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Accounts
All information about a client with policy.
Unsubscribe in accounts
You can now select the options for “Do not contact” even while adding an account. To view the enhancement: Navigate to Accounts Click on the
Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360
Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and
Reactions in the notes – Pipeline, Contact, Account
At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Resize the table column size
This feature has been implemented throughout the portal. You can increase or decrease the size of the column in the table. Simply drag the corner
Display of contact name in account 360 for tasks, notes, email, and text
You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has
Link in Notes Timeline
Now you can add the Notes by Mentioned Links as given below: 1. Now you can mention “@” and add the agent’s name. The particular
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
HawkSoft new data point mapping in policy, accounts, and contacts
In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID. In the
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.
Adding Links in Contact360, Account360, Deal Card
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. In the deal card section, links
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:
