Earlier, there were complications on displaying full agent names for the few agents which are not present in InsuredMine instead it was showing the agent’s initial which is getting synced from HS. This was causing complications in areas where the agent’s name is required. Now, our latest update simplifies the mapping of agent initials to agent names within InsuredMine. You can now easily add and save the correct agent names for the agent initials coming from Hawksoft to InsuredMine.
Use Case: Easily map agent names to agent initials from Hawksoft to InsuredMine, ensuring accurate representation and improving workflow.
To View the Enhancement:
- Navigate to the Settings Module.
- Within Configuration, select ‘Hawksoft initials.’
- Agent initials with Agent Name will be displayed.
- Just add the agent name in- respective to its initials
- Click Save.
Next, wherever the agent’s initials are mapped, such as in accounts, contacts, or policies, the modified agent name will be displayed.
