InsuredMine CRM | Optimize and Grow Your Insurance Agency

Accounts

All information about a client with policy.

Open in HawkSoft link

Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.

Rating in Accounts with filter

Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter.  To add the Ratings to the accounts:

Custom Fields for Accounts

Admin can add, edit or delete the custom data fields in Accounts.  To view the enhancement: Navigate to Accounts Click three-dots icon Select Custom Fields