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Accounts
All information about a client with policy.
Add/Edit account with NAICS code generated using AI for commercial accounts
Description – Introducing a NAICS code creation and editing tool using artificial intelligence for commercial accounts created in the account module. Benefit – Create and
Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
Delete Forms from Contact and Account 360
Description: Forms from Contact360 and Account360 can be deleted. Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms
Attach note added to Account to policy and contact.
Description: When adding notes, we have the choice of adding a note to mapped contacts, policies, or accounts. The note will be connected to that
Single Contact Drip tab in Accounts.
Description: Single-contact drips can be assigned to accounts in Account 360. UseCase: Assigning Single Contact Drips to Accounts is simple to trigger. Navigation: Navigate to
Claim data in accounts and policies
Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation – Navigate to the
Loss date datapoint in claim pipeline
Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:
Send Schedule Text
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.
Save and Schedule Account Reports
Description – Create and schedule account reports to run and download at any point in time. Use Case – Save and schedule customized reports on
Download Account Report
Description – Agents can now download the complete Accounts information into an excel sheet. Use Case – Instant report to review and share Accounts information
Tag agents through comments in Notes
Update – Tag agents through @mentions while adding comments to a note. This enhancement is currently available only for Hawksoft and Applied Epic agencies. Use
Select and send multiple files for eSignature through card detail and 360
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature