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

How to Access InsuredMine Certification Classes?

InsuredMine — Wed, 09 Jun 2021 04:50:44 +0000

Insuredmine certification courses help users to have a deeper knowledge of how to access each of the modules available in InsuredMine portal and how one can make the best use of it. So, it is advisable for all agents to get certified so that they can excel!

Click on the support icon from the side panel.
Click on InsuredMine Training
Click to view more courses

You will be navigated to InsuredMine training page
Click on view more courses to see all the course modules.
Click on the training course that you want to access.

The course page will have all the curriculum details that you need.
Click on enroll now.

You will be navigated to create a new account section.
Fill in the details to sign up.
You will get a confirmation mail
Login with the credentials to avail the course for free.

The post How to Access InsuredMine Certification Classes? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

InsuredMine Support

InsuredMine — Sun, 03 Nov 2019 03:50:58 +0000

In this article, you will learn:

How do I create a ticket to contact support?

Through portal, you can submit your query, click on Support or even you can chat or send your message by clicking on the chat icon. You can also use Hotjar for feedbacks and find Training programs and Knowledge Base in this section.

InsuredMine customers may initiate a helpdesk ticket 24/7 by emailing at support@insuredmine.com.

InsuredMine will provide Technical Support to Customers via electronic mail and via phone on critical items on weekdays during the hours of 8.00 AM – 5.00 PM CST “Support Hours”.

InsuredMine customers can reach via Phone at 469-616-1821 for critical items.

Callbacks subject to the issue Category as detailed in SLA. Customer will receive calls and will escalate issues reported by its customers to InsuredMine as needed.

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Service Level Agreement

InsuredMine — Sun, 03 Nov 2019 03:30:57 +0000

In this article, you will learn:

The Services shall be available 99.9%, measured monthly, excluding holidays and weekends and scheduled maintenance. If Customer requests maintenance during these hours, any uptime or downtime calculation will exclude periods affected by such maintenance. Further, any downtime resulting from outages of third party connections or utilities or other reasons beyond the Company’s control will also be excluded from any such calculation. Customer’s sole and exclusive remedy, and Company’s entire liability, in connection with Service availability, shall be that for each period of downtime lasting longer than four hours, Company may credit Customer 5% of Service fees for each period of 60 or more consecutive minutes of downtime; provided that no more than one such credit will accrue per day. Downtime shall begin to accrue as soon as Customer (with notice to Company) recognizes that downtime is taking place, and continues until the availability of the Services is restored. In order to receive downtime credit, the Customer must notify Company in writing within 24 hours from the time of downtime, and failure to provide such notice will forfeit the right to receive downtime credit. Such credits may not be redeemed for cash and shall not be cumulative beyond a total of credits for one (1) week of Service Fees in any one (1) calendar month in any event. The company will only apply a credit to the month in which the incident occurred. The company’s blocking of data communications or other Service in accordance with its policies shall not be deemed to be a failure of the Company to provide adequate service levels under this Agreement.

1. General Standards

A. Quality

InsuredMine will use its best efforts to ensure that the Software is fully functional and free of omissions and other Errors that would impact Customer’s ability to utilize Software services in full.

B. Stability

The processes, deliverables, services, etc. and all other Specifications contained in this Exhibit B and the Agreement shall not be changed unless otherwise mutually approved in writing by the Parties.

C. Advance Warning

InsuredMine will use commercially reasonable efforts to provide at least fifteen (15) days advance notice (via email) of specific impending bug fixes, hot-fixes, Error correction that applies to the Services. In order to maintain working connections with the clients, InsuredMine pushes bug fixes, enhancements or corrections as required on a daily basis.

D. Complete Support

InsuredMine will provide reasonable Support Services for the Services, needed to meet its obligations pursuant to this Agreement, including any issues that InsuredMine may not predict and/or forecast as of the Effective Date of this Agreement. Company will provide Technical Support to Customers via electronic mail on weekdays during the hours of 9.00 am – 5.00 pm PST “Support Hours”. However, Customer may initiate a helpdesk ticket 24/7 by emailing at support@insuredmine.com callbacks subject to the issue Category as detailed below. Customer will receive calls and will escalate issues reported by its customers to InsuredMine as needed.

2. Standards, performance, technical support, and error correction

A. Overview

This section describes InsuredMine’s process for handling technical support and error correction requests. InsuredMine will cooperate with Customer in order to facilitate InsuredMine’s provision of the Services and Support Services. The provisions herein are in addition to and not in lieu of any similar provision elsewhere in the Agreement.

B. Bug tracking and Repair

Questions and problems with the Services will be reported to Customer via published channels, either email or phone. Email is preferred so problems will be logged automatically and also easily distributed to the engineering team. Customer communications which are clearly product problems (as opposed to simple questions about product use) are assigned internal tracking sequences by InsuredMine, which can be reported to the customer for their use. Problems, omissions, inaccuracies, and/or bugs in the Services will be communicated to InsuredMine by Customer and be fixed by InsuredMine either with a workaround or a hotfix delivered as a patch/bugfix release (based on the category level for the specific problem, omission, inaccuracy, and/or bug). For avoidance of doubt, while InsuredMine will use best efforts to permanently address Errors in the next delivered release, problems, omissions, inaccuracies, and/or bugs in the Services will be corrected by InsuredMine based on the category level for the specific problem, omission, inaccuracy, and/or bug, which may require a problem resolution, hotfix, or bug fix in the interim to any release of the Services.

C. Error Correction and Support.

InsuredMine will provide support to Customer according to the policies described below. InsuredMine will have no obligation under this Agreement to provide any service to or respond to any requests from Customer’s customer end-users. Problem reports should be reported using the established email support lines or in the case of Crisis problems by phone to the InsuredMine support contact (as listed below).

InsuredMine will provide all Support Services during regular business hours Monday through Friday, excluding company holidays observed by InsuredMine. Customers will use either email or telephone to contact InsuredMine with initial support incident reports and subsequent follow-up, and InsuredMine will respond either by email or telephone. InsuredMine will track reports and progress in a Customer support database.

To help assist with this process, for example (and by way of illustration and not limitation), Customer will:

Promptly notify InsuredMine when it believes that a problem requiring technical support and/or error correction has arisen.
Cooperate with InsuredMine with respect to troubleshooting and/or resolution of the problem.
Furnish InsuredMine with such relevant information as InsuredMine may reasonably require in order to provide technical support and/or error correction.
In the event that both Parties deem an issue to be unsolvable by telephone or by other remote means, and it is necessary for InsuredMine to travel to Customer to work on it, Customer agrees to reimburse all reasonable travel and lodging expenses incurred by InsuredMine in traveling to Customer facilities in order to fulfill its Support obligations hereunder.

E. Problem Resolution and Technical Support.

Problem resolutions will consist of either a workaround that is reasonably acceptable to the Customer or a permanent solution. Problems that require a permanent solution will be considered resolved when the reproducible test case used to demonstrate the Error demonstrates the corrected behavior. Permanent solutions that result in an Upgrade of the InsuredMine program will be permanently resolved in a new release of the InsuredMine program. A workaround will be replaced with a permanent solution in the next Upgrade. The following severity schema defines time frames for responses, status reporting and resolution of escalated problems:

Severity Schema

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How we keep your data secure?

InsuredMine — Thu, 03 Oct 2019 03:48:17 +0000

In this article, you will learn:

We know how important your personal information is, which is why we employ some of the most advanced technology for Internet security available today. When you access our site through HTTPS, sensitive information you send such as passwords, are encrypted using the industry standard TLS (Transport Layer Security) protocol, commonly called SSL (Secure Sockets Layer), ensuring your data is safe, secure and available only to authorized users in your organization. We also provide each user with a unique username and password that must be entered each time a user logs on. The password is hashed with PBKDF2 and the login information can be used to reliably track which user account triggered the action within the software. All customer data is stored with Amazon RDS Encryption, which ensures that everything is encrypted at rest, including the underlying storage for the database, as well as any backups or replicas of the data. In addition, we store customer data in a secure server environment utilizing Amazon Web Services or AWS. AWS data centers are housed in nondescript facilities. Physical access is strictly controlled both at the perimeter and at building ingress points by professional security staff utilizing video surveillance, intrusion detection systems, and other electronic means. Here are some answers to frequently asked questions regarding security:

1. What are your Security policies and procedures for the accessing the physical location of your data/server center?

All servers are running in Amazon Web Services (AWS). AWS data centers are housed in nondescript facilities. Physical access is strictly controlled both at the perimeter and at building ingress points by professional security staff utilizing video surveillance, intrusion detection systems, and other electronic means. Authorized staff must pass two-factor authentication a minimum of two times to access data center floors. All visitors and contractors are required to present identification and are signed in and continually escorted by authorized staff.

2. Are external connections to your website secured?

All traffic goes through a secure Hypertext Transfer Protocol over SSL or HTTPS connection. When you access our site through HTTPS, sensitive information you send such as passwords and bank account numbers are encrypted using the industry standard TLS (Transport Layer Security) protocol, commonly called SSL (Secure Sockets Layer), ensuring your data is safe, secure and available only to authorized users in your organization.

3. What Security (encryption) protocols are in place to protect the access to the application, data and network?

We encrypt all passwords, traffic, and all personally identifiable information (PII) we store with industry standard practices. Specifically, we encrypt all passwords with PBKDF2. HTTPS traffic is encrypted with TLS with a 2048-bit certificate that is signed with SHA-256. The entire database is also encrypted at rest, which prevents any data from being directly read from the underlying storage of the database or from the database backups, without the proper encryption keys.

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Periodic data upload – Manual

InsuredMine — Thu, 03 Oct 2019 03:33:38 +0000

It is time to refresh your data! As your agency management application is locally hosted data, you can send it to our secured AWS bucket by emailing to data@insuredmine.com. But before sending data, let’s make sure we download the right report. Mentioned below are steps to download:
Hawksoft report.

Once you have downloaded the report, Login to InsuredMine Agency Portal click on your image/profile and then click “Settings“

Then select “Upload File”

You will get a confirmation pop up stating that the data was uploaded successfully. Thats is all you need to do.

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Update your browser to the latest version of Chrome

InsuredMine — Thu, 03 Oct 2019 03:30:07 +0000

How to update Google Chrome

At the top right of Chrome, click More—the icon that looks like this:
Click Help > About Google Chrome.

The current version number is the series of numbers beneath the “Google Chrome” heading. Chrome will check for updates when you’re on this page.

You can do that by following Google’s instructions here: LINK

Click Relaunch to apply the available update.

If you’re having trouble updating Chrome, see this troubleshooting guide from Google. We recommend you export your bookmarks, uninstall Chrome, and then reinstall it. You can import your saved bookmarks if needed.

To open a chrome browser in incognito mode uou can also use a keyboard shortcut to open an Incognito window: Windows, Linux, or Chrome OS: Press Ctrl + Shift + n. Mac: Press ⌘ + Shift + n.
…
Browse in private

On your computer, open Chrome.
At the top right, click More New Incognito Window.
A new window appears. In the top corner, check for the Incognito icon.

For more details follow the link

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