Guidance on integrating with Hawksoft, an insurance agency management system.
We have introduced a new enhancement for HawkSoft users. Now, all policy-related sync logs—including files, notes, and tasks—will sync and appear under the respective Policy
Earlier, there were complications on displaying full agent names for the few agents which are not present in InsuredMine instead it was showing the agent’s
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
Update – Introduced three new filters and grouped them by options under Policies and Reports. Use case – Easier to view and analyze policy and
Description – Policy form drop-down added to Add Deal option in all modules Process: Navigate to Pipelines to add a deal card. Click on Add
In this article, you will learn: Hawksoft to InsuredMine (Data Flow) The Initial process for allowing InsuredMine to map data from HawkSoft: 1. Contacts Sync
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.
Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs. Â To view the enhancement:
Now you can sync the contact activities with HawkSoft. Although auto-sync is still available, if any activity did not sync, click on the sync icon
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when
You can now set up workflow automation by CSR for email and tasks. Â To view the enhancement: Navigate to Engagement Select a Workflow Select
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