In this article you will learn
While adding a new policy you can sync the policy from InsuredMine to your AMS. There are three options to sync policies from InsuredMine to AMS.
One is while adding a policy,
Second is through the policy details section
Third one is from quotes in a deal card.
Note: To sync the Policy from InsuredMine to your AMS, the contact in which you will be syncing needs to be there in your AMS.
How to understand that a policy is already synced with your AMS?
Once you get into the policy details you will find the AMS icon with a tick mark and if you hover your cursor over it you will get the popup saying Policy is synced with AMS.
In case the policy is not synced. You will get this icon and you need to click on it to sync data to AMS.
How to sync a policy while adding a policy?
Navigate to add a policy
Click to add new policy
Fill in the details.
Note: The contact for which you will be creating needs to be synced prior.
Check the box beside AMS to sync the policy (This option is visible if selected contact is synced with AMS)
Click on save
You will get a notification saying: Policy added successfully. And Policy synced to AMS successfully.
If you navigate back to Active Policies and click on the policy that you recently created and synced. You will find the AMS icon on the top which indicates that the policy has been synced with your AMS.
In case the policy is not synced you will get the option to sync with AMS.nce you hover the cursor over the AMS icon you will get the option to sync with AMS.
How to sync a policy from the policy details section?
Navigate to Active policies
Select the policy that you want to sync
In the policy details page you will get the option on the top right to sync with AMS.
Click to sync data with AMS
How to sync a policy from a quote in a deal card?
Navigate to Pipelines
Click a deal card to add new policy
Click to add a new quote
You will get a message saying quotes updated successfully and the quote synced successfully.
If you click on the timeline you will get the update that the quote got synced with AMS.
While adding a quote and syncing it with AMS you need to fill all the required details or else you will get this message