policy management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Sat, 26 Jul 2025 11:34:28 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.2 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico policy management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Xanatek – Claims in Policy details https://www.insuredmine.com/knowledge-base/xanatek-claims-in-policy-details/ Sat, 26 Jul 2025 11:28:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46963 We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from Xanatek. Use Case: This enhancement allows users to view all associated claims directly within each policy detail, improving accessibility and context. It streamlines workflows by integrating Xanatek claim data into […]

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We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from Xanatek.

Use Case: This enhancement allows users to view all associated claims directly within each policy detail, improving accessibility and context.

It streamlines workflows by integrating Xanatek claim data into the Policies module.

To View the Enhancement: 

  • Navigate to the Policies module.
  • Under Policies select any Policy.
  • Click on Claims.

Here, you can see the claims information

Claims data originating from Xanatek is now being integrated and displayed within InsuredMine, ensuring seamless access to relevant information.

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]]> Executive and Representative options when adding/syncing policy with AMS https://www.insuredmine.com/knowledge-base/executive-and-representative-options-when-adding-syncing-policy-with-ams/ Sun, 07 Apr 2024 06:07:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=37268 Previously, when syncing a policy, the same accounts and contact executive and representative were automatically applied. Now, users have the flexibility to select different executives and representatives before syncing the policy. This ensures that the chosen executive and representative are mapped for the policy and synced within AMS360. Use Case: Choosing different executives and representatives […]

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Previously, when syncing a policy, the same accounts and contact executive and representative were automatically applied. Now, users have the flexibility to select different executives and representatives before syncing the policy. This ensures that the chosen executive and representative are mapped for the policy and synced within AMS360.

Use Case: Choosing different executives and representatives makes policies fit better, organizing them neatly for easy management in AMS.

Note: If executives and representatives are not selected before syncing, the policy will be mapped to the available executive and representative for the contact and account.

To View the Enhancement:

  • Create a policy and click on it to view the policy details.
  • Next, click on ‘AMS360 not synced’ to sync the policy details with the AMS360.
  • Select the exec and rep before syncing the policy with AMS.
  • Click on “Sync.”

While adding Quotes from the Deal Card:

  • Select a deal card, then click on the deal category.
  • When adding a quote, choose the executive and representative before syncing with AMS.

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