InsuredMine CRM | Optimize and Grow Your Insurance Agency

ams360

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

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