Payment from InsuredMine Agency Portal

Note: When you select a policy, the amount due gets pre-populated (filled automatically).

4. Your client will receive an email to make payment

• Client has to click on the “Pay Now” button. 

5. The payment screen will appear

1. The client will Confirm the policy for which payment needs to be made
2.  Next, the client will confirm the amount.

Payment from Your Agency Website

You can allow the users to pay through your website. Integrate the payment link in your agency website by creating a payment button. Add the payment link from InsuredMine in your website HTML code snippet for the payment button.

The link redirects to the payment form for processing transactions. The form displays your agency logo, support email id, and phone number along with the payment detail input fields.

To add a payment link, contact the Insuredmine support team. The specimen of the payment form is shared below:

The transaction process after the user fills the form and clicks the “send” button; the same process will be followed the Step 5 to Step 9 as mentioned above in the “Payment from the InsuredMine Agency Portal” segment.

The Admin can only view the payment details in the Payments module through the agency portal’s Admin account login.

The Source field populated as the website under the Recent Transactions segment indicates the payment received from your agency website.

Tracking Payments

If an agent sends a payment request for a client who DOES NOT BELONG to the agent’s account, the tracking for the same payment WILL show in their payment dashboard For example, Payment is requested by Agent A for a client, Brenda, who is written by Agent B; still, the payment tracking will appear in Agent A’s account, helping them maintain the record.

Enhancements!- November 2020

Payment requests can be made by sending text reminders. This text message will have a payment request link.

Enhancements!- November 2020

Date Wise Filters in Transaction History

• Navigate to the select dates from the top right corner of the payment dashboard.
• Select the days for which you want to view the transaction history about.

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Description: When a text message is not delivered, we can now check the details of the missed delivery and its reason. We can also download the report on the missed delivery. 

Benefit: Knowing the specifics of a missed delivery allows communication to be managed.

Navigation – 

Note – The feature is available for admin and agent.

• Navigate to the Engagement module.
• Go to Bulk Text and click on Analytics.

• View the Text not sent section.

Note – The text Not Sent Reason column allows us to obtain more specific information about a text that was not sent, such as whether a contact has duplicate contacts, a non-valid phone number, or has unsubscribed.

Note-   We have a download option available at the Text Not Sent tab where you can download an excel sheet with all the details of the unsuccessful text campaigns, including user or contact name, recipient or account name, reason not sent, send \’to\’ detail, and agent number.

• Depending on the sent campaign, we can download a list of the specifics of a successful or unsuccessful message.

• We can also view the Send and Not Send percentages for easier understanding.

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• If you click on sent analytics, it will show today’s analytics by default. You will have 2 more options- the Last 7 Days and the Last 30 Days.

• If you click on the template, it will show the template that was used.

• Similarly, if you click on the Scheduled Analytics, you will find the list of workflow that is scheduled for the near future.

• If you navigate to the pipeline, and select Automation, you will find the Scheduled and Sent Analytics.

The post Analytics on Workflow & Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – View analytics on tasks and obtain a comprehensive one-stop overview. In addition, you can apply different filters to the task list to view only tasks that match specific criteria.

Process:

• Navigate to Tasklist in the List view 
• Group by Due date
• Group by Priority 
• Group the results by Status

•       The result will show the number of pending and completed tasks.

• You can apply filters of your choice with the corresponding count of tasks.

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Reminder Analytics

Reminder analytics will include all the reminders issued to the agents. The reminders will involve the Sent, Opened, Clicked, Bounced, and Spam details of the reminder email. You can also click to view the email. 

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