Sync from Dyad’s Nexsure to Insuredmine Simplify the process by displaying all client information, contacts, and policies in organized tabs within Dyad’s Nexsure upon syncing
You can now customize and map InsuredMine activities to AMS 360 Activities. Â To customize the mapping of activities: Navigate to Settings Scroll down to
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.
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 setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
If you are an AMS360 user and using Benefit Point as well, then you can connect with InsuredMine for enhancing your insurance sales and client
In this article, you will learn: Hawksoft to InsuredMine (Data Flow) The Initial process for allowing InsuredMine to map data from HawkSoft: 1. Contacts Sync
Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.
Now you can sync the contact activities with HawkSoft. Although auto-sync is still available, if any activity did not sync, click on the sync icon
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