InsuredMine | Optimize and Grow Your Insurance Agency

Periodic data upload – Manual

It is time to refresh your data! As your agency management application is locally hosted data, you can send it to our secured AWS bucket by emailing to data@insuredmine.com.  But before sending data, let’s make sure we download the right report. Mentioned below are steps to download:
Hawksoft report.

Once you have downloaded the report, Login to InsuredMine Agency Portal click on your image/profile and then click “Settings

Then select “Upload File”

You will get a confirmation pop up stating that the data was uploaded successfully. Thats is all you need to do.

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