Nps Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/nps/ Thu, 04 Sep 2025 13:36:20 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Nps Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/nps/ 32 32 Send NPS & Google Review from Contact360 https://www.insuredmine.com/knowledge-base/send-nps-google-review-from-contact360/ Mon, 25 Aug 2025 07:22:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47378 A new enhancement has been introduced in the Contact 360 view, enabling agents to request Net Promoter Score (NPS) and Google Reviews feedback directly from contacts 360. Agents can request NPS and Google Reviews via Email, Phone, or both, providing greater flexibility and improving response rates. Important: This feature will only be visible if the […]

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A new enhancement has been introduced in the Contact 360 view, enabling agents to request Net Promoter Score (NPS) and Google Reviews feedback directly from contacts 360.

Agents can request NPS and Google Reviews via Email, Phone, or both, providing greater flexibility and improving response rates.

Important: This feature will only be visible if the contact has both a valid email address and a valid phone number saved in their profile.

Use Case: This feature ensures that agents can maximize their chances of receiving feedback by selecting the most effective communication channel. For broader outreach, selecting both can further increase response rates.

To View the Enhancement: 

  • Navigate to the Contacts
  • Select the preferred Contacts Name of your choice

You will be re-directed to Contacts> Contact 360 page

Ensure the contact has both an Email ID and a Phone Number.

Click on the three dots in the top-right corner to view the review options.

To get the Reviews:

Click on get  Google Reviews Via Email.

A pop-up will appear confirming: “Survey sent successfully.”

Note: To get a Google review from Phone, an NPS review from Email, or an NPS review from Phone, follow the same process.

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]]> Reputation – Ability to filter NPS score by Agent/CSR https://www.insuredmine.com/knowledge-base/reputation-ability-to-filter-nps-score-by-agent-csr/ Mon, 11 Aug 2025 10:54:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47210 We are introducing a new enhancement under the Reputation section that allows users to view ratings submitted by Customer Service Representatives (CSRs) and Agents separately. This provides better clarity and accountability by distinguishing whether the feedback was submitted by a CSR or a specific Agent within the organization. Use Case: If a manager wants to […]

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We are introducing a new enhancement under the Reputation section that allows users to view ratings submitted by Customer Service Representatives (CSRs) and Agents separately.

This provides better clarity and accountability by distinguishing whether the feedback was submitted by a CSR or a specific Agent within the organization.

Use Case: If a manager wants to track how well a specific CSR is performing based on client feedback, they can easily filter the reviews by CSR name and evaluate the results. Similarly, agents can track their own ratings.

View the Enhancement: 

  • Navigate to the Reputation section
  • Click on the NPS for the review tracking.

Click on the Filter Panel

Under the filter section, you will see a dropdown for selecting either CSR or Agent.

Within the filter find a specific CSR or Agent on whose feedback you want to view

Check the box next to the name to apply the filter for the CSR

To view the ratings, click ‘Apply’ after selecting the CSR.

To view the ratings, click ‘Apply’ after selecting the Agent.

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]]> Delete NPS Response (Only Admin) https://www.insuredmine.com/knowledge-base/delete-nps-response-only-admin/ Mon, 03 Feb 2025 08:52:00 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=44495 Feature release Date: February 1st, 2025​ With our latest enhancement, admins now have the ability to easily delete NPS responses as per requirements. Use Case: Ability to delete NPS responses, simplifying data management for accurate insights and reporting. To View the Enhancement: Click on the NPS tab. Navigate to the specific NPS feedback for the […]

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Feature release Date: February 1st, 2025​

With our latest enhancement, admins now have the ability to easily delete NPS responses as per requirements.

Use Case: Ability to delete NPS responses, simplifying data management for accurate insights and reporting.

To View the Enhancement:
  • Click on the NPS tab.
  • Navigate to the specific NPS feedback for the contact.
  • Locate the delete option in the corner to delete the NPS feedback.
  • A pop up will appear saying: Are you sure to Delete this NPS Review?
  • NPS review deleted succesfully.

Delete NPS from Contacts:

  • Navigate to the Contact 360 page for the specific contact.
  • Click on the Communications tab.
  • Select NPS.
  • Choose the NPS feedback you want to delete and click on the Delete option.
  • NPS added within the contact will then be removed completely.

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]]> Default Template Setting for NPS for ‘Get NPS’ Feature https://www.insuredmine.com/knowledge-base/default-template-setting-for-nps-for-get-nps-feature/ Mon, 03 Feb 2025 08:08:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=44481 Feature release Date: February 1st, 2025​ With our latest enhancement, you can now set a default template for NPS surveys. When sending an NPS email, the selected template will be automatically used by default. Use Case: Enhance the efficiency of collecting Net Promoter Score feedback by leveraging pre-configured default template settings in the Get NPS […]

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Feature release Date: February 1st, 2025​

With our latest enhancement, you can now set a default template for NPS surveys. When sending an NPS email, the selected template will be automatically used by default.

Use Case: Enhance the efficiency of collecting Net Promoter Score feedback by leveraging pre-configured default template settings in the Get NPS feature.

To View the Enhancement:
  • Navigate to the ‘Reputation’ Module.
  • Select NPS.
  • Click on the (…) icon located on the right.
  • From the drop-down menu, select ‘NPS Default Template Settings.’’
  • A panel will appear on the right.
  • First, select a template.
  • Then, click on the preview icon to view the template.
  • Lastly, click Save.
  • You should receive an success message in the form of an pop-up notification.
  • After the NPS email is sent to request feedback, clients will receive the default-selected template each time you trigger it, as shown in the image above.

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]]> Filter & Save as List for Lookalike Opportunities https://www.insuredmine.com/knowledge-base/filter-save-as-list-for-lookalike-opportunities/ Mon, 30 Dec 2024 11:01:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43652 Feature Release Date: 28 December, 2024 With our latest enhancement, you can now filter by probability and save lists for both ‘Auto No Home’ and ‘Home No Auto’ opportunities. Use Case: Quickly identify high-potential opportunities and efficiently save them for targeted follow-up actions. To View the Enhancement: Filter Data for Auto No Home & Home […]

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Feature Release Date: 28 December, 2024

With our latest enhancement, you can now filter by probability and save lists for both ‘Auto No Home’ and ‘Home No Auto’ opportunities.

Use Case: Quickly identify high-potential opportunities and efficiently save them for targeted follow-up actions.

To View the Enhancement:

Filter Data for Auto No Home & Home No Auto:

  • Navigate to the Opportunities Module.
  • For “Auto No Home” and “Home No Auto,” click on the filter icon to filter by probability.
  • A panel will open where you can filter the probability based on your desired percentage. (suppose you set to 80-90)
  • Next, click Apply.
  • The accounts with a probability of 80-90 for Auto No Home will display the data as shown above.

Save as List:

You can also save the displayed probability data as a list.

  • Click on Save as List option
  • A panel will open where you can choose to save the list as either Accounts or Contacts.
  • Next, be sure to add a List Name.
  • Click Save.

To access the Saved List:

  • Engagement module>List> list library.

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]]> NPS Filters throughout the Portal (Accounts, Contacts & Create List) https://www.insuredmine.com/knowledge-base/nps-filters-throughout-the-portal-accounts-contacts-create-list/ Mon, 30 Dec 2024 10:27:32 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43621 Feature Release Date: 28 December, 2024 With our latest enhancement, you can filter NPS Review ratings through Accounts, Contacts and create lists based on the ratings from 0 to 10. Use Case: Ability to Filter NPS Ratings within Accounts, Contacts, and Create Lists To View the Enhancement: Accounts: Navigate to the Accounts Module. Then, click […]

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Feature Release Date: 28 December, 2024

With our latest enhancement, you can filter NPS Review ratings through Accounts, Contacts and create lists based on the ratings from 0 to 10.

Use Case: Ability to Filter NPS Ratings within Accounts, Contacts, and Create Lists

To View the Enhancement:

Accounts:

  • Navigate to the Accounts Module.
  • Then, click on Filters.
  • A panel will appear on the right, enabling you to filter accounts by their NPS ratings, with options ranging from 0 to 10.
  • Then, click Apply.
  • All accounts that have shared the selected NPS ratings will be displayed after applying the filter.

Contacts:

  • Navigate to the Contacts Module.
  • Then, click on Filters.
  • A panel will appear on the right, enabling you to filter accounts by their NPS ratings, with options ranging from 0 to 10.
  • Then, click Apply.
  • All Contacts that have shared the selected NPS ratings will be displayed after applying the filter.

Create List:

  • Engagement Module> Lists>Create Lists> Select Filter- (Accounts/Contacts)
  • Select an NPS rating from 0 to 10, or choose multiple ratings.
  • Click Apply.
  • All Contacts that have shared the selected NPS ratings will be displayed after applying the filter.
  • All Accounts that have shared the selected NPS ratings will be displayed after applying the filter.

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]]> NPS Enhancements https://www.insuredmine.com/knowledge-base/nps-enhancements/ Tue, 17 Sep 2024 08:40:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=41479 Now, within the NPS module, we’ve implemented several minor improvements to enhance your user experience and functionality according to your needs. Use Case: Enhancements in the NPS module will improve customization, simplify survey distribution, and enhance feedback collection for a simplified user experience. To View the Enhancement:  Earlier, the email feature was only applied to […]

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Now, within the NPS module, we’ve implemented several minor improvements to enhance your user experience and functionality according to your needs.

Use Case: Enhancements in the NPS module will improve customization, simplify survey distribution, and enhance feedback collection for a simplified user experience.

To View the Enhancement: 

Earlier, the email feature was only applied to agents and managers. We have now removed that restriction, so it applies to all contacts, regardless of whether they are using the same email address or coming from support emails.

  • Navigate to the ‘Reputation’ section from the sidebar module.
  • Then, select NPS from the top left corner to open the NPS dashboard.
  • Select ‘Get NPS.’

Recent Enhancements Overview-

Enhancement 1:

  • Fill in the details such as Name, Email, Phone, Send Via, and From Email to send the NPS survey link.
  • The NPS survey link will be shared via the Agency Support Email.
  • Then, click on Get NPS.
  • You will then receive a notification pop-up saying: “Success NPS Sent Successfully.”

Enhancement 2:

  • Click on the three dots present in the right side corner.
  • Then, from the drop-down click on the NPS Rating Color Setting.
  • You can customize the style of the rating button and choose any color you prefer. Additionally, the color of the survey link will be updated accordingly.
  • Click Save.

Enhancement 3:

  1. Small Paragraph has been added above the bolded question below the logo.
  2. Title of NPS Survey link email  has been changed to “Your Feedback Matters! Helps Us serve you better.

Enhancement: 4

The mobile version of the email of the NPS Survey link has been consolidated into one line.

Changed opening sentence to “Thanks for your feedback! How can we improve your experience”? 

Enhancement 5:

Changed the Title to “Thanks for your Feedback.”

Enhancement 6:

  1. Subject Line changed to “Your Feedback Matters.”
  2. Small Paragraph added above the bolded question below the logo.

Enhancement 7:

Thank you message changed based on the score given by the customer.

Enhancement 8:

Branch Logo Setup and Use as a Tag

Now you will be able to setup branch logo and use it as a tag anywhere from the tag section within InsuredMine.

  • Navigate to the settings module.
  • Then, within configurations select ‘Branch Mapping.’
  • A side panel will open where you need to upload logo.
  • Select the logo and then hit upload.
  • You will then get a success notification saying: Branch Logo uploaded Successfully.

To use it as a Tag:

  •  You can use the Branch Logo tag from anywhere within  InsuredMine you attach tags. For instance I have attached tags within the send Email Campaign.

While sending an NPS survey for a specific branch, the branch logo will be displayed instead of the agency logo in the survey link as mentioned in the image below:

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]]> NPS – Setting Notification to the Agent/CSR in the Contact https://www.insuredmine.com/knowledge-base/nps-setting-notification-to-the-agent-csr-in-the-contact/ Mon, 16 Sep 2024 10:55:23 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=41368 In our latest update, you now have the option to configure email notifications to automatically send the NPS survey link directly to the agent or CSR assigned to the account. Use Case: Able to send automatic NPS survey notifications, agents/CSRs can quickly respond to feedback, improving customer satisfaction and retention efficiently. To View the Enhancement: […]

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In our latest update, you now have the option to configure email notifications to automatically send the NPS survey link directly to the agent or CSR assigned to the account.

Use Case: Able to send automatic NPS survey notifications, agents/CSRs can quickly respond to feedback, improving customer satisfaction and retention efficiently.

To View the Enhancement:

  • Navigate to the Google Reviews module.
  • Then, click on the NPS.
  • As shown in the image above, choose wether you want to send the NPS email notification to the Agent of the Contact or CSR of the contact by clicking on it.
  • Choose whether to select an CSR or the Agent associated with the contact from the drop down.
  • Next, click Save.
  • The selected CSR will then receive the NPS survey notification once after the contact has shared the NPS score as shown in the image above 👆

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]]> NPS Notifications to Agents https://www.insuredmine.com/knowledge-base/nps-notifications-to-agents/ Tue, 16 Jul 2024 13:39:46 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=40043 Agents will now receive detailed email notifications based on NPS rating feedback from clients, enabling deeper insights to better guide them through the services. Use Case: Enhanced agent guidance through NPS-based email notifications to improve client handling and service quality. To View the Enhancement: /*! elementor – v3.23.0 – 10-07-2024 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image […]

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Agents will now receive detailed email notifications based on NPS rating feedback from clients, enabling deeper insights to better guide them through the services.

Use Case: Enhanced agent guidance through NPS-based email notifications to improve client handling and service quality.

To View the Enhancement:

  • Navigate to the Google reviews module.
  • Next, click on NPS.
  • Then, within NPS click on the three dots present in the top right corner.
  • From there, click on Notification settings.
  • A side panel will appear, allowing you to choose how to send notifications to the agent, such as for Detractors, Passives, or Promoters.
  • Next select the Agent and then click Save.
  • A pop up success notification will then be received.

Note: Based on the NPS settings, the agent will receive an automated email notification with the client’s NPS rating, whether it falls under Promoters, Passives, or Detractors.

  • For example, if a client shares a feedback rating of 9, the agent will receive an email notification with this information.

NPS Templates According to Survey Link Rating

Rating [9/10]:

Rating: 7/10

Rating : 5/10

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]]> NPS on Contact 360 and Account 360 https://www.insuredmine.com/knowledge-base/nps-on-contact-360-and-account-360/ Tue, 16 Jul 2024 11:07:42 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=39949 Earlier, when a contact associated with InsuredMine (verified customer) provided an NPS score, it could only be viewed within the NPS dashboard. Now, the NPS score is also visible within the Contact 360 and Account 360 details of the account and contact. Use Case: By having the NPS score readily available within the Contact 360 […]

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Earlier, when a contact associated with InsuredMine (verified customer) provided an NPS score, it could only be viewed within the NPS dashboard. Now, the NPS score is also visible within the Contact 360 and Account 360 details of the account and contact.

Use Case: By having the NPS score readily available within the Contact 360 and Account 360 details, agents and managers can quickly assess the sentiment of individual contacts and accounts without needing to navigate to a separate dashboard.

To View the Enhancement:

Account 360 View:

  • Navigate to the Accounts module.
  • Then, select any account to navigate to its Account 360 details.
  • The NPS score will be displayed within the Contact 360 details of the contact associated with the account.

Contact 360 View:

  • Navigate to the Contact module and select any contact to view its Contact 360 details.
  • Within the Contact 360 details, you can find the NPS score visible for the contact.

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]]> Download NPS Report https://www.insuredmine.com/knowledge-base/download-nps-report/ Thu, 04 Jan 2024 11:19:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=34957 Learn how to download the Net Promoter Score (NPS) report conveniently within the NPS system, enabling easy access to comprehensive details in a CSV file. Navigation: Navigate to Google reviews. Click on the NPS section. 3. Look for the option to download the NPS report. Note: Upon downloading the NPS report, you will gain access […]

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Learn how to download the Net Promoter Score (NPS) report conveniently within the NPS system, enabling easy access to comprehensive details in a CSV file.

Navigation:

  1. Navigate to Google reviews.
  2. Click on the NPS section.

3. Look for the option to download the NPS report.

Note: Upon downloading the NPS report, you will gain access to detailed information presented in a CSV file format.

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]]> Client Verification in NPS https://www.insuredmine.com/knowledge-base/client-verification-in-nps/ Wed, 18 Oct 2023 12:40:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=32902 We have introduced a new feature in InsuredMine’s Net Promoter Score (NPS) integration that enhances the way client reviews are displayed. With this enhancement, client reviews are marked as “verified customer” if the client’s data (including email and phone number) is found within InsuredMine’s database. These verified customer reviews will be visible in the NPS […]

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We have introduced a new feature in InsuredMine’s Net Promoter Score (NPS) integration that enhances the way client reviews are displayed. With this enhancement, client reviews are marked as “verified customer” if the client’s data (including email and phone number) is found within InsuredMine’s database. These verified customer reviews will be visible in the NPS dashboard. If the client’s data is not present in InsuredMine, their review will not be labeled as a verified customer.

Navigation:

  1. Navigate to Google Reviews.
  2. Click on NPS within the InsuredMine platform.

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