InsuredMine CRM | 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  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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