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.

Easily merge duplicate accounts and contacts from Account360 and Contact360 pages for simplified data organization.

Use Case: Easily consolidate duplicate entries to maintain organized data in both Account360 and Contact360.

To View this Enhancement:

From Account360:

• Navigate to the Account module.
• Click on any account name to explore its Account 360 details.

• Once in the Account360 view, Click on ‘Duplicates Found.’

• Identify and select duplicate accounts sharing the same email and phone number.
• Click on the Merge button to merge these duplicate accounts.

The post Merge the Duplicates from Account360 Page appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

In tasks

In Notes

In email

In text

The post Display of contact name in account 360 for tasks, notes, email, and text appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. 

 

Contact 360

Account 360

Deal Card

 

To view the enhancement:

• Navigate to Accounts

• Select one account to view the Account 360

• Click on Files

• Upload a PDF document

Note: Only PDF document is applicable for eSignature. If you upload any other format it will display an error message.

• Once the file is uploaded it will be visible in the file list

• Click on the three-dots icon next to the file name

• Select Send For eSignature

• If you want to add additional signers, click on the Add button and click Next

• Add and place the fields and click Next

• Type the subject and message and click Send

The eSignature tab is also available in Contact 360 and Account 360. And if you have already sent any document for eSignature from Contact 360 or Account 360 then you will find all the details under the eSignature tab. The details will include all the documents you have sent and the status of the document. 

The post Send Documents for eSignature from Contact360, Account360, and Deal card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Benefit: Convenience in viewing claims associated with an account.

Navigation – 

• Navigate to the account module.

• Click on an account to go to account 360.
• Navigate to the claim tab.  All the claims related to that account will be visible.

Note-  You can view the claim tab in the policies module.

Note – Additionally, a deal card can be created in the claim tab\’s action section.

The post Claim data in accounts and policies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• If you click on the Duplicates Found tab, the list of duplicate records will be visible.

• You can select a few of those details and can merge them if required.

• Similarly, if you navigate to deal cards and open a deal card, under Linked Contacts, you will find the duplicate record.

• Additionally, even if you navigate to Accounts and click on contacts under Account 360, you will find the duplicate record details.

The post Duplicate data for Contact 360, Account360, and Pipeline Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

In account360, links can be added in the description section under files, communication, tasks, and notes.

In contact360, links can be added in the description section under files, communication, tasks, and notes.

 

Note: In text, the link will be clickable. However, in notes and email, the link will not be clickable.

The post Adding Links in Contact360, Account360, Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Workflow Automation Tracking on Account Level appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.