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account
Option to add CSR as assignee in Renewal pipeline cards for EPIC.
Description: Assign the renewal card to the “CSR of the account” after the renewal automation has been enabled and the card has been created. Any
Delete Forms from Contact and Account 360
Description: Forms from Contact360 and Account360 can be deleted. Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms
Single Contact Drip tab in Accounts.
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
Missing details for accounts
Description – Account details, such as missing email, phone number, and city details, are given in percentages to show how many accounts have missing details.
Download Account Report
Description – Agents can now download the complete Accounts information into an excel sheet. Use Case – Instant report to review and share Accounts information
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.
Smart Search for Contact, Policy and Account
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
