Two-way Sync – InsuredMine and Dyad’s Nexsure Integration
Dyad’s Nexsure and InsuredMine Integration Sync from Nexsure to Insuredmine InsuredMine simplifies the process by displaying all client information, contacts, and policies in organized tabs
AMS integration
Customize Action Items in AMS360
You can now customize and map InsuredMine activities to AMS 360 Activities. Â To customize the mapping of activities: Navigate to Settings Scroll down to
Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Renewed Policy Workflow Automation
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
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.
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 Status change workflow automation (HawkSoft)
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
Policy‌ ‌Mapping‌ ‌from‌ ‌InsuredMine‌ ‌to‌ ‌Benefit‌ ‌Point‌
If you are an AMS360 user and using Benefit Point as well, then you can connect with InsuredMine for enhancing your insurance sales and client
HawkSoft Integration
In this article, you will learn: Hawksoft to InsuredMine (Data Flow) The Initial process for allowing InsuredMine to map data from HawkSoft: 1. Contacts Sync
Open in HawkSoft link
Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.
Manual Sync for Activities in HawkSoft
Now you can sync the contact activities with HawkSoft. Although auto-sync is still available, if any activity did not sync, click on the sync icon
