Policy Transaction Report
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
InsuredMine is SOC 2
Type II Certified
AMS integration
Policy Status report in Time Series
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
NowCerts Integration
In this article, you will learn: 1) Add prospect in IM Data Points that will be integrated between Nowcerts & InsuredMine in contact section :
Renewed automation for HawkSoft
While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when
Workflow Automation by CSR in HawkSoft
You can now set up workflow automation by CSR for email and tasks. To view the enhancement: Navigate to Engagement Select a Workflow Select
Personal/Commercial Accounts and Contacts Logic in Insuredmine for AMS360
Scope: This document is created for the purpose of providing the logic behind the accounts and contacts mapping for both commercial and personal accounts for
Handle CSR for AMS360 Agencies
If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter
Boost your insurance business by integrating InsuredMine CRM with AMS
Insurance CRM and AMS are tools that aid in the efficiency of insurance agencies. These insurance agency software packages include features that help agencies grow
Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic
You can search by ID for AMS360, HawkSoft, QQ Catalyst, and Epic. ID is the unique ID that you have for an account. For
Create Contact through Form Mapping to HawkSoft
Now you can upload contacts to your HawkSoft account through CMSMTF File. These CMSMTF Files can be downloaded on the basis of the InsuredMine Form
Connecting to integrated AMS through InsuredMine Portal
In this article, you will learn: How to connect to your AMS by adding credentials from the InsuredMine portal? Admin can now connect to their
