InsuredMine CRM | Optimize and Grow Your Insurance Agency

ams360

Policy Transaction Report

In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in

AMS360 business unit tags

Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates.   Note: These

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

Cancellation Pipeline Automation

How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through