Integration and External Links Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Chrome Extension For Gmail and Contact Redirections

Avinash Barik — Tue, 19 Nov 2024 10:46:31 +0000

Release Date: October 14th, 2024

With InsuredMine’s latest Chrome extension, if you receive an email from InsuredMine that is mapped to an existing contact, an icon will be displayed next to the email name on the email threads. Clicking on this icon will take you directly to the Contact 360 page of that contact, providing all the relevant details in one place.

Use Case: InsuredMine’s Chrome extension lets you quickly re-direct to Contact 360 details by clicking an icon next to From E-mail, simplifying contact management and boosting efficiency.

To View the Enhancement:

Install the InsuredMine Gmail Extension:

Steps -:

Navigate to the Extensions Page of your Browser.

Next, From the drop-down menu, click on “Manage extensions.”

Next, click on the ‘Chrome Web Store.’

Now Search for the Extension Named “InsuredMine Gmail Extension.”

After you have searched for the extension next click on “Add to Chrome.”

A pop-up will appear saying add “InsuredMine Gmail Extension.”
Click on “Add Extension.”

Insuredmine Gmail Extension will then be added to Chrome.

Once you have installed the extension, click over it to view the login status.

How it Works:

Now if you send an Email from InsuredMine portal:
If the From E- mail addresses are mapped to a contact, you can click on the display icon as shown in the image above , and then you’ll be redirected to the Contact360 page for that contact.

You will then be redirected to the Contact360 page where the email is mapped.

The post Chrome Extension For Gmail and Contact Redirections appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Adding Links in Contact360, Account360, Deal Card

Anjali Kapadia — Sat, 10 Jun 2023 16:46:08 +0000

You can now add links in deal card, account360, and contact360 under the description section of each actionable module.

In the deal card section, links can be added in the description section under the to-do section, tasks, notes, files, communication (email & text), activities, and timeline.

In account360, links can be added in the description section under files, communication, tasks, and notes.

In contact360, links can be added in the description section under files, communication, tasks, and notes.

Note: In text, the link will be clickable. However, in notes and email, the link will not be clickable.

The post Adding Links in Contact360, Account360, Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

HawkSoft new data point mapping in policy, accounts, and contacts

Anjali Kapadia — Thu, 25 May 2023 15:36:22 +0000

In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID.

In the Policy details, the new data points getting mapped from HawkSoft to InsuredMine are HS ID, HS Policy ID, Agent 1, 2, and 3, Producers, Status, Status Date, Inception Date, Sold Date and Branch ID.

The post HawkSoft new data point mapping in policy, accounts, and contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Open in HawkSoft link

Anjali Kapadia — Mon, 20 Feb 2023 11:30:39 +0000

Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link. To access this feature, you need to sync the contact/account with your AMS (Hawksoft)

Note: To access this feature, you MUST have a Hawksoft and InsuredMine agent portal in a similar system.

The post Open in HawkSoft link appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Screen-pop for incoming calls

Anjali Kapadia — Fri, 10 Feb 2023 17:38:25 +0000

Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the same number, all the contacts will be displayed, you can click on the arrow sign to navigate to the contact 360 of the particular contact.

Contact 360 of the selected contact.

Once you receive the call, the selected contact name will be displayed along with the number and the call timer.

Also note, if you are working on any module, you will have this incoming call screen pop whenever you will have an incoming call.

The post Screen-pop for incoming calls appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

CSR filter in contact for HawkSoft

Nidhi mhendhiratta — Wed, 01 Feb 2023 12:16:34 +0000

Description – The contacts\’ filters now include the CSR filter.

Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and more.

Navigation –

Go to the Contacts Module. Click on the filter icon.

Scroll down to select the CSR list. Click on the Apply.

The filtered view will display all contacts assigned to the chosen CSR.

The post CSR filter in contact for HawkSoft appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.