InsuredMine CRM | Optimize and Grow Your Insurance Agency

Create Contact through Form Mapping to HawkSoft

Now you can upload contacts to your HawkSoft account through CMSMTF File. These CMSMTF Files can be downloaded on the basis of the InsuredMine Form that you will be using to retrieve the contact details of the customer.

 

Note: This feature is for HawkSoft only.

 

Note: You will need to log in as Manager to access this feature.

 

To view the enhancement:

  • Navigate to Forms

  • Select any predefined template

  • Click on the 3 dots icon

  • Select Form Automation

 

  • Click on Create CMSMTF File

  • Slide the button to orange to enable the file creation feature.

  • You will need to fill the form fields from which the data will be mapped

  • Click on Save

  • Once the form is saved, you can send this to your client through any mode of communication

  • Once the form is submitted, you can view all the responses by clicking on the View tab.

  • Click on the View button to preview the submitted data

  • In the submitted form preview, you will have the Download Accord XML button

 



  • When you click on this button, you will get a CMSMTF File which you can drag and drop into your HawkSoft portal. This will create a contact with the information mentioned in the form.

 



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