Feature Release Dt: 1st of Feb, 2025

The new Smart Search UI is now simpler and more user-friendly. Previously, searches were limited to contacts, accounts, and policy. Now, you can select all and search based on your specific needs. With a cleaner design and improved navigation, finding what you need is faster and more efficient.

To View the Enhancement:

Old UI:

New UI (Current):

• Search for any account, contact, policy or dealcard. A tab will appear; select a specific module and get your search results..

• Within the search type, an ‘all’ option has been implemented allowing you to easily access all accounts, contacts, and policies and deal cards in one place.

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Now, on the smart search page, you have a dedicated sorting option for both Contact and Account columns. This feature allows you to arrange your accounts and contacts in a meaningful order, making it easier to analyze the data later on.

Use Case: Easily sort contacts and accounts for efficient analysis, enhancing productivity and decision-making.

To View the Enhancement:

• Click on the smart search option.
• Near the Account and Contact name, the sorting option will be possible. Click on it to sort accounts and contacts in the order that match your search querie

The post Need sorting option in Contact and Account column in Smart Search Page appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

What is smart search?

Smart Search is the universal search option available on the top bar in your agent portal.

It comes with 3 types of searches – Policy, Contact, and Account.

InsuredMine provides additional search options for AMS360, Applied Epic, QQ Catalyst, and Hawksoft users, allowing them to perform searches using their respective AMS 360 ID, Epic ID, QQ Catalyst ID, and Hawksoft ID. However, for users of Nexsure, Nowcerts, Sagitta, Evo, and Ezlynx, no additional search options are currently available.

How to Use the Smart Search Feature in InsuredMine?

There are two methods available: the Smart Search box and the Smart Search Page.

Smart Search Box:

1. Select the search type from the dropdown before you start entering your search input.
2. Type the policy number, account name, customer name, or AMS ID you are searching for in the Smart Search box.
3. Wait for the results to appear in the dropdown menu.
4. Click on the relevant result that matches your search criteria.
5. The detailed page related to your search will open up, providing you with the desired information.

Smart Search Page:

1. To directly access the Smart Search Page, click on the search icon before entering your search query.
2. Alternatively, you can start typing your search query in the search box.
3. Click on the search icon.
4. The results will be displayed on the Smart Search Page, offering a comprehensive view of the search outcomes.

By utilizing either the Smart Search box or the Smart Search Page, users can quickly find the information they need within InsuredMine, optimizing their search experience and enhancing productivity.

Distinguishing Features: Smart Search Box vs. Smart Search Page

The distinguishing features between the Smart Search Box and Smart Search Page in InsuredMine are as follows:

Smart Search Box:

1. Enables searches by contact name, account name, policy number, and AMS ID.
2. Valid search entries include first name, last name, city, state, email address, address, phone number, account name, policy number, and AMS ID.
3. When searching for a contact, the dropdown will display the following relevant information:

4.When searching for an account, the dropdown will show the following details:

5.When searching for a policy, the dropdown will provide relevant information.

Smart Search Page:

1. Provides additional search options categorized by search type: contact, policy, account, and deal card.

2.Allows users to select specific fields for refined searches.

3.For contacts, the search fields include various contact details as well as Notes, Tasks & files.

4.For accounts, the search fields encompass relevant account information.

5.For policy, the search fields offer policy information along with contact details.

6.For deal cards, specific search fields are available.

7.Contact status search is also available as an option

Permissions and restrictions related to smart search – 

InsuredMine’s smart search feature offers users the ability to control access to their agency’s book of business. With permission settings, users can limit search results to show only the contacts belonging to the agent who is conducting the search. This ensures data privacy, streamlines searches, and enhances efficiency for individual agents within the platform.

InsuredMine’s smart search feature offers efficient directory navigation for insurance professionals. With additional search options, flexible search methods, and permissions for data privacy, agents can quickly access relevant information and streamline their workflows. It’s a powerful tool that enhances productivity and enables effective client data management.

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Insurance agencies can benefit from various search queries within InsuredMine. Here are some common examples of different search queries in an insurance agency:

Policy Search:

• Find policies by policy number to quickly access policy details.
• Search for policies by type (auto, home, life, etc.) to review &  generate reports for specific policy types.
• Locate policies based on effective dates & expiration dates to identify new policies, upcoming renewals, or expiring policies.

Customer Search:

• Search for customers by name or contact information to access their policy details, their deal cards, or communication records.
• Find customers by policy number or account number to provide personalized assistance or address inquiries promptly.
• Filter customers based on demographics (age, location, etc.) for targeted marketing or campaign efforts.

Document Search:

• Search for specific documents such as insurance contracts, endorsements, or policy forms to retrieve and share with customers, underwriters, or regulatory bodies.

Renewal Search: using Deal card search/ Opportunity Search

• Search for policies nearing their expiration dates to identify upcoming renewals and proactively reach out to policyholders for renewal discussions.
• Filter policy renewals by the premium amount or coverage changes to prioritize follow-up efforts based on potential revenue impact.
• Locate policies that have not been renewed to implement retention strategies or identify opportunities for cross-selling or upselling.

Cross-Sell Search Suggestions:

• Utilize customer data and search algorithms to provide personalized cross-sell or upsell suggestions to agents based on policyholders’ profiles and existing coverage.
• Search for customers who have recently purchased specific policies to identify potential cross-selling opportunities for related products or add-ons.
• Filter policies based on coverage limits or exclusions to suggest suitable policy upgrades or enhancements to policyholders.

Lead Search:

• Search for leads based on specific criteria such as demographic information, lead source, or lead status to prioritize sales efforts.
• Filter leads by their potential value or likelihood of conversion to focus on high-priority prospects.
• Locate leads with specific insurance needs or preferences to offer targeted products or services.

Communication Search:

• Search for specific communication records, such as emails, phone calls, or notes, to retrieve past interactions with customers or leads.
• Filter communications based on customer name, agent name, or date range to review historical conversations or follow-up on previous discussions.
• Locate communications related to specific policies, claims, or inquiries to provide accurate and timely responses.

Marketing Campaign Search:

• Search for campaigns based on campaign name, target audience, or campaign type to assess campaign performance and effectiveness.
• Filter campaigns by metrics such as response rates, conversions, or ROI to evaluate marketing efforts and allocate resources efficiently.
• Locate past campaigns with successful outcomes to replicate strategies or refine future marketing initiatives.

Referral Search:

• Search for referrals based on referral source, referral date, or referral status to track and manage referral activities.
• Filter referrals by policy or product to analyze the effectiveness of referral programs and identify referral sources with the highest conversion rates.
• Locate referrals associated with specific customers or agents to facilitate referral tracking and reward programs.

Product Search:

• Search for specific insurance products or services based on policy features, coverage options, or pricing to provide accurate information to customers or agents.
• Filter products by target audience, risk profile, or industry to tailor insurance solutions to specific customer segments or niche markets.
• Locate products or services based on underwriting guidelines or regulatory requirements to ensure compliance and proper policy selection.

Mastering these search scenarios can greatly enhance your agency’s efficiency and customer service within the InsuredMine platform.

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For AMS360

For Epic

For QQ Catalyst

The post Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.