InsuredMine | Optimize and Grow Your Insurance Agency

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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

List- Engagement

In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list

Download List in Campaign

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction,

List Library

In this article, you will learn: Select All agents added in Lists Share Once a list has been created you can now open the list (Engagement -> List