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)
Payment
Payment Dashboard
In this article, you will learn: Payment Report (Overview) Data – Clickable Add Notes and Files Pending Payment Automation The payment dashboard can be viewed
Payment Module – Tranzpay Integration
In this article, you will learn: Payment from InsuredMine Agency Portal Payment from Your Agency Website Payment from InsuredMine Client Portal Payment from InsuredMine Mobile
