All information about a xanatek integration
We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from
With the Xanatek and InsuredMine Activity Sync, users can simplify syncing various activities between InsuredMine and Xanatek, including calls, notes, SMS, tasks, emails, files, and
The Xanatek Integration enables a 2-way sync of accounts, contacts, and policies between InsuredMine and Xanatek, ensuring accurate and up-to-date client data across both platforms
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