Description: Forms from Contact360 and Account360 can be deleted. Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms
There will be a two-way sync of accounts, contacts, and policies between InsuredMine and Sagitta. Â While adding accounts: The address is the mandatory field
The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other
Contacts by Policy Count widget will display total number of contacts having particular number of policies. The policy count will be available from 1, 2,
In this article, you will learn: How to add unit/suite no. in the address section while adding contacts? While adding a personal/commercial contact in InsuredMine, you may