We have implemented separate columns for total policies and total premiums as goals in both carriers and categories. Users can now set targets for these metrics, enabling focused decision-making. 

Use Case: Detailed goal information is accessible by clicking on individual carriers or categories

To  View the Enhancement:

From Carriers:

• Go to the Carriers module.
• Then,  select ‘Add Carrier.’

• Add the carrier details.
• Click on submit.

• Within carriers, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.

• Click on the carrier to view its details.

• You can also view the goal details for the total number of policies and total premium within the carrier details.

From categories:

• Go to the Categories module.
• Then,  select ‘Add Categories.’

• Add the category details.
• Click on submit.

• Same as carriers within categories, we have introduced two new columns called ‘total policies (goals)’ and ‘total carrier (goals)’.

• You can also view the goal details for the total number of policies and total premium within the category details.

The post Carrier and Category goal appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The recently introduced options, such as New Business, Renewals, Cancellations, and Rewritten, have been included within Carriers and Categories. These sections now house comprehensive details regarding the New Business, Renewals, Cancellations, and Rewritten aspects associated with categories and carriers.

Navigation:

1. Go to Categories/Carriers.
2. Select any specific category/carrier.
3. Within the Insight section, you’ll find the detailed information.

The post NB, Renewals, cancellations and rewritten in carrier and categories appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Two additional fields, “Claims phone” and “Carrier website address,” are now available within carrier contacts for easy access and management.

Use Case: These added fields aim to streamline communication processes, improve information accessibility, and enhance user convenience when interacting with carrier contacts within the system

Navigation:

1. Go to the Carriers section.
2. Select any Carrier from the list.
3. Access Carrier Contacts.

Note: You have the option to modify or input information for the claims phone and carrier website address. These details are hyperlinked for convenience; clicking on the claims phone allows for direct calling or texting, while clicking on the carrier website address redirects to the respective website.

The post Carrier – Contacts to include a Claims Phone and Carrier Website address appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

As the carrier tab helps you get an overall picture of the status of your business, merging carriers within the carrier module helps you combine selected carriers into a single master carrier, simplifying data and policy management.

Use Case: Improves efficiency and organization, making it easier for admin’s to access and manage information about their clients.

First, let us check the common ways to merge carriers through the InsuredMine portal and the ways to download or save them.

To view the enhancement:

There are 2 ways to merge carriers  within the InsuredMine portal:

Option 1:

• Click on the Carriers Module.
• Choose any Carrier name that you want to merge.
• Click on the Merge option present at the top.

• A minimized window will now appear, asking you to choose a master carrier to merge all the selected carriers within.
• Choose a Master Carrier to merge all the selected carriers.
• Click on Merge.

• A notification will pop up saying: Success Carriers are merged successfully.

Option 2:

• Click on the Carriers module.
• Navigate to the three dots present on the right side of the sidebar, then select Merge Carriers from the dropdown.

• Choose a Master Carrier to merge all the selected carriers.

• Now select the carriers you want to merge with Master Carrier.
• Then, click on Merge.

• A notification will pop up saying: Success Carriers are merged successfully.

• You can also click on Download or Save as Report to view the file on your PC.

The post Merge Carriers with Insuredmine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Navigate to Carriers from the left panel.  It will take you the screen with all the Carrier information.  Click on “Add Carrier” to get a pop-up box for you to enter a new Carrier.

The post Adding A Carrier appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Description: The new datapoint has been added for carriers which is Agent log-in website, So when we add any new carriers we will get an option to add agent log-in website url and it will reflect in the carrier title.

Navigation – 

• Navigate to the carriers module
• Add carrier
• You will get the option to add agent log-in website url

• Once you add agent log-in website url and submit then in carrier name the agent log-in url will be visible
• After agent log-in website url has been added it will be visible in the carrier name and when you click on the url it will redirect to that url

The post Additional datapoints for Carriers appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Admins can set, review, and track the goal for each carrier.

Process:

• Navigate to Pipelines and select Pipeline settings.

•  Click on Goal Setting (Carrier) and select  Add Goal

• Fill in the mandatory fields and click on Save.

The post Annual Goals For Carriers appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

One of the most powerful tools within InsuredMine is Workflow Automation.

You can now set up automated workflows to keep your clients engaged at various milestones within your process.  Once these workflows are set up, InsuredMine will daily look for all accounts that match the workflow criteria and send out an email.  You won’t have to remember a thing! With Multi-stage workflow, you can customize your workflows according to your preferred send date, time and template. Steps to set a workflow:

1. Select your Workflow type and click on Next

Carrier Name tag

A new tag named carrier name has been added, which can be accessed while creating workflow for policy renewal. 

To check the enhancement:

• Navigate to the engagements
• Click on Automation
• Click on the get started button , beside Policy Renewal.
• Fill the necessary details- workflow name, mode, filter and triggers.
• Click on begin
• While setting the stages you can choose the carrier name tag, to insert the carrier name while sending the email.

Enhancement: February 2021

You can stop the scheduled stages in the policy renewal workflow once the policy gets renewed. Once the policy gets renewed into your AMS and gets updated in InsuredMine with renewal updates, the scheduled stages for policy renewal automation will stop.

 

Note: This feature is available only for NowCerts, QQ Catalyst, and AMS360 users.

 

To view the enhancement:

Navigate to Engagement

• Click on Create under Automation

• Fill in all the fields

• Click on Customize beside Policy Renewal

• Fill in all the workflow details

• You can save it as a draft or click Begin

The post Automation: Policy Renewal appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Carrier List

The Carrier tab helps you to get the overall picture of the status of your business. The Carriers tab on the left-hand navigation bar stores and tracks the data regarding the organization’s book of business by the carriers. This data can be customized to suit an organization’s needs so that producers see their information and management can see a broader picture of the entire organization.

The data can be sorted by a carrier name, total policy count, and premium volume. InsuredMine has also built this functionality to serve as an address book for agents and agencies to organize their marketing, management, and underwriting contacts at insurance carriers.

Adding Contact to Carrier

• Click on the Carrier name
• Under Carrier Contacts, on the right-hand side, click the “+ Add New” button

• Fill in the required fields and click save.

Enhancement:  January 2021

Adding a new Carrier

• Go to the Carrier section from the Navigation bar

• Fill in all necessary details (Carrier name, website and customer service contact and click on Submit.

The carrier list will include all the carriers and the number of accounts, policies related to that carrier. You can also see the total premium amount under each carrier.

And if you want to see the policies or accounts of a particular carrier you can click on the policies or accounts and this will navigate you to the policies page and accounts page respectively.

Enhancement:  Oct 2021

Merging Duplicate Carriers

You can merge duplicate carriers through the InsuredMine portal without affecting the policies associated with it. Follow the instructions below!

• Click on the 3 dots-setting option in the Carrier module and select the Merge Carrier option.

• Select a master carrier and then select the carrier/carriers that you want to merge.

• Click on the Save button to complete the process, and the duplicate carrier will all move into the master carrier and be replaced in the policy information.

Enhancement:  February 2021

Searching duplicate carriers and merging them has been made easier! Now you can merge duplicate carriers from the carrier screen as well.

Process to merge the duplicate carriers:

• Navigate to carriers
• Select the carrier names that are to be merged

Or

• Search the duplicate carriers by typing the carrier name in search carriers’ section and select the names that are to be merged.

• Click on merge button

• A window will open with the selected carrier names that are to be merged
• Select and choose the master carrier under which other carrier names to be merged.
• Click on merge.
• The carrier names will get merged under the master carrier that you have chosen.

Note: Recommended carriers to merge will be also available below, you can choose from them too and click on merge.

You can select multiple carriers to merge with the master carrier

• Click on 3 dots (settings)
• Click on merge carriers
• Select multiple carriers that you want to merge
• Click on merge

Process to undo merging of a particular carrier:

• Click on the carrier that was merged previously.
• Click on the merged carrier section.
• Navigate to the action section, there will be an undo icon, click on the same to unmerge the carrier.

Enhancement:  June 2021

How to remove carriers from the carrier list?

You can delete the unwanted carrier from the carrier list. If you delete a category or a carrier from the respective lists, it will be removed from the InsuredMine portal too.

If you click add policy, add a deal, and add X-date section and try to look for the removed carrier while adding a policy, deal, or x-date you will not find the removed carrier as it has been already deleted.

To view the enhancement:

• Navigate to the Carriers section, click on the 3 dots to delete the selected carrier

• There will be a warning message asking if you are sure to remove the carrier.

• Once deleted you will get a confirmation saying, “Carrier removed successfully”

Now if you navigate to the add policy section and search for the deleted carrier the removed carrier will not be shown. The same will happen in the Add deal and Add X date section too.

The post Carrier 101 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Carriers by Business Share widget is now available under Agency widget:

This bubble chart helps you identify which carriers are your best partners. See if your agency is becoming too heavily invested with one carrier or the sizes of the bubble are fairly equal. Click on expanded view to see the policy count and premium.

The post Carrier by Business Share: Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Admins can now restrict specific or all agents from adding Category and Carrier while adding policy.

Process:

• Navigate to Settings and click on Restrictions.

•      Scroll to the right to see the Category and Carrier restriction.

• Click on the toggle button to disable category action for the agent.

• You will now notice that the Add Category option is no longer visible.
• Click on the toggle button to disable the Carrier action for the agent.

• When Carrier and Category tabs are turned off, the agents will not be able to add any new carrier or category. The agent can only select carriers and categories from the list.

Note: If we disable the category and carrier for all or selected agents, the add carriers and add categories options will not be visible in the respective module.

The post Category and Carrier in the Restriction Settings.  appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• While adding goals you can add multiple carriers.

• Once saved the set goals will be displayed in a table. You can edit or delete the goals accordingly. Deal value will be derived from the quotes of the pipeline cards.

The post Goal Setting for Carriers appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.