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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
InsuredMine is SOC 2
Type II Certified
Integration and Data Sync
All information about Integration and Data Sync
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
Additional Group By and Filter options have been added to HawkSoft.
Update – Introduced three new filters and grouped them by options under Policies and Reports. Use case – Easier to view and analyze policy and
Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft
Description- Addition and customization of Status, sub-status, and transaction date handling for Policy Status Change Automation workflow. Use case– Easier and more convenient customization in
Subcategory filter in workflow automation – HawkSoft
Description-Â Policy subcategories can be added under the workflow automation. Subcategories are populated from the Hawksoft agency. Subcategories are available in all the policy options,
Policy Form Implemented in Pipeline for HawkSoft
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
