InsuredMine CRM | Optimize and Grow Your Insurance Agency

AMS integration

Policy Transaction Report

In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in

Renewed automation for HawkSoft

While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when

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.

Customize Action Items in AMS360

You can now customize and map InsuredMine activities to AMS 360 Activities.   To customize the mapping of activities: Navigate to Settings Scroll down to