restmoving.blogg.se - Qq catalyst

QQ CATALYST DRIVER
QQ CATALYST PROFESSIONAL

The sole motto of the 2-way integration between InsuredMine and QQ Catalyst is to provide a better user experience to the users. Action performed in the QQ Catalyst platform gets updated in the InsuredMine portal. The data points that gets synced are:įor Coverage, there is only one way to sync-up from QQ Catalyst to InsuredMine. The data points that gets synced are:įor Vehicles, there is only one way to sync-up from QQ Catalyst to InsuredMine.

QQ CATALYST DRIVER

The data points that get synced in Policy section are:įor Driver Details, there is only one way to sync-up from QQ Catalyst to InsuredMine. Policies Module in Insuredmine displaying the details of the respective Policy.

Click on Policy number to jump screen to Policies Module. Test 007 reflecting in Contacts Module of InsuredmineĬontact 360 view for the policy in Insuredmine.

Policy added in QQ Catalyst for Contact name – Test 007 You can click on policy number for an insight into policy details displaying coverage information. The Contact 360 segment contains the basic policy information. New policy information added in QQ catalyst for Vehicle, driver and Coverage sync to Insuredmine : For Policy, there is only One Way to sync-up from QQ Catalyst to InsuredMine.When a New Policy is created under a contact with Vehicle, driver and coverage inputs, the same policy can be viewed in Contacts module of Insuredmine. SMS from Insuredmine to QQ Catalyst : For SMS, there is only one way to sync-up from InsuredMine to QQ Catalyst.When SMS is sent from Insuredmine, it appears in QQ catalyst under Notes of Contact Overview.Ħ. The data points that gets synced in QQ Catalyst are:ĥ.

Same file at both Insuredmine and QQ Catalyst locations can be seen in the images below: When a File is added in QQ Catalyst, it appears in Insuredmine, in the Documents under Contact 360. Files 2 way sync : When a file is added in the expanded pipeline card of Insuredmine, it is reflected in the Files segment under Contacts overview of QQ catalyst. View the sample image shared below for more clarity.Ĥ. When activity is added in Insuredmine, it is displayed as a Task with subject Activity under Contact overview in QQ Catalyst. Activity from Insuredmine to QQ Catalyst : For Activity, there is only one way to sync-up from InsuredMine to QQ Catalyst. Click on the saved file to view the file and document links of attached files in the email.ģ. The email file is downloaded to be viewed. When an email to contact is sent from Insuredmine pipeline card, it appears as an EML file in Contacts overview of QQ catalyst. Email sync from Insuredmine to QQ Catalyst : For Email, there is only one way to sync-up from InsuredMine to QQ Catalyst. By navigating to Contact 360 >Events> Past you can view the task or note.Ģ. When a note or task is added in QQ Catalyst, it appears in the Insuredmine Contacts module. The data points that gets synced in QQ Catalyst are: To view the added note in the QQ Catalyst, open the contacts overview and click on Tasks/Notes Tab, select Notes or Task from right Navigation. This note is displayed in the Contacts overview module of QQ catalyst.

Task and Notes 2 way sync: When a note or task is added in the expanded pipeline card of Insuredmine, the preview of the task or note is available in the Pipeline Timeline.

The list of Actions in Insuredmine with their sync response in QQ catalyst and vice versa is discussed below: in IM, it gets updated in QQcatalyst immediately. Realtime: To sync any newly added prospect, Customer and policy data – click on the refresh button in the header bar available for every user account.Ī) When you add a new prospect into IM SystemĪll the actions performed under the Quick actions segment of the Pipeline manager of Insuredmine agent portal are automatically synced with the corresponding Activities in QQ catalyst.

QQ CATALYST PROFESSIONAL

Professional liability additional coveragesĢ.

It contains all policies and customer data.įew more data points that are getting synced from QQ Catalyst to InsuredMine are:

Overnight: Data will be synced on a daily basis.