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
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Training Sessions (82)
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Setting (42)
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AMS
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
Intake Forms in Account 360
Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
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
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:
Account and Contact 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
