Add policy number to eSign signed doc for AMS360
Description: Agents can include the policy number when sending documents for eSignature. Benefit: Agents can track which policies are associated with the documents sent for
Policy
Deleting/ Cancelling an existing policy
Navigate to Active Policies Click on a policy that you want to delete/cancel A notification for canceling the policy will appear in a pop-up box.
Global Search based on Name, Account and Policy number
This will allow an agent to quickly navigate to any client’s 360 Overview, or to their policy overview. When searching by name, in the event
Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa
There will be a two-way sync of accounts, contacts, and policies between InsuredMine and Sagitta. While adding accounts: The address is the mandatory field in
Renew policy button: Policy
Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change
More Section- InsuredMine Agent Application
Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou Task In the task section, there are
Adding a Policy Category
In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,
Life Insurance Policy with Anniversary date
Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. To see the
Xdate added in Contact & Account on the cancellation date.
Description- Â Xdate will be marked for contact or account. The date on which the policy is canceled will be marked as Xdate in Contact 360
Smart Search for Contact, Policy and Account
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
Policy – Lists & Search filters
In this article, you will learn: Filters in Policies and Add Xdates The Policies tab on the left-hand navigation bar can be used to generate
