Campaign Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 22 Oct 2024 10:24:09 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Campaign Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 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 […]

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

]]>

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

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

]]> Download List in Campaign https://www.insuredmine.com/knowledge-base/download-list-in-campaign/ Tue, 18 Apr 2023 19:14:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5076 This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns. The process: Navigate to engagements […]

The post Download List in Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

The process:

  • Navigate to engagements
  • Click on the settings icon
  • Click on list library
  • Select the list you want to download
  • Click on 3 dots
  • Click on download list.

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

The post Download List in Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Automation: Birthday https://www.insuredmine.com/knowledge-base/happy-birthday-automation/ Wed, 08 Feb 2023 16:17:53 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4942 In this article, you will learn: Workflow Details Designing the workflow Dependent Handling in Birthday Workflow Automation (For AMS 360 users only) Follow the simple steps below and create a Happy Birthday automation workflow. Go to the dashboard of Agency Portal and click on Engagement. Under the Engagement Module, select Automation and click Create. 3. Select the Happy Birthday workflow […]

The post Automation: Birthday appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article, you will learn:

Follow the simple steps below and create a Happy Birthday automation workflow.

  1. Go to the dashboard of Agency Portal and click on Engagement.
  2. Under the Engagement Module, select Automation and click Create.

3. Select the Happy Birthday workflow and click Next.


Workflow Details

In the workflow setup screen that appears, Add or select the following:

  • Workflow Name: Add suitable campaign name, based on line of business, client type or any other name which has relevance and quick recall.
  • Select the mode to send the workflow (email, text, postcard/letter (thanks.io), tasks, reminder): To start a campaign for all modes or select particular modes, click on checkboxes for each mode you wish to activate. Orange indicates selected. 
  • Select a list: To address campaigns to any type of contact such as Active clients, Inactive clients, Leads, Prospects, others, select from the drop-down list. You can also click on filter to make a more specific list of recievers.
  • Trigger workflow when the following conditions are met: To set the trigger for delivering the messages on the right day, select Before, Same day or After. 

Designing the workflow

Click Next to start designing the Birthday workflow. The steps to design workflow are mentioned below:

1. Select the sender phone number and email id in From Number and From Email fields.

2. Select the mode of workflow from Email, SMS, Postcard/letter, Task and Reminder.

3. Select template, you can create customized templates through template builder.

4.Type your message and add relevant tags from the right Tag segment. 

5. Click Add new stage on the left to send a series of messages and fill the information you wish to share at each stage .

6. After adding relevant stages, click Next to review the workflow.

7. Click Create 

Note: When you select mode as Postcard/ letter to be sent through Thanks.io,  additional input fields appear. Enter the Message title, select Image,  Select Handwriting style and select type from Postcard or letter. Click Preview to review the appearance of the same.  The difference between letter and postcard is in their style, size and format.A sample image is shown below:

To use this feature, a Thanks.io account is mandatory. Sign up if you do not have an account.

Note : When you select Task mode, you will notice some changes in the fields. Enter the task name, select priority,  add assignee agent name.  The task is also added to the task list of the agent portal for the respective agent.  Refer to the sample image below for more clarity:

Note: When you select Reminder Mode, a reminder email notification is sent to the assigned agent. Enter the data in all the relevant fields, select templates, add subject, add signature, select agent name to whom you wish to send a reminder in the Assignee field. 
Use case for Trigger Days : Consider the case when the birthday is on 10th April. BEFORE Trigger: You select 8 days Before as a trigger, the First email will be sent out  – 8 days i.e. on 2nd April. In the subsequent stages, you have to set trigger dates in decreasing order. You can set 5 days as stage 2 trigger date, 3days as Stage 3 Trigger date and so on up to 1 day. 

SAME DAY: When you select the same day, the message will be delivered on 10th April.

AFTER: You set the trigger date as 3 days after the Birthday, the first stage email will be sent on 13th April. The subsequent series have to be set in increasing order for After trigger. For stage 2 you can select 5days, then 10 days, then 15 days . 

Analytics of Workflow automation for Birthday

If you are curious about the performance of your workflow automation, you can see the results by clicking on the Track button. You will be able to see the real-time analytics of the message you sent out like the view rate, click rate, etc.  

Follow the steps mentioned below to track the analytics of Birthday workflow
  1.  Navigate to Engagement click on Analytics under Automation.
  2. Click Track
  3. Select the mode by clicking the tab  Email, Sms or Thanks.io. and review the respective campaign’s performance.

You will notice the recipient column added in each list to help navigate directly to the Contact 360 profile of the client.

This is a very cool tool that performs the function of a CSR that works 24×7.

Dependent Handling in Birthday Workflow Automation

This feature is for AMS360 users only.

Previously if you were sending any communication to the contact- the primary and secondary contacts were only accessible.  Now you can send communication to the dependents too. 

 

While setting the birthday automation, you will get the option to include additional contacts. Check the box beside Dependants. Dependents who are matching the conditions of the workflow will receive the communication. The dependants will receive email and text messages in their respective email and phone number.

/"/"

If you apply any workflow filters those will not get applied for the dependents. But 

if depends are related to any account or contact that matches the filters applied in that case those dependents will be filtered out. And those selected dependents will get the communication.

The post Automation: Birthday appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Automation Tags added for Nickname and First Name of Contact https://www.insuredmine.com/knowledge-base/automation-tags-added-for-nickname-and-first-name-of-contact/ Mon, 26 Dec 2022 10:02:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=24219 Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send out bulk personalized emails to customers.   Process: Navigate to Pipelines. Choose Automation from the action button. Click on Add New Automation Stage for email or text. Add the tag […]

The post Automation Tags added for Nickname and First Name of Contact appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates.

Use Case – Easier to send out bulk personalized emails to customers.

 

Process:

  • Navigate to Pipelines. Choose Automation from the action button.

  • Click on Add New Automation Stage for email or text.

  • Add the tag Contact Nickname/First Name.

Note:

  • The tag will be  available for selection in email campaigns, bulk text, pipeline automation,  SCD, and templates
  • If the tag is not available, the nickname will be retrieved. If the nickname is not available, the first name will be retrieved in place of the tag.

The post Automation Tags added for Nickname and First Name of Contact appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Accounts 360 https://www.insuredmine.com/knowledge-base/client-profile-360/ Tue, 20 Dec 2022 12:00:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3318 Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities, initiate tasks, and identify marketing efforts. There are seven tabs each with a different purpose as described below. In this article, you will learn: Additional fields in Account and Handling […]

The post Accounts 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities, initiate tasks, and identify marketing efforts. There are seven tabs each with a different purpose as described below.

In this article, you will learn:

Enhancement: July 2021

Account 360 (new UI)

The layout of Account 360 is made easier, now you can easily navigate to contacts, dependents and policies by switching the tabs.

Note: Dependents tab is only available for AMS360 users.

  • You can edit the account info by clicking on the edit icon.

  • You can view the Account details in the left panel which includes Account info, Email, Phone number, Address, Business Unit ( only for accounts in AMS360), X dates, tags

  • In each tab you will get the option to respectively add contact, dependent ( only for AMS 360 users) or policy.

Click on the 3 dots under settings icon to perform the following actions: edit, assign single drip, add policy and add deal.

  • Contacts: All contacts and their details are added to this segment for each account. Multiple contacts including personal and business contacts are included in this segment for communication.

Enhancement!April 2021

Additional fields in Account and Handling in Upload

There are three new fields added in Account 360. The three fields are phone extension, fax, and website details.
To view and navigate to Contacts, select a contact and click to view the Account 360 section. Once you click on edit, you can view the added fields. In case if you’re adding a new account, you can also find the options there.
You will get the option while adding and editing the account details.
If you download the contact list or upload the contact data, you will see the fields related to the accounts in the csv or excel file format.
When downloading the csv file:
When downloading the csv file:

All columns or desired columns may not show up in the contacts section then you may have to add that to the column (if they exist) by selecting it from the “Select Table Column“ icon.

Enhancement:  February 2021

How to adjust columns in table views?

  • Navigate to contacts
  • Select a contact to view account 360 of the contact
  • Select Table Column view just above Contact in the extreme right
  • Select the Table Columns that you want in the table column view.
  • You can change the position of the columns too. For that:

There are two ways to change the position of the columns. Either you drag and drop or click on move to position and select the order you want to place.

To drag and drop, select the column and drag it to the position you want.

To move the position:

  • Hover the cursor over the column which you want to move.
  • Click on the drop-down beside Move to Position.
  • Select the order as per your choice.
  • You can delete the columns by clicking on the cross sign
  • Click on Apply.

You will get a notification saying table columns saved successfully.

  • Overview – Provides details regarding specific contact in the Account, policy data, details of assets, and information about listed members in the family including their work history, education history, relationship with the user, etc. Notifications regarding renewals or meeting requests are also displayed in the overview tab.
  • Policy Info: This tab lists the carrier, coverage dates, and policy premiums (both written and annualized) of any applicable policies tied to that client. The Policy Info tab is broken down into two sections: Details for policies sold by your agency/agent that is InsuredMine’s customer; And data of policies that the app/website user has uploaded. All policy information, including the details of the user’s expired policies, is available here.

Enhancement:  January 2021

 Deals & Files in Account 360

Deals and files tab has been added in Account 360. The purpose of this enhancement is to help you track the deal cards and files added to all the contacts under one account. 

Logs for Contact and Account:

You can now access the Profile Logs to see a history of all changes and edits made to a profile.  Just click on the Profile Logs tab in Account 360.
Accounts data hierarchy: It is important to understand the data architecture and connections between multiple entities including – Producer, Accounts, Contacts, Policies, and more. The hierarchy mentioned below is a snapshot of how these entities are associated.

Accounts are mapped to a single Agent or Producer and each account can be a group, business entity, individual, or a combination of any of these. As it is important to associate accounts with a producer, it is equally important to have contacts in every account. There can be single or multiple contacts and policies are mapped to these contacts. Even when a policy is purchased by a business entity, it is usually an individual (contact) who is responsible for the purchase and maintenance of that policy. Therefore all policies are mapped to contacts. (Note – Policies are not mapped to account but they are mapped to contact).

Based on the above architecture – Client 360 view has been updated and now it will reflect all three tiers and policy information for each contact will now be dynamic based on the contact you select.

  • Once you click on any of the contact names in the contact list mentioned above it will dynamically update all tabs including an overview, policy info, documents, etc. associated with the referenced contact.
  • Since chat history, deal history, campaigns are all associated with a contact, thus selection of any contact will reflect all activities associated with that contact only including – send emails, schedule events, etc.

Enhancement:  June 2021

The post Accounts 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Add tags to the subject lines of communications. https://www.insuredmine.com/knowledge-base/add-tags-to-the-subject-lines-of-communications/ Thu, 17 Nov 2022 05:13:29 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23685 Update – Add tags to the subject line in email communications Application – Easier and more efficient communication system for agents   Process: Navigate to Engagements and choose an existing template or create a new email Click on the Subject line text and click on Tags. Next, click on the tags you want to add, […]

The post Add tags to the subject lines of communications. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Update – Add tags to the subject line in email communications
Application – Easier and more efficient communication system for agents

 

Process:
  • Navigate to Engagements and choose an existing template or create a new email

  • Click on the Subject line text and click on Tags. Next, click on the tags you want to add, and InsuredMine will auto-populate the information.

The post Add tags to the subject lines of communications. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Template Builder https://www.insuredmine.com/knowledge-base/template-builder/ Mon, 10 Jan 2022 07:02:23 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5370 In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and responsive email templates fast without learning any HTML (computer programming) skills just by following the simple steps mentioned below. Build a Template 1. Go to the Engagement section from the left […]

The post Template Builder appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article, you will learn:

The Template Builder feature of InsuredMine will help you create professional and responsive email templates fast without learning any HTML (computer programming) skills just by following the simple steps mentioned below.

Build a Template

1. Go to the Engagement section from the left navigation bar and then click on the Template Builder tab.


2. Add/edit the required content for your template from the Content section.

3. Add an image of your choice from the Change Image option.

4. You can also customize your template with desired blocks of attachments.

5. You can customize your template’s appearance by adjusting the size.

6. After you are done editing your template, click on the Save button.

NOTE: You can also view/edit the code of the HTML template you created by clicking on the Code Editor button.

Also, we have pre-defined template structures for you which makes it easier for you to create templates.

Just click on the Templates button on the top and select the preferred layout.

Select a template from the library.

Simply add the content of your choice and click on Save.


Template Builder – Features

Enhancement: May 2021

New template in Template Builder- Mother’s day

Memorial Day Template

Enhancement: June 2021

Independence Day Template

The post Template Builder appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> List Library https://www.insuredmine.com/knowledge-base/list-features/ Fri, 11 Oct 2019 13:10:23 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=7899 In this article, you will learn: Select All agents added in Lists Share Once a list has been created you can now open the list (Engagement -> List -> settings -> List library) and review the contacts names of any list from the list library. Do more with list including Update details of any contact – Name, Email or […]

The post List Library appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article, you will learn:

Once a list has been created you can now open the list (Engagement -> List -> settings -> List library) and review the contacts names of any list from the list library.

Do more with list including

  • Update details of any contact – Name, Email or Phone number (*)
  • Add new contact
  • Mark them for opt out or opt in.

Additionally, members/contacts of a pre-existing list can be opted out (unsubscribe) manually from the distribution list of any specific campaign by the InsuredMine Agency Portal user.

Agency data changes over time; a segmented portion of that data, a list of clients/prospects that fit a certain criteria will be different over time. You can now update lists to your most recent data to ensure it is the most recent one.

(*) – updating information in the list will not update any information on that clients profile.

Enhancement: June 2020

Select All agents added in Lists Share

To share lists with all agents, follow the steps mentioned below:

  1. Navigate to Engagement -> List -> settings -> List library
  2. Select the list you wish to share and click on share icon as shown below.

3. On the Share list screen , mark Select All and click Share.

Your list is now shared with your entire team to work efficiently on a specific group of target prospects/clients.

The post List Library appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Engagement: Automation https://www.insuredmine.com/knowledge-base/work-flow-automation/ Fri, 11 Oct 2019 13:02:13 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=7889 Engagement automation is provided to set up automated communication via email/text for the agency contacts (prospects/clients) based on triggers like date, actions or events. There are 12 prebuilt automations as mentioned below: Happy Birthday Policy Renewal Referral Request Clients turning 65 Welcome Clients Cross-Sell Thank You Clients Client Pulse Custom Automation Enhancement: September 2021 10. Midterm […]

The post Engagement: Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Engagement automation is provided to set up automated communication via email/text for the agency contacts (prospects/clients) based on triggers like date, actions or events.

There are 12 prebuilt automations as mentioned below:

  1. Happy Birthday
  2. Policy Renewal
  3. Referral Request
  4. Clients turning 65
  5. Welcome Clients
  6. Cross-Sell
  7. Thank You Clients
  8. Client Pulse
  9. Custom Automation

Enhancement: September 2021

10. Midterm policy workflow

11. Monoline Workflow

Enhancement: February 2021

New Pre-built Automation

12. New Policy

Enhancement: August 2020

Learn about skip weekend option for workflow automation

Learn about email notification to agents

Enhancement: August 2020

Learn about how to apply filters in workflow automation 

Learn how to create and use Text Templates

Enhancement: June 2020

Workflow Changes – Select agent, redirection, send to myself logic

The post Engagement: Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Inactive Clients filter within Create Campaign https://www.insuredmine.com/knowledge-base/inactive-clients-filter-within-create-campaign/ Fri, 11 Oct 2019 13:00:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=7886 The ability to target inactive clients in an email campaign allows the agency to target previous clients who were not retained. The ability to quickly and easily engage in relationship building with clients who have already been introduced to an agent is a good addition to an agency’s marketing initiatives.

The post Inactive Clients filter within Create Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

The ability to target inactive clients in an email campaign allows the agency to target previous clients who were not retained. The ability to quickly and easily engage in relationship building with clients who have already been introduced to an agent is a good addition to an agency’s marketing initiatives.

The post Inactive Clients filter within Create Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>