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#Finance toolbar google chrome how to
#Finance toolbar google chrome install
#Finance toolbar google chrome manual

See our Policy/Company Setup help article for more details on carrier setup. This will allow you to open a company's website with HawkLink by clicking the Website button in the CMS toolbar or by using the Quote feature in HawkSoft’s Action Menu. You should also make sure that your carriers and other companies in HawkSoft have the appropriate settings selected under Policy/Company Setup. Optimize carrier and company setup for HawkLink This will ensure any websites you open through HawkSoft will open in Chrome, allowing you to use the HawkLink mapping tool to map and flood data. In the Website section, select HawkLink for Google Chrome in the Browser dropdown. You can do this by selecting User Preferences in the dropdown underneath your name on the CMS toolbar. Get full details on HawkLink setup in our HawkLink for Google Chrome help article.īecause HawkLink for Google Chrome works specifically within the Chrome browser, you’ll need to set HawkSoft to open websites in Chrome. But there are a few settings you should tweak to make sure HawkLink works as efficiently as possible with your HawkSoft setup.

Once you install the HawkLink Chrome extension (you’ll be prompted to do this the first time you click the Website button in the CMS toolbar after you’ve updated to version 5.1), you’ll be able to use the HawkLink mapping tool within websites in Chrome.

Watch HawkSoft employees demonstrate how to use HawkLink for Google Chrome

Share mappings with others in your agency.

Optimize carriers and company setup for HawkLink.

You can learn more about this tool on our HawkLink for Google Chrome page, but we want to show you some of the most exciting features of this new and improved tool, and give you some tips and tricks for using it! The HawkLink mapping tool autofills mapped data into a website That means you can quickly flood data from HawkSoft to virtually any website for:Īnother huge new benefit of HawkLink for Google Chrome is that it includes crowd-sourced mappings, so many of the most common carrier and insurance websites are already mapped for you! This allows deeper data mapping functionality on more websites than ever-any website you can access in a Chrome browser. This iteration of HawkLink is an extension you download and plug into Google Chrome, the most commonly used web browser in the world. The buzz about the NEW HawkLink for Google Chrome So what’s different about HawkLink for Google Chrome?

You might be familiar with earlier versions of the HawkLink browser tool, a data mapping and form fill tool that drastically reduces manual data entry by autofilling client and policy data from HawkSoft to carrier sites. One of the greatest new features in HawkSoft, currently being rolled out to agencies over the coming weeks in version 5.1, is HawkLink for Google Chrome.

#Finance toolbar google chrome install

#Finance toolbar google chrome how to

#Finance toolbar google chrome manual