AMS360 Integration
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
InsuredMine is SOC 2
Type II Certified
Filters
Insurance type filters
If you navigate to Engagement and click on List, you will get the option to select an insurance type. If you navigate to Active Policies, you can click
Deal Charts: Reports & Filters
In this article, you will learn: How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category filter
Contact 360
In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future
Additional Group By and Filter options have been added to HawkSoft.
Update – Introduced three new filters and grouped them by options under Policies and Reports. Use case – Easier to view and analyze policy and
Filters in workflow automation
In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or
Pipeline Filters and views
Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
Policy – Lists & Search filters
In this article, you will learn: Filters in Policies and Add Xdates The Policies tab on the left-hand navigation bar can be used to generate
