InsuredMine CRM | Optimize and Grow Your Insurance Agency

Reporting and Data Analysis

Information about Reporting and Data Analysis

Map Texts to Existing Contacts

This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.

Disposition in Contacts

In this article, you will learn: What is the disposition? How does it work? How to setup disposition criteria? Editing a disposition field Deleting a

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

Select Multiple contacts

In this article, you will learn: Select multiple contacts You can select multiple contacts and perform 7 specific actions as mentioned below: Delete Assign drip

Generic filters

Most Search: Ams360Release Notes