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Setting
Manage agency user account at multiple tiers – Producers, CSR, Managers…
Color customization throughout the portal
Now you can change the UI as per your choice. Create a customized User Interface that can help you work better! To view 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
Disable all Restrictions
You can enable or disable restrictions for any module access for all agents at a time. This restriction will be available for Contact Delete, Dealcard
Enable/Disable InsuredMine App access for the agency
Now you can restrict access to the InsuredMine client portal application through settings. To view the enhancement: Login as Admin Navigate to Settings Click on
Add member and activate – Workflow automation, share labels, checklists, forms, and templates
While creating a new member, admin can select and allow the agents to import certain content. Agents can only import the selected workflow automation, labels/checklists/forms/templates,
Customize Action Items in AMS360
You can now customize and map InsuredMine activities to AMS 360 Activities. To customize the mapping of activities: Navigate to Settings Scroll down to
Restrict Edit/Delete Notes
Admin can restrict edit or delete notes action for selected agents. To view the enhancement: Navigate to settings Click on restrictions Scroll to notes Enable
Folder Selection for work email
You can select the email folders that you want in your work email. To view the enhancement: Navigate to Settings Click on integrations Click
Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Tags and Labels Restrictions for Agents
Now admin/ managers can restrict access to create tags or labels for their agents. To view the enhancement: Navigate to Settings Click on Restrictions
Settings Module
The settings module can be accessed from two locations. Either, you click on the User icon and click on settings, or you can directly navigate
MFA Integration
Multi- Factor Authentication can be configured by the agent himself/herself. One can enable or disable this feature as required. MFA integration will provide an extra
