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

Image Right Integration

Arshad Hussain — Mon, 13 May 2024 12:20:58 +0000

With ImageRight and InsuredMine integration, you can upload any file or image directly within ImageRight, and then have it mapped within the files section of your InsuredMine account.

Use Case: Upload files directly into your InsuredMine account through the Image Right integration, saving you time and effort.

Note: This integration is solely for AMS 360 users only and the criteria is the account should be synced with AMS360.

To View the Enhancement:

Upload any files such as documents or images within the ImageRight for any account in InsuredMine.

An ImageRight option within InsuredMine will be accessible, where you will be able to access uploaded documents or images within files for the specific account.

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Automate NAICS code on Commercial Account Creation

Arshad Hussain — Fri, 02 Feb 2024 11:28:35 +0000

Now, obtaining the NAICS code is much easier than before. No need to click on the AI to generate the code. Just make sure you have provided valid details like the account name and address for the commercial account type, and the system will automatically fetch the relevant NAICS code for you.

To view the enhancement:

Navigate to the Account module. Click on Add Account.

Toggle to Commercial and add the details of the company.
Click Save.

Click on the newly created Account to go to Account360.
You will be able to automatically view the NAICS code generated without clicking on the AI button.

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Option to add CSR as assignee in Renewal pipeline cards for EPIC.

Nidhi mhendhiratta — Tue, 18 Jul 2023 16:52:19 +0000

Description: Assign the renewal card to the \”CSR of the account\” after the renewal automation has been enabled and the card has been created. Any created automation card can be set up to be assigned to the CSR for the account.

Benefit: With the changes in renewal pipeline settings, CSR has direct control over renewal cards.

Navigation –

Note: Making the changes listed below to the Renewal Pipeline Settings will create a deal card and assign it to the CSR of that account for policies whose renewal dates are approaching.

The policy for the following account is about to expire.

Navigate to the Pipeline module. Click on Pipeline Settings.

Select Renewal Pipeline.

For the question “Select Agent who will be assigned to the renewal cards?” scroll down and choose the response “CSR of the Account.”
Select Save Settings. You will receive a success message.

A new deal card will be created with the assigned account’s CSR after the settings change.

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HawkSoft new data point mapping in policy, accounts, and contacts

Anjali Kapadia — Thu, 25 May 2023 15:36:22 +0000

In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID.

In the Policy details, the new data points getting mapped from HawkSoft to InsuredMine are HS ID, HS Policy ID, Agent 1, 2, and 3, Producers, Status, Status Date, Inception Date, Sold Date and Branch ID.

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Smart Search for Contact, Policy and Account

InsuredMine — Wed, 10 May 2023 12:01:54 +0000

The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can not only access what’s available but also request for the missing information. Leverage this feature to connect with leads, prospects, clients, and other contacts. Gain optimum advantage against the competition, streamline your work processes, and drive towards higher revenue resources.

There are two types of search options available for retrieving contact information.

In this article, you will learn:

1. Smart Search:

Located on the top left panel (Marked in the above image) of the contacts window, this search helps find contact information, or policy information or any account information from the entire agency database. It can also be referred to as a Global search.

Valid Search Keyword entries for Smart Search: Suppose the contact name you are looking for is John Doe, having an account name Doe Insurance. The following will be valid search options:

First Name of the Contact ( John)
First Name initial 3 letters (Joh)
Account Name ( Doe Insurance)
First name Last Name (John Doe)
Last Name (Doe)
City (Dallas)
State (Texas)
Email address (Johndoe@gmail.com)
Address: (enter the street name and few letters of address)
Policy Number

2. Search Contacts:

You can find the search contacts fill box on the right-hand side of the contacts window. (Marked as 2 in the image above). This enables you to look for contact information under your agent database. [Note: It does not reflect information that may be available in the Principal agency database]. The search result will be available for Contact search on the basis of the Account name, Address, Designation, Email, First name, and phone no.

Smart search now includes phone numbers.

It’s easier to follow up on call activity with the help of this feature. You can enter the phone no. in the smart search and get contact details matching with records in the database. Valid entries are initial three digits (986) or a ten-digit number (986780214). The auto-populated field of phone numbers in the contacts can be seen as (968)- 678-0214.

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Delete Forms from Contact and Account 360

Nidhi mhendhiratta — Thu, 23 Mar 2023 09:19:14 +0000

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.

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Single Contact Drip tab in Accounts.

Nidhi mhendhiratta — Sat, 25 Feb 2023 12:20:40 +0000

Description: Single-contact drips can be assigned to accounts in Account 360.

UseCase: Assigning Single Contact Drips to Accounts is simple to trigger.

Navigation:

Navigate to the accounts module. Click on an account and go to Account360.

Go to the Communications tab and click on Single Contact Drip.
Click on Assign.

Select the drip and click on Assign.

In the Account 360-Communication section, the Single Contact Drip tab displays the assigned SCD status.

Note: You can view accounts that have been assigned to an SCD in the engagement module.

Navigate to the Engagement module. Scroll down to select Single Contact drips.
Click on Analytics.

Select the Today checkbox and verify the assigned account by account name.

The post Single Contact Drip tab in Accounts. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Download Account Report

Nidhi mhendhiratta — Wed, 08 Feb 2023 10:31:34 +0000

Description – Agents can now download the complete Accounts information into an excel sheet.

Use Case – Instant report to review and share Accounts information

Process –

Navigate to Accounts and select the Setting option from the top-right corner.
Click on Download.

The registered email address will be auto-populated under the Recipient section. You may send the report to multiple email addresses by adding the email address manually under the Additional Recipient field.
Click on the Download button.

InsuredMine will send an email to all the listed email addresses with a link to download the report.

Click the Download button in the email to download the excel report into your system.

Note – You can add filters such as Active, Prospect, Inactive, Leads, and Others to download the reports. You can also use the filter icon to filter as per policy count, agent, tags, etc.

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Missing details for accounts

Nidhi mhendhiratta — Wed, 25 Jan 2023 12:19:40 +0000

Account details, such as missing email, phone number, and city details, are given in percentages to show how many accounts have missing details.

Use Case: Easier to segregate customers and offer customized services with complete customer profiles.

Process-

Navigate to the Dashboard module.
Navigate to the top left and select AMS Dashboard.

Scroll to view the missing details section. Then, go to the Accounts tab to view missing details.

Scroll to view the missing details section. Then, go to the Accounts tab to view missing details.

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