Policy Status report in Time Series

Anjali Kapadia — Mon, 02 Jan 2023 13:03:19 +0000

In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the last three months.

NowCerts

In NowCerts you will find three other new sections added – Canceled Policies, New Policies, and Renewal Policies.

AMS 360

In AMS 360, you will find – Cancellation confirmation, New business, Renewal policy, and Rewrite.

Similarly in QQCatalyst and HawkSoft, you will find these added sections and transaction details under reports.

The post Policy Status report in Time Series appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

NowCerts Integration

InsuredMine — Sat, 31 Dec 2022 15:15:44 +0000

In this article, you will learn:

You can now advantageously use Insuredmine with NowCerts for leveraging productivity and efficiency. This integration allows you to add and access, prospects and client data in both ways.

InsuredMine to NowCerts:

1) Add prospect in IM

Go to Contacts and click on + button on the top right corner

The prospect will be automatically synced to nowCerts and is visible in NowCerts

(Login to NowCerts and search the prospect name (1), it shows up in the result (2))

Data Points that will be integrated between Nowcerts & InsuredMine in contact section :

Full Name
First Name
Last Name
Contact Status (Contact Type)
Contact Number
Email Address
Phone
Address, city, state, zip (for account or primary contact)
Description (for account)
Agency Office (primary contact one way sync – NC to IM)
FEIN (for commercial account)
SSN (for secondary contacts)
DOB
Gender (for secondary contacts)
Type (for secondary contacts)

2) Add a policy to the prospect in IM

Go to Policies in IM and click on add Policy button at the top right corner, after filling required fields. Click on the Save and New button at the bottom right corner.

The policy will be automatically synced to NowCerts and is visible in NowCerts.(Login to NowCerts and search prospect name, the prospect will be shown as Active and Insured)

Click on Details, the added policy can be seen in the Policy section

Data Points that will be integrated between Nowcerts & InsuredMine in the policy section :

1. Category
2. Insurance Type
3. Carrier
4. Policy Number
5. Premium
6. Effective date
7. Expiry date

Note: There will be 2 way sync-up while adding Premium Amount and Total Policy both in Nowcerts & InsuredMine.

Enhancement! June 2020

3) Update Prospect in IM

Click on the prospect name and edit the required fields then click on submit
Prospects details will be updated, automatically synced to NowCerts and will be visible in NowCerts.

{Please note: While adding Prospect in IM, email id was not added earlier. Here we will add email id to the same contact. (He is no more a prospect as we added policy)}

Adding email to the contact in IM

Updated email is now reflecting in NowCerts

4) Update Policy in IM

Go to Policies in IM and click on the policy that needs to be edited, after editing click on tick mark.

Insurance Carrier was Fednat Insurance company, it is updated to Arch Insurance company.

The updated policy will be automatically synced to NowCerts and is visible in NowCerts.

Click on Details, the updated policy can be seen in the policy section)

NowCerts to InsuredMine:

1) Add Prospect/Insured in NowCerts:

Add prospect/Insured in NowCerts with required fields
Login into IM, and search prospect/Insured name. Prospect/Insured appears in the result.

Prospect shows up in IM

2) Add Policy in nowCerts:

Add policy in NowCerts with required fields.
Login to IM, search policy number. The resulting policy appears in the Policy Info section under Contact 360 section.

3) Update Prospect/Insured in NowCerts:

Update the prospect/Insured in NowCerts with required fields
Login into IM, and search prospect/Insured name. Prospect/Insured appears in the result.

The address was not added in NC while creating prospects, now address is updated in NC

The updated address reflects in IM.

4) Update Policy in NowCerts:

Update policy in NowCerts with required fields.

Login into IM, and search policy number. The policy appears in the result. Alternatively, you can also check it in Account 360.

Integration of Actions in Insuredmine Contacts with NowCerts activities

Contacts sync: When a contact is added in the InsuredMine Contacts module, you can view it in NowCerts by typing the contact name in the Global Search, then navigating to Object > Details.

Insuredmine Add contact screen

The Daily AMS sync automatically adds contacts to you Insuredmine database from Nowcerts. Also, any other additional policy information added in the exiting contacts of Nowcerts is mapped and pushed into the corresponding records of Insuredmine. Hover the cursor over the AMS sync Button and if it is synced it will show that it is automatically synced.

2. 2-way sync of activities: When an activity is added through the Contacts module of Insuredmine, It is displayed under Activity History in the task segment. On the other hand, when an activity is added in NowCerts, you can view it by navigating to the Contacts>Contact 360> Events> Planned segment of Insuredmine.

3. 2-way sync of notes: When a note is added from Events under Contacts 360 module of Insuredmine, it is displayed in the Activity History >Notes of NowCerts. Flipping the sequence, when a note added in Nowcerts, you can view it in Insuredmine, on the Past section under the events segment of the Contacts 360 module.

4. 2-way Task sync: When a task is added from Contacts 360 in Insuredmine, you can view it in Nowcerts by clicking on Activity history and selecting the Task. Moreover, when the task is added in Nowcerts, you can view it in the Planned category of Events segment under Contacts 360 of Insuredmine.

5. SMS sync: When you send an Sms through Insuredmine, it is displayed in the Nowcerts as SMS under the Activity History segment.

6. Pipeline card sync: When a deal card is added in Insuredmine, it automatically populates General and other segments in prospects/ leads module of Nowcerts. In case you cannot find the deal card, a Global search of the same guides you to it.

When a Document is added in Nowcerts, it appears in InsuredMine’s Contacts module. The Contact 360 of the particular contact, displays the file under the Documents segment.

Activities for which there will be only 1 way sync-up from Nowcerts to InsuredMine :

File
Address Line 2

For File:

For Address:

For SSN

5) 2-way sync of deleting contacts, policies, Events (Task, Notes, Files)

InsuredMine to Nowcerts

Deleting functionality not available from InsuredMine to Nowcerts

Nowcerts to InsuredMine

Deleting an Account is possible in InsuredMine if the account does not have any active dealcard.
If any particular insured contact or policy is deleted in NowCerts it will not get deleted from InsuredMine.
Deleting Events feature is not available

Enhancements!- June 2021

Ongoing issues in NowCerts and InsuredMine

To resolve the duplicate contact issues, we are implementing the merge contact feature soon. (So, if you find any duplicate contact, you can merge all those duplicate contacts.)

Enhancement! July 2021

Business account sync change for email address, phone, address

Policy Sync with the AMS

Enhancement! August 2021

% Change Data On Deal Card Details And Filter Range.

Enhancement! November 2021

Manual sync doc, tasks & notes

NowCerts- Real-Time Sync

Real-time sync will happen for accounts, policies, notes, and task modules. So, if you add an account, policy notes, and tasks in NowCerts, it will get synched in real-time with the InsuredMine portal. You don’t need to click on the manual sync button to sync the data as it will auto-sync. Below you can view how the real-time sync occurs.

The new account added in NowCerts

The account has now been synced in real-time with InsuredMine

The same goes for policies too.

New Policy added in NowCerts

Policy details has now been synced in real-time with InsuredMine

Task created in Nowcerts

The task created in NowCerts has now been synced in real-time with insuredMine

Notes that are entered in NowCerts

Gets updated in real-time within the InsuredMine platform

Note: Real-time sync for contacts and remaining modules are under development and will be available soon.

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

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