Release Date: September 30, 2023 Overview Users can manage contacts directly from either Account360 or the Directory/Contacts section. This functionality allows users to add new
Clients can consolidate all their policies in one place. Steps mentioned below will help him add additional policies to his policy wallet. Policyholders need to
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form
In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the
Global Add button looks like a plus sign that appears on the top right corner of any screen on the agent portal. Goal is to
Agents can now enter information into the system very quickly and easily from anywhere in the system. Quick Add (+) icon is accessible from any
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