Getting Started (13)
Training Sessions (82)
Report (18)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (29)
IMUG (3)
integration
HawkSoft Integration
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
QuoteRush Rater Integration
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
Workflow and SMS sync up in AMS360
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
Thanks.io Integration
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
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
