We have introduced a new enhancement under LightSpeed that improves visibility and tracking of customer calls. With this update, the agent who received the customer’s
What is this Privacy Policy? This Privacy Policy outlines the rules, guidelines, and practices that govern how InsuredMine collects, processes, and protects data when you
The ePay Integration with InsuredMine combines the robust payment processing capabilities of ePay with the comprehensive insurance management functionalities of InsuredMine. This seamless integration empowers
Sync from Dyad’s Nexsure to Insuredmine Simplify the process by displaying all client information, contacts, and policies in organized tabs within Dyad’s Nexsure upon syncing
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
In this article, you will learn: Hawksoft to InsuredMine (Data Flow) The Initial process for allowing InsuredMine to map data from HawkSoft: 1. Contacts Sync
In this article, you will learn: Changes in Add Deal section for AMS 360 Sync up of account and contacts between InsuredMine and AMS 360
QuoteRush is a rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. Recently InsuredMine has integrated
In this article, you will learn: How to integrate Thanks.io with Insuredmine? 1. Automated workflow : 2. Manual: Thanks.io is a third party system integrated to
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