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policies
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. In the
Policies by Line of Business Charts: Dashboard
Policies by line of business charts is available under Agency Dashboard: With this donut chart widget, you can visualize your book of business by line
