InsuredMine CRM | Optimize and Grow Your Insurance Agency


Custom fields and Tags in Pipeline

Custom fields that are already created will now be visible while adding a deal card, setting new automation, or while editing the existing one and

Automation: Policy Renewal

In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

AMS360 business unit tags

Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates.   Note: These

Generic filters

Most Search: Ams360Release Notes