InsuredMine CRM | Optimize and Grow Your Insurance Agency


All client information

CSR filter in contact for HawkSoft

Description – The contacts’ filters now include the CSR filter.  Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and

Add Forms for Contacts

Description – Forms are now integrated with the Contacts module. Use Case- This feature enhancement helps you send the form straight from the contact tab.

Add new contact through eSignature

Now you can add a new contact while sending a file to the concerned person for eSignature.    To view the enhancement: Navigate to eSignature

Generic filters