Surense

surense provides cloud based insurance management solutions for agents and agencies integrating it with make com enables automated workflows for policy management, customer communication, and data synchronization, enhancing efficiency and reducing manual administrative tasks limited documentation we currently can't provide complete documentation for surense because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from surense and public sources to create detailed guides surense modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create activity create a new activity in your account create customer add a new customer to your account create data proxies url generate a unique url to approve data proxy requests create lead add a new lead to your system create meeting schedule a new meeting in your calendar create meeting summary generate a detailed summary of your meeting, highlighting key points and action items create related customer create a new customer that is linked to an existing record create report generate a detailed report for a specific customer create workflow create a new workflow to automate your tasks and processes delete contacts remove selected contacts from your account delete customers permanently remove a customer from your account delete employers delete selected employers from your account delete leads permanently remove selected leads from your account delete meetings remove scheduled meetings from your calendar delete workflows delete selected workflows from your account download har bituach download data from har bituach to access your insurance information get customer retrieve detailed information about a specific customer get customer portfolio history retrieve the history of a customer's portfolio, showing past activities and changes over time get lead retrieve detailed information about a specific lead using its unique identifier get meeting retrieve detailed information about a specific meeting get workflow retrieve details about a specific workflow make an api call allows you to make a custom api request to the connected service using your authorized account search contacts find contacts that match your search criteria search customers find customers by searching your database for specific details search customers having birthdays today find all customers whose birthday is today search employers find employers based on specific search criteria search leads find leads that match your search criteria search meetings find meetings that match your search criteria search workflows find and browse through existing workflows send meeting summary send a summary of your meeting, including key points and action items, to your chosen recipients send report send a detailed report directly to the customer submit swiftness e9100 event create and submit a new swiftness e9100 event update contact update the details of an existing contact update customer update customer details easily update the information for an existing customer, such as their name, contact details, or other profile data update lead update the details of an existing lead update meeting update the details of an existing meeting update workflow update an existing workflow with new information or changes upload document easily upload your document to your chosen destination upload har bituah file (deprecated) upload a har bituah file to your account upload har habituah file upload a har habituah file to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} surense resources you can have access to more resources related to this app on the following links https //community make com/search?q=surense https //www surense co il https //developer surense com/ https //www make com/en/integrations/surense help us improve this documentation have experience with surense? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone