ICO and PPC Customization for Applied Epic
In Epic, when agencies come on board, they’re given the choice to select their primary carrier type—either ICO or PPC. Let’s take a quick look
Integration and Data Sync
All information about Integration and Data Sync
Map policy to file
With the latest update, we have introduced the convenient feature of mapping policies directly to files. This efficient process can now be seamlessly executed through
AMS360 Integration
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
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
Insurance type filters
If you navigate to Engagement and click on List, you will get the option to select an insurance type. If you navigate to Active Policies, you can click
More Section- InsuredMine Agent Application
Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou Task In the task section, there are
Policy Sync with the AMS
In this article you will learn How to understand that a policy is already synced with your AMS? How to sync a policy while adding
X-Date functionalities throughout the portal
In this article, you will learn: How to add an X-date from the Contact section? How to add an X-date from the Contact section? How
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
Xdate added in Contact & Account on the cancellation date.
Description- Â Xdate will be marked for contact or account. The date on which the policy is canceled will be marked as Xdate in Contact 360
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
Policy Status change workflow automation (HawkSoft)
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
