Agency Website Archives https://www.insuredmine.com/kbcategory/agency-website/ Tue, 26 Sep 2023 09:53:56 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Agency Website Archives https://www.insuredmine.com/kbcategory/agency-website/ 32 32 Review Widgets Import option in Agency Website https://www.insuredmine.com/knowledge-base/review-widgets-import-option-in-agency-website/ Thu, 15 Jul 2021 06:13:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3541 Google reviews flash an overview of agency performance and also build trust in the contacts. Get more reviews with the widget on your website. Admin can now import google review widgets and embed them as iframe or button on their website. Firstly, find here how to link Google Reviews and get connected to Google My […]

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Google reviews flash an overview of agency performance and also build trust in the contacts. Get more reviews with the widget on your website. Admin can now import google review widgets and embed them as iframe or button on their website.

Firstly, find here how to link Google Reviews and get connected to Google My Business. You have to follow the steps mentioned below:
  1. Log in to your profile and click on your profile picture.
  2. Then click on the edit button.
3. If Google place ID Link is blank then click on the Get Place ID and enter your office location

Copy the place ID from the map, paste it in the “Google Place ID link” in the input box and click on Save.

3. Once you’ve added the place ID successfully, go to the Google Reviews widget on the dashboard
Make sure you login as Admin. You can proceed to import Google Review widgets, following the steps.
  • Click on settings
  • A window will open where in the left panel you will find website widgets.
  • Click on website widgets
  • A window will open to view all the widgets
  • Click on google review widgets
  • You can copy and use the link to incorporate widgets in the website or can even share on social media platforms. 

Once copied there will a confirmation popup on the top right saying “link copied to clipboard”

You will get 3 options- button, iframe and social share

Just copy and paste the google review widget button code into your site. This process will help you to install the google review button on their website.

For google review widget button code:

For google review widget iframe code:

Note: Once a client clicks on this google review button, he will be redirected to the google review page, where he can give reviews and comments.

To render the google review widget button through iframe, click on iframe, copy the iframe code and paste it on your website.

For sharing google review link through social media platform: To share the google review link on a social platform, just click on the desired social media icon which will navigate you to the selected platform and you will get the option to share the URL link. 

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]]> Contact Us Form for Website https://www.insuredmine.com/knowledge-base/import-contact-us-form/ Mon, 13 Jul 2020 05:46:47 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3515 Gather customer information quickly with easy to use contact us form. The Contact-us form can be added to your agency website as an iframe or Button. The button or iframe is rendered in your agency website after you copy the code in the website admin panel. To import the Contact Us form, follow the steps […]

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Gather customer information quickly with easy to use contact us form. The Contact-us form can be added to your agency website as an iframe or Button. The button or iframe is rendered in your agency website after you copy the code in the website admin panel. To import the Contact Us form, follow the steps mentioned below

Make sure you login as Admin to access this feature

  • Click on settings
  • A window will open wherein on the left panel you will find website widgets.
  • Click on website widgets
  • A window will open to view all the widgets.

 
  • Click on contact us form widgets
  • You can copy and use the link to incorporate widgets in the website or can even share on social media platforms.
  • Once copied there will a confirmation popup on the top right saying “link copied to clipboard”
  • You will get 3 options- button, iframe and social share
  • Just copy and paste the contact us form code into your site. This process will help you to install the contact us form on their website.

For contact us form button code:


For contact us form iframe code:

Note: Once a client clicks on this contact us form button, he will be navigated to the contact us section of the agency website. To render the public agency profile button through iframe, click on iframe, copy the iframe code and paste it on your website.

For sharing contact us form through social media platform:

  • To share the contact us form link on a social platform, just click on the icon directly and it will navigate you to your desired social media platform when you can share the link. 

Use Case – Purpose of this form is to feed the information gather directly to InsuredMine Shared Pipeline. Then it can be picked up by an Ageny or it can be allocated using RoundRobin.

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]]> Add Client Portal button on Agency website https://www.insuredmine.com/knowledge-base/add-client-portal-button-on-your-website/ Sun, 12 Apr 2020 05:39:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3500 Clients will be able to access their policy and additional information from the Client portal. They can access the client portal from a button on your agency website. By clicking on the button, the insured can get to the login page to input their email address as ID and password credentials. After successful login, you […]

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Clients will be able to access their policy and additional information from the Client portal. They can access the client portal from a button on your agency website.
By clicking on the button, the insured can get to the login page to input their email address as ID and password credentials.
After successful login, you will be able to access the client portal.

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]]> Web form for Website (Quotesheet) https://www.insuredmine.com/knowledge-base/implementing-quotesheet-iframe-into-website/ Tue, 29 Oct 2019 04:54:59 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3482 In this article, you will learn: Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below. To automatically add deal from public Quotesheet web form to Shared Dealboard: Public Intake Settings How to create widgets for Quotesheet? How to create widgets for Custom Form? Set up Intake forms/ webform/ […]

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In this article, you will learn:

Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below.

Make sure you login as an Admin.

The main motive for creating a widget for quote sheet and custom form is to create a public URL that can be shared anywhere as a link and can be accessed by the clients on the web.

Note: Website Widgets is available for admins only. 

1. How to create website widgets

  • Click on settings
  • A window will open wherein the left panel you will find website widgets.
  • Click on website widgets
  • A window will open to view all the widgets
  • You can copy and use the links to incorporate widgets in the website or can even share on social media platforms. 
Widgets can be generated for Public Quotesheet (Quotesheet and Custom forms)

To automatically add deal from public Quotesheet web form to Shared Dealboard:

1. Go to Pipeline Setting (https://[youragency].insuredmine.com/agent/pipeline/dealsetting) or Go to Pipeline and click on the gear icon (Settings).

2. Set Default Pipeline And Stage selection.

Click on settings and select default pipeline and stage selection. This will allow all deals from the “Get Quotes” button on the agent public profile to come directly to a specified pipeline to a specified deal stage.

Public Intake Settings

In the Pipelines >Settings> Notification Settings, an Admin can enable/disable setting for sending an email notification to the agent, when lead information is received through the Public intake form.

The user or agent receives a notification with the subject ” You have got a lead via Insuredmine”. A click on the lead details tab in the email will direct to the Deal card on the Shared Pipeline Board with details populated from the form.

You can set up – automated emails in DealBoard for:
– Welcome Clients
– Won and Lost Deal
Please provide/Confirm an email address so that we can verify from our end for an auto email in deal creation by user.

Enhancement: January 2021

How to create widgets for Quotesheet?

Use Case – Quotesheet is nothing but a predefined form that can be used to gather information from clients. You can add it as a button, or a webpage (iframe) or share it as a social link.

If you want more flexibility and want to have your own fields then you can create custom forms as well and instead of using quotesheet you can use custom forms.

Most importantly, not only it helps you capture data in form, these forms will automatically create deal cards in the pipeline with no manual data entry.

To generate public quotesheet link and website widget for the same:
  • Click on Quotesheet
  • Select the policy categories for which you want to create code for quotesheet link.
  • Click on Generate Link
Links will be generated for the particular categories that you have selected.  For example: If you select Rental Property, Manufactured Homes, Others, Property and General Liability as policy categories, when you will copy the link and open in a different tab, the quotesheet that will open will have these categories in it.
 
  • You will get 3 options- button, iframe and social share. Click on the respective tab to copy the code.

Note: Once a client clicks on this custom form button, he will be navigated to a quotesheet which he can fill and submit.

  • To render the custom form through iframe, click on iframe, copy the iframe code and paste it on your website.
  • To share the custom form on a social platform, just click on the tab that will navigate you to respective social platform where you can share the url link directly.

How to create widgets for Custom Form?

Custom form is also a quotesheet but customized. You can build specific quote request forms for specific data fields feeding data into specific Pipelines so that once a prospect fills in the details it goes to a specific pipeline and gets assigned to a specific agent.

Note: Make sure you have created the custom form first before generating the widget code for your website.

Use Case – Similar to Quotesheet, you can get quote request forms (custom forms) with a widget on your website. You can import the widget and even embed them as an iframe or button on your website.

To generate custom form link and website widget for the same:

  • Navigate to settings
  • Click on Website widgets from left
  • Click on Custom Form
  • Click to select custom form from the dropdown menu
  • Click on Generate link
  • Copy the url link that will be generated, and paste it on the browser to open the custom form.

Note: If agents share this link with their clients, they can use this link to open the custom form.

Once copied there will a confirmation popup on the top right saying “link copied to clipboard”

You will get 3 options- button, iframe and social share

Just copy and paste the custom form button code into your site. This process will help you to install the custom form button on their website.

Note: Once a client clicks on this custom form button, he will be navigated to custom form which he can fill and submit.

  • To render the custom form through iframe, click on iframe, copy the iframe code and paste it on your website.
  • To share the custom form on a social platform, just share the url link directly on your social media platform.

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]]> Add Mobile App Download and Client Portal Login on your website https://www.insuredmine.com/knowledge-base/implementation-of-web-pages-mobile-app-download-and-client-portal-login/ Thu, 03 Oct 2019 06:06:38 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3532 Provide access to relevant policy information to your clients through the addition of these two buttons on your agency  website Client login App Download Sample of Buttons to add to your website for Client Login and App Download Sample of Webpages template for your  website for Client Login and App Download Mentioned below are the steps to add either button or […]

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Provide access to relevant policy information to your clients through the addition of these two buttons on your agency  website

  • Client login
  • App Download
  1. Sample of Buttons to add to your website for Client Login and App Download
  2. Sample of Webpages template for your  website for Client Login and App Download

Mentioned below are the steps to add either button or webpage for Client login or App Download

1 (a) Add Button for Client Login:

Please use the anchor tag mentioned below to open client login webpage in another tab.

Clicking on the button will open a webpage – YourAgencyName.insuredmine.com/user is where the client can input his login credentials to log in to the client portal.

Please select the Anchor tag code and add them in the HTML Code of your website.

Link- https://www.w3schools.com/code/tryit.asp?filename=G9OISFX47FXO

<a style="
    border-radius: 50px;
    border: 1px solid #708090;
    color: #fff;
    background-color: #708090;
    box-shadow: inset 0 0 0 0 #bccac8;
    padding: 6px 12px;
    margin-bottom: 0;
    font-size: 1em;
    font-weight: 400;
    line-height: 1.42857143;
    text-align: center;
    user-select: none;
    background-image: none;
    border: 1px solid transparent;
    border-radius: 20px;
    text-decoration: none;" target="_blank" title="Client Login" href="https://demo.insuredmine.com/user/">Client Login</a>

1 (b) Add Button for Mobile App Download:

Please use the anchor tag mentioned below to open App Download webpage in a tab.

Clicking on this button will open a webpage – YourAgencyName.insuredmine.com/Download where the client can choose either the Android or the iOS option to download Mobile app

Please select the Anchor tag code and add them in the HTML Code of your website.

Link – https://www.w3schools.com/code/tryit.asp?filename=G9OJ4DWQDPLR

<a style="
    border-radius: 50px;
    border: 1px solid #708090;
    color: #fff;
    background-color: #708090;
    box-shadow: inset 0 0 0 0 #bccac8;
    padding: 6px 12px;
    margin-bottom: 0;
    font-size: 1em;
    font-weight: 400;
    line-height: 1.42857143;
    text-align: center;
    user-select: none;
    background-image: none;
    border: 1px solid transparent;
    border-radius: 20px;
    text-decoration: none;" target="_blank" title="Download App" href="https://demo.insuredmine.com/download.html">Download App</a>

2 (a) Add Webpage (via iframe) for Client Login:

Some agencies prefer to embed Client Portal on their current website instead of using the web link provided by InsuredMine YourAgencyName.InsuredMine.com

Embedding can be accomplished using iFrame and by adding the code below in the HTML

Link- https://www.w3schools.com/code/tryit.asp?filename=G9OIVYQKX039

Code for iFrame.

<iframe src="https://demo.insuredmine.com/user/session/loginone" style="height:600px; width: 100%; border: none;">
  <p>Your browser does not support iframes.</p>
</iframe>

2 (b) Add Webpage (via iframe) for Mobile App Download:

Some agencies prefer to embed App Download page on their current website instead of weblink provided by InsuredMineYourAgencyName.InsuredMine.com

Embedding can be accomplished using iFrame and by adding the code below in the HTML

Link – https://www.w3schools.com/code/tryit.asp?filename=G9OJ1MTEBCRU

Code for iFrame.

<iframe src="https://demo.insuredmine.com/download.html" style="height:600px; width: 100%; border:none;">
  <p>Your browser does not support iframes.</p>
</iframe>
For more Information on implementation contact support@insuredmine.com

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