Getting Started (13)
Training Sessions (82)
Report (18)
Release Notes (37)
Policies (24)
Accounts (47)
Contact (82)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
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 (6)
eSignatures (25)
IMUG (3)
AMS integration
Renewed Policy Workflow Automation
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
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
Policy Premium Transaction Enhancement
On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.
Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Form Notification for Representatives and Executives
This feature will help the Representatives and Executives to receive notification of the information shared by the customers via Forms that the agent had shared
Personal/Commercial Accounts and Contacts Logic in Insuredmine for AMS360
Scope: This document is created for the purpose of providing the logic behind the accounts and contacts mapping for both commercial and personal accounts for
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
Account‌ ‌and‌ ‌Contact‌ ‌Mapping‌ ‌from‌ ‌InsuredMine‌ ‌to‌ ‌Benefit‌ ‌Point‌
If you are an AMS360 user, and using Benefit Point as well, then you can connect with InsuredMine for enhancing your insurance sales and client
Policy‌ ‌Mapping‌ ‌from‌ ‌InsuredMine‌ ‌to‌ ‌Benefit‌ ‌Point‌
If you are an AMS360 user and using Benefit Point as well, then you can connect with InsuredMine for enhancing your insurance sales and client
Connecting to integrated AMS through InsuredMine Portal
In this article, you will learn: How to connect to your AMS by adding credentials from the InsuredMine portal? Admin can now connect to their
HawkSoft Integration
In this article, you will learn: Hawksoft to InsuredMine (Data Flow) The Initial process for allowing InsuredMine to map data from HawkSoft: 1. Contacts Sync
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 :
