Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
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Agent App (7)
eSignatures (31)
IMUG (3)
Integration
All articles referencing to the integration with with InsuredMine.
Slack Notification Integration Use case
Through Slack notification, you can pass on the information of a new lead created through InsuredMine forms among your team members. This will help you
Renewed automation for HawkSoft
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
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
Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa
There will be a two-way sync of accounts, contacts, and policies between InsuredMine and Sagitta. While adding accounts: The address is the mandatory field
Manual Sync for Activities in HawkSoft
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
Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic
You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account. For HawkSoft
Create Contact through Form Mapping to HawkSoft
Now you can upload contacts to your HawkSoft account through CMSMTF File. These CMSMTF Files can be downloaded on the basis of the InsuredMine Form
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.
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.
Customize Action Items in AMS360
You can now customize and map InsuredMine activities to AMS 360 Activities. To customize the mapping of activities: Navigate to Settings Scroll down to
Renewed Policy Workflow Automation
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
Logs and Attachment sync from InsuredMine to Hawksoft
Logs sync All the activities that you perform in InsuredMine will get synced in HawkSoft. Please Note: This is a one-way sync only from
