
Now you will get the Form Tag Responses both in Contact 360 and Account 360 section of the contact. To view the enhancement: Navigate
Pinned Notes in Contacts and Accounts
You can now pin and unpin your notes in the contact 360 and the account 360 section. Once you pin the notes, they will appear
Logs in Task
This enhancement is done for easy reference. Whenever you edit any task, all the edits will be logged under the activity section in the edit
Edit Notes in Account360, Contact360, and Deal Card
You can now edit notes from Account 360, Contact 360 and Deal Cards. To view the enhancement: Navigate to Notes section under each section-
List all forms completed in Contact360
In the form section under Contact360 you will find all the forms responses that you have received from the client. You can send any form
Manual Sync of Files Tasks & Notes
You can manually sync the files, tasks, and notes from InsuredMine to NowCerts and QQ Catalyst. Note: In case if the files, task, or note
Forward Email from Deal Card and Contact360
Now you can forward emails from the deal card and contact360 section. This enhancement will help you have an easy communication process. To view
Notes with Files in Contact360 and Pipeline Card
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
Contact Upload with Multiple Agents
You can now upload bulk contact and assign the contacts to multiple agents at one time. To view the enhancement: Navigate to contacts Click on
Organize Files into Folders in Contact360
Now you can create folders to store all your documents in Contact 360. To view the enhancement: Navigate to contact 360 of a contact.
Advanced Search- Contact, Policy, Account & Deal Card
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
Create list in contacts, opportunity, report
In this article you will learn: Create and save a list in contact Create and save a list in opportunities Create and save a list
