Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (28)
Policies (16)
Accounts (29)
Contact (61)
Client Portal (7)
Integration (36)
Pipelines (100)
Engagement (75)
Setting (26)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (2)
Dashboard (38)
FAQ (1)
Form (20)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (3)
Contacts
Contacts: Dashboard
Contacts widget is available under Agency dashboard: Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or
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. Contact by location widget
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
View each custom fields individually in the directory
In this article, you will learn: Add a Custom Field View only Selected Custom fields in Contact Table View View all Custom fields in Contact360
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
CSV Upload Header mapping: Directory
You can upload a contact list in Contact directory as a CSV file with header sequence and name of your choice. As you can map
