All information about Policy Management
Release Date: 09/01/2026 Overview We have introduced an enhancement that allows users to synchronize policies directly from InsuredMine with HawkSoft. Users can initiate policy synchronization
Release Date: 08/27/2026 Overview InsuredMine now allows users to rename a file while uploading it. This gives users the flexibility to update the file name
Release Date: 28 May 2026 We have introduced a new Estimated Commission filter in the Policy module. This filter allows users to filter data based
We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal
Feature Release Date: 28 December, 2024 This enhancement will now allow users to filter policies based on their status, making it easier to view specific
Epic users can now conveniently access claim information directly on the Policy Page. Also have the ability to view all policy claims associated with an
With our latest update, easily sync Auto/Home category policies with raters like TurboRater, PL Rater, and QuoteRUSH directly from the policy module. Use Case: Sync
Previously, when syncing a policy, the same accounts and contact executive and representative were automatically applied. Now, users have the flexibility to select different executives
Now in the Policy Module, you can filter policies based on their premium amount range. By inputting values in the ‘From’ and ‘To’ fields, users
The policy filter now includes a new feature allowing users to view the list of policies categorized by their synchronization status. Navigation: Go to the
With this latest feature, users now have the ability to view pipeline cards within Policy360 when their policy is associated with specific deal cards. Navigation:
Update – The new update enables you to add notes under the policy. Application – Log updates and details as Notes to the policy
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