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

Download Google Review from Reputation Module

nikhil sharma — Fri, 04 Sep 2026 10:37:18 +0000

Release Date: 08/27/2026

Overview

The Reputation module now allows you to download google review in an Excel file based on selected date range and review type filters.

This makes it easier to export and analyze review data based on specific requirements.

How to Download Review Results

Navigate to the Reputation module.

2. Select the required date range using the date filter.

3. Select the required Review Type:

- Internal
- Unhappy

4. Apply the filters to view the required review results.

5. Click the Download option to export the results.

6. The filtered review results will be downloaded as an Excel file.

Downloaded File Details

The Excel file will include the following columns:

Column	Description
Account Name	Name of the account associated with the review
Account Type	Type of account
Contact Name	Name of the contact
Created On	Date the review was created
Agent	Agent associated with the account
Review Rating	Rating provided for the review
Review Type	Type of review, such as Internal or Unhappy

Key Benefit

You can now easily export filtered google review based on a specific date range and review type for further analysis, reporting, or record keeping.

The post Download Google Review from Reputation Module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Filter Google Reviews by Date Range

Arzoo Kiran — Thu, 04 Jun 2026 07:34:14 +0000

Release Date: June 3, 2026

This enhancement is available to all users

Overview

We have introduced a new enhancement in the Reputation module under Google Reviews that allows users to filter reviews based on a selected date range. Users can choose from available date options or use the Custom Range option to view reviews received within a specific period.

Use Case: This enhancement helps users quickly access and analyze Google Reviews from a specific timeframe. By filtering reviews based on date, users can review relevant feedback more efficiently without manually searching through all reviews.

To view the enhancement:

Navigate to Reputation.
Click on Google Reviews.
As shown below, a Date Filter option has been added.
Click on the Date Filter.

From the dropdown, select the preferred date range.

Note: You can also use the Custom Range option to select a specific date range based on your requirements.

To View the Result:

Scroll down the page to view Google Reviews received within the selected date range.

The post Filter Google Reviews by Date Range appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Send NPS & Google Review from Contact360

Arshad Hussain — Mon, 25 Aug 2025 07:22:50 +0000

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.

The post Send NPS & Google Review from Contact360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Reputation – Ability to filter NPS score by Agent/CSR

Arshad Hussain — Mon, 11 Aug 2025 10:54:10 +0000

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.

The post Reputation – Ability to filter NPS score by Agent/CSR appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Google Review Website Widget: View all reviews for the selected location

Avinash Barik — Wed, 19 Mar 2025 10:23:28 +0000

Release Dt: February 25th, 2025

Boost your website’s credibility with our improved Google Review Website Widget. Now it displays Google reviews mapped to each location easily. If your business has multiple locations, this feature helps you show all the Google reviews for each site. By sharing personalized customer feedback, you can improve your online reputation and build trust with potential clients.

Use Case: Users can easily display location-specific Google reviews, enhancing credibility and building trust with potential clients.

To View the Enhancement:

Navigate to the Settings Module.
In the Appearance section, click on Website Widgets.
Then, select Google Review Widgets.

Next, click on ‘Copy Link’ and use it to view and verify the link in a new tab, where it will be visible.

Once you paste the link, you will be able to view the complete page with all the Google reviews listed, allowing you to select and sort them according to branch locations.

Fetch Google Reviews by Google Mapped Location

Note: The data will remain the same as shown, and the Google Widgets will be identical to those in Reputation.

Navigate to the Reputation module > Google Reviews > All Locations.
Next, select the option to view Google reviews by location.

The post Google Review Website Widget: View all reviews for the selected location appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Delete NPS Response (Only Admin)

Avinash Barik — Mon, 03 Feb 2025 08:52:00 +0000

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.

The post Delete NPS Response (Only Admin) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Default Template Setting for NPS for ‘Get NPS’ Feature

Avinash Barik — Mon, 03 Feb 2025 08:08:45 +0000

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.

The post Default Template Setting for NPS for ‘Get NPS’ Feature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Google Review as per NPS

Avinash Barik — Mon, 30 Dec 2024 14:17:23 +0000

Feature Release Dt: 28 December, 2024

We’ve improved the Google Reviews feature within the Reputation module to make it more user-friendly. These updates offer better customization, easier survey sharing, and efficient feedback collection to meet your needs.

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

Enhancement 1: Get Google Reviews via (From Email or Agency Support Email)

Navigate to the Reputation Module.
Then, click on ‘Get Google Reviews.’

Fill in the details such as Name, Email, Phone, Send Via, and From Email to send the Google Review link.
The Google Review Link will be shared via the Agency Support Email or From Email selected option
Then, click on Get Review.

Enhancement 2: Google Rating Color Settings

Click on the three dots present in the top right corner within the Google Review section.
From the drop-down select ‘Google Rating Color Setting.’

Select the color for the ‘Rating’ button.
The chosen rating color will be incorporated into the ‘Google Review Link.’

Once you share the ‘Google Review’ link, the color of the rating button will change, as shown in the image above. as per the color is set.

Note : After applying the ‘Google Rating’ color settings and mapping the branch name with the logo, these settings will automatically apply to all Google review links you share.

Enhancement 3: Branch Logo

A contact associated with the Branch.

Now if a Branch name is mapped with the Branch Logo.

When you send a Google review link, the logo mapped with the branch will be displayed. If the contact is associated to a specific branch, the corresponding logo will be retrieved and shown within the ‘Google Review Link’ once you share it.

The post Google Review as per NPS appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Filter & Save as List for Lookalike Opportunities

Avinash Barik — Mon, 30 Dec 2024 11:01:55 +0000

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.

The post Filter & Save as List for Lookalike Opportunities appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

NPS Filters throughout the Portal (Accounts, Contacts & Create List)

Avinash Barik — Mon, 30 Dec 2024 10:27:32 +0000

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.

The post NPS Filters throughout the Portal (Accounts, Contacts & Create List) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Reputation (Earlier Google Reviews)

Avinash Barik — Tue, 22 Oct 2024 11:51:18 +0000

New name, Same Task! The newly updated Reputation Module, previously known as the Google Reviews Module, simplifies the process of gathering and tracking customer feedback just like it did before.

To View the Enhancement:

Navigate to the Reputation Module.
Then, click on ‘Google Review’ tab and move straight to the ‘Get Google Reviews.’

Next, add a few details such as: Name, Email, Phone Number, option to send via ‘Text’ or ‘Email’, choice of sending in ‘English’ or ‘Spanish’, From Email, and finally, how to ‘Take Review as’ ‘Agent’ or ‘Manager’

A success pop up will be displayed saying: Success Suvey Sent Successfully.

How did we do? How many stars would you like to give us. Click on the stars to give a rating.

You can also leave your review on Google. You’ll be redirected to the Google rating page, where you can share your feedback publicly and rate the business.
Click on post.

Next, come back to the Review results page, to check on the survey results.

Next, you can track the review you just published on Google through the ‘Google My Business Reviews’ page in InsuredMine.

Copy Public URL:

Click on ‘Copy Public URL.’

Next, paste the URL on your browser.

Enter the Personal Information such as Name, Email and Phone number.
Click Next.

Next, provide your ratings.
Then,click Next.

Note: If your feedback is less than 4, you can provide a feedback so that we can make things better for you next time.

Share your feedback.
Click on Next.

Similarly to know more about NPS in InsuredMine: Click here! https://www.insuredmine.com/knowledge-base/nps-enhancements/

The post Reputation (Earlier Google Reviews) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

NPS Enhancements

Avinash Barik — Tue, 17 Sep 2024 08:40:30 +0000

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:

Small Paragraph has been added above the bolded question below the logo.
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:

Subject Line changed to “Your Feedback Matters.”
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:

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

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

Download Google Review from Reputation Module

How to Download Review Results

Downloaded File Details

Key Benefit

Filter Google Reviews by Date Range

Send NPS & Google Review from Contact360

Reputation – Ability to filter NPS score by Agent/CSR

Google Review Website Widget: View all reviews for the selected location

To View the Enhancement:

Fetch Google Reviews by Google Mapped Location

Delete NPS Response (Only Admin)

Feature release Date: February 1st, 2025​

To View the Enhancement:

Delete NPS from Contacts:

Default Template Setting for NPS for ‘Get NPS’ Feature

Feature release Date: February 1st, 2025​

To View the Enhancement:

Google Review as per NPS

Feature Release Dt: 28 December, 2024

Enhancement 1: Get Google Reviews via (From Email or Agency Support Email)

Enhancement 2: Google Rating Color Settings

Enhancement 3: Branch Logo

Filter & Save as List for Lookalike Opportunities

Feature Release Date: 28 December, 2024

To View the Enhancement:

Filter Data for Auto No Home & Home No Auto:

Save as List:

To access the Saved List:

NPS Filters throughout the Portal (Accounts, Contacts & Create List)

Feature Release Date: 28 December, 2024

To View the Enhancement:

Accounts:

Contacts:

Create List:

Reputation (Earlier Google Reviews)

Copy Public URL:

NPS Enhancements

Recent Enhancements Overview-

Enhancement 1:

Enhancement 2:

Enhancement 3:

Enhancement: 4

Enhancement 5:

Enhancement 6:

Enhancement 7:

Enhancement 8:

Branch Logo Setup and Use as a Tag

To use it as a Tag:

Feature release Date: February 1st, 2025

Feature release Date: February 1st, 2025