Release Date: 28 July, 2026
Overview
We have introduced a new enhancement that enables users to synchronize both newly created and existing accounts from InsuredMine to HawkSoft. Depending on how an account is created, synchronization can occur automatically or be initiated manually from the Deal Card. During synchronization, the account, associated contacts, and related policy information are synced between InsuredMine and HawkSoft.
Use Case: This enhancement is designed for agencies using both InsuredMine and HawkSoft. It reduces manual data entry, minimizes data inconsistencies, and streamlines the process of creating client records in HawkSoft. Automatic synchronization ensures eligible accounts are synced as they are created, while manual synchronization allows users to sync or re-sync accounts whenever needed.
Note: To use the HawkSoft Account Synchronization feature (both automatic and manual), the Create Clients and Policies API integration scope must be enabled in the HawkSoft Marketplace.
If this permission is not enabled, InsuredMine will not be able to create clients or synchronize accounts with HawkSoft.
Prerequisites
- HawkSoft integration is connected with InsuredMine.
- You have administrator access to the HawkSoft Marketplace.
Enable the Required API Scope
- Log in to the HawkSoft Marketplace.
- Search for InsuredMine.
- Open the InsuredMine marketplace application.
- Click Manage Scopes.
- Enable the Create Clients and Policies permission.
- Click Update to save your changes.
Result
Once the Create Clients and Policies scope is enabled, InsuredMine will be able to:
- Automatically synchronize eligible accounts with HawkSoft.
- Allow users to manually synchronize accounts from InsuredMine to HawkSoft.
Note
If the Create Clients and Policies scope is not enabled, all account synchronization requests from InsuredMine to HawkSoft will fail.
Steps to Sync an Account manually from IM to Hawksoft:
Note:
- At least one Contact must be added to the Account. This is mandatory.
- Synchronizing an account with HawkSoft also synchronizes its contacts.
- Click on the Account Name to open Account 360.
- From Account 360, click Not Synced.
- A success message: “ Account synced to Hawksoft successfully” appears.
To view the synchronized Account in HawkSoft:
- After successful synchronization, the account status in Account 360 changes from Not Synced to Synced.
- From Account 360, click Open in HawkSoft
Note: After clicking Open in HawkSoft, you are redirected to the corresponding synchronized account in the HawkSoft AMS.
