We’ve introduced a new enhancement to the Account360 and Contact360 pages.
Under the Communication section in Workflows, you can now view Scheduled Workflows.

This helps you easily track upcoming automated communications for each contact or account.

Use Case: A user wants to check if any automated messages are scheduled for a client—now they can view all upcoming workflows directly under the Communication section. This ensures better visibility and planning for client follow-ups.

To View the Enhancement: 

• Navigate to the Accounts/Contacts module.
• Select any contact/account.

In the Account360 view, navigate to the communications tab and click on Workflows

Here, you can view your Scheduled Workflows on Account360 page

You can see the Scheduled Workflows onContact360 page

The post Account360 & Contact360 Scheduled WorkFlows appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case- This feature enhancement helps you send the form straight from the contact tab. You will no longer have to search for the specific response among all the submitted responses. You can easily find it right in contact 360. 

Process-

• Navigate to the Contact module and choose a contact to view Contact360.

• Scroll down on the contact and click the + Add button next to Forms.

• We’re using the contact information form as an example. Select the form and click on Save.

• The added form is visible under the forms section. Click on Preview to view the form.

• The preview of the form will look like this.

• The Form can be sent by email or text.

• If you send the Form by email, the default email connected with that account will be fetched to send the form.

• If you send the Form via text, the default phone number connected with that account will be fetched to send the form.

The post Add Forms for Contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for that newly created contact.

Benefit: It is simple to automate the assignment of drips to newly created contacts.

Navigation

• Navigate to the Contact module. Click on the three dots to select Contact Automation.

• Select Add Tag under the Trigger column. Select Tags under the Tag column & choose a Drip. 
• Click on Submit. 

 

Note – The assigned drip will be initiated for the new contacts based on the New Tag contact automation.

• Navigate to the Form module. Go to the form and click the three dots to select Form Automation.

 

• Under the Pipeline Settings, choose Private or Shared accordingly. The addition of contact tags and user tags for automation can be done statically or dynamically.
• Click on Save.

• Under Create Contact. Select User Tags. 

Note – Once a new contact is created using forms, the drip automation that has been assigned to it will start.

The post Contact Automation Handling in Forms. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Managing future-scheduled workflows from the Contact section will help you to start or stop the automation for any single contact. 

Use Case: If you have set a workflow, and there are few email/SMS that needs to be stopped for future scheduled workflow, in that case, you can individually get into the contact360 section of those contacts and can stop the email from the workflow trigger.

• Navigate to Contacts
• Click on a contact to open Contact 360
• Click on Communications

• Click on workflows.

• Scroll down to view the scheduled workflows
• Click on the restart or stop action button to restart or stop the future scheduled workflow.

The post Future-Scheduled Workflow Email for Contact appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• The files can also be synced from the deal card details page.

• If you navigate to task tab, there also you will find the option to sync

• Sync option is also available in the tasklist

• If you navigate to the Notes tab, you can also find the sync option.

 

The post Manual Sync of Files Tasks & Notes appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Application – This change will avoid populating information unassociated with the contact, saving the agent’s efforts and eliminating clerical errors.

Process: 

• Navigate to Contacts and choose the contact to work on
• Click on Notes 
• Click on Add Note and mention @agents, #policy, *contacts, or %accounts to view the relevant drop-down list.

• Click Save to add the note to the Notes tab.

Notes based on associated accounts only, such as the policies and contact, will be accessible in the drop-down list.

The post Populate only related information for Contacts, Accounts, Policies and Deal cards in Add Notes appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Description: Forms from Contact360 and Account360 can be deleted.

Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms from the contact and account modules.

Navigation

For Contact

• Navigate to the Contact module. Select a contact to go to Contact 360.
• Scroll down to the Forms section on the left side of the screen. Click the arrow to reveal the form\’s name and the delete option.
• Click on the delete button to delete a form.

For Account

• Navigate to the Account module. Select an account to go to Account 360.
• Scroll down to the Forms section on the left side of the screen. Click the arrow to reveal the form\’s name and the delete option.
• Click on the delete button to delete a form.

The post Delete Forms from Contact and Account 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• Once the task is added, mark it as done.

 

• Once marked done, click on 3 icon tab and click on edit.

• Make edits as required.

• Once the edits are done, you will find all the changes made are mentioned in the activity log below.

The post Logs in Task appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

We continue to source data from multiple sources, it is natural that some of the duplicate records will be created. For the purpose of data integrity and clean data, it is important to have a single data block by merging essential fields of contact data. Use the Merge Duplicate option within a directory and consolidate data fields from both records. The page gives you a merge contact preview to select the right record manually before committing to it.

To merge duplicate records, follow the steps below:

1. Go to Contacts from the left navigation bar
2. Select the record you want to merge
3. Go to the right end and click on 3 dots.
4. Select Merge Contact and another page will pop up

1. Search for the customer that you know or suspect has a duplicate record.
2. Use the radio button to select manually which data field you want to save between these two records.
3. Review and finalize the merged record – in Merged Contact Preview box.
4. Once satisfied, click on Merge Contact.
5. You will get a final confirmation message to Merge before committing. Select Merge if confident.

Enhancement: March 2021

Merge Contacts for AMS Synced- To check the enhancement click here.

Enhancement:  June 2020

The post Merge duplicate records appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• From the drop-down select the agent whom you want to assign

• Click on update

• You will get a success message saying: Agents updated successfully.

• Once updated the agent’s name will be flashed in the contact list.

• But in case if the assigned agent is Admin Account, then in that case, if you assign an agent for that contact and mark it as default then, the newly assigned agent will replace the admin agent.

• But in case if you add an agent and do not mark it as default, then the agent name will be added along with the existing one.

The post Multiple Select and Assign Agents in Contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.