Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (28)
Policies (16)
Accounts (29)
Contact (61)
Client Portal (7)
Integration (36)
Pipelines (100)
Engagement (75)
Setting (26)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (2)
Dashboard (38)
FAQ (1)
Form (20)
Document Manager (1)
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Agent App (6)
eSignatures (3)
AMS integration
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
Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic
You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account. For HawkSoft
Create Contact through Form Mapping to HawkSoft
Now you can upload contacts to your HawkSoft account through CMSMTF File. These CMSMTF Files can be downloaded on the basis of the InsuredMine Form
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
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
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
Handle CSR for AMS360 Agencies
If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter
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.
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
Form Notification for Representatives and Executives
This feature will help the Representatives and Executives to receive notification of the information shared by the customers via Forms that the agent had shared
Personal/Commercial Accounts and Contacts Logic in Insuredmine for AMS360
Scope: This document is created for the purpose of providing the logic behind the accounts and contacts mapping for both commercial and personal accounts for
