Agency Management / Contacts Management

We made it easier to access multiple types of searches from the left-hand main menu, as well as made it easier to add new users or consumers.

• Easier access to search multiple contact types. For users with access to multiple contact types, the main menu will now allow you to get directly to the desired search and eliminate a button click. We also moved the contact search and filtering options to the left side of the display.

• Actions button. As mentioned above, the Actions button is now live! Look for it when you need to add contacts (new user or new consumer) or import a CSV.
• Shorter new user/consumer forms. As shown below, the new user and new consumer forms are shorter and easier to navigate.

Need help getting the most out of Insureio? Check out our Contacts Management Academy pages