InsuredMine CRM | Optimize and Grow Your Insurance Agency


Customize Action Items in AMS360

You can now customize and map InsuredMine activities to AMS 360 Activities.   To customize the mapping of activities: Navigate to Settings Scroll down to

AMS Sync

Manual AMS Sync Button in InsuredMine’s AMS Integration In this article, you will learn: Introduction Locating the Manual Sync Button Benefits of the Manual Sync

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

Open in HawkSoft link

Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.

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 :

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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