All information about Miscellaneous
Release Date: June 10, 2023 Overview InsuredMine allows users to schedule text messages in advance from multiple areas of the platform, including Accounts, Contacts, Deal
Release Date: 25 August 2025 A new enhancement for selecting page size has been introduced in the Accounts, Contacts, and Policies sections. You can now
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.Â
In this article you will learn: Lead Source and Disposition Group By option in Reports ​ Lead Source filter in Reports​ Search tab in Reports
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
Description: Single-contact drips can be assigned to accounts in Account 360. UseCase: Assigning Single Contact Drips to Accounts is simple to trigger. Navigation: Navigate to
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.
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