Merge Contacts for AMS synced
In this article, you will learn: How to sync Insuredmine contact with AMS contact? How to merge the contacts with AMS? How to do merge
InsuredMine is SOC 2
Type II Certified
Miscellaneous
Miscellaneous
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
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 InsuredMine
Manual and Automatic Sync for Contacts and Policies
In this article you will learn: How to select the sync preference? ( for NowCerts and QQ Catalyst users) How to select the sync preference?
Connecting to integrated AMS through InsuredMine Portal
In this article, you will learn: How to connect to your AMS by adding credentials from the InsuredMine portal? Admin can now connect to their
