AMS integration Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Two-way Sync – InsuredMine and Dyad’s Nexsure Integration

Avinash Barik — Wed, 07 Feb 2024 10:20:34 +0000

Sync from Dyad's Nexsure to Insuredmine

Simplify the process by displaying all client information, contacts, and policies in organized tabs within Dyad’s Nexsure upon syncing with InsuredMine. Additional actions like syncing tasks, notes, SMS, and activities from InsuredMine to Dyad’s Nexsure will sync under the “Action” tab. Moreover, files, eSignatures, and emails stored in InsuredMine will seamlessly sync under the “Attachment” tab within Dyad’s Nexsure.

Daily AMS sync option from Dyad’s Nexure to InsuredMine

Please note: The daily synchronization option operates automatically twice a day, ensuring the transfer of data from Dyad’s Nexsure to InsuredMine without the need for manual intervention.

Single Account Refresh:

Upon clicking the single account refresh option, all data pertaining to the specified account, including contacts, policies, accounts, and activities, will sync from Dyad’s Nexsure to InsuredMine.

Fields synced under Accounts between Dyad's Nexsure and InsuredMine

Accounts

Both Personal and Commercial account types are synced with InsuredMine. The following fields are synced under Accounts from Dyad’s Nexsure to InsuredMine:

Client Name
Client type (Personal/Commercial)
Status (Client/Prospect)
Phone
Address
Branch
Department
Agent (if responsibility is Producer)
CSR (if responsibility is Account Manager)

Including Client Type in Dyad's Nexsure

In Dyad’s Nexsure, select “Add new Record.”

Complete the required client details and Primary Account Address.

Note: The client information entered in Dyad’s Nexsure utilizes the designated data field labeled “Client Name” within the Dyad’s Nexsure platform.

Fields synced under Contacts between Dyad's Nexsure and InsuredMine

The following fields are synced under Contacts from Dyad’s Nexsure to InsuredMine:

Prefix
First name
Middle name
Last name
Nickname
Gender
Marital status
Email
Phone number

Add a contact in Dyad’s Nexsure:

Complete the required client details.

Fields synchronized under Policy between Dyad's Nexsure and InsuredMine

The following fields are synced under Policy from Dyad’s Nexsure to InsuredMine:

Policy number
Policy start date
Policy end date
Issuing carrier/Billing carrier
Policy mode
Policy status
Lines of Business

Syncing Contacts from InsuredMine to Dyad's Nexsure

Contacts

Access Contacts from the sidebar and select “Add Contact.”

A window will prompt from the right, requesting all mandatory details to be filled in.
Click “Save” to proceed, thus creating your new contact.

Now, users have the option to manually sync a contact from InsuredMine to Dyad’s Nexsure by directly clicking on the AMS Sync option.

Navigate to Contacts.
Choose the desired contact for sync.
Click on the “Sync.”

A minimized window will appear from the right side.
Complete the required fields, such as Branch and Department, as indicated.
Click on “Sync with AMS.”

A success message will appear displaying, “Added to AMS successfully.”

Users can sync a contact from InsuredMine to Dyad’s Nexsure directly from Contact 360. If the contact is not yet synced, simply click on “Not Synced” to initiate the sync with AMS.

Note: The contact data can be viewed within Dyad’s Nexsure upon successful sync.

Syncing Accounts from InsuredMine to Dyad's Nexsure

Accounts

Note: To sync account details from InsuredMine to Dyad’s Nexsure, ensure that the contact is present within the respective account and has valid address details; otherwise, the sync will not occur.

Adding an Account in InsuredMine:

Navigate to Accounts from the sidebar and click on “Add Account“.

A window will open from the right, prompting users to fill in all required details.
Once complete, click on “Save” to create the account.

Users can manually sync an account from InsuredMine to Dyad’s Nexsure directly from Contact 360. If the account is not yet synced, simply click on “Not Synced” to initiate the sync with AMS.

A minimized window will appear from the right side.
Complete the required fields, such as Branch and Department, as indicated.
Click on “Sync with AMS.”

Note: The account data can be viewed within Dyad’s Nexsure upon successful sync.

Syncing Policies from InsuredMine to Dyad's Nexsure

Fill in all the necessary details and then click on “Save.”

Upon successful submission, a message will appear displaying, “Policy Added successfully.”

While entering the policy details, users have the option to select the “Nexsure Not Synced” option, enabling direct sync from InsuredMine to Dyad’s Nexsure.

Alternatively, users have the option to manually sync from the policies module.

Select the desired Policy for sync.
Navigate to the policy details page.
Locate and click on the option labeled “Nexsure not synced.”

Note: You can view the policy data within Nexsure after a successful sync.

Auto /Manual sync setting for contact and policy

Users have the option to select manual or automatic synchronization for contact and policy information to Nexsure from the settings module.

Navigate to the Settings module.
Click on AMS Sync Fields.
Default select the branch and department for Contact and Policy sync.
Click on manual or automatic sync.
Click Save.

Restrict Manual or Auto Sync for activities from InsuredMine to Dyad's Nexsure

In the settings module of InsuredMine, there is an option known as Auto/Manual Sync. Users have the ability to control the synchronization method, whether it’s set to auto or manual, for activities such as email, files, notes, SMS, tasks, and activities that sync with Dyad’s Nexsure.

Activities Sync from Dyad's Nexsure to InsuredMine

Click on “Add Action.”

To sync activities from Dyad’s Nexsure to InsuredMine (Activities are portrayed as “Action” in Dyad’s Nexsure):

Note: All actions performed within Dyad’s Nexsure will be synced into tasks in InsuredMine.

Fill in the required details for successful sync to InsuredMine.
Then, click “Save.”

Users can access their synced data within InsuredMine under the ‘Task’ section of the account.

All Files, eSignatures, and Emails from InsuredMine Synced to the Attachment Section in Dyad's Nexsure

Note: Users can access files, e-signatures, and emails synced from InsuredMine under the attachments section within Dyad’s Nexsure.

Within InsuredMine, users can view the attachments synced from Dyad’s Nexsure within the Files section.

Tasks, Notes, SMS, and Activities from InsuredMine will be synced and grouped under the "Action" section in Dyad's Nexsure.

Note: Users can access their Tasks, Notes, SMS, and Activities under the “Actions” section within Nexsure.

The post Two-way Sync – InsuredMine and Dyad’s Nexsure Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Customize Action Items in AMS360

Anjali Kapadia — Sat, 23 Sep 2023 14:57:39 +0000

You can now customize and map InsuredMine activities to AMS 360 Activities.

To customize the mapping of activities:

Navigate to Settings
Scroll down to AMS360 Custom Activities
From the drop-down select the AMS360 Activity with which it is to be mapped
Click on Save.

The post Customize Action Items in AMS360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Manual Sync of Activities in AMS360

Anjali Kapadia — Fri, 22 Sep 2023 17:00:21 +0000

Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic.

To view the enhancement:

Navigate to settings
Click AMS360 sync fields
By default, the auto will be selected, but agents/admin can change it to manual.

So, if the manual sync option is selected then any activities performed related to notes, SMS, email, task, files, and activity, then the sync option will be available under the action tab (3 dots). To sync the activity agents need to click the sync button.

Note: The sync option will be available if the contact is synced with AMS360.

For example, if you want to sync an email, then once you click on the sync option, you will get the option to select the activity and the select policy. But the activity and policy are optional, it’s not mandatory. These two sync fields that are activity and policy will be available while syncing notes, SMS, email, task, and files.

But for activities the sync fields are different, and the contact name is mandatory.

The post Manual Sync of Activities in AMS360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Renewed Policy Workflow Automation

Anjali Kapadia — Thu, 13 Jul 2023 12:59:35 +0000

Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users.

This workflow can be scheduled for any policy that gets renewed into your AMS system and is updated in InsuredMine with renewal updates.

Note: This workflow works for all renewed policies for Active clients only.

To schedule the workflow:

Navigate to Engagements
Click on Customize beside Renewed Policy

Set the Workflow Name
Select the mode of workflow
Set the filters for the contacts who will be receiving the communication
Select which policy categories, carriers need to be included
Select after how many days the workflow should trigger after renewal

Note: By default 1 day is selected

Click on Begin

Set the Stages
Click Next

Select the agents for whom you want to start the workflow
Select the checkbox for agent notification
Click on Start

You will then get a message saying the automation has started
To view the automation click on Return To Your Automation button

You can also view the stages

To view the template, click on the template

The post Renewed Policy Workflow Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Filter by Policy Status in Book of Business Report

Anjali Kapadia — Mon, 12 Jun 2023 08:20:16 +0000

You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only.

To view the enhancement:

Navigate to Reports
Click on Book of Business
Click on Group by filter dropdown
Select AMS Policy Status

Once you click you will find the detailed report.

If you click on the policies count you will find the details below.

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Policy Premium Transaction Enhancement

Anjali Kapadia — Mon, 05 Jun 2023 20:33:18 +0000

On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.

Note: This feature is for AMS 360 users. You can perform policy premium action/changes only if the policy is synced with ams360.

To add new policy page:

Navigate to Active Polices
Click on Policy to view the policy
Click on the Premium Transaction tab
Click on Add new to add a new policy transaction

Fill in the policy premium details and click on save

To edit policy premium details:

Click on the edit icon beside the policy premium you want to edit.

A window will open to update the policy premium details, fill in and click on update.

To delete policy premium details:

Click on the delete icon beside the policy premium you want to delete.

A window will open to confirm the delete option.

You can also create a policy premium file while adding a policy to the agency.

To view the enhancement:

Navigate to contacts
Click on 3 dots icon and select add policy

Fill in the policy details
In case if you have selected the manual sync option click on sync with AMS and select which AMS you want to sync with. And if auto sync is enabled then the newly created policy will get synced automatically so there will be no option for manual selection of AMS.
Check the box beside create policy premium transaction
Select LOB and How billed from the drop-down
Click save or add new for the same client

The policy will be created and you can find the policy premium under the premium transaction tab.

The post Policy Premium Transaction Enhancement appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

HawkSoft new data point mapping in policy, accounts, and contacts

Anjali Kapadia — Thu, 25 May 2023 15:36:22 +0000

Release Date: May 25, 2023

In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID.

In the Policy details, the new data points getting mapped from HawkSoft to InsuredMine are HS ID, HS Policy ID, Agent 1, 2, and 3, Producers, Status, Status Date, Inception Date, Sold Date and Branch ID.

The post HawkSoft new data point mapping in policy, accounts, and contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy Status change workflow automation (HawkSoft)

Anjali Kapadia — Sat, 20 May 2023 12:26:46 +0000

While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can set a renewal date when the policy expires or is about to expire. Therefore, when the policy renews, automation can be set for that renewed policy.

Note: This feature is applicable for HawkSoft only

When the policy expires or is close to expiration, then only the client will renew the policy based on the renewal date triggered by the workflow.

To view the enhancement

Navigate to Engagement
Click on Create under Automation

Click on Customize under Policy Status Change

Select the workflow mode, client list, and policy category
Select the Policy Status
Select after how many days from the policy status date you want the workflow to trigger
Click on Begin to start the workflow.

Note: There will be 15 different statuses for the policy available in HawkSoft, and these statuses will be displayed in the policy status. So, based on any of these statuses and the date when it is changed Policy Status Change Workflow will trigger.

The Policy Status Change workflow will only get triggered when the agent changes the contact policy status to and of the 15 statuses available.

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HawkSoft Integration

InsuredMine — Sat, 25 Feb 2023 16:41:39 +0000

In this article, you will learn:

Great news, for the insurance agencies, who are leveraging HawkSoft as their Agency Management System. Till now, you all were experiencing the benefits of using an Agency Management System, but from now onwards, with InsuredMine you will be well-armed with a well-integrated and multi-functional CRM software too. So, now connecting to your clients and keeping track of your sales will be much easier!

Hawksoft to InsuredMine (Data Flow)

It’s one-way integration, so data related to Contacts, Policy, and Coverage available in HawkSoft will sync with InsuredMine. InsuredMine automatically maps the data and stores it for ready usage.

So, no double work! You can just log in to the InsuredMine portal and start accessing the CRM portal.

Data from HawkSoft is utilized throughout InsuredMine’s CRM and sales workflows to help agencies accelerate new business sales and dig deeper into their current book of business for cross-sales and rounding opportunities.

The Initial process for allowing InsuredMine to map data from HawkSoft:

The insurance agency needs to register InsuredMine in the marketplace section in HawkSoft, to allow the integration process to begin. Once registered click on share data to enable sharing data with InsuredMine. You can also stop the integration, whenever you want by clicking on Stop sharing data.

Agents need to provide the agent initials (ID) and subscribe to InsuredMine in the marketplace in order to share the data with InsuredMine.

Note: The data will be synced from HawkSoft to InsuredMine in 6 hours

Let’s look into the data points that are integrated with InsuredMine from HawkSoft:

1. Contacts Sync in InsuredMine:

Both types of contacts are syncing with Insuredmine- Personal and Commercial.

(A) For Personal Contacts the data points that will be synced from HawkSoft to InsuredMine are:

1. Full Name & Account name in case of Personal
2. Nick Name
3. Cell Phone
4. Email
5. Contact Type (Personal/ Commercial)
6. Contact Status (Active/ Inactive/ Prospect/ Lead/ Others)
7. Address
8. Relation
9. Date of Birth
10. Gender
11. Producer and CSR
12. Occupation
13. Income
14. Driving License
15. License State
16. Comments

(B) For Commercial Accounts – the data points that will be synced from HawSoft to InsuredMine are:

Account/ Business name
Contact Name (Primary)
Other Details are the same as the above

2. Policy Sync in InsuredMine:

The policy that you add in HawkSoft will get automatically updated in the InsuredMine portal. The data points that are synced while adding a policy are:

Email
Cell Phone
Category/ LOB
Agent
Insurance Type
Carrier/ Company
Policy Number
Policy Term
Annualized premium
Written premium
Policy effective date
Policy end date

4. Vehicle Sync in InsuredMine

The vehicle details that you add in HawkSoft gets updated in the InsuredMine portal.

Make
Model
VIN
Vehicle year
License Plate number
Odometer miles

5. Drivers Sync in InsuredMine

The driver details that you add in HawkSoft gets updated in the InsuredMine portal.

Driver Name
License Number
License State
Gender
Date of Birth

6. House Address Sync in InsuredMine

The house address details that you add in HawkSoft gets updated in the InsuredMine portal.

House Address
Address 1
City
State
County
Zip

3. Policy Coverage Sync in InsuredMine

The data points that get synced in the InsuredMine portal from Hawksoft are:

The policy coverage that you add in HawkSoft gets updated in the InsuredMine portal.

Coverage name
Amount
Limits

Manual Data Sync

Agents can manually update the data into Insuredmine from HawkSoft by clicking on the “Daily AMS Sync” Button.

Enhancements!- June 2021

Download Accord XML file for HawkSoft agencies

In the form module under form automation, a new section named Create CMSMTF File has been added. If enabled, this will allow the form to be downloaded once it has been submitted.

Latest Enhancements

HawkSoft New Data Point Mapping In Policy, Accounts, And Contacts

Renewed Automation For HawkSoft

P olicy Status Change Workflow Automation (HawkSoft)

Manual Sync For Activities In HawkSoft

Search By AMS Account ID

Create Contact Through Form Mapping To HawkSoft

Open In HawkSoft Link

Logs And Attachment Sync From InsuredMine To Hawksoft

The post HawkSoft Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Open in HawkSoft link

Anjali Kapadia — Mon, 20 Feb 2023 11:30:39 +0000

Release Date: February 20, 2023

Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link. To access this feature, you need to sync the contact/account with your AMS (Hawksoft)

Note: To access this feature, you MUST have a Hawksoft and InsuredMine agent portal in a similar system.

The post Open in HawkSoft link appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Manual Sync for Activities in HawkSoft

Anjali Kapadia — Wed, 01 Feb 2023 17:38:42 +0000

Now you can sync the contact activities with HawkSoft. Although auto-sync is still available, if any activity did not sync, click on the sync icon to sync manually.

This manual sync will be available for files, notes, tasks, activities, and SMS.

Navigate to each section in Contact 360 and click on the sync button to sync the contact.

For Notes

For Task

For SMS

For Activities

For Files

Navigate to Files, click on 3 dots and select Sync with HawkSoft

The post Manual Sync for Activities in HawkSoft appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Form Notification for Representatives and Executives

Anjali Kapadia — Mon, 30 Jan 2023 08:09:54 +0000

This feature will help the Representatives and Executives to receive notification of the information shared by the customers via Forms that the agent had shared with them.

Note: This feature will be accessible when create deal card option will be disabled. This means the selected agent will get a notification when no deal card will be created for this form.

Note: The form notification feature is available for AMS360 users.

To view the enhancement:

Navigate to Forms
Click on Form List
Select the form and click on Form Settings
Click on Pipeline Settings
Do not enable create deal card option, as this feature is available for the forms for which no deal card will be created.
Select agents to get email notification on form submission.

Note: You can select multiple agents.

Select representative or executive or both to send email notification on form submission.
Click to save.
Click to copy the form tag and send it to the clients from whom you need to get the data.

Note: In case if no agent is selected in that case the notification will go to the logged-in agent account.

Once the customer will fill the form and submit the details, representatives or executives will be receiving the notification via email.

In case if the contact is not synced and if it is not associated with any representative or executive then the notification will log to the house account.

How can you set up another notification for an specific agent?

“If the pipeline setting is disabled, we get the option of a form tag, where we have the choice of selecting either a representative, an executive, or both to receive notifications after form submission. Additionally, in the ‘After Form Submission’ settings, you can select any agent who will also receive an email notification upon form submission.

Select any agent to send email notifications.
Click on Save.

Success Message:

After form submission this message will be shown.
Click Save.

Save Template:

Select the tempates to send as email to contact on form submission.
Click Save.

Redirect URL:

After form submission page will be redirected to the given URL.
Click Save.

Send Response to Contact:

After Form submission form response will be send to contact.
Click Save.

The post Form Notification for Representatives and Executives appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AMS integration Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Two-way Sync – InsuredMine and Dyad’s Nexsure Integration

Sync from Dyad's Nexsure to Insuredmine

Single Account Refresh:

Fields synced under Accounts between Dyad's Nexsure and InsuredMine

Including Client Type in Dyad's Nexsure

Fields synced under Contacts between Dyad's Nexsure and InsuredMine

Fields synchronized under Policy between Dyad's Nexsure and InsuredMine

Syncing Contacts from InsuredMine to Dyad's Nexsure

Syncing Accounts from InsuredMine to Dyad's Nexsure

Syncing Policies from InsuredMine to Dyad's Nexsure​

Auto /Manual sync setting for contact and policy

Restrict Manual or Auto Sync for activities from InsuredMine to Dyad's Nexsure

Activities Sync from Dyad's Nexsure to InsuredMine

All Files, eSignatures, and Emails from InsuredMine Synced to the Attachment Section in Dyad's Nexsure

Tasks, Notes, SMS, and Activities from InsuredMine will be synced and grouped under the "Action" section in Dyad's Nexsure.

Customize Action Items in AMS360

Manual Sync of Activities in AMS360

Renewed Policy Workflow Automation

Filter by Policy Status in Book of Business Report

Policy Premium Transaction Enhancement

HawkSoft new data point mapping in policy, accounts, and contacts

Policy Status change workflow automation (HawkSoft)

HawkSoft Integration

In this article, you will learn:

Hawksoft to InsuredMine (Data Flow)

The Initial process for allowing InsuredMine to map data from HawkSoft:

1. Contacts Sync in InsuredMine:

2. Policy Sync in InsuredMine:

4. Vehicle Sync in InsuredMine

5. Drivers Sync in InsuredMine

6. House Address Sync in InsuredMine

3. Policy Coverage Sync in InsuredMine

Manual Data Sync

Download Accord XML file for HawkSoft agencies

Open in HawkSoft link

Manual Sync for Activities in HawkSoft

Form Notification for Representatives and Executives

How can you set up another notification for an specific agent?

Success Message:

Save Template:

Redirect URL:

Send Response to Contact:

Syncing Policies from InsuredMine to Dyad's Nexsure