Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (38)
Policies (25)
Accounts (47)
Contact (83)
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)
Sagitta IM Sunc
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. Â While adding accounts: The address is the mandatory field
