Miscellaneous Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Text generation using AI

Nidhi mhendhiratta — Fri, 01 Sep 2023 07:09:30 +0000

Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns.

Benefit: It is easy to draft captivating text using AI based on the tone required for text created in various modules. You can now transform the content by making it user-friendly.

Navigation –

Note – The Transform Text using AI Icon implementation is in the Account, Contact, and Engagement module for Adding/Editing notes, sending text and emails, bulk text, SCD, and the email campaign sections

Navigate to the Account module. Click on an account to go to Account 360.
Next, click on the Communication section.

Click on Send Email.
Write content that needs to be revised. Then, click on the Transform Text using AI Icon present.

Four options will be displayed. Select the choice that best fits the situation depending on the text\’s tone.

When the Expand button is clicked, the selected text is reframed as the following content. Similarly, Text will be regenerated based on the button clicked, i.e., Rephrase, Make more formal, and Make more friendly.
Click on the option of your choice; it will generate or draft a text message for you.

The Transform Text using AI icon is also present in the Notes section. Click on Add Note. Additionally, Transcribe icon is also present to translate text to speech. You can perform actions like expand, translate to English, etc. features for the generated text.
When you click the transcribe icon, a message will appear.

Once the text has been written, click on the transcribe icon. A message will appear on the screen.

You can use the Transform Text using AI icon for reframing the text.

Note: Additionally, the Transform Text using the AI icon can help rephrase text in the notes and communication sections of Contact 360 in the Contact module, similar to the account module.

For the Engagement module,

The Transform Text using the AI icon appears when creating a Bulk Text campaign.

The Transform Text using AI icon also appears when creating a Single contact drip and Email campaigns section.

For the Pipeline module,

The Transform Text using the AI icon appears when you email a deal card through the deal board.

You can use the Transcribe icon and Transform Text using the AI icon to add notes for the deal card in the deal board.

The post Text generation using AI appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Lead Source

InsuredMine — Thu, 15 Jun 2023 06:54:43 +0000

In this article, you will learn:

Lead Source is the primary source of referral for the contact. It is a record for where the lead came from. The best practice is to also enter the email address and phone number of the lead source.

Use Case: Consider the case where you want to know which marketing medium is working best for you? You just need to check the Deal Report by lead source to find out which lead source is added in most of the contacts … Is it Facebook, Webforms, personal referrals or some other channel? The one with the highest mentions is the best source for your agency.

How to add lead source in Contacts?

Adding lead source for new contact

To add lead source follow the steps mentioned below:

Navigate to Contacts module and click on Add contact.
On the Add New Contacts screen, scroll down to find lead source field.
Select the lead source by clicking an existing source or Click on add a new source.
When you click on add new source, the Source screen rolls out. Enter a source name (referral name), email address and phone number (if applicable). Click Submit.

Note: You can edit or delete the lead source for contact from the Source screen. Click on the pen icon to edit the referral information. Hover over the bin icon, delete option will be displayed. Click Delete to remove the lead source information.

Adding Lead Source for an existing contact

To add lead source for an existing contact

Navigate to the Contacts module.
Click the ellipse button under the Actions column of the specific contact row.
Select Edit from the options that appear.
On the Update contacts screen, scroll to the lead source field and follow steps 3 and 4 mentioned above as for new contacts.

Note: The referral date is by default chosen as the current date of adding lead source, if not specified otherwise at the time of adding the lead source.

The lead source is displayed in the contacts 360 profile of the contact. You can directly send emails or text messages to the source by clicking the email or text message icon respectively.

Lead Source in Pipelines

When a deal is added to an existing contact, the source is pre-populated, reflecting the lead source of the contact.

If you make any changes in the source or add a source, it is visible in the contact profile as well. The process to add source is the same as mentioned above while adding contacts. You can also add a source on the expanded deal card by clicking under the Source field in the header.

Lead Source is referred to as Source in Pipeline Manager

Deal Report by Lead Source

Indications of the report

The number of deals related to each deal source is displayed in this report.
The data can be viewed for All deals, lost deals, won deals and In process deals.
You can save an image or print the chart by clicking on the ellipse (3 dots).
The deal list for respective sources can be viewed by double-clicking on the individual bar.
It allows you to filter on the basis of specific time period. Select the date range to view the source analysis chart for any particular period.

Helpful Analysis

The Deal report by lead source in the pipeline deal charts reveals which lead generation channels produced the highest number of new leads. It is also useful to view the source that provided most revenue based on won opportunities.

The post Add Lead Source appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Calendar

InsuredMine — Sun, 30 Apr 2023 06:31:11 +0000

In this article, you will learn:

Schedule time efficiently to accomplish more in less time. InsuredMine Calendar helps manage the meetings, work activities, send invites, plan events, share schedules, and a lot more. Set reminders, to-do lists and never miss a deadline or high priority task to stay ahead of the curve.

Manage Appointments: Organize priorities and eliminate the additional back and forth for cancellations and rescheduling with smart calendar features. Share links with clients or prospects to directly book appointments in the calendar.
Add events: Mark any details for easy reference related to the client, lead, prospect or agency. Of course, the usual personal or any miscellaneous work stuff can also be added.
Daily, Weekly, Monthly Previews: The different views help to manage daily details walk-through as well as monthly task line upstream collaboration: Plan team training and meetings with attendee responses.
Sync functionality: Agency website, Facebook page, LinkedIn account, and the Twitter handle can be synced and embedded to showcase upcoming events and arrange appointments on a single platform. Also, the Google Calendar can be synced with InsuredMine Calendar for optimum integration.

Connecting your work email with Calendar

Simply, navigate to the Calendar module and click Connect your email. Your calendar will be automatically synchronized with your work mail.

In case your work email is not connected with Insuredmine, you’ll be directed to the email settings for connecting work email with Insuredmine. Click connect on the screen that appears.

The system guides you to easily link your email. Enter the email id and click Sign in.

Click on the relevant account name and your account is ready to be synced with Insuredmine.

Now, freely keep up with your work schedules and manage every task efficiently.

Enhancement: February 2021

Other Events Markup/ Event color markup in calendar

Now Get the view of Shared Calendar events vs Your events at a glance! Separate colors are used to differentiate between the user’s events that are scheduled and the other connected events that are lodged in your calendar.

Navigate to calendar

Click on any date to view the scheduled events.
The events that are scheduled for the logged-in user will be visible in orange color.
The other connected calendar event will be visible in blue color.
This feature is available in all the views- Month, Week & Day view

Note: To know how to add another connected calendar go through the calendar section under the support page of the Email Service provider. Below provided the links of Google and Outlook, for the process of sharing the calendar with others.
1. Google:
https://support.google.com/calendar/answer/37082?hl=en
2. Outlook:
https://support.microsoft.com/en-us/office/share-an-outlook-calendar-with-other-people-353ed2c1-3ec5-449d-8c73-6931a0adab88
Once someone has shared the calendar with you, the shared calendar events associated with other calendars will show up in your calendar and represent in the Blue color.

Enhancement: May 2021

Multiple Calendar events handling

Now you can save multiple calendar events. And if you select or deselect any particular event and move to some other module, the changes that you made in the calendar will remain intact.

Duplicate Calendar events removal

Initially, whenever there was an event created, a duplicate email event was getting displayed, now that has been removed. So, now you can see only the events that are scheduled as per your calendar.

Enhancement: March 2021

Connect other Calendars

Sorted calendar events will help you manage your work more efficiently. That is why InsuredMine has added a new feature in the Calendar module to increase your productivity.

Just like Google Calendar, you can now manage the events based on colors.

Note: The parent calendar will be represented in orange and other connected events will be displayed in separate colors. You can select or deselect the email ids for connected calendar events. The events will be represented similarly in all three view patterns- month, week, and day view.

Note: Each connected calendar will have separate colors and will be represented as shown in the picture above.

You can check or uncheck the boxes to connect or disconnect other calendars. Once you uncheck any connected calendar, the events related to that calendar will no longer be visible.

Enhancement: March 2021

Email Notification for New Calendar Event

All the participants will get an email notification whenever there will be an event created via InsuredMine calendar.

How to create an event via InsuredMine Calendar?

Navigate to Calendar.
Click on the date on which you want to create the event or click on create button.
A window will open to fill in the event details- Event title, Start date, End date, and Description
Add the Guest’s Email
Click Save
You will get a notification saying: Event Saved

Once the event is saved, the guests will receive the email of the event.

Note: Similarly, events can also be created via the Add Activity section on the Deal Card.

Google Calendar View

Outlook Calendar View

Note: If you are connecting your work mail with IMAP then currently the sync is not available.

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

Add Multiple Texts in Custom Fields

Anjali Kapadia — Wed, 03 Aug 2022 11:18:27 +0000

Now you can add multiple texts in custom fields while adding or updating any contact.

To view enhancement:

Navigate to Contacts
Click on 3 dots icon
Click on Custom Fields

Select the field names (Text, Number, Textarea, Single Selection, Multiple Selection, and Date)

Multiple Selection

You can select “Multiple Selection” if you want to have multiple entries separated by a comma.

If the contact has multiple text fields filled, then you can sort or filter the contact based on the multi-text fields.

Filter

Filter by Custom Fields and click on Apply. The results will be displayed, as shown below.

Select Table columns:

Custom field added can be verified in Select Table columns

You will find the multiple text custom filled while adding a contact

Even while updating a contact, you will find the option of multiple texts in the Custom Field section.

In Contact 360, you will find the multiple text shown in the left panel

This feature is also available in Accounts and Pipeline Manager.

Accounts – Account 360

Pipeline

The post Add Multiple Texts in Custom Fields appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Customer Age

Anjali Kapadia — Wed, 04 May 2022 12:16:51 +0000

While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age.

This is calculated only on the basis of years, not months.

For example, if the DOB is 01/01/2021, then it will reflect 1 Year and not 1 Year, 5 Months.

To view the age section in the contacts table:

Navigate to Contacts
Click on the table
Select Age
Click Apply

The age of the contact will appear in the Age column.

You can also find the age mentioned in Contact360 and Account360.

For Account > Account 360 > Contacts

The post Customer Age appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Unsubscribe/bounce/complaint/manual handling

InsuredMine — Sat, 29 May 2021 09:51:13 +0000

In this article, you will learn:

An agent can manually handle subscribe marketing email, and all other emails, services if it is unsubscribed by the agent himself/herself.

Note: This feature is applicable for emails only.

Automation unsubscribe and handling

Agents can restrict workflows/automation from the Contact list, Contact 360 and Account 360 sections. The purpose of this enhancement was to provide a quick option to stop the automation for any contact.

If you navigate to the contact list the option to opt-out for Automation has been provided under the ‘Do Not Contact’ section.

You will get a notification saying the automation has been opted out for the particular contact.

You can even filter the contact list applying Opt-out for Automation from Do Not contact list.

Click on filter and click the Opt-out for Automation icon in Do Not Contact section.

Click on apply to view those contacts.

You will get the Opt-Out for Automation option in Contact 360 as well as Account 360.

In Contact 360:

In Account 360

How can you check what all services are subscribed/unsubscribed for the contacts?

Navigate to contacts.
Click on the table column view.
Select Do not Contact option.
Click on Apply.

You will get a notification message table column saved successfully.

You will get the details in the list of the services and if you hover the cursor over it, you will get the option to opt-in or opt-out. But if the service is opted out by a customer or bounced back or complaint, then in that case it will not be clickable and you will get a pop up saying unsubscribed by the user/complaint/bounced.

Note: This feature is available in Contact, Contact 360 and Account360.

The post Unsubscribe/bounce/complaint/manual handling appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to convert a contact/lead/prospect to an active client?

InsuredMine — Mon, 05 Apr 2021 09:08:34 +0000

In this article, you will learn:

Active Client in the InsuredMine portal is the Contact that has at least one active policy.

Process to convert a contact/lead/prospect to an active client:

Navigate to contacts.

Click on 3 dots under the action tab
Click on add policy

Fill in the policy details
Click save

Once saved, the contact that was previously a lead or prospect will now get converted to an active client

Note: In the contact list the active clients are represented with green color.

The post How to convert a contact/lead/prospect to an active client? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Unit and Suite no. for address fields

InsuredMine — Tue, 16 Mar 2021 08:30:41 +0000

In this article, you will learn:

While adding a personal/commercial contact in InsuredMine, you may need to add a unit/suite number to the address.

If your prospect or client has an address to a building with suite numbers, apartment, condominium, etc., and is providing an office address, then you need to add a unit number or suite number. For example, Unit 101 or Suite 101, Suite B. Suite number is typically for an office.

How to add unit/suite no. in the address section while adding contacts?

Navigate to Global Add button
Click on add contacts
Fill in all the details.
Scroll down to the address section, where you can find the fields to add unit/suite number.
Fill in the details and click Save.

The post Unit and Suite no. for address fields appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

View each custom fields individually in the directory

InsuredMine — Tue, 05 Jan 2021 08:04:59 +0000

In this article, you will learn:

Add a Custom Field

Admin can customize the fields or label names for the contact directory.

Click on contacts
Click on 3 dots and click on the custom field.
You can add or delete the fields/label name as required.

These custom fields will be visible to the agents in the contact section. Agents can select these custom fields as required, and he will get those fields visible in the contact list/ directory.

View only Selected Custom fields in Contact Table View

To select the custom fields in the directory.

Click on Contact
Click on the select table columns icon.
Navigate down to choose the custom fields

For example, if the admin has set 3 custom fields- Nick Name, Account Name, and Vin Code.

An agent can view these three custom fields and can select any one, two, or all three as per his preference.

Click on save

A popup notification will generate on the top right saying, “Table column save successfully”.

And now, the contact directory will have all the custom fields that have been selected by the agent.

View all Custom fields in Contact360

You can also view all the custom fields in Contact 360 in the bottom section of the overview segment.

Enhancement: May 2021

Handle custom fields as per agent

This one is applicable for accounts that have Enterprise type.

If the agent logs in through an account that has enterprise type, you will get the option to select the agents, while handling custom fields.

Note: For non-enterprise agents, in custom fields, will not have the option to assign agents for labels.

Note: If you don’t add any agent name for a custom field, then by default it will select the admin name, through which you have logged in.

Note: Adding custom fields can be accessed by admin only but will show up for all agents.

And the label will be available to those agents whose names are mentioned in the custom fields. But if there is any label that is not assigned to any agent will be assigned to the admin by default.

Once you click on submit, the custom fields will get updated.

Note: In the table column view in contacts, whatever fields are assigned to agents, the same fields will be visible to him.

The post View each custom fields individually in the directory appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

User-Defined fields in Contacts

InsuredMine — Tue, 28 Apr 2020 15:25:09 +0000

In this article, you will learn:

Sometimes out of the box CRM may not have every field that we may need for our business. Thus, UDF (user defined fields) can help bridge those gaps. An Admin can now add custom fields to capture such additional information in a contact profile. These fields can be numeric, text, or alphanumeric fields.

To create custom fields in the directory, follow the steps below.

Note: Make sure you are logged in as an Admin

1. Click the Custom fields icon in the Contacts module as shown below.

2. In the Custom fields window, select the input type first and then add the label name. You can simultaneously add as many fields as desired by clicking on Add another button. After adding a custom field name and types, click on Submit

3. The fields created are now available in the Add new contact window panel. Contact Information about the criteria added can be obtained and accessed easily.

Enhancement: June 2020

Sorting in Custom Fields

Custom fields (User-defined fields) are added by the Admin in the Contacts module.

Make sure the Custom field is enabled in the Select Table columns of the contacts module.

Once they are visible, each column header has mini up-down arrow icons for sorting, click on these icons to view the list in ascending or descending order for the specific column data.

Look at the sample image below for reference.

The post User-Defined fields in Contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Miscellaneous Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Text generation using AI

Add Lead Source

In this article, you will learn:

How to add lead source in Contacts?

Lead Source in Pipelines

Calendar

In this article, you will learn:

Connecting your work email with Calendar

Other Events Markup/ Event color markup in calendar

Multiple Calendar events handling

Duplicate Calendar events removal

Connect other Calendars

Email Notification for New Calendar Event

Add Multiple Texts in Custom Fields

Customer Age

Unsubscribe/bounce/complaint/manual handling

In this article, you will learn:

To subscribe/unsubscribe emails:

Automation unsubscribe and handling

How can you check what all services are subscribed/unsubscribed for the contacts?

How to convert a contact/lead/prospect to an active client?

In this article, you will learn:

Process to convert a contact/lead/prospect to an active client:

Unit and Suite no. for address fields

In this article, you will learn:

How to add unit/suite no. in the address section while adding contacts?

View each custom fields individually in the directory

In this article, you will learn:

Add a Custom Field

View only Selected Custom fields in Contact Table View

View all Custom fields in Contact360

Handle custom fields as per agent

User-Defined fields in Contacts

In this article, you will learn:

Sorting in Custom Fields