InsuredMine CRM | Optimize and Grow Your Insurance Agency

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 report data.

Process:

  • Policies
    • Navigate to Policies
    • Click on the Filter icon in the top right corner

  • The latest filters – Policy Form, Status, and Sub Status, are at the bottom of the list.

  • Click on the drop-down menu under the filter options to choose the filters and click on Apply.

  • The list of filtered policies will be displayed.

  • Reports
    • Navigate to Reports
    • Click on the Group By drop-down

  • Choose the group by option, and the Book of Business will be sorted accordingly.

 

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