InsuredMine CRM | Optimize and Grow Your Insurance Agency

hawksoft

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

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