add notes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Text generation using AI

Nidhi mhendhiratta — Fri, 01 Sep 2023 07:09:30 +0000

Release Date: September 1, 2023

Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns.

Use Case: It is easy to draft captivating text using AI based on the tone required for text created in various modules. You can now transform the content by making it user-friendly.

To view the enhancement:

Navigation –

Note – The Transform Text using AI Icon implementation is in the Account, Contact, and Engagement module for Adding/Editing notes, sending text and emails, bulk text, SCD, and the email campaign sections

Navigate to the Account module. Click on an account to go to Account 360.
Next, click on the Communication section.
Click on Send Email.

Write content that needs to be revised. Then, click on the Transform Text using AI Icon present.

Five options will be displayed. Select the choice that best fits the situation, depending on the text\’s tone.

When the Expand button is clicked, the selected text is reframed as the following content. Similarly, Text will be regenerated based on the button clicked, i.e., Rephrase, Make more formal, and Make more friendly.
Click on the option of your choice; it will generate or draft a text message for you.

The Transform Text using AI icon is also present in the Notes section. Click on Add Note. Additionally, Transcribe icon is also present to translate text to speech. You can perform actions like expand, translate to English, etc. features for the generated text.
When you click the transcribe icon, a message will appear.

Once the text has been written, click on the icon. A message will appear on the screen.

You can use the Transform Text using AI icon for reframing the text.

Note: Additionally, the Transform Text using the AI icon can help rephrase text in the notes and communication sections of Contact 360 in the Contact module, similar to the account module.

For the Engagement module,

The Transform Text using the AI icon appears when creating a Bulk Text campaign.

The Transform Text using AI icon also appears when creating a Single contact drip and Email campaigns section.

For the Pipeline module,

The Transform Text using the AI icon appears when you email a deal card through the deal board.

You can use the Transcribe icon and Transform Text using the AI icon to add notes for the deal card in the deal board.

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Add Notes in Policy

Neelima Gayathri — Fri, 25 Aug 2023 07:01:36 +0000

Update – The new update enables you to add notes under the policy.

Application – Log updates and details as Notes to the policy

Process:

Navigate to Policies
Click on Add Note
Click Save

Note: The Notes added from there will be synced with AMS for AMS360, HawkSoft, QQ Catalyst, and NowCerts integrated agencies

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Populate only related information for Contacts, Accounts, Policies and Deal cards in Add Notes

Neelima Gayathri — Mon, 15 May 2023 08:44:46 +0000

Update – Mentions in the Add Note option will populate the account, and policy information will only be tagged to the selected contact. This change will reflect in Contacts, Accounts, Policies, and Deal cards while adding Notes.

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.

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Action icon – add Notes

InsuredMine — Sat, 06 May 2023 01:11:03 +0000

In this article, you will learn:

How does add Notes action work inside a deal card?

Inside the deal card, the column on the right shows all of the actionable items. Click on Note at the top of this section.

A Note screen will pop up. Here you can enter any notes you want regarding this deal and save.

The Timeline (middle section) of the deal card screen shows all of the history for this deal. You can click on the Notes tab and see all of the Notes you had written for this deal.

If you click on the All tab, you will see all of the Actions taken, including your Notes.

Enhancement: June 2020

Tags to hyperlink data in notes

To hyperlink the data, use the symbols and click on the applicable number or name to link them with the required policy number and agent profile.

In the Pipeline Manager module navigate to Quick actions and click on Notes. Type the relevant symbols and select the appropriate data to be entered in notes.

Symbols to add information in notes are listed below:

@ To add Agent Number

# To add Policy Number

* To add Customer Name

% To add Account Name

Note: When an agent name is tagged in a note, that agent receives an email notification about note tag.

Enhancement! August 2020 – Learn more about Editor in Notes

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Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic

Neelima Gayathri — Mon, 01 May 2023 07:21:53 +0000

Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly.

Application – Agents may use the comments to track progress and share updates related to the same note in one thread.

Process:

Click on Notes and choose Add Comment.

Enter the comment and click Add to save the comment to the note.

You may edit or delete the comment from the edit/delete buttons, respectively.

Things to Note:

The comments within the notes will be synced with HawkSoft.
Multiple comments added to a single note will appear in chronological order, with the latest comment at the top.
Both the admin and the agent who created the comment can edit and delete the comment.

The post Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Files and Notes in Account 360

Anjali Kapadia — Thu, 30 Mar 2023 18:12:05 +0000

Release Date: March 30, 2023

Overview

We have introduced an enhancement in Account360 that allows users to add and manage files and notes directly from the account record. Users can upload attachments, create folders to organize files, and add notes without leaving the Account360 view.

Use Case: This enhancement helps users maintain account-related documents and notes in a centralized location. By allowing files and notes to be added directly from Account360, users can easily organize customer information, store supporting documents, track important account details, and improve collaboration while ensuring that relevant information is readily accessible from the account record.

Note: This feature is now available for AMS 360 & NowCerts users too.

To add files from Account 360:

Navigate to accounts
Click on an account name to view the account 360 section
Click the Files tab.
Click Add File .

An Add File panel appears on the right-hand side.
Select the attachment to upload.
Click Upload.

To add a new folder:

Click on New Folder.

A New Folder pop-up appears.
Add Folder Name .
Click Save.

To add notes from account 360:

Navigate to Accounts.
Click on an account name to view the Account 360 section
Click the Notes tab.
Click Add Note

An Add Note panel appears on the right-hand side.
Enter the required information.
Click Save.

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Add notes and files to the carrier

Anjali Kapadia — Thu, 23 Jun 2022 16:53:24 +0000

In the Carrier page, the Edit, Notes, and Files options have been added.

To view the enhancement:

Navigate to Carriers
Click to open the expanded view of a carrier
Click on Edit to edit the carrier details
You can add notes here in the Notes section and click on Submit
You will find the edited details and added notes

Under Files, you can add multiple files and upload them

The added field will be displayed under the Files section and if you can click on 3 dots icon, you can view the file

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