Reporting and Data Analysis Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Apply Filters in Contacts and Opportunities

InsuredMine — Mon, 25 Sep 2023 03:52:07 +0000

In this article, you will learn:

Contacts

The Contacts module is updated with new filters for Rating, City, Country, Gender, and Do-Not-Contact. These filters will help you segment-specific contacts for improved communication.

The following filters are available on the Contacts Module, by clicking the filter icon.

Tags: Use tags to filter particular agent contacts list based on the tags.
Rating: Filter contact list on the basis of 1-5 star ratings.
Gender: Male or Female contacts can be segmented with this filter
City: Contacts for a specific US city can be segmented
States: Contacts of a particular state can be filtered for correspondence
Do not contact: There is an option to check or uncheck calls, emails, and text messages for discrete data on contacts for productive impact.
Created Date: Filter the contacts based on date when the contacts were created.
Lead Sources: Sort the contacts based on lead sources to know the top sources for further business reference.
X dates: Filter contacts for targeting prospects based on months of their X-dates.
Disposition: Contacts can be exclusively viewed on the basis of assigned actions in their dispositions.
Agent: Filter the contacts based on agents who are handling those contacts.

And /Or Operator buttons in Contacts filters

A and B

And functionality: It allows you to view contacts fulfilling for two or more criteria simultaneously. The records must be valid for all conditional filters applied. For example, You apply a filter for State Tx and Disposition as Call back 2. It displays all contact records of tx state having disposition as call back 2.

A or B

Or Functionality: It allows you to view contact records for either of the valid conditions selected in the filters. Suppose you set a filter of State Tx, Tag test, and Disposition Call back 4. The contact records will be displayed if the condition is valid for any of the aforesaid criteria.

Removing or altering filter criteria of And/Or Conditions.

To remove the filter criteria in the contact records click on the close (x) icon on the condition tabs above the displayed contact record list.

Opportunities

a. Renewal

Set filters for Line of business and carriers in the Renewal segment of the Opportunities module. Fetch details of policies for renewal on their relative importance as per your requirements.

To access filter for Line of business and Carriers follow the steps mentioned below:

Goto Opportunities tab, click on the filter icon on the right-hand side of your screen as shown in the image below

2. On clicking the filter icon, the drop-down with the Policy Category and Policy Carrier options appears. Choose from these categories and click the Filter tab at the end as seen in the image below.

b. Cross-Sell

Mentioned below are filters for cross-selling to specific clients based on their policy carriers. This filter helps the agents to selectively capture an advantageous opportunity with deals and discounts offered by carriers.

How to access this filter?

Simply open the opportunities module, click on the filter icon towards the right as seen in the image below.

2. A dropdown will appear, choose the Policy carriers and click on the filter button.

Date range filter added in Opportunities for Renewal and Cross sell.

You can select a specific time period to target accounts for easy access. Suppose you wish to see records from the last 31st March to 5th June. You need not count days instead just select the From and To date and view relevant records displayed on your screen.

Enhancement! August 2020

CSR list filter added in Contacts and Opportunities.

CSR List – Customer Service Representatives list has been added to filter contacts to view contacts associated with specific CSR.

Consider the case when you wish to view contacts added by Henry Johns, a CSR. You simply have to click on the filter icon, click CSR list tab on the filter pop up and Select Henry Johns. The other related and/ or functionality will work as discussed above.

The CSR field is added in table column of Policies, Contacts, Lists and Opportunities for NowCerts, Ezlynx, QQ Catalyst and AMS360.

Enhancement! September 2021

Group by Filter

In Opportunities, you can filter your data by : Agents, Carriers and Categories. These filters are available in all four sections- Renewals, X-dates, Cross Sell and Win Back.

Once you select the filter the detailed chart will be available in table format.

You can also apply other filters by clicking on filter.

Contact Filter Enhancement

In Contacts, the Missing Details filter has been added and you can also view the total number of filters added.

Here you can find the total number of the filters added:

Click on the filtered contact to see the filters added. You will also get the Reset option to reset the filters.

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Apply Filters in Contacts and Opportunities

InsuredMine — Tue, 19 Sep 2023 14:50:11 +0000

An extra notes section while adding a deal, new contact and account360.

You can add a Note directly from the Directory/ Contacts when adding a new deal or new contact. This helps to keep any information handy while working with the client.

From the Directory/ Contacts:

While adding a deal:

While adding a deal from Pipeline you can add notes in the description box.

From the Account 360 section:

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Map Texts to Existing Contacts

Anjali Kapadia — Fri, 15 Sep 2023 10:48:14 +0000

This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.

If a contact replies to the agent and the system is unsure about which contact the message should be mapped, the Admin can manually map it to the correct contact.

To view the enhancement:

Navigate to the texting Module.

Click on the three dots icon beside the message
Click on the “Map text for other contact.”

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Disposition in Contacts

InsuredMine — Fri, 15 Sep 2023 05:11:13 +0000

In this article, you will learn:

What is the disposition? How does it work?

If you want to place some action based on the state of the insured or contact, you can set it in the disposition segment of the contacts module. Suppose you want to place a call to contact after a while, you can select the disposition of the contact as Call required. This helps to record recurring actions that need to be implemented for each contact as a sales process requirement through Insuredmine.

Note: Disposition categories can only be created by an Admin. The manager, agent, or a CSR can select and implement it wherever necessary.

How to setup disposition criteria?

Make sure you login as Admin
Goto Contacts module from the left navigation, click on the Disposition icon on the top right corner.
Enter the details and click save, in the Disposition popup that appears.

Editing a disposition field

To edit the disposition field name, follow the steps mentioned above to open the disposition pop up. Instead of clicking save, click on the Pen icon as shown above for the field that needs to be edited. Enter the new action name and click Update. (The save button changes to update while editing )

Deleting a disposition field

To delete a disposition field name, go to the disposition window as mentioned above and click on the bin icon for deleting the inappropriate action name. A confirmation window will appear asking, are you sure you want to delete this disposition? Click Yes, delete it! For deleting the entry.

Add disposition to Contacts

New Contacts

Go to contacts module, click on add contact icon (+).
In the contact information window, enter the required data. You will see a disposition field as you continue. Select the disposition category, click Continue button or Skip and submit button. Complete filling the entire information and click Submit if you clicked Continue earlier.

Existing Contacts

Go to the Contacts module from the left navigation.
Click on the contact name, select Edit from the Actions dropdown.
You will see a disposition field, select the disposition click Skip and submit button.

Adding disposition for multiple contacts

Go to the Contacts module from the left navigation.
Select the multiple contacts by clicking the checkbox for the relevant clients.
Click on Add disposition icon as shown in the image below.
Select disposition from the pop-up and Click Save.

Filter by Disposition in Contacts

Go to contacts, click on the filter icon.
Click on the Disposition option towards the left and select the categories you want to view in contacts on the right side of the Filter window. For example, you just want to view the contacts for the call required. Simply check the call required tab and don’t click on other categories listed in disposition.
Click apply to see all contacts for disposition set as call required.

Creating a list based on disposition.

Go to the Engagement module, Click on create Lists segment
Select the list source as all/ active client/ lead/ prospect/ others/ inactive client. Please note this filter is not available for xdates, CSV upload and pipelines.
In the filter section, select disposition and click on the categories for creating a list of contacts for particular criteria. This feature helps to automatically message, start a drip campaign email, or connect with this list of clients easily.

Notes:

1. Disposition is not a mandatory field in contacts.

2. While adding a new contact you can add the disposition by selecting the appropriate option under disposition, filling other fields and clicking Submit.

3. Make sure the table column for disposition is marked to view the disposition details of contacts.

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Filter by Lead Source and Disposition in Contacts and Reports.

Anjali Kapadia — Sun, 10 Sep 2023 11:58:01 +0000

In this article you will learn:

In the Personal Data Book under Reports section, you can filter contacts based on lead source and dispositions.

Lead Source and Disposition Group By option in Reports

Navigate to Reports and click on the personal data book.
Click on Group By filter and select Lead Source or Disposition.

If you select Lead Source you will find the number of contacts for each lead source. If you click on specific lead source count, you will find the contact details mentioned below in the table format.

If you filter your contacts based on Disposition you will find the number of contacts by disposition. If you click on a specific disposition count, you will find the contact details mentioned below in the table format.

Lead Source filter in Reports

Lead Source filter is also available in the reports under the Personal Data Book Report.

Search tab in Reports

Search tab is also introduced Reports for instant search of any report based on any contact.

Lead Source Filter in Contacts

In the contact list you can find lead source details. You can also sort your contact list based on lead source.

Click on filter and scroll down to lead source and select the leads as required.

Lead Source table column in Account 360

If you navigate to account 360 view of any contact, you will get the option to select lead sou rce under table column.

Once selected will be viewed in the table.

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List all forms completed in Contact360

Anjali Kapadia — Mon, 08 May 2023 19:54:44 +0000

In the form section under Contact360 you will find all the forms responses that you have received from the client.

You can send any form to a client using the form tag from the form builder section. To use the form tag, navigate to forms and click on the settings icon, and under pipeline settings, you will find the form tag that you can copy and send to your client via email or any other engagement process

Once your client receives the form tag in the form of a URL, and fill it and submit the details through the form, the form will be visible under the form section in the contact 360 section of the particular contact.

Note: You can send this form via email or through the engagement section with the form tag. This will also work when you will be sending it from intake forms.

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Mapping of Relation datapoint from AMS

InsuredMine — Tue, 14 Mar 2023 04:33:02 +0000

In this article, you will learn:

In InsuredMine if you navigate to the contact section under the account360, and select the relation column from the table column the relation that has been mapped from AMS will be reflected in this column.

The relation section will be available in contacts, and accounts.

Relation column view in Contacts

Relation column view in Accounts: For Contacts and Dependents

Note: Dependents are available in AMS 360 only

Relation column view in Contact 360:

For NowCerts

While adding a contact whatever you will select in the Type section, will be displayed as Relationship in InsuredMine contact.

For QQ Catalyst:

In QQ Catalyst only the contact present in the Additional Contacts section will have the Relationship section, where they can add “RELATIONSHIP TO PRIMARY” which will be reflected in the Insuredmine.

For Hawksoft:

In Hawksoft portal, Under Client -> Personal, you can see all the Contacts present in the account. Where there is a column “Relationship” which is synced into Insuredmine

For AMS360:

Contact responsibility from AMS360 will be mapped as a Relationship in InsuredMine. In AMS360 more than one responsibility can be assigned for one contact, but in InsuredMine contact can have only one Relationship. Considering this as an edge case, multiple responsibilities for a single contact from AMS360 will be merged into a single (,) separated String. And added as a Relationship at InsuredMine. Below is an image of the contact page in AMS360 where the responsibility of the contact can be added.

Note: This responsibility field will be available only for the customer contact-based users created in Insuredmine. In simple words Only ams360 contact page synced data will have this data point in Insuredmine. If any contact is created from the CSP(Customer setup page) will not have this data point in Insuredmine

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Missing Details filter in Contacts and Widget in Dashboard

Anjali Kapadia — Sat, 11 Mar 2023 17:51:52 +0000

You can sort your contacts based on the Missing Details filter. You can filter your contacts based on any of the four missing items: email, phone number, date of birth, and city.

To view the enhancement:

Navigate to dashboard
Scroll down to Contact missing details
Click on any of the four missing items- Email, Phone Number, Date of Birth, and City.

By clicking on any of the charts, it will take you to the Contact list with the selected filter.

The applied filter will be displayed on the top corner of the list. You can click on the Reset Filter, to change the filter.

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Select and send multiple files for eSignature through card detail and 360

Neelima Gayathri — Sun, 05 Mar 2023 07:02:31 +0000

Update – Agents may now send multiple files in one go for eSignature.

Use Case – A more efficient method for agents to share eSignature files with the contact.

Process –

Navigate to Contact 360/Account 360/Deal card.
Click on the Files tab.
Now click on the checkbox to select the files you want to share with the client.
Click on Send Files for eSignature

Contact

Account

Deal Card

The recipient information is automatically retrieved, and you may send the files for eSignature.

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Select Multiple contacts

InsuredMine — Fri, 03 Mar 2023 12:10:44 +0000

In this article, you will learn:

You can select multiple contacts and perform 7 specific actions as mentioned below:

Delete
Assign drip
Add Tags
Add deals
Add ratings
Add X date
Add Disposition
Assign Agents

Work easily, without individually processing each task related to the contact. For instance, if you need to remove 4 contacts from your list, you can simply select the contacts by clicking the count under the’ # ‘ column on the extreme left-hand side of the contact module and then selecting the delete option from the pop-up window that appears. Multiple Select functionalities enable you to perform similar actions for multiple contacts at once.

Select the contacts by clicking on the checkbox
Choose any of the following Actions from the pop-up window that appears :

Delete – To remove contacts from the list, select delete.
Assign Drip – To start a drip campaign for the selected contacts, select the Drip name and click assign.
Add tags – To add tags to the contacts, to segment and categorize them by tag, eg. Contact source (Realtor)for specific identification. You can simply add tags from the list or create a new one by clicking the ‘Create a new Tag’ button.
Add deals – To assign deals you need to select a pipeline, select the stage on which the contact is to be added and pin a due date to it.
Add Ratings – Another way to segment contacts is by rating them by their value to the organization.
Add X Date- To add X date for connecting with contacts and advantageously utilizing an opportunity, select X date in mm-dd-yyyy format and click Save.
Add Disposition- To add disposition like call back or follow up, select the type of disposition and click Save.

Enhancement: June 2021

Select multiple contacts

You can select 1 contact, all 50 contacts on the current page, or all contacts in your contact module.

One contact – To select one contact just click on the checkbox at the extreme right of the contact you want to select.
All 50 current page Contacts – To select all 50 contacts of the current page, click on the checkbox at the header (right to the header: Name)
All Contact in the contact module – Once you have selected the header checkbox, you will find a line above the header prompting you to select all contacts and by clicking on that you will have selected all contacts on all pages of the contact module.

When a contact is unchecked after pressing Select all icon, the option for Clear selection appears.

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Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360

Anjali Kapadia — Wed, 01 Mar 2023 09:18:02 +0000

Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and Account 360.

To view enhancement:

Navigate to Pipelines
Select a Deal Card
Click on Files
Select multiple files
Click on Send File/s
An email window will open
Enter the email address and compose your message
Click Send

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Create list in contacts, opportunity, report

Anjali Kapadia — Sat, 25 Feb 2023 09:25:45 +0000

In this article you will learn:

You can create and save a list in contacts, opportunity and report sections and further use it for better communication.

Create and save list in Contacts

Navigate to contacts
If required you can create and sort the contact list with filters of your choice.
Click on 3 dots and click on Save as List.

create and Save List in Opportunities

Navigate to opportunities
Create the list with filters of your choice.
Click on the policy number
Click on Save as List.

Create and Save list in Reports

Navigate to reports
Create the list with filters of your choice.
Click on the policy number
Click on Save as List.

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