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)
accounts
Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa
There will be a two-way sync of accounts, contacts, and policies between InsuredMine and Sagitta. While adding accounts: The address is the mandatory field
Linked Account in deal cards
On the deal card details page, you will have the linked account details To view the enhancement: Navigate to Pipelines Click on a deal
Account InsuredMine Agent Mobile App
To view the account section, navigate to Contacts and click on the Account tab. The accounts are segregated into six sections- All, Active, Prospect,
Accounts
In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display
Warning on deleting contacts
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
Contact & Account Architecture
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
QQ Catalyst Integration
In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The
