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

Count of Notifications type

Arshad Hussain — Thu, 30 Nov 2023 11:34:30 +0000

The latest addition to notifications ensures a real-time count of received notifications. Whenever new notifications arrive, the count increases, and if any notifications are deleted, the count decreases.

Navigation:

Go to Notifications.
Select “View All.”
The notification count will be displayed.

The post Count of Notifications type appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Notifications Offered by InsuredMine

Arshad Hussain — Sat, 23 Sep 2023 14:16:40 +0000

Notifications in InsuredMine

InsuredMine is a comprehensive insurance CRM platform that offers various features and functionalities to streamline and enhance insurance agency operations. One of the key aspects of InsuredMine is its notification system, which provides real-time updates and alerts to keep users informed about important activities and events. This knowledge base article provides an overview of the different types of notifications offered by InsuredMine.

In this article, you will learn:

Engagement:

List

Notifies users when a list is shared with them.

Notification Message: “@agentName shared a list with you.”

Engagement Template
When share a template with another agents
Notification Message:- @Agent name Shared a Template with you.
Engagement SCD
When share a template with another agents
Notification Message:- @Agent name Shared a Single Contact Drip with you.

Engagement Workflow:

Client Pulse

Notifies the agent three days before a client pulse check is due.

Welcome

Notifies the agent three days before sending a welcome notification to a new client.

Notification Message: “Welcome Client Notification.”

Mobile App:

Agent Connect

Notifies agents when there is a chat waiting in their agent portal chat window.

Notification Message: “Someone is waiting in your agent portal chat window.”

Pipeline:

Add Activity
Notifies users when an activity is scheduled for a pipeline card.
Notification Message: “Activity Scheduled.”
Add File
Notifies users when files are added to a pipeline card.
Notification Message: “Files Added.”
Add Label
Notifies users when a label is added to a pipeline card.
Notification Message: “Label added.”
Add Task
Notifies users when a task is added to a pipeline card.
Notification Message: “Task Added.”
Assign Agent
Notifies users when a pipeline card is assigned to an agent.
Notification Message: “Pipeline Card Assigned.”
Add Notes
Notifies users when a note is added to a pipeline card.
Notification Message: “Notes Added.”
Daily Recap
Notifies a comprehensive summary of updates within each pipeline, contributed by every agent,
Deal Card due
Notifies users when deal cards are due today.
Notification Message: “Deal cards due today!”
Deal Card – WON (to all the agents)
Notifies all agents when a deal card is marked as won.
Notification Message: “Congratulations Team!”
Import Checklist
Notifies users when a checklist is added to a pipeline card.
Notification Message: “Checklist added.”
Intake Form
Notifies the agency when a prospect fills out an information request form.
Notification Message: “Information Request filled by Rob Jones.”
Marking Card as Lost
Notifies users when a pipeline card is marked as lost.
Notification Message: “Card Marked As Lost.”
Marking Card as Won
Notifies users when a pipeline card is marked as won.
Notification Message: “Card Marked As Won.”
Notes
Notifies agents when they are mentioned in a note within the pipeline.
Notification Message: “@mention – Agent e.g.: @John mentioned you on the card ABC Corp on Sales Pipeline.”
Public Intake Form
Notifies the agency when a lead is generated through the public intake form.
Notification Message: “You got a Lead via InsuredMine.”
Remove Agent
Notifies users when an agent is removed from a pipeline card.
Notification Message: “Pipeline Card Removed.”
Send Email
Notifies users when an email is sent from InsuredMine.
Notification Message: “Email Sent.”
Send SMS
Notifies users when a text message is sent from InsuredMine.
Notification Message: “Text Sent.”
Stage Change
Notifies when a stage is changed in a pipeline
Subscribed Notification
Notifies the subscribed agent about any new deal added manually, via public form, via forwarding email, or a deal that was marked one.
Update Due Date
Notifies users when the due date of a pipeline card is updated.
Notification Message: “Due Date Updated.”
Update Expected Closing Date
Notifies users when the expected closing date of a pipeline card is updated.
Notification Message: “Expected Closing Date Updated.”
Retention Board: Automated renewal cards in the Retention pipeline
Notifies users about policy renewal reminders for automated renewal cards in the Retention pipeline.
Notification Message: “Policy Renewal Reminder.”

Task List:

Mark Task as Completed
Notifies users when a task is marked as complete in the task list.
Notification Message: “Task marked as complete.”
Task Due
Notifies users when tasks are due today.
Notification Message: “Tasks due today!”

eSignature

Agent get Notified when the document is signed
Notification Message:- “Document name” has been signed by “name”
CC’d person gets notified when sending the doc to the signatory
Notification Message:- Signature process for “Document name” has started
CC’d person get Notified When Document is completed by signatory
Notification Message:- You have been copied on
signatory get Notified When all the signatories signed the doc
Notification Message:- Everyone has Signed “Document Name”
Reminder Notification
Notification Message:- Reminder: “Document Name”
When signatory signed the doc, signatory get notified
Notification Message:- Signed Doc
Agent get notified when eSign sending into the Invalid mail id
Notification Message:- eSignature Undelivered
When Agent downloading the Archive list
Notification Message:- eSignature Report

Header

Notifies user(Linked People) when Add Activity from New Action button on Header bar is clicked
Notification Message :- Invitation: check activity is working @ “date, time”
Notifies user(Assignee) when Add Task from New Action button on Header bar is clicked Notification Message :-Invitation: Task: checklist @ “date, time”
Notifies user(contact) when Get Google Reviews from New Action button on Header bar is clicked Notification Message:-How did we do ?
Notifies user(contact) when Get NPS from New Action button on Header bar is clicked Notification Message/title :-Your feedback matters! Help us serve you better
Notifies user(contact) when Send App Download Link from New Action button on Header bar is clicked Notification Message/title :-Download our Mobile App-QA Agent Portalelit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Contact Modules

Notifies user(Assignee) when Add Note from Action Button on contact Home Page
Notification Message :-”Agent Name” mentioned you on the card on InsuredMine Pipeline
Notifies user when Assign Single Drip from Action Button on contact Home Page
Notification Message:-For Email notification-test email notification
Notifies user(Assignee) Add Task from Action Button on contact Home Page
Notification Message:-Invitation: Task: Task name @ “date and time”
Notifies user(Linked people) when Add Activity from Action button
Notification Message:-Invitation: Title @ “date and time”

Contact 360 Modules

Notifies user(Assignee) when Add Note is selected in Contact Details
Notification Message :- Agent name mentioned you on the card on InsuredMine Pipeline
Notifies user(Contact) when Scheduler is selected from icon present on Contact Details
Notification Message:-Schedule a Meeting
Notifies user(Assignee) when Add Task is selected on Contact Details
Notification Message: Invitation: Task: meeting time @ “date and time”
Notifies user(Assignee) when Add Activity from icon is selected on Contact Details
Notification Message:-Invitation: :Activity name” @ “date and time”
Notifies user(Contact) When File “Send Via Email” option from Action button under File Tab
Notification Message :-Your documents from QA Agent Portal
Notifies user(Contact) When Select file by checking the checkbox and click on send button
Notification Message :-Your documents from QA Agent Portal
Notifies user(Contact) When Select 2 or more files by checking the checkbox and click on send File for eSignature
Notification Message:-doc sign-”Agent Name” has requested a signature
Notifies Agent when its signed by Client
Notification Message: Document has been signed by “Signatory”
Notifies user(Assignee) When Assign SCD under communication tab
Notification Message :- For Email notification- “email title”
Notifies user(Assignee) When Add Task from Tasks tab in contact 360 page
Notification Message/title :-Invitation: Task: Invitation title @ “date, time”
Notifies user(Assignee) when Add Note from Notes Tab in contact 360 page
Notification Message :- “Agent” mentioned you on the card on InsuredMine Pipeline
Notifies user(Linked people) when Add Activity from Activities Tab
Notification Message:-Invitation: Title @ “date and time”
Notifies user(Assignee) When Assign SCD from more option button
Notification Message :- For Email notification-”email title”

Accounts Modules

Accounts 360: Activity
Notifies people when they are linked while adding activity
Notification Message: “Invitation: “Title” @ “date and time”
Accounts 360: Note > Add Note
Notifies agents when they are mentioned in a note
Notification Message: “Agent mentioned you on the card on InsuredMine Pipeline.”
Accounts 360: Note > Edit Note
Notifies agents when they are mentioned in a note
Notification Message: “Agent mentioned you on the card on InsuredMine Pipeline.”
Accounts 360: Tasks
Notifies agents when they are assigned and task added to calendar as well
Notification Message: “Invitation: Task: Title @” date and time”
Accounts 360: Communication > Email > Send Email
Notifies users when an email is sent from InsuredMine.
Notification Message: “Email notification message”
Accounts 360: Communication > Email > Reply
Notifies users when an email is sent from InsuredMine.
Notification Message: “Email Notification message.”
Accounts 360: Communication > Email > Forward
Notifies users when an email is sent from InsuredMine.
Notification Message: “Fwd: Email Notification message.”
Accounts 360: Communication > Email > Forward
Notifies users when an email is sent from InsuredMine.
Notification Message: “Fwd: Email Notification message.”
Accounts 360: Contact > Action Btn > Assign Single Drip
Notifies the user(Assignee) when SCD is triggered.
Notification Message :- “Email notification title”
Accounts 360: Files > Send via Email
Notifies users when a file is sent to the user.
Notification Message: “Your documents from QA Agent Portal.”

Reports-

Report – Save as report for particular agent
Notification Message:- InsuredMine Report – View your ”Report type” Report now.
When Report is running on scheduled time
Notification Message:- InsuredMine Report Test – View your “Report name” now, ran by “daily/weekly/monthly ” Schedule.
When Report is running manually
Notification Message:- InsuredMine Report – Run “Report name” is in Progress
When Share the report with Another Agents
Notification Message:- An agent shared a report with you.
Report – Download for particular agent
Notification Message:- InsuredMine Report – Download your “Report type” Report now.

Form Builder

When a dealcard is created through form submission
Notification message: deal card created in the “pipeline board” with “ stage name”
Assigned agent receives a notification by email with the form response.
Share form to other agent
Notification message: “Agent name” shared a custom form with you.
- When token form is submitted the contact and agent associated gets a notification with the form details

Text Module

When we assign texting to any other agent
Notification Message/Title @Agent name mentioned you in the Text Messaging chat for contact name
These notifications provided by InsuredMine help keep users informed and ensure efficient communication and collaboration within insurance agencies. Stay up-to-date with InsuredMine’s powerful notification system to enhance your workflow and improve customer service.

The post Notifications Offered by InsuredMine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Incoming Text Notification – (Admin)

InsuredMine — Sun, 20 Aug 2023 17:41:11 +0000

You can notify your agents via email of all the incoming texts. To check the enhancement:

Navigate to Pipelines
Click on the 3-dot icon (action)
Navigate to Pipeline Settings
Click on notification settings
Slide the grey toggle button to allow the notifications for the incoming text via email.

Enabling this feature, will help your agents to get an email notification on any incoming text.

The post Incoming Text Notification – (Admin) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to manage Notification subscription

InsuredMine — Sat, 10 Jun 2023 12:18:16 +0000

In this article, you will learn:

How to manage Notification subscription?

Admins can now easily manage notification subscriptions and customize their notification preferences within the pipeline settings. Admins can choose which pipeline activities they want to receive notifications for, subscribe, and even share the daily notification with a selected team member or send it to all recipients in the Daily Recap Email Notification for sales updates.

Use Case: Customize notification preferences in Pipeline Settings with ease.

Note: Make sure you login as Admin to set up a notification subscription for a particular pipeline.

Login as Admin.
Navigate to the Pipelines module, click on the 3 dots icon (action button), then select Pipeline Settings.

Within the pipeline settings, a dashboard will appear. Click on Notification Settings to view Subscribe Notifications on the dashboard.
Select the agent names corresponding to the specific pipelines to whom you wish to send notifications.

Note: Admins can subscribe to any agent or multiple agents for getting email notifications for all these following activities in the selected pipelines.

While adding a new deal.
Service Board deal: When a deal is added automatically from the support ticket.
Won deal: When the deal card is marked won.
When the deal is added through intake forms.

Daily Recap Email Notification and Subscription

Admins can get a daily summary of all deal-related updates that happened on a daily, weekly, or monthly basis. This enables them to obtain a thorough grasp of ongoing actions and forecast associated business results. Please slide to enable the section’s notification function.

To view the enhancement:

Make sure to login as an Admin.
Go to the Pipelines module and then click on the Pipeline settings.

Within the pipeline settings, a dashboard will appear. Click on Notification Settings to view the section for Daily Recap Email Notification.

Now, to enable daily/weekly/monthly recap email notifications:

Click “Enable” to start receiving updates through email notifications.
Then, toggle on your preferences to receive email notifications; they might be daily, weekly, or monthly, as per your requirements.
Set the trigger time at which you want the notifications to be delivered to you or your team.

Select all to send the email notifications to all the members of your team.

If you don’t want to send it to everyone but want to send it to a specific member, you can toggle off the “select all” button and send emails individually.
You will then see a pop-up message saying: Success Settings Updated Successfully.
Note: The daily recap report based on Pipeline is available only on request from the Agency and is not available for all.

Sample Email for Email Notifications

Our latest update includes a new ‘Sample Email’ preview feature in pipeline notification settings. This feature allows users to preview their email content directly before sending, ensuring accuracy and presentation.

Use Case: The feature enhances user control over email communications directly from the pipeline’s notification settings.

To View the Enhancement:

Navigate to the ‘Pipeline Module.’
Then, click on the three dots present in the top right corner.
From the drop down select ‘Pipeline Settings.’

Then, within pipeline settings, click on notification settings.

A Preview of ‘Sample Email’ has now been added within all the notification settings.

Click on the sample email to preview the email.

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