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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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
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.
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 workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
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 will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
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.
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
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
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
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:
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
support@insuredmine.com (available 24/7)
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