InsuredMine CRM | Optimize and Grow Your Insurance Agency

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