Contact Module- Filter for Month of Birth
In contacts within filters, there is a recent addition called the ‘Birth Month’ filter, providing you with a convenient way to categorize contacts based on
contact
Select Contact and Create List
Now, from the contacts module, you can choose and make a list of contacts. This allows you to easily send bulk texts and email campaigns
Add & Delete Contact
You can add or delete a contact from either – Accounts tab or Directory tab. Account 360 – Contacts can be added or deleted from specific accounts. Search
Add and upload contacts
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa
There will be a two-way sync of accounts, contacts, and policies between InsuredMine and Sagitta. While adding accounts: The address is the mandatory field in
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
Add Lead Source
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
Bulk contact upload in Contacts
In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this
Contact & Account Architecture
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
HawkSoft new data point mapping in policy, accounts, and contacts
In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID. In the
Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
Search contact in eSignature
While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find
