InsuredMine CRM | Optimize and Grow Your Insurance Agency

Data Management

All information about Data Management

Loss date datapoint in claim pipeline

Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:

Claim data in accounts and policies

Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation –  Navigate to the

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

Logs added to Account 360

In Account360, the account logs section is added. So now if you edit or add anything to accounts the changes will be visible in the

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

Generic filters

Most Search: Ams360Release Notes