Getting Started (12)
Training Sessions (82)
Report (11)
Release Notes (31)
Policies (18)
Accounts (36)
Contact (70)
Client Portal (7)
Integration (40)
Pipelines (109)
Engagement (85)
Setting (32)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (4)
Dashboard (38)
FAQ (1)
Form (26)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (8)
IMUG (3)
Report
Know your business insights with detailed drilled down reports
Policy Transaction Report
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
Policy Status report in Time Series
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
Filter and Search Changes in Reports
Now you can access the global search option in Reports. You can search by any word and search will display all results based on the
Activities in Reports
In the report section, the Activity Reports tab is introduced. The Reports for the following activities will be available: Notes, Files, Emails, Calendar Events, Texts,
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
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
Reports filter: Effective Date Filter in Book of Business and Created Date Filter in Personal Data Book
Effective Date Filter in Book of Business Created Date Filter in Personal Data Book Effective Date Filter in Book of Business In the Book of
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
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
Management Reports
Agency Principals and Office Managers can now get reporting around the volume of marketing being done by agency staff through the InsuredMine Engagement module. Data
List Reporting
In this article, you will learn: A. Create a report B. Save the report C. Convert Report to List D. Access List in List Library
