Getting Started Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/getting-started2/ Mon, 03 Nov 2025 08:22:01 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Getting Started Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/getting-started2/ 32 32 InsuredMine Outlook Add-in — Getting Started Guide https://www.insuredmine.com/knowledge-base/insuredmine-outlook-add-in-getting-started-guide/ Mon, 03 Nov 2025 08:05:07 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=48257 1. Objective Exclusively for InsuredMine users, this Outlook add-in provides AI-powered email chain summaries and instant access to CRM data—including contacts, accounts, notes, and tasks—directly within Outlook. Users can quickly view relevant information and navigate to the corresponding contact or account in InsuredMine, all at no additional cost. 2. Additional Resources / Video Guide For […]

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1. Objective

Exclusively for InsuredMine users, this Outlook add-in provides AI-powered email chain summaries and instant access to CRM data—including contacts, accounts, notes, and tasks—directly within Outlook. Users can quickly view relevant information and navigate to the corresponding contact or account in InsuredMine, all at no additional cost.

2. Additional Resources / Video Guide

For a guided walkthrough of all workflows in the InsuredMine Outlook Add-in, please watch the following video:
YouTube Video: https://www.youtube.com/watch?v=0FTdFH111kA

This video demonstrates: – Logging in with test credentials – Opening the add-in in Outlook – AI-powered email thread summary – Navigating related CRM data – Handling emails with no matching contact

3. Test Account Information

Test URL (InsuredMine CRM): https://microsoftreviewagency.insuredmine.com/agent/ Test Credentials:

  • Email: Test@insuredmine.com
  • Password: Test@1234

Note:

  • Use your own agency url and creds above is just for example.
  • Please ensure that you enter the credentials exactly as provided — even a minor spacing error may cause an “Authentication failed” message.

4. Test Steps

Step 1 — Open Add-in

  • Launch Microsoft Outlook (Desktop or Web).
  • Open any email conversation.
  • Click the “InsuredMine Outlook Add-in” icon from the ribbon.

Expected Result: Add-in panel opens showing the “InsuredMine” option.

Step 2 — Sign Up to InsuredMine

If you do not have an existing InsuredMine account and credentials, please follow the steps below to sign up:

  • Click “Connect” in the add-in.

     

  • Select “Sign Up” when prompted.

You will be redirected to the InsuredMine signup page, where you can start a trial version for $1 or select any available pricing plan.

Guide Document: https://drive.google.com/file/d/1D37Psn4syj6RK-2ObmiAt5jTVLLvcwU8/view?usp=drive_link

Step 3 — Login to InsuredMine

  • Click “Connect”.
  • Enter the provided test credentials email and password.
  • Click Login

Expected Result: Successful login redirects to the InsuredMine interface within Outlook.

Step 4 — Email Context Detection

  • Open any email thread in Outlook.

  • Follow Step 1 and Step 3 (if you are already logged in, the add-in will automatically open the Email Details Panel after Step 1).

  • The add-in will automatically detect the sender and recipient email addresses from the currently opened Outlook email message and display the corresponding contact details from InsuredMine CRM.
  • For testing purposes, please use an email thread where the “From” address contains “microsoft”. A contact with this email has already been created under the provided demo credentials, so the add-in will display the corresponding contact details successfully.

Scenario A: Email exists in CRM → shows related contact/account data.

Scenario B: Email not found → shows message: “No matching contact found in this email thread.”

If the email addresses in the current thread do not match any existing contact in InsuredMine, the add-in will display the message:
 “No matching contact found in this email thread.”

This scenario occurs when the sender or recipient email address is not associated with any contact in the InsuredMine CRM.
 The add-in is designed to provide quick access to customer details from Outlook for users whose contacts already exist in the InsuredMine system.

For testing purposes, you can create or update a contact in InsuredMine as described in Scenario C.

Scenario C: Create or Update Contact: (For review purpose otherwise this will be created as per client there daily uses who uses InsuredMine CRM)

If it asks for the login type your credential.

A) Create Contact:

Click “Add Contact” (as shown in the screenshot), enter the required details, and click Save to create the contact.

Note: For testing purposes, please use the full name and email address from the current Outlook email thread (the “From” or “To” field) to ensure the add-in correctly retrieves and displays the email context details.

B) Update Contact
Click on any contact from the list that you want to edit. This will open the Contact 360 page displaying the full contact details.
Click the pencil (edit) icon (as shown in the screenshot) to edit the contact information.

Note: For testing purposes, update the name and email address to match the “From” email in the current Outlook email thread. This ensures that the add-in can correctly identify and display the contact details within Outlook.

Step 5 — AI Email Summary

  • The add-in generates an AI-powered summary of the email thread.

  • Highlights key points, decisions, and follow-ups.

Expected Result: Short summary text appears below CRM info.

Step 6 — View and Navigate CRM Data

  • If a match is found, related data is displayed (Contact Name, Associated Policies, Related Tasks or Deals).

  • Click “View in InsuredMine” to open the record in CRM.

Expected Result: Correct record opens in InsuredMine.

Step 7 — Logout

  • Click the Profile icon to open the navigation list, where you will find the Logout and Support options (as shown in the screenshot).
  • Click Logout to sign out of the add-in.

To hide the navigation list again, simply click the Profile icon once more.

Step 8 — Technical Support

For any technical issues or support-related assistance, please follow the steps below.

  • Click the Profile icon to open the navigation list, where you will find the Logout and Support options (as shown in the screenshot).
  • Click Support to get help through email, phone, chat, or support form.
  • To hide the navigation list again, simply click the Profile icon once more.

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]]> Get Started https://www.insuredmine.com/knowledge-base/get-started/ Mon, 23 Jan 2023 07:16:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=14999 Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Users  Getting started with InsuredMine has never been easier. In just seven simple steps, you can effortlessly create your profile, and then you’re ready to embark on your insurance journey. There are certain steps that you need to […]

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 Getting started with InsuredMine has never been easier. In just seven simple steps, you can effortlessly create your profile, and then you’re ready to embark on your insurance journey.

There are certain steps that you need to follow to get started with insuredmine.

  1. Complete Profile
  2. Connect Work Email
  3. Connect Scheduler
  4. Verify Email
  5. Add Signature
  6. Configure texting and Calling
  7. Add Users

Step 1- Complete Profile

  • Upload your Profile photo.
  • Type in your full name, email address, full address, and phone number. 
  • Click to Save and Continue.

Step 2- Connect your work email

  • Link your email for seamless communication.
  • Choose any of your accounts that you like to connect and click on connect. For instance, I have chosen G Suite.
  • Click on Save & Continue.

Note: This email will be the email address that you use for marketing and even for your google calendar scheduling.

Now that your work email is connected , create a schedule via link.

  • Click on the Scheduler option.
  • Fill up the information in the Scheduling Page and then click Next.
  • Fill up the event booking details.
  • Then, click on Create.
  • Your next schedule will be created.

Step- 4 Verify Email

  • If your email has been verified, a tick mark will appear under verified; otherwise, click the verify email option.
  • In case you want to add additional email addresses such as support or help desk email id, that you have, you can type in too.
  • Click on Save and Continue.
  • Type in your name and email address.
  • Click on the verify email button.
  • In case you want to add additional email addresses such as support or help desk email id, that you have, you can type in too.
  • Click on save.

Step 5- Add Signature

To add a signature, you need to send an email from your account to signature@insuredmne.com with the signature that you want to get displayed from the insuredmine platform.

  • Check the box beside: I have sent the email.
  • Click on Save and Continue.

Step 6- Configure Texting and Calling

Enabling Texting and calling functionality within the platform is easy and simple:-

Just Follow these steps:

  • If you are having a Ringcentral Account:click the option: I have a RingCentral Account.
  • Fill in your RingCentral Number.
  • If you do not have a RingCentral account but wish to add a phone to your InsuredMine Account then select: I need a number with my area code.
  • Then, click on Save & Continue.
  • A ticket will then be raised related to the request.

Step 7: Add Users

Note: This step is available for Admin only.

  • Select the role: Admin, Manager, CSR, or Agent. For instance, in this example, we are choosing the role of Agent.
  • Fill in the other details – Full name, phone, Cell Phone and log in Email.
  • Click on Next.
  • Check the Producer box to give producer level access to the new user under admin view.
  • Click on Next.

Once done click on Save and finish.

If you want agents to have access to all the agency data, check the box beside All Agency Data Access.

  • Check the Producer box to give producer level access to the new user under admin view.
  • Click on Next.
  • You can choose to grant access either collectively for all items (Pipelines, workflow, checklist, Custom forms, and templates) or individually for each item to the new user.
  • Then click on Add Member.
  • You will get a success notification saying: Agent is added successfully.

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]]> Verify Email Changes under Get Started  https://www.insuredmine.com/knowledge-base/verify-email-changes-under-get-started/ Mon, 26 Dec 2022 12:13:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=24289 Description – Easier navigation to add and verify email addresses for the sender’s list. Use case – Improve productivity with all options being more accessible. Process: Navigate to Get Started, and click on Create New Sender.   Add the Name and Email address of the sender. You will notice that the email address is not […]

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]]> Description – Easier navigation to add and verify email addresses for the sender’s list.

Use case – Improve productivity with all options being more accessible.

Process:

  • Navigate to Get Started, and click on Create New Sender.

  •   Add the Name and Email address of the sender.

  • You will notice that the email address is not verified in InsuredMine. A verification email will be sent to the address.

  • You will receive an email from Amazon Web Services to verify the email. Once you click on the link sent in the mail, the email will be verified and added to the list.

  • To use this sender’s email address, navigate to Engagement and select Create under Email campaigns.

  • The newly added email will be added to the list.

 

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]]> How to start using INSUREDMINE https://www.insuredmine.com/knowledge-base/how-to-start-using-insuredmine/ Wed, 08 Sep 2021 19:52:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=1643 Welcome to InsuredMine! In this article, you will learn: Help your team adopt InsuredMine 1. Answer “Why InsuredMine?” 2. Discover your now 3. Design your first Process 4. Enable your team & celebrate wins 5. Get set up for future success 6. Measure and expand use More resources Quick IM demo walkthrough Aug 12, 2020 […]

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Welcome to InsuredMine!

In this article, you will learn:

Quick IM demo walkthrough

  • Aug 12, 2020
  • 7 min watch
InsuredMine is consistently making changes to the needs of the client. 3-6 months is a long time in the life of our project, so you may experience a few screens that are updated.

Raution Jaiswal

Co-Founder @InsuredMine

To help your team adopt InsuredMine, we’ve analyzed what the most successful teams in InsuredMine have in common, channeled the expertise of our Customer Success Managers, and incorporated proven change management strategies all to craft the “InsuredMine Way of Growth” framework outlined in this article.

Help your team adopt InsuredMine

For maximum success, we also recommend:

1. Answer “Why InsuredMine?”

Before inviting your team to InsuredMine, make sure you have a compelling reason for using it. To help you answer “why InsuredMine?” complete the following exercise.

Envision success

First, imagine your ideal world where your team is using InsuredMine, and what you’ll achieve. Ask:
  • What goals will InsuredMine help you achieve?
  • What will be possible in the future that isn’t now?

Identify pain points

Next, identify the pain points that brought you to InsuredMine in the first place that will resonate with your team.
Pain pointExample
You can’t
track leads		Leads come from 1-4 sources.
– Bought and get an email and it goes to the admin
inbox.
– Website forms (Get a Quote) – it goes to inbox.
– Call in and it goes to sticky notes
– and the occasional walk-ins
The Problem is leads are scattered everywhere, not able to
track, respond and manage them all the way to closure.
– Sits and rots
– small percent convert
– Low ROI
Too many
tech tools
to manage my Agency		You have Pipedrive, Mailchimp, Eztext, Calendly, MobileApp, Dropbox, Zendesk, …..
This creates multiple problems –
1. They don’t talk to each other – Waste time entering same data in multiple places.
2. Its expensive. It can cost upwards to $300
per month per user, eating away at your profits.
3. Steep learning curves so they just give up.
Limited visibility leads to no accountability and things fall through the cracks People are afraid to hand things off because there is no accountability.Cant manage it. Opportunity and money falls through the cracks.


Teams focus on their own priorities and handoffs are messy or nonexistent



It’s impossible to segment and market to
their needs.		They are already buying auto from you, you don’t need to promote auto. Same is true with homes. The inability to segment, your clients and market to their unmet needs is costing you 30% of additional business potential.
Executive
Planning		Imagine having analytics on productivity of your
staffs, in regards to their ability to push leads through to close.Also imagine, knowing exactly what you are spending on leads (CAC), know your closing ratio, improve profitability and growth of your firm without this you are guessing or should I say gambling!

You need real data to make real plans. Now you have strong business plan to grow.
–
Everyone in the organization needs to know how well organization, producers, clients or deals are doing. How efficients each of them are and the root cause of the deviation from expectation.

4. Worst problem of all – business runs on data. When you have all these tools to maintain it becomes impossible to mine the data
Managing multiple vendors, tools and then making sure they all work well with each other. Also Data leakages due to too many individual tools to run your business.

Write your “Why InsuredMine” statement

Now you’re ready to draft a “Why InsuredMine” statement using this structure: “[Team/Organization name] uses InsuredMine to develop [these processes] to alleviate [these pain points] so that we can accomplish [these goals].” For example: As a sales team, we’re using InsuredMine to manage prospects in Lead Nurture & Sales Pipeline process to increase engagement with the prospect, collaborate with the inside sales teams so that we can have a better closing ratio, hit a sales goals.

Assemble your adoption alliance

Next, get a group of at least three people to form an “adoption alliance” consisting of the following roles:
  1. Convention-setter—Establishes basic rules about how you’ll use InsuredMine and answer questions teammates have along the way.
  2. Awareness-builder—Communicates the “Why InsuredMine” goal statement and helps the team feel bought in.
  3. Success-celebrator—Recognizes and celebrates wins throughout the process to keep the team motivated.

2. Discover your now

With a clear reason for why your team will use InsuredMine, now you can decide what process you want to try out first. A Process is a set of steps you take to get things done, like onboarding a client to working on his renewals. The process is all about micro activities being tracked and managed in a synchronous way to produce positive business outcomes. Mentioned below are 7 processes to build high-level agency activities for customer acquisition to retention:

The specific process you try depends on your team, but aim to pick something that is:

  • Collaborative, involving communication between multiple stakeholders
  • Specific with clear goals, deliverables, or a time-bound duration
  • Broken, creating confusion or missed goals for your team

For inspiration, check out all of our ways to use InsuredMine.

Finally, lay the groundwork for future success by establishing your InsuredMine team structure. Generally, your team structure in InsuredMine should reflect your org chart.

3. Design your first Process

Make sure to survey your team about how long it currently takes them to complete work, where they’re getting stuck, and the problems they’d like to solve. That way, you can see InsuredMine’s impact and if it’s solving those problems.

Not sure where to start? Try starting with a email template.

Start collaborating

Invite a small group of teammates to play around with Insuredmine to get familiar with features and recommended best practices. InsuredMine is flexible, so don’t be afraid to try things even if it’s not “perfect.”

When you’re ready, invite your whole team and host an InsuredMine kickoff meeting to cover the information from step one and introduce them to InsuredMine and your first workflow.

4. Enable your team & celebrate wins

Share our “getting started” resources below to help teammates learn the basics:

  • Join an InsuredMine Basics Training Webinar (60 minutes) to work with a live trainer and get your questions answered with other customers.
  • Kick-off Deck – training session 1
  • Day 1 Checklist
  • List of Milestones that you can track based on your pain point
  • Bonus if you get stuck at a feature send an email to support.

Expect and embrace mistakes! Your convention-setter should constructively re-direct teammates when they forget about established conventions.

5. Get set up for future success

Once your team is up and running, continue enforcing your conventions and make InsuredMine the single source of truth for answering any questions related to the processes you’ve built. Some ideas to get you started:
  • Set up an InsuredMine Pipeline for questions and feedback and check it weekly and share it with the InsuredMine team as needed.
  • Celebrate your team’s early victories, big and small! Your success-celebrator might create incentives or celebration systems for learning and using InsuredMine.
  • Set up a safe space where people can play with features without fear that they’ll “break” something.
  • Try a “day without email challenge” to see if your team can go an entire day or week without sending any email to one another, opting for InsuredMine instead.
You’ll also want to create a plan for onboarding new teammates so they can get up to speed quickly.

6. Measure and expand use

After using InsuredMine for a month or two, reflect back on what you wrote in section one, and revisit the team baseline you surveyed them about in section two to see how you’re tracking. Ask your team:
  • Did we accomplish our original goal?
  • Are new processes running smoothly?
  • How long does it take to do the same work relative to before?
  • How effective is InsuredMine relative to our expectations? Has it solved the problems we hoped it would?
If you’ve been successful and completed your timeline, communicate your wins and progress to your executive sponsors and stakeholders. You can also start adding more processes, automation, and workflows to InsuredMine if you haven’t already.

More resources

The learning doesn’t stop here. See how other teams use InsuredMine and learn more best practices with our wide array of resources:

 

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]]> Getting Started: 5 steps towards your digital journey https://www.insuredmine.com/knowledge-base/getting-started-5-steps-towards-your-digital-journey/ Tue, 07 Sep 2021 08:40:03 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3230 Follow these 5 steps and you’ll get your InsuredMine account up and running in no time. For a complete tour of InsuredMine and all its features take our video tour. The 5 steps to set up success Integrate your Email account to send receive emails, to send automated campaigns from Agency Portal Create an Email […]

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Follow these 5 steps and you’ll get your InsuredMine account up and running in no time. For a complete tour of InsuredMine and all its features take our video tour.

The 5 steps to set up success

  1. Integrate your Email account to send receive emails, to send automated campaigns from Agency Portal
  2. Create an Email campaign to let your customers know about your ability to serve them digitally with a Mobile App, Chatbot, and a Client Portal.
  3. Set up a Deal Board stage to understand your deal flow and have a real-time understanding of business progress.
  4. Update your Agency/Agent’s profile to let the world know about you and your services.
  5. Add Deals to your deal board and set your sales process to fly

Take 10-20 minutes on each step, per day to get set up in a week, or be an overachiever and knock through all of them in a couple of hours. Need more advanced features?

  1. First Cross-sales campaign
  2. Notification to AutoTask
  3. Automation
  4. Text/SMS
  5. Reports
  6. Chatbot

Training Videos

The IM 101 Webinar is the best place for this. You can join the live webinar on alternate Thursday at 2 pm CST.

Looking for full training on how to use InsuredMine Agency Portal? LINK
Register Now

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]]> Get Started screen https://www.insuredmine.com/knowledge-base/get-started-module/ Mon, 06 Sep 2021 18:11:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3207 In this article, you will learn: 1.Sign up 2. Verify email 3. Pick your Sub-domain 4. Enable Text services 5. Connect to your inbox 6. Verify email for the campaign 7. Sharable agent profile 8. Get client pulse Welcome onboard to Insuredmine! Get set to automate your sales and marketing processes and accomplish more in […]

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In this article, you will learn:

Welcome onboard to Insuredmine! Get set to automate your sales and marketing processes and accomplish more in less time.

1.Sign up

Your incredible journey begins here. If you are on this screen that means you have successfully signed in. This box will be marked as complete as a sign of success login.

2. Verify email

Your email is an integral part of all communication and security. Login to InsuredMine is through verified email, account setup by InsuredMine support team or Single-Sign-on.

3. Pick your Sub-domain

Create a customized domain link for your agency to access all your data in a single view.

Note: The first 3 steps are marked completed by default, as Insuredmine sets them while onboarding as seen in the image below:

4. Enable Text services

Reach out to a larger audience with better open rates from your phone number or a new number dedicated to your sales.
Steps to enable text services:
  • Click Request in Enable text Services segment.  
  • On the support pop up screen, Add Subject as Enable text Services (Marked as 1 in the image)
  • Select category as Issues (Marked as 2 in the Image )
  • Type the message or use the default message “Hello Customer Support, Request you to please configure my account with a phone number for text messaging” in Message segment. (Marked as 3 in the image)
  • Click the Submit button to send support requests. (Marked as 4 in the image)
Click to learn more about text service functionality

5. Connect to your inbox

Link your inbox for insights into email analytics. Track every email you send to your clients or customers and know whether it was delivered, opened, responded, or reported.

Steps to connect to your inbox:

1.Click on the Connect button under the Connect to your Inbox segment on the Get started module.

2. The Settings screen appears, click on the Connect button in the email account tab as seen below.

3. Insuredmine integration request for email signup window pops up. Enter the email address you wish to integrate with Insuredmine.

6. Verify email for the campaign

Varifying email for the campaign is required by AWS SES to ensure email identity is verified so you cant sent campaigns from any fake id or anyone cant use your id to run a fake campaign.

Steps to verify your email for campaign

1, In the get started module, click on the Verify button under the Verify email segment.

2. You will receive an email with a verification link.

3. You just have to click on the link and InsuredMine will get notified that the client has clicked the link.

 Click to know more about ways to verify your email for campaign

7. Sharable agent profile

A public profile with all your agency information with links to Facebook, Google, Twitter and LinkedIn accounts can be created and shared with all your contacts.

Steps to view Sharable Agent Profile:

1. Click on Public Profile in the Share agent profile segment of Get started module.

2. The public profile website appears with agent credentials and other information.

 Find out more about editing your public profile here.

8. Get client pulse

Google’s business reviews of your agency attract more leads. Ask your clients for reviews through an automated workflow setup. Create your google place Id and know what your clients say about you.

Steps to Get client Pulse:

1. Click on Connect Place ID icon in the Get client pulse segment of Get started module.

2. Enter your Google Place Id and click Submit button.

To know more about how to get Google place Id and information on the client pulse module click here.

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]]> Day 1 -Checklist https://www.insuredmine.com/knowledge-base/day-1-checklist/ Mon, 06 Sep 2021 08:30:59 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3215 Before working on the checklist, make sure all the setup tasks from Get Started screen are completed. Define organization (right access levels) Upload all Admin level templates Add predefined Stages Do email verification for campaigns Google place ID Texting configuration Admin level Tags (Directory/Deals) Checklist Admin level Intake form Admin level set up single contact drips Client […]

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Before working on the checklist, make sure all the setup tasks from Get Started screen are completed.

  1. Define organization (right access levels)
  2. Upload all Admin level templates
  3. Add predefined Stages
  4. Do email verification for campaigns
  5. Google place ID
  6. Texting configuration
  7. Admin level Tags (Directory/Deals)
  8. Checklist
  9. Admin level Intake form
  10. Admin level set up single contact drips
  11. Client Portal Button on website
  12. Google Review iframe
  13. Website intake forms
  14. Signatures
  15. Work email integration
  16. Setup Scheduler

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]]> Connecting & Re-connecting Email to InsuredMine https://www.insuredmine.com/knowledge-base/connect-office365-email-account-to-insuredmine/ Sun, 05 Sep 2021 11:19:11 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3290 How to connect your email account to InsuredMine portal How to re-connect email account to InsuredMine portal How to connect email while using old version of InsuredMine Connect your work email and receive all emails related to your business directly into InsuredMine. This saves you from having to juggle between your mailbox and the product […]

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Connect your work email and receive all emails related to your business directly into InsuredMine. This saves you from having to juggle between your mailbox and the product repeatedly.

How to connect your email account to InsuredMine portal

  • Navigate to the user admin panel and click your profile picture.
  • Click on settings.
  • Click Connect under connect your Email Account.
  • Choose your account provider and click Connect.
  • Type in your email address and click Sign In.
  • Enter your user password to connect.

Note: This screen may look different depending on your email provider’s login screen

  • If a green Success notification appears, then your email is fully connected, and a connected stamp will appear under your email integration section. (See image below) 

How to re-connect email account to InsuredMine portal

If your email account gets disconnected somehow, you need to re-connect. The process will be same as above.

OR

If you get a prompt to reconnect your email to InsuredMine portal, then navigate back to settings and then first disconnect your email and then reconnect it again.

How to connect email while using old version of InsuredMine

If you are using the old version of InsuredMine, the video guide below explains how to connect your email.

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]]> Agent & CSR: Account Setup – 5 Simple Steps https://www.insuredmine.com/knowledge-base/agent-csr-account-setup-5-simple-steps/ Sat, 04 Sep 2021 09:29:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3254 In this article, you will learn: 1. Accept your invitation 2. Login 3. Connect Your Email 4. Install Mobile App and give it a spin 5. Training Videos Welcome to InsuredMine! To help you get set up and running as quickly as possible, we’ve put together this cheat sheet of everything you can do to […]

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In this article, you will learn:

Welcome to InsuredMine! To help you get set up and running as quickly as possible, we’ve put together this cheat sheet of everything you can do to put IM to work in your business.
You don’t have to do all of this in one sitting. Start with The Basics, check out the Training Videos.

The Basics

1. Accept your invitation

The email you’re looking for will have “___ invites you to join them on InsuredMine” as the subject line. Use the button in that email to create your password.

2. Login

Follow the steps in the link for a successful login.

3. Connect Your Email

InsuredMine will automatically sync emails you send to or get from your contacts into Agency Portal Inbox. This makes it easy to see what you said and when even if you reply to an email from your regular email inbox! Most importantly if you are using InsuredMine Inbox then you will be able to track open, click responses.
Connect your email from Settings after your login. Here is the guide on how to connect your email.

4. Install Mobile App and give it a spin

InsuredMine Mobile App is for the Policy Holders but we highly encourage each of the agency uses to have downloaded the app and take it for a spin so not only they know it’s functionality but also have a clear understanding of what is it capable to do.

5. Training Videos

Looking for full training on how to use InsuredMine?

The IM 101 Webinar is the best place for this. You can join the live webinar on alternate Thursday at 2 pm Central (register for the next one here).

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]]> Agency Portal Overview https://www.insuredmine.com/knowledge-base/agency-portal-overview/ Fri, 03 Sep 2021 08:59:06 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3235 Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the information in the Agency Portal is pulled from the Agency Management System (AMS) that the agent uses including his Customers, Premiums, Carriers, etc. Agency Portal has built in APIs, to […]

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Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the information in the Agency Portal is pulled from the Agency Management System (AMS) that the agent uses including his Customers, Premiums, Carriers, etc. Agency Portal has built in APIs, to fetch data to our Agency Portal. You do not have to manually update the data in the Agency Portal. There are several components to the Agency Portal dashboard that are explained below in detail.

Dashboard – Our dashboard provides an overall view of all our KPIs (Key Performance Indicators) pertaining to the agent’s book of business. Components within the dashboard can be viewed and accessed with a hover of the mouse or by clicking the actionable items (indicated in orange). Some actionable items on the dashboard include:

1. Widgets: Widgets are developed to help agencies know metrics and provide easily actionable intelligence about the business. They can be sorted and filtered based on the business needs of the agents. They can also be customized as needed. Shown below are four examples of widgets filtered by:

  • Customers by Age – View your customers filtered by their age ranges. This histogram chart provides you the age distribution of your current contact database.
  • Policies by Expiration Dates – You can view a snapshot of all policies set to expire in a particular month. When you select a particular month, underneath the chart, you can see the Total Policies with a number beneath it. That orange number is an actionable item, which when you click will give the details of all your customers with policies set to expire in that month. You can select all these customers and send a mall email to remind them. We will cover the topic of mass email in the section ‘Email Campaign’.
  • Policies by Line of Business – With this donut chart widget, you can visualize your book of business by line to understand what percentage of total business does a particular line represent.
  • Contacts – View your customers sorted either by their First or Last Names. Access all names and be able to communicate with your contacts with a single click.
  • Client location on Google Map – Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios.

2. Key Metrics boxes: Provides an overall view of the metrics of your business including Clients, Premium, Policies, and Carriers. A limited number of items makes you focus on them. All of them except premium are clickable. By clicking on these KPI, you can access list of all clients, all policies or all carriers.

3. Chats: Chats provide a history of all the chat conversations that you had with any customer.
4. Left Navigation: Left Navigation panel has all the key features that can be accessed through the click of the mouse.

5. Messages: Messages contain any messages that you may have received from your customers.

6. Notifications: Any reminders that you have set for yourself will show up as notifications.

7. Task List: An overview of all the tasks that you are due to complete and also a list of completed tasks. You can also add/create tasks directly to the list.

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]]> How to…. https://www.insuredmine.com/knowledge-base/how-to/ Thu, 02 Sep 2021 09:24:38 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3249 Edit/ update your agent profile? Add a new contact? Create a task Create a new campaign Add email template Create a List? Upload List and Save List ? Start a Drip Campaign? Create Pipeline Stages Use a Checklist? Add & manage deals?

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]]> 30-day Milestone https://www.insuredmine.com/knowledge-base/30-day-milestone/ Wed, 01 Sep 2021 08:36:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3224 IM Certification Course completed Watch IM Top User  Conference Download IM User Workbook Schedule a Training Session Email/Ph missing delta reduced by 10% Setting up a google review Calendar Scheduler Setup Carrier Info Added Creating Deal cards Create New Business and Renewal Pipeline Explore Workflow automations Birthday Automation Monthly Milestones PDF 

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Monthly Milestones

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