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AMS sync
Send File for eSignature and Sync to AMS
Description – eSignature File Sync To AMS. Use case- Â eSignature captivity can be tracked in AMS by agents. Process-Â Go to a Contact that is
Sync email campaign with AMS360
Now you will get the option to sync the email campaign with AMS 360 that you send to any contact. Note: This feature is applicable
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. Â While adding accounts: The address is the mandatory field