All information about Data Management
Now easily manage dependents in Account 360 by adding them as contacts. The “Add as a Contact” option within dependents simplifies the process, without a
Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:
Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation – Navigate to the
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Description: When adding notes, we have the choice of adding a note to mapped contacts, policies, or accounts. The note will be connected to that
In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID. In the
While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to
In this article, you will learn: Relation column view in Contacts Relation column view in Accounts: For Contacts and Dependents Relation column view in Contact
In Account360, the account logs section is added. So now if you edit or add anything to accounts the changes will be visible in the
Description – Agents can now download the complete Accounts information into an excel sheet. Use Case – Instant report to review and share Accounts information
This feature has been implemented throughout the portal. You can increase or decrease the size of the column in the table. Simply drag the corner
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