User Interface Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy Details Update on Created Policy Sync to AMS from Pipeline Quotes Popup

Arshad Hussain — Sun, 07 Apr 2024 06:23:23 +0000

Previously, when adding a policy from the ‘add quotes’ section of the pipeline and syncing it, occasional errors occurred, resulting in the creation and sync of the policy despite the errors. Now, if an error is encountered, the policy will not sync until the details are updated. Correct details will ensure successful update and sync.

Use Case: This ensures that policy details are accurate before syncing, thereby reducing errors in data transmission.

To View the Enhancement:

Add the policy details and then sync them with AMS360.

If there is an error while updating policies, syncing will not occur, and a pop-up will appear. However, the policy will still be created.
You can then update the policy details to proceed with syncing.

Click on the timeline tab to view policy sync error details with the appropriate AMS.

The post Policy Details Update on Created Policy Sync to AMS from Pipeline Quotes Popup appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline bulk upload and policy mapping – New Logic

Arshad Hussain — Sat, 06 Apr 2024 08:56:28 +0000

With the pipeline bulk upload feature, users can effortlessly upload large amounts of data. InsuredMine simplifies the process by creating deal cards based on policy numbers and expiration dates provided in the uploaded file.

Use Case: InsuredMine automatically generates deal cards by extracting policy numbers and expiration dates from the uploaded file.

To View the Enhancement:

Navigate to the pipelines module.
Then, click on the three dots present in the top right corner.
From the drop-down, select “Bulk Upload- Policy.”

Select and upload the CSV or Excel file.
InsuredMine verifies if the policy number and expiration date combination exist for the account.

If the combination exists, it will be visible under the “Review Mapped Data” section.
Click on ‘Next.’

Hence, a deal card will be created for the account based on the policy and X-date details.

The post Pipeline bulk upload and policy mapping – New Logic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Color customization throughout the portal

Anjali Kapadia — Thu, 01 Jun 2023 16:07:07 +0000

Now you can change the UI as per your choice. Create a customized User Interface that can help you work better!

To view the enhancement

Navigate to Settings and select UI customization. Select the colors and the font size and click on Save.

Primary button- The tab that is used to add or edit
Secondary button- The tab that is used to reset, update or cancel
Text with action- The fonts which are clickable
Text without action- The non-clickable texts
Background color- The color that will be displayed in the back
Typography- Change the font size (you can change the current size by +2 or -2)

You will get a notification saying:

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