Getting Started (11)
Training Sessions (82)
Report (5)
Release Notes (22)
Policies (14)
Accounts (13)
Contact (39)
Client Portal (7)
Integration (22)
Pipelines (64)
Engagement (60)
Setting (24)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (17)
Tasklist (4)
Google Reviews (4)
Calendar (1)
Carrier (2)
Dashboard (35)
FAQ (1)
Form (13)
Document Manager (1)
Contact
All client information
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
Multiple Select and Assign Agents in Contacts
You can assign agents for multiple contacts in one go! To view the enhancement: Navigate to contacts Select the contacts for whom you want to
Filter by Lead Source and Disposition in Contacts and Reports.
In this article you will learn: Lead Source and Disposition Group By option in Reports Lead Source filter in Reports Search tab in Reports
X-Date functionalities throughout the portal
In this article, you will learn: How to add an X-date from the Contact section? How to add an X-date from the Contact section? How
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
Primary Contacts, Relationships & Policy Handling
In this article, you will learn: Primary and Secondary Contacts in an Account Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360
Add /Edit Account with X-date, tags and sort by filters
You can now add/edit accounts and filter with x-dates and tags. In this article, you will learn: How to add x-date and tag while creating
Unsubscribe/bounce/complaint/manual handling
In this article, you will learn: To subscribe/unsubscribe emails: Automation unsubscribe and handling How can you check what all services are subscribed/unsubscribed for the contacts?
How to convert a contact/lead/prospect to an active client?
In this article, you will learn: Process to convert a contact/lead/prospect to an active client: Active Client in the InsuredMine portal is the Contact that
