Logs added to Account 360
Release Date: February 17, 2023 Overview We have introduced a Log section in both Account360 and Contact360 that tracks changes made to account and contact
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Download Account Report
Release Date: August 2, 2023 Overview We have introduced an enhancement in the Accounts module that allows users to download account information into an Excel
Provide an Agency Filter across Accounts, Contacts & Policies – Epic
Release Date : 19 March 2026 We have introduced a new enhancement in the Accounts, Contacts, and Policies modules. A new Agency Filter has been
AMS Filter Handling for Sync Failure and In-Progress Status in Accounts/Contacts/Policies
Release Date:-Â 25 February, 2026 We have introduced a new enhancement in the Accounts, Contacts, and Policies sections. A new AMS Filter is now available,
Add dependents as Contact for ams360
 Now easily manage dependents in Account 360 by adding them as contacts. The “Add as a Contact” option within dependents simplifies the process, without a
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:
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 –Â Navigate to the
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
Release Date: June 16, 2023 Overview We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are
Attach note added to Account to policy and contact.
Release Date: 6 October, 2023 Overview We have introduced an enhancement that allows users to map notes to related contacts, policies, and accounts while creating
HawkSoft new data point mapping in policy, accounts, and contacts
Release Date: May 25, 2023 In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers,
Mapping of email and mobile to the account while adding a commercial deal for new business and new contact
Release Date: May 12, 2023 Overview We have introduced an enhancement in the Pipeline module that automatically maps the email address and mobile number to
Mapping of Relation datapoint from AMS
In this article, you will learn: Relation column view in Contacts Relation column view in Accounts: For Contacts and Dependents Relation column view in Contact
