InsuredMine CRM | Optimize and Grow Your Insurance Agency

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

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 :

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Most Search: Ams360Release Notes