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
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contact
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
Delete Forms from Contact and Account 360
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
Send notification to contact after form submission.
Description – The feature will send an email notification to the contact and the response when a form is submitted. Use Case – The contact
Edit contact in work email contacts
Description- Changes made to a contact in the work email will be reflected in the contact in contacts module. Refresh the work email once to
Screen-pop for incoming calls
Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the
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. Â While adding accounts: The address is the mandatory field
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
Customer Age
While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age. This is calculated
Contacts- InsuredMine Agent App
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
Contact by Policy Count Widget- Dashboard
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,
Unit and Suite no. for address fields
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
