InsuredMine CRM | Optimize and Grow Your Insurance Agency

AMS integration

Policy Transaction Report

In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in

NowCerts Integration

In this article, you will learn: 1) Add prospect in IM Data Points that will be integrated between Nowcerts & InsuredMine in contact section :

Renewed automation for HawkSoft

While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when

Handle CSR for AMS360 Agencies

If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter

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