Add Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 23 Jun 2026 12:32:17 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Add Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Add & Delete Contact https://www.insuredmine.com/knowledge-base/edit-contact/ Sat, 30 Sep 2023 12:44:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3366 Release Date: September 30, 2023 Overview Users can manage contacts directly from either Account360 or the Directory/Contacts section. This functionality allows users to add new contacts, update existing contact information, or delete contacts from an account, ensuring that contact records remain accurate and up to date. Use Case:  This feature helps users maintain accurate contact […]

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Release Date: September 30, 2023

Overview

Users can manage contacts directly from either Account360 or the Directory/Contacts section. This functionality allows users to add new contacts, update existing contact information, or delete contacts from an account, ensuring that contact records remain accurate and up to date.

Use Case:  This feature helps users maintain accurate contact information across accounts. Whether managing contacts from Account360 or the Directory/Contacts section, users can quickly add new contacts, update existing details, or remove outdated contacts, improving data accuracy and simplifying contact management.

To view the enhancement:

You can add or delete a contact from either the Accounts tab or the Directory tab.

  • Account 360 – Contacts can be added or deleted from specific accounts.
    • Search for or select the specific account that needs to be updated.
    • In the Contacts section, click the three-dot icon at the right end of the contact row.
    • Click Edit to update the contact information.
    • Click Archive to remove the contact.
    • You also have the option to click the pencil icon to edit the contact information.
  • Directory/ Contacts – Contacts can be added or deleted from specific accounts.
    • Search or select the specific accounts that need to be updated
    • Click on the three dots at the right end of the contact row.
    • The top of the option is for editing the contact and the bottom option is to delete the contact.

TIPS: You can also add a contact by clicking on the “Add” icon at the top right side of the screen.

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]]> Add Policy https://www.insuredmine.com/knowledge-base/add-policy/ Thu, 14 Sep 2023 04:30:23 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5919 Clients can consolidate all their policies in one place. Steps mentioned below will help him add additional policies to his policy wallet. Policyholders need to manually enter policy information such as Insurance provider, Policy number, payment frequency (monthly, annual etc) effective date, expiry date, premium amount. This provides a cross-sale opportunity to the agent, and […]

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Clients can consolidate all their policies in one place. Steps mentioned below will help him add additional policies to his policy wallet.

Policyholders need to manually enter policy information such as Insurance provider, Policy number, payment frequency (monthly, annual etc) effective date, expiry date, premium amount.

This provides a cross-sale opportunity to the agent, and will also contribute to a better, more comprehensive understanding of a client’s portfolio. Clients also benefit from having one central place to manage all their policies and reference insurance information. Fewer things get forgotten, fewer bills go unpaid, fewer policies get canceled when coverage information is all available at one place.

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]]> Add and upload contacts https://www.insuredmine.com/knowledge-base/upload-multiple-contacts/ Wed, 30 Aug 2023 11:50:47 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3777 In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a new client, prospect, or just a carrier contact you can leverage the Contacts navigation tab. Contacts fall under five different categories, including Active customers, Inactive Customers, Prospects, Others, and Leads. […]

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In this article, you will learn:

To add a new client, prospect, or just a carrier contact you can leverage the Contacts navigation tab.

Contacts fall under five different categories, including Active customers, Inactive Customers, Prospects, Others, and Leads. These can be selected individually or all together from the individual tabs on the top of the screen.

To add multiple contacts, you can follow the steps below.

User Interface change in add and edit contact :
A smart new interface appears while adding and updating contacts. It provides for easy, single scroll functionality to view all fields categories in one screen. A seamless continuous display helps you work more efficiently ruling out the back and forth of jumping through multiple screens.

Login to your InsuredMine account, and then click on the Contacts from the navigation panel on the left-hand side. Then click on the tab and click on the Upload data button located on the top right-hand side to upload a CSV file with a list of new contacts to add.


2. If you want to add individual contacts, please see below:

Within the Contacts module, click on the Orange + Add New on the top to add a Contact


Add all the required details.

3. Click on the Save or Save and Add New button to add a new contact

Enhancement:  March 2021

In the address section while adding contacts you can add Unit and Suite no. for address fields. To check the enhancement: Click here.

Enhancement:  January 2021

All contacts filter in 2nd stage and onward in email campaigns

Now while setting up an email campaign from 2nd stage onwards you can even set the automation for all contacts ( total recipients as set in stage 1).

Use case: If you have set a promotional email in the 1st stage to ten prospects, and in the 2nd stage of the automation campaign, you want to send another promotional mail to all the contacts whom you have shared previously, you can do that.

To check the enhancement:

  • Navigate to engagement module
  • Click on create button in Email Campaign section
  • Click on add new stage(2nd stage) from left panel
  • Scroll down to the 2nd stage section, you will be able to set all contact filters. For this click on the drop down icon beside ‘who have’ section and select All.

Note: If the campaign is created under the live list then the contacts data will be dynamically calculated otherwise, the count of recipients will match with the stage 1 recipients’ list.

Enhancement:  January 2021

Previously shared feature in tags

Navigate to global add button and click on Add Contact
  •  A window will open to add a new contact.
  • Scroll down to Add Tags
  • Click on the edit icon
  • Select the agents with whom you want to share the tags with
  • Click on update
  • Search the tag that you recently shared.
  • You can find the previously shared tag beside the agent’s name with whom the Tag has already been shared.

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]]> Add intake form https://www.insuredmine.com/knowledge-base/add-intake-formquotesheet-can-you-email-quotesheet-to-customer-others/ Tue, 20 Jun 2023 09:09:02 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6198 In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form Builder Add/upload files in Intake forms Shareable intake form (Quotesheet) with clients This feature basically digitized the intake form (Quotesheet) which was used in paper form by the majority of […]

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In this article, you will learn:

Shareable intake form (Quotesheet) with clients

This feature basically digitized the intake form (Quotesheet) which was used in paper form by the majority of the agencies.

We have not only digitized that form but also made it smarter and collaborative. This intake form (quotesheet) will look for data points that may already be available in your system to auto-populate those fields. Otherwise, we will create a common single link for Agency staff and prospects to fill out this form online to reduce manual duplicative effort.

Add/access an intake form on a deal card?

  1. Open the dealcard and click on Import Intake form on the right side of the screen.

2. You will see a pop screen from which you can select the intake form (Quotesheet) you want to upload.  First select the Category (Personal, Commercial, Life and Custom Form).

For personal insurance:


For commercial:

For life insurance:


For custom form:


Once you click on update intake form, there will be a pop-up for confirmation. Click on yes to update.

After selecting a policy category, you may select the lines of business you need a intake form (Quote Sheet) for.

Once a line of business is selected and Preview intake form is chosen, a unique link is generated where the user can fill in the information regarding the risk they are quoting.

PREVIEW: Preview button allows you to open the intake form in a browser. You can validate information either before or after receiving the updated intake form from the client.

Click on the preview button and it will open the form as displayed below.

You can also send the  intake form on the dealcard  to others. In this case ‘others’ can be anyone internal to the agency, underwriters or other contacts associated with the prospect.  If you select the client, the intake form will be sent automatically to the email address assigned to the dealcard. If you select the others, you will get a pop up screen to populate the email addresses (email screen mentioned below).


From this pop up screen, you can manually enter the email address or addresses you wish to send this Intake form too.

Furthermore, when the prospect or client adds any information the user/agent will receive an email letting them know when any changes have been made.

You can use the quote sheet link to communicate internally within the agency or externally with the link. However, you can also save the intake form as PDF for record or for sending it as an attachment.

You can also add Intake Form in Public Profile of InsuredMine Page

Note : Quotesheet has been updated as the Intake form. There are references in the video as Quotesheet which infer the same meaning as Intake form here. The functionality is the same.

Enhancement! May 2020

Life Ins. Intake form

Enhancement! June 2020

Custom Forms added from Form Builder

In the Step 2 of How do you add/access a intake form (quotesheet) on a deal card mentioned above, you can now add Custom forms built in forms builder, to preview form or send to the customer for gathering information.

Enhancement! August 2020

Add/upload files in Intake forms

You can now add/upload important documents while adding or previewing the Intake forms. Use the drag and drop feature or click on the Upload Documents segment, Select a file and click Save. Review the files to be added as shown below. Click Submit or Save as Pdf to attach the documents to the form.

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]]> Automation: Policy Renewal https://www.insuredmine.com/knowledge-base/multi-stage-workflow-for-renewal-cross-sale-and-welcome/ Wed, 03 May 2023 16:26:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4952 In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy Renewal, and New Policy Renewed Check Handling in Policy Renewal Automation Workflow Details One of the most powerful tools within InsuredMine is Workflow Automation. You can now set up automated […]

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In this article, you will learn:

Workflow Details

One of the most powerful tools within InsuredMine is Workflow Automation.

You can now set up automated workflows to keep your clients engaged at various milestones within your process.  Once these workflows are set up, InsuredMine will daily look for all accounts that match the workflow criteria and send out an email.  You won’t have to remember a thing! With Multi-stage workflow, you can customize your workflows according to your preferred send date, time and template. Steps to set a workflow:

  1. Select your Workflow type and click on Next

2. Add a workflow name and select the mode of communication.  Then select the list you want to use in this particular workflow.  You can use Create a filter to narrow your list down even more.  For example, you selected the Active Clients list.  Now you want to include all active clients who have 7th Wheel. Next, you can select your trigger.  For example, you want to find all active clients who have the 7th Wheel policy expiring in 30 days.  You select Before for When and then 30 for Days and click on Begin.

Enhancement!July 2021

Policy Carrier filter for Policy Renewal, and New Policy

You can include Policy Carrier while creating workflow for Policy Renewal, and New Policy, so the created workflow will trigger for the policyholders who fall under the selected policy carrier.

To apply the policy carrier:

  • Navigate to Engagements and click on Create Automation.

  • Select any of these workflows: Policy Renewal, or New Policy

  • Click on Get Started

  • You will find the option to include a policy carrier.

  • Fill in the required fields and click on begin to start the automation.

Designing the workflow

3. Add stages with different content or templates and a sender’s email address.  For each stage, you can customize your message and the trigger dates.  Once you have customized each stage, just click on Next

4. Review your policy information and then click on Create.

Editing a saved or live workflow:

You can edit a live workflow! Just select the Running tab and little pencil button on the right -hand corner and make the required changes in the workflow.

Also, you can save the workflow as a draft and edit it by selecting the Drafts tab and click on the pencil icon at the top right of the specific workflow.

Enhancement: February 2021

Carrier Name tag

A new tag named carrier name has been added, which can be accessed while creating workflow for policy renewal. 

To check the enhancement:

  • Navigate to the engagements
  • Click on Automation
  • Click on the get started button , beside Policy Renewal.
  • Fill the necessary details- workflow name, mode, filter and triggers.
  • Click on begin
  • While setting the stages you can choose the carrier name tag, to insert the carrier name while sending the email.

Enhancement: February 2021

Renewed Check Handling in Policy Renewal Automation

You can stop the scheduled stages in the policy renewal workflow once the policy gets renewed. Once the policy gets renewed into your AMS and gets updated in InsuredMine with renewal updates, the scheduled stages for policy renewal automation will stop.

 

Note: This feature is available only for NowCerts, QQ Catalyst, and AMS360 users.

 

To view the enhancement:

Navigate to Engagement

  • Click on Create under Automation

  • Fill in all the fields

  • Click on Customize beside Policy Renewal

  • Fill in all the workflow details

  • You can save it as a draft or click Begin

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]]> Pipeline Automation https://www.insuredmine.com/knowledge-base/pipeline-automation/ Sun, 30 Apr 2023 11:25:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6289 In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline Manager? How to add automation to the stages? How to create automation for moving a deal card from one stage to another? How to add automation to additional triggers? How […]

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In this article, you will learn:

Current clients – if you are already using Pipeline Automation then you will have to request support to upgrade Pipeline Automation for your Agency. However all new agencies being onboarded henceforce will be on the upgraded version.

The automation feature is provided in the Pipelines section for creating instant automation without any manual hassle. Now, you can create customized automation for instant communication with the respective clients at a given point of time and trigger. This automation can be generated at various stages of the deal card.

The best part of this automation feature in the pipeline is that, once a process has been set, every time it will run when the trigger is there.

Before setting up any automation remember two things.

  1. Triggers – What is causing the automation
  2. Actions – What will happen when the trigger is activated.

Examples of triggers:

  1. Change in Deal Stage
  2. Add Category
  3. Add Label
  4. Deal won
  5. Deal Lost
  6. Add deal

Examples of Actions:

  1. Email
  2. Text
  3. Task
  4. Notification
  5. Checklist
  6. Move
  7. Assign
  8. Won
  9. Lost
  10. Handwritten cards

Assignee for Pipeline Automation

Note: In pipeline automation all communications by default will be sent through the assigned agent communication id of the agent assigned for the particular deal card.

Assigned agent is the agent whoever is assigned to the deal card.

While creating automation, in the sender email ID section, you will find Sender Email Address is set as Assigned Agent by default.

Note: The communication email ID, signature, tags, all will be of the assigned agent.

How to get to the automation section from Pipeline Manager?

  • Click on Pipelines
  • Select the Pipeline
  • Navigate to the gear icon
  • Click on Automation

Note: The automation that is created works equally for all agents. 

The automation will work for the selected pipelines for which it is created

  • In the left panel, you can see all the stages that have been created for the selected pipeline.

You can create automation for the pre-set stages for the particular pipeline.

Enhancement! March 2021

Pipeline Automation has a New Look

A new user interface has been designed for easy view of your pipeline automations.

Pipeline automation:

How to add automation to the stages?

  • Click on the particular stage from the left panel.
  • Click on the Add Automation button
  • Fill in the required fields- type/ module of automation, subject, agency name, email, template, communicating contact, when to send, tags (if any), attach any file (if required)
  • Click to save

You can also add stages to it if required.

Note: You can select the particular stage and can directly add stage change automation to that stage

For example, if you create a card on stage 1, and want to move it to stage 3, so whatever automation that has been already created for stage 1 will start to work for stage 3 too. 

In the case of the change stage campaign, the automation will get visible in the drip campaign section when the deal card will move from one stage to the particular set stage.

Enhancement! March 2021

Rearrange Pipeline stages by drag and drop. To view the enhancement click here.

How to create automation for moving a deal card from one stage to another?

Agents can now create automation for moving the deal card from one stage to another based on certain conditions.

For example, the Agent is setting a trigger for the issue policy pipeline and wants to set that when a deal card reaches stage four, it gets moved to the follow up the pipeline.

Once the automation content is set

  • Click on move.
  • Set the time trigger– Immediately or After

In case of after: choose day/week/month, number of days/weeks/months, time, or after how many hours.

  • Select the pipeline stage where the deal card is to be moved
  • You can click on start stage automation to start or can click on stop running automation to stop.

Once the card will move from stage 4 the move action will get activated and as per the set time, the trigger will run.

How to add automation to additional triggers?

  • Add Category
  • Add Label
  • Deal won
  • Deal Lost
  • Add deal

Automation for Add Category

The categories for which automation will be set will work equivalently for any deal card that falls under that category.

Note: If there is automation set for any category or label that is added to any deal card, it will trigger automatically.

For example: For add category triggers, suppose, if there is any series of communication that you want to send to any client with a deal card of a particular category eg. Auto (personal), the automation created will run for that particular deal card.

How to create automation for Add Category trigger?

  • Click on Pipelines
  • Select the Pipeline
  • Navigate to the gear icon
  • Click on Automation
  • Click on Add Category
  • Click on Add Automation
  • Fill in the required fields- type/ module of automation, subject, agency name, email, template, communicating contact, when to send, tags (if any), attach any file (if required)
  • Click to save

Note: You can select multiple categories. 

The significance of this Add category automation is that whichever deal card will have the specific categories, the automation will trigger automatically for those cards too. 

Once you select categories need to click on start automation then the automation will run

How to create automation for Add Label trigger?

For every deal card, users add labels to it based on the deal health or various other sources. And based on these labels, now agents can run automation too.

Example: Suppose you want to run automation for the deal cards with label warm and referral partner mentioned in it. In that case, in the add label section, he needs to choose the label names, and then click on add automation and fill in the details to run the automation.

Enhancement! October 2021

Add Won/Loss Deal Automation in Pipeline Manager

You can add a label while setting a won or lost automation through the Pipeline section. This enhancement will help you to create more specific pipeline automation. Please note only admin will have access to this feature.

To view the enhancement:

  • Navigate to Pipelines.

  • Click the 3 dots in the top right corner.

  • Click on Automation

  • Select +Add Stage Automation

  • Select won/lost

  • Select won/lost agent name, label, won/lost reason, and check the box to start automation.

  • Click on save.

To Setup Won Deal Automaton:

To Setup Loss Deal Automation:

The label will display in the automation stages screen:

For won deal:

For lost deal:

How to create automation for the Deal Won/ Deal Lost trigger?

Agents can run automation based on deal status – Won or Lost. If an agent wants to create automation for all the deal cards that are marked as won/lost, can do that from the pipeline automation section.

  • Click on Pipelines
  • Select the Pipeline
  • Navigate to the gear icon
  • Click on Automation
  • Click on Deal Won/ Deal Lost
  • Click on Add Automation
  • Fill in the required fields- type/ module of automation, subject, agency name, email, template, communicating contact, when to send, tags (if any), attach any file (if required)
  • Click to save

Note: You can see the analytics of this automation in the Drip Campaign section of the particular deal card. 

Actions:

Multiple Actions can be performed through pipeline Automation

Through single automation, an agent/ admin can perform multiple actions at one time. This feature is extremely beneficial as it will save time and increase productivity by generating instant communication as well as bring consistency in approach.

For example: When a deal moves from one stage to another, if an agent wants, he can send an email/text to the client, can assign a task for another agent for follow up, can send a notification to the agent for the tasks done. However, each action needs to be created as separate stages within the automation.

  1. Email

How to set automation to send email to users or deal source?

Through pipeline automation, admin/agents can now send emails to the users or deal source.

For example: Suppose an agent wants to send a thanking email to the users for showing interest, when the deal cards reach stage 1 , he can set the pipeline automation for the same.

To send an email via Pipeline Automation:

  • Choose the template
  • Choose the agency email from which the email is to be sent
  • Put the subject
  • Select whom to communicate: user or deal source
  • Choose when to send (immediately or after)
  • Write the mail body
  • Attach any files if required.
  • Click to Save.
  • Text

How to set automation to send text messages to users or deal source?

Through pipeline automation admin/agents can now send text messages to the users or deal source. 

For example: Suppose an agent wants to send an intimation text message to the user when a deal card has entered into final stage and the insurance policy is issued, he can do that from pipeline automation

To send a text message via Pipeline Automation:

  • Choose the template
  • Put the title
  • Select whom to communicate: user or deal source
  • Choose when to send (immediately or after)
  • Write the message and save.
  • Task

How to assign tasks via automation?

Admin/ Agent can assign tasks for their agents through pipeline automation.

  • Give the Task Name
  • Select Agent/ Assignee
  • Select the priority from the drop-down (↓) – High, Medium, Low, or Normal
  • Select the Task Type from the drop-down (↓)
  • Set the due date
  • Write your message in the mail body
  • Click on Save.

Multiple agents in Task in Pipeline Automation

You can assign multiple agents when creating task automation. If the deal card moves from one stage to another it will be linked to the assigned agent of the deal card in case if you select Assigned Agent in Automation or Selected Agents will be assigned to the task

Note:  You have to be logged in as an admin to add/edit a pipeline automation

Note:
Assigned agents – card agents will be Assigned to task
Selected agents – selected agents in automation will be Assigned to task, not card agents

To view the enhancement: 

  • Navigate to Pipelines
  • Click 3 dots icon (action) and select Automation
  • Click on Add Automation
  • Click on Task
  • Set the task template, task name, priority, time, description and assignee name.
  • Click to save.

Note: You can select multiple assignees or the assigned agent. 

In case if you move the deal card from one stage to another, it will be linked to the card assigned agent.

Use Case: A deal card has assigned agent Gina Williams (primary) and Jake Williams. This deal card has been moved from stage A to Stage B and the automation is set in Stage B, then task will be assigned to the assigned agent of that card, i.e. Gina Williams.

  • Notification

How to create notification through automation?

Admin/ Agents can create automation for sending notification to the agents at various stages as required. 

For example: If Admin wants to generate a notification for an agent when the deal card moves from one stage to another, with the help of automation, the notifications can easily generate.

To send notification:

  • Choose the Template
  • Select Assignee
  • Write a subject
  • Set the time trigger– Immediately or After
  • Write the mail
  • Attach any file if required.
  • Click on Save.
  • Checklist

How to create an automation for checklist?

Now you can create an automation for checklist whenever there will be a stage change or category change that you have set, the automation will trigger. 

How to add automation for checklist:

  • Select Trigger time.
  • Select the checklists for which you want to add automation.
  • Click on Save.
  • Move

How to create automation for moving a deal card from one stage to another?

Agents can now create automation for moving the deal card from one stage to another based on certain conditions.

For example, the Agent is setting a trigger for the issue policy pipeline and wants to set that when a deal card reaches stage four, it gets moved to follow up pipeline.

Once the automation content is set:

  • Click on move.
  • Set the time trigger– Immediately or After

In case of after: choose day/week/month, number of days/weeks/months, time, or after how many hours.

  • Select the pipeline stage where the deal card is to be moved
  • You can click on start stage automation to start or can click on stop running automation to stop.

Once the card will move from stage 4 the move action will get activated and as per the set time, the trigger will run.

  • Assign

How to create automation for assigning a deal card to an agent while the deal card moves from one stage to another?

If a deal card is moving to a different stage, where you want to assign it to a different agent, then you can select the trigger time and name of the agent from the drop-down. The deal card will be allotted to that particular agent from/after the given point of time.

  • Won

How to mark a deal card as won when it reaches a particular stage?

If a deal card moves to the particular stage which is denoted as the won stage and you want to set a trigger for the agent who has reached that stage, can do that by selecting the won section of pipeline automation.

  • Set the trigger time
  • Select the name of the agent who won from the drop-down
  • Give a won description
  • Select the start won drip to start the automation
  • Select stop running automation to stop it.
  • Lost

How to mark a deal card as lost when it reaches a particular stage?

  • Set the trigger time
  • Write subject line
  • Select lost reason
  • Set X date
  • Select the name of the agent who lost from the drop-down
  • Give a lost description
  • Check the box to open this card automatically on X date
  • Select the start lost drip to start the automation
  • Select stop running automation to stop it.
  • Mail

How to send a Postcard/ Letter to any user or deal source when the deal gets into a particular stage?

If Thanks.io is activated then you can send the postcard/ letter to the users or deal source on any deal closing/ event/ occasion.

  • Select the message
  • Select the image
  • Select Handwriting style and type
  • Select whom to communicate
  • Select the time
  • You can have the preview by clicking on the preview button
  • Write the message
  • Click on save.
  • Voicemail drop (Ringless voicemail)

How to send ringless voicemail when a deal gets into certain stage ?

If slybroadcast integration is already done, then this feature will be accessible to the agent.

  • Select the stage where you want to add voice drop automation.
  • Choose Voice Drop
  • Choose when you want to send- Immediately or After
  • In case of after select the hours after when you want to send
  • Select the audio file to upload
  • Check the caller id
  • Click on save

So, when the deal card of the selected pipeline will reach the stage that you have set to sent the voice drop, it will trigger automatically. 

Versatile feature of Pipeline Automation: Through pipeline automation, you can send communication to both users and deal source at one time from the same automation. You can set the trigger at the particular stage where he wants to send communication to both user and deal source.

For example: If an agent is creating automation in the first stage of the deal, and wants to send a thank you note to a user for showing interest and at the same time to the deal source for providing the lead.; he can do that from the same pipeline automation.

Enhancement! July 2021

Copy Card Action in the Pipeline Automation

One can easily copy a deal card to a different stage of a pipeline through automation. 

Note: The task will be performed once the copy card automation is triggered for the selected stage. The stage that will be selected for copying the cards, then the card will get copied in that stage.

Process to copy a card in the selected pipeline via automation:

  • Navigate to Pipelines and select the pipeline for which you want to set the automation

  • Click on the action button to select automation

  • Click to add new automation stage

  • Select copy and set the trigger time.

  • Select the pipeline and the stage.

  • Click to save or save as draft.

  • The automation details for copying the card will get updated

  • Once you go back to the pipeline and drag any card to the selected stage you will get the notification saying the selected deal card is copied to the respective pipeline and stage.

  • Click on apply

 

  • You will get the update.

Once you go to the expanded view of the deal card that has been moved to a different stage, in the timeline section you can find all the details of the card that has been moved from one stage to another.

Even if you navigate to the drip campaigns section of the deal card, you will find the automation that has been set for the particular stage. Click on the automation to view the drip analytics.

Enhancement! April 2021

Draft pipeline automation

When creating an automation you can save it as a draft. You can do this when setting automation at any stage. This feature is available for all types of workflow in pipeline automation.

Note: This feature can only be accessed when logged in as an Admin

To view:

  • Navigate to Pipeline Manager
  • Click on the gear icon and select Automation
  • Click on add automation
  • Fill in the details and click on save as draft
  • The automation will be saved as a draft.

Note: Options have also been provided to activate or deactivate automation so that an admin can deactivate an automation and it will not assign in future deal cards.

 

How to activate and deactivate pipeline automation?

Whenever automation will be about to start as per the set time, there will be an option to activate or deactivate the automation.

There are two other options on the top right

  • Activate
  • Deactivate

You need to select any one option

To stop prior automation on that particular stage of the deal card click on deactivate, you can stop that automation and start the new one.

To continue prior automation means, if there is any prior automation running on that particular stage of the deal card click on activate, you can run the new automation along with the prior automation, so in that case, both the automation will run simultaneously.

Note: While continuing prior automation you can also deselect any recent automation that has been set and choose a combination of prior and recent automation to run simultaneously.

The same saved automation campaign will be visible in the analytics section too. And the campaign that has been stopped will be displayed as stopped by the agent.

  • Click on Apply

You can also slide the toggle bar to deactivate any one step in the prior set automation.

You can also stop the running automation by clicking on the deal card and scroll down to the drip campaign section and click on stop button.

Enhancement! January 2021

Shared/Private Pipeline selection based on your previous usage

Application will automatically identify your previous selection and next time when you login or navigate to Pipeline it will show you the previous selection i.e. Private or shared.

For example: If you want to have a view of shared cards/ private cards of a particular pipeline then you can click on the sliding bar and select the shared/ private tab. This selection will be auto-saved. You can navigate to any other page or can even log out, but once you are back on the pipeline you can find the saved selection- Private/ Shared that you had selected.

Enhancement! January 2021

Business name tag in email and texts

Now you can use the Business Name tag to display your commercial account as a Business Name while sending an automated email or text to prospects or clients.

If you are using the business name tag, and if you are accessing through a commercial account then this tag is useful for you. This feature has been implemented in several modules.

To check the enhancement:

  • Navigate to Pipelines
  • Click on the 3 dots icon (action)
  • Click on Automation
  • Click on Add Automation
  • Click on Tags

Enhancement! July 2021

Filters for lead source and automation for lead source

You can create automation based on lead sources. This you can do through two different ways:

1. While adding automation be it email or text, you can now select the source too. 

2. While creating automation, you will get a direction option to add source in the left panel.

 

To view the enhancement:

  • Navigate to Pipeline and select the pipeline for which you want to create an automation.

  • Navigate to actions (3 dots) and click to add new automation stage

  • Select email or text to create automation, there you will get the option to add source (lead source)

  • Once created the automation draft, click on save.

  • You will find the source details mentioned in the automation flow as filters.

  • We have added a new filter for Email and Text mode as Lead Source.

Note: You can select multiple lead sources.

How can you add automation for lead source?

  • Navigate to pipelines and select the pipeline for which you want to add automation.

  • Navigate to Add source from the left panel and click on Add New.

 

  • Create the automation and add the source and save it.

  • The selected sources will be displayed in the Add Source section.

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]]> How to Manage Deals https://www.insuredmine.com/knowledge-base/deal-board-add-manage-all-deals/ Wed, 15 Mar 2023 03:44:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5989 One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the shortest time possible. Deal Board can be used to manage your sales process by defining your sales flow and applying it in every deal to track details and learn from […]

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One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the shortest time possible.

Deal Board can be used to manage your sales process by defining your sales flow and applying it in every deal to track details and learn from that analytics – what is working and what needs improvement. 

For consistency, all members of your agency will have the same sales process (Sales flow) as it will be easier to transition a prospect from one producer to another with such sales stage consistency.

Agency Admin will set up stages for all producers and CSRs to apply to their sales flow. 

To work on the deal card detail view – first the deal needs to be added. There are multiple ways to add deal.

Manage Deals: You have successfully created a prospect card (deal) that you can click on it to expand to add more information.

There is four segments in a detailed deal card:

  1. Header
  2. Left Actions
  3. Right Actions
  4. Center activities
Deal Details
  • Deal Name
  • Deal Health
  • Business Name
  • Contact Name
  • Deal Category
  • Expected Premium
  • Broker fee
  • Source
  • Win
  • Loss
  • Settings
  • Refresh
  • Lead Creation Data
  • Expected Close date
  1. Expand All
  2. Due on with actions to mark complete or won/lost
  3. General (Deal Card Details)
  4. % change data
  5. Linked Contacts
  6. Description
  7. Quotes
  8. Checklist
  9. Assignee
  10. Drip Campaign
  11. Intake Form
  12. Label
  13. Policy Data
  14. Custom Data
  15. Overview
Quick Actions
  1. Quick Actions
Deal Card Activities & Timeline

Deal Activity – It is divided into six categories including – To Dos, Notes, Communication (Email, Text, Call & Voicemail Drop), Files, Activities, Tasks, & Timeline. All these activities are time-stamped and will show up chronologically on the timeline.

  • Action type
  • Action Owner
  • Action date
  • Settings
    • Hide Details
    • Save & Print

Enhancement: May 2021

Add Labels while marking a deal as won/lost

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]]> Global Add Button https://www.insuredmine.com/knowledge-base/global-add-button/ Fri, 11 Oct 2019 01:34:51 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6900 Global Add button looks like a plus sign that appears on the top right corner of any screen on the agent portal. Goal is to try and reduce the number of clicks or the need to navigate from one page to another to accomplish a task. When you click on this button, a drop down […]

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Global Add button looks like a plus sign that appears on the top right corner of any screen on the agent portal. Goal is to try and reduce the number of clicks or the need to navigate from one page to another to accomplish a task. When you click on this button, a drop down list of all the most common actions you can perform appear. These include Add a Contact, Add a Deal, Add a Task, Add an Activity (schedule a lunch, meeting, etc.), Send an Email, or send a Text Message. Having this button on every page helps agents perform all those above mentioned tasks effortlessly without having to navigate to a certain page. This is a latest addition to our arsenal of improvements to help agents improve their productivity.   

Enhancement: February 2021

To know the shortcuts for quick actions: https://www.insuredmine.com/knowledge-base/shortcuts-for-quick-actions/

If you are an InsuredMine customer and have have any questions, please contact support@insuredmine.com. If you are not yet a customer of InsuredMine and would like a free demo, email Jacob at jacob@insuredmine.com

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]]> Quick Add from any screen https://www.insuredmine.com/knowledge-base/quick-add-from-any-screen/ Fri, 11 Oct 2019 01:31:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6889 Agents can now enter information into the system very quickly and easily from anywhere in the system. Quick Add (+) icon is accessible from any screen to allow you to add: Add Contacts Add Deals Add Event  Add Policy Send Email Send Text Add Activity Add Policy Add X Date Add Task Send Voicemail Drop […]

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Agents can now enter information into the system very quickly and easily from anywhere in the system. Quick Add (+) icon is accessible from any screen to allow you to add:

  • Add Contacts
  • Add Deals
  • Add Event 
  • Add Policy
  • Send Email
  • Send Text
  • Add Activity
  • Add Policy
  • Add X Date
  • Add Task
  • Send Voicemail Drop
  • Request Payment
  • Get Google Reviews
  • Send Handwritten Card (Thanks.io)
  • Sen App Download Link

For example, an Agent does not need to navigate to the Directory to add a contact, they can accomplish this from the plus button on the top right of every screen.

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