Full Contact
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
contact
Smart Search for Contact, Policy and Account
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
Warning on deleting contacts
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
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
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
Voice Calling
With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly
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
Accounts 360
Accounts: Client Profile 360Â is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
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,
