InsuredMine | Optimize and Grow Your Insurance Agency

Filters

Insurance type filters

If you navigate to Engagement and click on List, you will get the option to select an insurance type. If you navigate to Active Policies, you can click

Filters in workflow automation 

In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or

Pipeline Filters and views

Display Density- There are two Display density options to choose from. One is Default Card View and Compact Card View. Filter– You can set filters, to view

AMS360 Integration

In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in

Tasklist

In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach

Contact 360

In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future

Policy – Lists & Search filters

In this article, you will learn: Filters in Policies and Add Xdates The Policies tab on the left-hand navigation bar can be used to generate