Getting Started (11)
Training Sessions (82)
Report (7)
Release Notes (22)
Policies (15)
Accounts (14)
Contact (40)
Client Portal (7)
Integration (22)
Pipelines (64)
Engagement (61)
Setting (17)
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)
Policies
Policies, X-dates, Categories, SIC Codes
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
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
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
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
How to update Agent’s name for Active Policy?
In this article, you will learn: Process to update the Agent name for Active Policy Note: This feature is applicable for those who are using InsuredMine
Life Insurance Policy with Anniversary date
Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. To see the
Carrier 101
In this article, you will learn: Carrier List Adding Contact to Carrier Adding a new Carrier Merging Duplicate Carriers Process to merge the duplicate carriers:
Deleting/ Cancelling an existing policy
Navigate to Active Policies Click on a policy that you want to delete/cancel A notification for canceling the policy will appear in a pop-up box.
Reports – Save, Run, Download or Move them to a List
In this article, you will learn: How to view the reports? How to sort table columns for a report? How to Filter the reports? How
Add X-dates policy
In this article, you will learn: 1. Add & Save Policy 3. View Policy Add X-date policy/data through the InsuredMine agency portal by following the
Adding a Policy Category
In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,
Renew policy button: Policy
Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change
