InsuredMine CRM | Optimize and Grow Your Insurance Agency

Integration and External Links

Information about Integration and External Links

Open in HawkSoft link

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.

Screen-pop for incoming calls

Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the

Voice Calling

With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly

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

Generic filters

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