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

Manager Access with limited number of Agents

InsuredMine — Tue, 15 Aug 2023 02:08:22 +0000

Previously managers, by default, had access to all of the users within an agency. Now, from the admin account, a manager can be assigned to only certain agents.

When you log in as a Manager then you have only those limited Agents/CSR profile that was assigned to you. Visibility, data access, and other features will be routed accordingly.

To view and control the features and access, Admins can switch to Agent and can select the desired agent allotted under them.

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Agency Portal Overview

InsuredMine — Fri, 03 Sep 2021 08:59:06 +0000

Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the information in the Agency Portal is pulled from the Agency Management System (AMS) that the agent uses including his Customers, Premiums, Carriers, etc. Agency Portal has built in APIs, to fetch data to our Agency Portal. You do not have to manually update the data in the Agency Portal. There are several components to the Agency Portal dashboard that are explained below in detail.

Dashboard – Our dashboard provides an overall view of all our KPIs (Key Performance Indicators) pertaining to the agent’s book of business. Components within the dashboard can be viewed and accessed with a hover of the mouse or by clicking the actionable items (indicated in orange). Some actionable items on the dashboard include:

1. Widgets: Widgets are developed to help agencies know metrics and provide easily actionable intelligence about the business. They can be sorted and filtered based on the business needs of the agents. They can also be customized as needed. Shown below are four examples of widgets filtered by:

Customers by Age – View your customers filtered by their age ranges. This histogram chart provides you the age distribution of your current contact database.
Policies by Expiration Dates – You can view a snapshot of all policies set to expire in a particular month. When you select a particular month, underneath the chart, you can see the Total Policies with a number beneath it. That orange number is an actionable item, which when you click will give the details of all your customers with policies set to expire in that month. You can select all these customers and send a mall email to remind them. We will cover the topic of mass email in the section ‘Email Campaign’.
Policies by Line of Business – With this donut chart widget, you can visualize your book of business by line to understand what percentage of total business does a particular line represent.
Contacts – View your customers sorted either by their First or Last Names. Access all names and be able to communicate with your contacts with a single click.
Client location on Google Map – Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios.

2. Key Metrics boxes: Provides an overall view of the metrics of your business including Clients, Premium, Policies, and Carriers. A limited number of items makes you focus on them. All of them except premium are clickable. By clicking on these KPI, you can access list of all clients, all policies or all carriers.

3. Chats: Chats provide a history of all the chat conversations that you had with any customer.

4. Left Navigation: Left Navigation panel has all the key features that can be accessed through the click of the mouse.

5. Messages: Messages contain any messages that you may have received from your customers.

6. Notifications: Any reminders that you have set for yourself will show up as notifications.

7. Task List: An overview of all the tasks that you are due to complete and also a list of completed tasks. You can also add/create tasks directly to the list.

The post Agency Portal Overview appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Tasklist

InsuredMine — Thu, 15 Jul 2021 04:50:44 +0000

In this article, you will learn:

Organizing your tasks with a list can make everything much more manageable and make you feel grounded. Seeing a clear outline of your completed and uncompleted tasks will help you feel organized and stay mentally focused. With InsuredMine, you can assign a task to co-workers and track when it gets completed.
Whenever you assign a task to any co-worker, they get an email notification and the task will be listed under their task list.

Enhancement! June 2020

Tasklist module in left navigation

It is easier to access Tasklist with enhanced functionality to work faster. The Tasklist navigation can be seen below:

Assign and Track task

Go to the My Task List Widget on the Dashboard and click on the + Add New button to add a task.

You can also navigate to the tasklist module from the side menu bar. This will open the task list page, on the top right you will find Add New button to add a task.

2. Add your task name, task type, contact name, due date, assignee (if required), priority, a short description, due date, time, and duration. You can add an attachment if required. Click on add to task calendar and click on the Save button.

3. Your task will be added to the widget.

4. To get to the view of Task Description, click on the EYE icon on the left corner.

5. To change the status of the task in the Status column, you have to click on the Status (Done/Pending). If it’s marked Pending, after clicking, it will show as Done and vice versa. Also, you can mark all tasks in the list as Done or Pending by clicking on the Done or Pending Button respectively. These can be seen in the upper right corner of the My Task List segment.

Card Details– You can find the card details of the deal card that is associated with the task. To open the deal card, click on the card detail icon.

Enhancement! June 2020

Map External Contact in Task

In the Add Task window — You can now write any name you want in the contact field, no need to select a contact from the list. So, now agents can refer a task to anyone other than the saved contacts.

To view the enhancement:

Navigate to the tasklist.
Click on Add new
Add all the required information.
In the contact section when you type in the name that is not saved in your contact list, it will show no contact found, but still, you can add a task for this new contact.
Click to save.

You will get a notification saying: Task added

In the tasklist the task added for new contact will be visible.
You can also edit the name by clicking on the contact, which will take to to the contact 360 page.

Once you finish editing, click on the update button to save changes made to the contact.

Enhancement: March 2021

Tasklist Enhancements- Multiple assignees, Attach files and task information.

Multiple Assignees- You can add multiple assignees while adding a task. Click on the dropdown in the assignee section to select multiple names.

Attach Files- You can add attachments of any file format up to 5 MB. (.jpg,.png,.pdf,.docx,.txt,.gif,.jpeg,.xls,.xlsx,.csv,.zip,.doc,.ppt,.docx,.pptx)

Task Details

In the task list, task widget or task timeline, you can click on the task name to view the task details.

You can also edit the details, add attachments, add comments, add assignee names and click to add these inputs.

TaskList Filters

To filter your tasks, click on the filter button present in the top right corner on the Task Details page.

2. The Filter list will open, click to expand each required filter and select the desired ones and click on the apply button.

You can apply various conditions to view data details as required. The functionality of each filter is discussed below:

Assignee Type: You can opt to view your tasklist or other agents’ tasklist through For me or For others option.
Status: To view the list of tasks completed select Done. To find information on pending tasks select Pending.
Priority: If you want a list display for particular ranked tasks select the preferred priority tag.
Task Type: Select the tasks based on the action call, meet, mail, message, task template, task to be done, etc.

5.Created Date: Sort the tasklist based the dates on which the tasks have been created.

6. Due date: Tasklist records appear divided into Subcategories of Today, Tomorrow, and others.

Group By

You can view the tasklist based in a cluster form by grouping the tasks based on priority, status or due date.

Priority – Group categorization of tasklist is seen in Low, medium, and high priority.

Status – Tasklist appears grouped under Complete and Incomplete categories.

Due Date: Tasklist will be visible for the selected due date.

Note: All 6 filters can be applied in tandem. Also, you can clear an applied filter by clicking on the x next to filter name appearing in the tasklist ( close icon highlighted in blue, as shown in the image below). You can also click on reset filter to sreselect filters of your choice.

3. You will be able to sort all your tasks according to your choice of action.

Note: Every task created in the My Task list segment, can be clicked to open it’s expanded deal card in the assigned pipeline.

You can choose the display of your tasklist by selecting either card view or list view. Refresh button is also provided.

Enhancement! September 2021

Tasklist Filter by Deal Cards

You can now filter your task list by tasks created from a deal card. You can separate your tasks that are related to deal cards and tasks that are not related to deal cards.

To view the enhancement:

Navigate to Tasklist
Click on filters
Scroll down and click on Pipeline
Here you will get 2 options- Task related to the Card and Task not related to the card.
Choose anyone and click on apply.

Based on your filters the task details will appear in the tasklist.

You can also filter your tasks by applying the due date in Group by section

Once the filter is applied, you can view the filters on the top, when you click on filters.

Enhancement! June 2020

Select Table column in Tasklist

You can view tasklist records and obtain specific information as per your need in the task list Table. Select table column icon allows you to choose columns you want to view regularly, eliminating the clutter of excessive information which may not be required at the moment.

Steps to Select Table Columns are mentioned below:

Go to Tasklist from the left Navigation.
Click on the Select table Columns icon towards the right as shown in the image above.
Mark the columns you require in an accessible view from the Select table columns screen.
Click Save

Enhancement! June 2021

Added Columns in the Task List

In the tasklist two new columns have been added- Email Address and Phone Number.

To view the enhancement:

Navigate to the Tasklist
Click on select table column icon

A window will open to select the table columns, select email, phone as required.
Click on the save button.

Once saved the email and phone of the respective contacts of the task will be displayed in the tasklist table.

Note: By default, the tasklist is displayed with the Pending filter enabled.

Pagination in tasklist for sorting and searching

Pagination provides an organized appearance of Tasklist to make entities clearly visible and table content convenient to work. A list of 50 entries is available per page. It improves readability and reduces loading time so your search results appear faster. You need not infinitely scroll down 5000 records. Pagination helps break lists into easily understandable fragments.

Click on page numbers at the bottom to jump pages while sorting or searching.

Enhancement! June 2021

Send email notification to Assignee for the completed tasks

In the Tasklist module, when you mark task status as done, the agent who assigned the task receives an email notification, informing him/her that the task has been completed.

Task Type

While adding a task you can mention the task type. There are various options to select task types such as call, meeting, lunch, task, deadline, email, text message and others.

How to Add Task Type?

To add task type follow the steps mentioned below:

Navigate to the Tasklist module and click on Add Task
(+) icon to towards the top right corner as shown below

2. Click on the appropriate task icon to add task type and click Save.

Download Tasklist

Get instant access to your tasklist by downloading it for convenience. Keep track of your deadlines and makes sure the work gets done efficiently and on time.

To download the tasklist follow the steps mentioned below:

Navigate to Tasklist
Click on the gear icon and select Download.

Search Option

You can conduct search based on Contact name, Assignee, Assigned by and Task title in the tasklist. To search for a task or contact go to the Search box. It lets you quickly find a task on the Tasklist. Type the text you want to search for in the Search box, and then press ENTER. Access filters the list to show only those records that contain the text you searched for. You can find the search box at the top-right corner of the tasklist.

Saved View with filters

Since there are so many options to filter your task list and if you have a favorite view with specific filters, which once applied will be your view until you change it to another filter view or reset it. Your view is by default saved for later use. You can start right from where you left. You need not apply filters again and find tasks.

Enhancement! January 2021

Due Time, completed date in task

When the admin/ agent is adding a task, he can set the due date and a time by when the task needs to be completed.

Here’s a quick guide on how to set the due date and time:

Click on tasklist
Click on Add New from the top right section
Fill in the task name, task type, contact name
Select the assignee name from the drop-down
Choose the task priority, give a task description
Select a due date
Set the time by when the task needs to be completed
Click to add task in the calendar
Click to save.

Enhancement! January 2021

Multiple selection and action

Now you can easily select the tasks and perform the actions from the tasklist section. This enhancement is made to make your work easy and fast. How to do multiple selections and assign action from Tasklist?

Navigate to Tasklist
Click on the filter icon
Select the filters for the tasks that you want to view. (filters can be applied based on Assignee Type, Status, Priority, Group By, Task Type, Created Date and Due Date)
Click on Apply
Select the Tasks

Note: You can choose and select the tasks as required.

For selecting all tasks from the same page, click here.

For selecting all the tasks, click here.

Click on the tasks that you want to perform (Delete, Update priority, Update Status, Due Date & Time, Task type)

For delete: once you click on delete after selecting the tasks, you will get a warning message, click on yes to delete.
For updating priority: Choose from the dropdown- high, medium, low, or normal.
For updating status: Choose from the dropdown- Done, or Pending
For Due Date & Time: Select the due date from the calendar and click on drop-down to select the time.
For task type: Click on call, meeting, task, deadline, email, lunch, text message, or others
Click on Update

Enhancement! July 2021

Mandatory fields in Tasklist

You can set mandatory fields for the tasklist section. So while adding any task agents need to fill those mandatory fields.

To set the mandatory fields for the tasklist:

Click on the user icon.
Click on settings
Click on configuration to expand the section and select mandatory fields.

Click on the Add Task tab
Select the fields that are required.
Once selected there will be a pop-up saying Mandatory fields updated.

Once done, if you navigate to the Add Task panel, you will find the selected fields marked as mandatory.

Enhancement! June 2021

Attach a task to a work email

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