Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (28)
Policies (16)
Accounts (29)
Contact (61)
Client Portal (7)
Integration (36)
Pipelines (100)
Engagement (75)
Setting (26)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (2)
Dashboard (38)
FAQ (1)
Form (20)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (3)
Policies
Policies, X-dates, Categories, SIC Codes
Count of active, inactive, and future policies
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
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. In the
Policy Premium Transaction Enhancement
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.
Advanced Search- Contact, Policy, Account & Deal Card
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
Policy Sync with the AMS
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
X-Date functionalities throughout the portal
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
Insurance type filters
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
Life Insurance Policy with Anniversary date
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
Deleting/ Cancelling an existing policy
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.
Add X-dates policy
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
Adding a Policy Category
In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,
Renew policy button: Policy
Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change
