User Management

InsuredMine — Wed, 30 Aug 2023 12:43:54 +0000

In this article, you will learn:

Earlier, we had a dedicated “members” option for simply adding users. But now, we have just redesigned this function by adding the “Users” option under the configuration, simplifying the process more for the users.

Use case: Simplifies user management and ensures that the right individuals have access to the system.

Note: This functionality can be performed by Admin only.

How to Add a User?

Navigate to the Account icon.
Click on Settings.
Click on Users.

A window will open; now click on Add User.

Select the role: Admin, Manager, CSR, or Agent. For instance, in this example, we are choosing the role of Agent.
Fill in the other details – Full name, phone, Cell Phone and log in Email.
Click on Next.

Check the Producer box to give producer level access to the new user under admin view.
Click on Next.

You can choose to grant access either collectively for all items (Pipelines, workflow, checklist, Custom forms, and templates) or individually for each item to the new user.
Then click on Add Member.

You will get a success notification saying: Agent is added successfully.

Agent adding notification to the new user

An email will be generated to the agent, mentioning all the details of the agent.

In the same email the agent will also get the option to set a password and sign in.

Once the agent clicks on the reset password button, he will be redirected to the reset password page.

Once the password is set, they will get a success notification aligned with the login button

How to change the role and edit other details of a User?

Navigate to the Account icon.
Click on Settings.
Then, click on Users.
Select the User whose role you want to change and whose details you want to edit.
Click on the 3 dots icon and select edit in the extreme right of the agent’s name.

A window will open to edit the details of the agent.
Once edited click on Next.

Check/ uncheck if you want to give producer level data access to the new user.

Earlier, we used to have a “Delete” option that erased all agent details, but we’ve now introduced “Deactivate.” It temporarily suspends the agent instead of deleting it, preserving data and settings for reactivation. You can also map the data before deactivating an agent.

Navigate to the Account icon.
Click on Settings.
Click on Add User.
Select the User whose role you want to change and whom you want to delete.

Click on the 3 dots icon and select Deactivate in the extreme right of the agent’s name.

A dashboard will appear to deactivate the agent.

If you want to map the agent’s data to any existing agent’s profile, then click on the drop down to select the agent’s name.

You can also map the data to any of the other existing agents or keep the data unaltered and deactivate the agent.
Select the ‘Reason for Deactivation.’
Once edited click on confirm.

A confirmation message will appear: Agent is deactivated successfully.

Note: Stating the reason behind Deactivation is mandatory.

How to Manage Access for Members?

Navigate to the Account icon.
Click on Settings.
Click on Users.
Select the member for whom you want to manage access.

Select the agent for whose account you want to access and manage.
Click on Save.

How to Manage Modules for Members?

Through the manage modules section, admin can manage modules and widget manager for all the users.

Navigate to the Account icon.
Click on Settings.
Click on Users.
Select the member for whom you want to manage modules.
Click on 3 dots and select the Manage Module.

Click the modules or widget manager that you want to allow access to the selected User.
Click on Save.

Once the access is provided, you will get a notification saying, “ Access updated successfully.”

The post User Management appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Get Started

Anjali Kapadia — Mon, 23 Jan 2023 07:16:01 +0000

Getting started with InsuredMine has never been easier. In just seven simple steps, you can effortlessly create your profile, and then you’re ready to embark on your insurance journey.

There are certain steps that you need to follow to get started with insuredmine.

Complete Profile
Connect Work Email
Connect Scheduler
Verify Email
Add Signature
Configure texting and Calling
Add Users

Step 1- Complete Profile

Upload your Profile photo.
Type in your full name, email address, full address, and phone number.
Click to Save and Continue.

Step 2- Connect your work email

Link your email for seamless communication.
Choose any of your accounts that you like to connect and click on connect. For instance, I have chosen G Suite.
Click on Save & Continue.

Note: This email will be the email address that you use for marketing and even for your google calendar scheduling.

Step-3 Connect Scheduler

Now that your work email is connected , create a schedule via link.

Click on the Scheduler option.

Fill up the information in the Scheduling Page and then click Next.

Fill up the event booking details.
Then, click on Create.

Your next schedule will be created.

Step- 4 Verify Email

If your email has been verified, a tick mark will appear under verified; otherwise, click the verify email option.

In case you want to add additional email addresses such as support or help desk email id, that you have, you can type in too.
Click on Save and Continue.

Type in your name and email address.
Click on the verify email button.
In case you want to add additional email addresses such as support or help desk email id, that you have, you can type in too.
Click on save.

Step 5- Add Signature

To add a signature, you need to send an email from your account to signature@insuredmne.com with the signature that you want to get displayed from the insuredmine platform.

Check the box beside: I have sent the email.
Click on Save and Continue.

Step 6- Configure Texting and Calling

Enabling Texting and calling functionality within the platform is easy and simple:-

Just Follow these steps:

If you are having a Ringcentral Account:click the option: I have a RingCentral Account.

Fill in your RingCentral Number.

If you do not have a RingCentral account but wish to add a phone to your InsuredMine Account then select: I need a number with my area code.
Then, click on Save & Continue.

A ticket will then be raised related to the request.

Step 7: Add Users

Note: This step is available for Admin only.

Select the role: Admin, Manager, CSR, or Agent. For instance, in this example, we are choosing the role of Agent.
Fill in the other details – Full name, phone, Cell Phone and log in Email.
Click on Next.
Check the Producer box to give producer level access to the new user under admin view.
Click on Next.

Once done click on Save and finish.

If you want agents to have access to all the agency data, check the box beside All Agency Data Access.

Check the Producer box to give producer level access to the new user under admin view.
Click on Next.

You can choose to grant access either collectively for all items (Pipelines, workflow, checklist, Custom forms, and templates) or individually for each item to the new user.
Then click on Add Member.

You will get a success notification saying: Agent is added successfully.

The post Get Started appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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