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hjohnston
Member | Platinum Partner
Member since ‎Apr 17, 2020
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ksmith87 on August 04, 2021
Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A read more
6 upvotes
3 Replies
Participant
July 27, 2022
Hi @ksmith87 - I also work at an insurance agency that uses HubSpot. When you say it doesn't integrate with Vertafore AMS360, do you mean there's n...read more
ksmith87 on August 04, 2021
Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A read more
6 upvotes
3 Replies
Participant
July 27, 2022
Hi @ksmith87 - I also work at an insurance agency that uses HubSpot. When you say it doesn't integrate with Vertafore AMS360, do you mean there's n...read more
hjohnston on December 09, 2021
If you didn't know, there's a HubSpot User Group specifically for the Insurance Industry! We just held our first event (How HubSpot will help you grow) and it was a smashing success! If you'd like to watch the recording, find it here . Join read more
Member
May 01, 2022
I need help with the set up and usage for sales individual non company sales in insurance is there a instruction video or page ?
hjohnston on July 23, 2021
Hello! As of right now, it seems like our only Workflow option on the task object is to create a new task. It would be nice to be able to create queues, associate tasks with companies, reassign task ownership, etc. via Workflow.
4 upvotes
1 Reply
Member
November 29, 2021
Also if you update a step in the workflow it should reflect after refreshing the page in the workflow.
Brett_Weaver on April 12, 2018
Hello, It would be very helpful to automatically have a Task which was created under a Contact also be associated with the Contact's Company. There are mentions of this on the community forum already for a couple of different reasons. My rea read more
127 upvotes
46 Replies
Member
August 19, 2022
@hubspot It's been 4 years this has been requested and still not implemented. I wonder why? It's hard to identify the contacts in the task lists ...read more
_ashleyquintana on May 23, 2019
Hi there, It would be great if an e-mail alert could go to a HubSpot Portal's administrator in the event of a domain becoming disconnected. This would help avoid an error or website downtime in the event that something were to happen.
Contributor | Platinum Partner
May 31, 2022
Yes, this is very important, we actually had a problem with a large account and this would go a long way in preventing further problems.
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