InsuredMine CRM | Optimize and Grow Your Insurance Agency

Integration and Data Sync

All information about Integration and Data Sync

Map policy to file

With the latest update, we have introduced the convenient feature of mapping policies directly to files. This efficient process can now be seamlessly executed through

AMS360 Integration

In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in

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

Insurance type filters

If you navigate to Engagement and click on List, you will get the option to select an insurance type. If you navigate to Active Policies, you can click

Policy Sync with the AMS

In this article you will learn How to understand that a policy is already synced with your AMS? How to sync a policy while adding

Generic filters

Most Search: Ams360Release Notes