InsuredMine | Optimize and Grow Your Insurance Agency

Contacts

Contacts: Dashboard

Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or engage with them with some of the

Contact by Location Chart: Dashboard

Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios. You need to use

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

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

Select Mandatory Fields

In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a

QQ Catalyst Integration

In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The