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Policies, X-dates, Categories, SIC Codes
Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency.
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
In the policies module, the policy list is divided into active, inactive, and future policies. You can also find the total count of each policy
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
On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.
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
In this article you will learn How to understand that a policy is already synced with your AMS? How to sync a policy while adding
In this article, you will learn: How to add an X-date from the Contact section? How to add an X-date from the Contact section? How
If you navigate to Engagement and click on List, you will get the option to select an insurance type. If you navigate to Active Policies, you can click
Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. To see the
Navigate to Active Policies Click on a policy that you want to delete/cancel A notification for canceling the policy will appear in a pop-up box.
In this article, you will learn: 1. Add & Save Policy 3. View Policy Add X-date policy/data through the InsuredMine agency portal by following the