Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
hawksoft
Policy Form Implemented in Pipeline for HawkSoft
Description – Policy form drop-down added to Add Deal option in all modules Process: Navigate to Pipelines to add a deal card. Click on Add
Additional Group By and Filter options have been added to HawkSoft.
Update – Introduced three new filters and grouped them by options under Policies and Reports. Use case – Easier to view and analyze policy and
Workflow Automation by CSR in HawkSoft
You can now set up workflow automation by CSR for email and tasks. To view the enhancement: Navigate to Engagement Select a Workflow Select
Policy Status report in Time Series
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
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
Policy Status change workflow automation (HawkSoft)
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
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
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.
Task sync up from Insuredmine to HawkSoft as Suspense
Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs. To view the enhancement:
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.
HawkSoft Integration
In this article, you will learn: Hawksoft to InsuredMine (Data Flow) The Initial process for allowing InsuredMine to map data from HawkSoft: 1. Contacts Sync
