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ams360
Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic
You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account. For HawkSoft
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
Personal/Commercial Accounts and Contacts Logic in Insuredmine for AMS360
Scope: This document is created for the purpose of providing the logic behind the accounts and contacts mapping for both commercial and personal accounts for
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
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
Default sync fields while adding contact in AMS 360
In this article, you will learn: To save the default sync fields: While adding a contact in AMS 360, agents can now add and save the
Campaign from the agent mapped to contact (exclusively for AMS360 users)
Note: This feature works for only AMS360 based agency users(agents) Sender type is the new field that we have introduced, and by default, it will select the
Workflow and SMS sync up in AMS360
In this article, you will learn: Changes in Add Deal section for AMS 360 Sync up of account and contacts between InsuredMine and AMS 360
Renewal Pipeline Automation
In this article, you will learn: How does it work? How many days before Renewal Automation start? How many days before the expiration date do
AMS360 Integration
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
Reports – Save, Run, Download or Move them to a List
In this article, you will learn: How to view the reports? How to sort table columns for a report? How to Filter the reports? How
