Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
account360
Claim data in accounts and policies
Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation – Navigate to the
Workflow Automation Tracking on Account Level
You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the
Display of contact name in account 360 for tasks, notes, email, and text
You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Send Documents for eSignature from Contact360, Account360, and Deal card
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account
Adding Links in Contact360, Account360, Deal Card
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. In the deal card section, links
