Getting Started (13)
Training Sessions (82)
Report (18)
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)
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Calendar (3)
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Dashboard (42)
FAQ (1)
Form (32)
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eSignatures (29)
IMUG (3)
policies
Add policy from the quote of the card.
Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
Claim data in accounts and policies
Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation – Navigate to the
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.
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
