InsuredMine CRM | Optimize and Grow Your Insurance Agency

Tag agents through comments in Notes

Update – Tag agents through @mentions while adding comments to a note. This enhancement is currently available only for Hawksoft and Applied Epic agencies.

Use case – Easier to follow up and keep updated on any account.

 

Process:

  • Navigate to Accounts and select the desired account

  • Click on the Notes tab to view the list of available notes
  • Click on Add Comment

  • Enter the comment and type @agentname to tag an agent in the comment, and click on Submit 

Note:

  • Mention @AgentName and the tagged agent will receive a notification from InsuredMine
  • Mention # for policy, % for Account, and * for Contact of the account
  • The comment will now appear under the notes section.

Note:

The @mention in comments is also implemented under Contacts 360, Policies, and Dealboard.

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