Getting Started (13)
Training Sessions (82)
Report (18)
Release Notes (37)
Policies (24)
Accounts (47)
Contact (82)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
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 (6)
eSignatures (25)
IMUG (3)
policy transaction
Policy Transaction Report
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
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
