Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
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
