Smart Search for Efficient Directory Navigation
In this article, you will learn: What is smart search? How to Use the Smart Search Feature in InsuredMine? Distinguishing Features: Smart Search Box vs.
search
Practical scenarios for mastering effective searches
Practical scenarios for mastering effective searches Insurance agencies can benefit from various search queries within InsuredMine. Here are some common examples of different search queries
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
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
Actions in Contacts (BST)
Nov 20 Actions in Contacts Download https://www.insuredmine.com/wp-content/uploads/2021/07/Nov-20th-Bite-Size-Training-Zoom.mp4 Search option in Template section while sending email Now a search option is provided for selecting the template
