AMS sync Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 22 Jan 2025 11:36:45 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico AMS sync Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Sagitta Sync with InsuredMine https://www.insuredmine.com/knowledge-base/sync-of-accounts-contacts-and-policy-from-sagitta-to-insuredmine-and-vice-versa/ Thu, 03 Aug 2023 11:03:22 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21995 There will be a two-way sync of accounts, contacts, policies, carriers and categories between InsuredMine and Sagitta. While adding accounts: The address is the mandatory field in InsuredMine. You will be required to add the address in the account. If you do not add the address, the account or contact won’t be synced with Sagitta. […]

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There will be a two-way sync of accounts, contacts, policies, carriers and categories between InsuredMine and Sagitta.

While adding accounts:

The address is the mandatory field in InsuredMine. You will be required to add the address in the account. If you do not add the address, the account or contact won’t be synced with Sagitta. The address represents the full address including, unit/suite number, street address, zip code, city, and country.

Sagitta View:

InsuredMine View:

Once an account is created in InsuredMine, it will be synced in Sagitta as well. You will be able to search the account by name in the client section. Navigate to the client section and select the client name. Type in the client name to search.

 

While adding client details in Sagitta, the category stands for the type of contact which will be either: commercial or personal. 

Sync – Both Manual and Auto-Sync

Once you have added a client and saved it in Sagitta, you can then navigate to accounts in InsuredMine and click on the sync button.

There is both manual and auto-sync available while syncing data from InsuredMine to Sagitta and vice versa.

The sync will take 2-3 minutes based on the amount of data.

In Sagitta, if you do not have any active policies added to the account, it will be displayed as Prospect. For example, if you sync an account from InsuredMine to Sagitta, and it does not have any policies in it,  it will be displayed as ‘Prospect’. However, if the account is synced from Sagitta to InsuredMine, it will be displayed as ‘Inactive’. 

The boxes that are outlined in red are mandatory fields.

In InsuredMine, the agent corresponds to the producer in Sagitta. Therefore, the agent code will appear within the Producer section of Sagitta.

In the client details section, all account and contact details will be updated, and in the Policies section, policies will be updated. 

Contacts

Policies

Please note: It is not possible to update a policy directly from InsuredMine to Sagitta. The functionality is limited to adding and deleting policies from InsuredMine and reflecting those changes in Sagitta.

Carriers and Categories Sync

Sync Policy Carrier/ categories from InsuredMine to Sagitta via Auto/ Manual Sync.

  • Navigate to the settings module.
  • Then, select Auto/Manual Sync from the settings options to choose how you want to sync the policy, carrier, and categories.
  • While adding a policy within account or contact mention the mandatory fields of carrier and category.
  • Click on Save.
  • A policy is now been added within the Contact.

Through Manual Sync

  • Click on sync the Policy with Sagitta.
  • Policy including the carriers and categories will then be synced with Sagitta.
  • Click on policy to view the details.

Auto Sync

  • If you set the Policy to Auto sync it directly syncs to Sagitta.

Sync Policy From Sagitta to InsuredMine

  • Data related to category and carriers sync from Sagitta to Insuredmine through cron server rerun or real time sync.
  • Fill in the Insurer and Coverage related to Info while adding a policy within Sagitta.
  • The Policy will then reflect over InsuredMine as shown in the image above.

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]]> Send File for eSignature and Sync to AMS https://www.insuredmine.com/knowledge-base/send-file-for-esignature-and-sync-to-ams/ Tue, 25 Jul 2023 10:55:11 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=24610 Description – eSignature File Sync To AMS. Use case-  eSignature captivity can be tracked in AMS by agents. Process-  Go to a Contact that is already synced. Go to the Files section. Add file and send for signature. An email requesting a signature will be sent to the contact.  Once the File is signed, the […]

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Description – eSignature File Sync To AMS.

Use case-  eSignature captivity can be tracked in AMS by agents.

Process- 

  • Go to a Contact that is already synced. Go to the Files section. Add file and send for signature. An email requesting a signature will be sent to the contact. 

  • Once the File is signed, the status changes to complete. Navigate to the eSignature section. Refresh the tab. The eSignature file will be synced with the AMS. The synced eSignature file will be present under Files tab with “Signed” appended to the file name.

Note – If the AMS sync is selected Auto for Activities Sync. The eSignature file will be synced automatically. If the AMS sync is selected Manual, you can sync using an option provided along with files sent for eSignature.

  • The file sent for eSignature will be visible in the Activity section for AMS.

  • For manual sync, You can sync the eSignature file by selecting the sync icon in the eSignature section.

Note – eSignature file sync is available for Accounts, Contacts, and Deal cards.

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]]> Sync email campaign with AMS360 https://www.insuredmine.com/knowledge-base/sync-email-campaign-with-ams360/ Wed, 15 Mar 2023 10:42:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23554 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 for AMS360 users only. To view the enhancement: Navigate to Email Campaign Click on Create Fill in all the fields Once you send the campaign you will get the option […]

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]]> 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 for AMS360 users only.

To view the enhancement:

  • Navigate to Email Campaign
  • Click on Create
  • Fill in all the fields
  • Once you send the campaign you will get the option saying, “Do you want to sync with AMS?”
  • Click on yes to sync it with your AMS 360 and no in case you don’t want to sync.

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