InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline automation for Hawksoft and AMS360 now considers the CSR

Update – Option to choose CSR for sender’s email/phone and assign the pipeline task
Application – Agents using Hawksoft and AMS360 can now personalize communications to clients with CSR’s contact and simplify tasks with easier assigning.



  • Navigate to Pipelines and click on Automation

  • Click on Add New Automation Stage

  • Under the Email stage, you may choose the CSR’s email.

  • Under the Text stage, you may choose the CSR’s phone number.

  • Under Task, click on the drop-down under Assignee and choose CSR.


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