Home » account
Getting Started (13)
Training Sessions (82)
Report (17)
Release Notes (35)
Policies (20)
Accounts (42)
Contact (78)
Client Portal (7)
Integration (40)
Pipelines (129)
Engagement (100)
Setting (40)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (41)
FAQ (1)
Form (30)
Document Manager (1)
Opportunities (2)
Work Email (9)
Agent App (7)
eSignatures (19)
IMUG (3)
account
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. In the
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