This sync tracker feature within the reports module is made to seamlessly track and manage the sync of data across various agencies. Whenever a sync gets failed, users can follow these steps to troubleshoot and resolve the issue.
- Go to the Reports module & navigate to the bottom of the list to find the option “Sync Tracking.”
- For any activities that will be syncing within insuredimine, in case the sync fails you will get the option to verify why it failed.
- You can also retry syncing by clicking on the sync option present near.
Note: This feature is specifically tailored for AMS like QQ, NowCerts, Epic, Nexsure and HawkSoft. For instance, with Hawksoft, users only have the syncing option available for activities as account/contact and policies cannot be synced from IM to HS.
