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

Mobile App Download notification to Agent

InsuredMine — Sat, 16 Sep 2023 03:01:33 +0000

When a contact downloads your agency’s Insuredmine app, you will receive an email alert for it. As an agent, it allows you to engage with clients easily through another powerful point of contact. You can efficiently provide more service benefits along with the sharing of policy information and documents.

The email notification consists of Contact Name, Email and phone number. You can directly navigate to the contact 360 view of the contact by clicking on the Contact 360 button in the email notification. A sample of notification is shown below:

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Mobile App Dashboard

InsuredMine — Fri, 15 Sep 2023 03:23:40 +0000

Mobile App Dashboard includes Agents information and 4 boxed associated with Insurance information.

Once you log in for the first time, you can have a product tour :

The 4 sections are- policies, documents, add policy and my profile.

Total Policies: Total Policies card gives a customer’s total number of policies. When the card is selected, a list of the types of policies will come into view. There is an option to select to view a list of Active or Expired policies. Users can drill down into details of each policy by selecting the card. At the bottom right-hand corner of the screen, there’s also a way to edit, call the insurance agency, or a link to visit the agent’s website.
Documents: This card gives users an option to view the previously uploaded documents or you can add new documents.
Add Policy: This is a component of our Policy Wallet function. While Total Policies card displays data regarding user’s policies they purchased from their insurance agent, Add Policy card is a place for users to upload information regarding policies they may have purchased from other providers. It’s as simple as taking a picture of the Declarations page of a policy and the rest of the work is handled by our software.
My Profile: The My Profile card redirects the user or primary contact to a multi-sub-card area of the app. The broader purpose of this area of the app is for the user to input data that will help them and their agent make informed decisions regarding their insurance and risk management. Users can track their progress in developing their profile via a progress bar displaying their percentage of completion.

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List- Engagement

InsuredMine — Wed, 15 Mar 2023 15:08:52 +0000

In this article, you will learn:

The list is one of the most important features of running an effective campaign.

The list is basically a contact segmentation based on single or multiple criteria/filters to define a target audience for any specific communication or campaign.

A smart list will make sure your communication is targeted to the right audience so you will experience better outcomes of your campaigns. It is important to create a specific list with defined objectives.

To create a list – click on Engagement from the left navigation bar and then select the list box as highlighted.

Select List Source

All – All contacts in the directory
Active Clients – All contacts in the active clients’ list (Only those contacts that have one or more policies in their Account.
Prospects – Contact types in the directory who are potential customers and marked as prospects.
Others – Contact types in the directory who may not be customers and marked as others.
Inactive Clients – Contact types in the directory who were customers in the past with no active policies.
X Dates – Contact types in the directory who are potential for future policy based on lost deals or just opportunity for the future.
CSV upload – You can upload an entire new list of contacts that can be saved and used as a list to start a new campaign.
Deal Board: You can select a stage of a deal board and all the contact in that stage will be communicated via this campaign.

Enhancement: April 2021 (New UI with more features)

How to Create a list?

Now creating lists using filters has been made more easy and sorted. You can use multiple filters to create a contact list of your choice which you can further use for setting automation.

For each list source, there will be separate filter options. Additionally, you can use multiple filters.

To view the list changes:

Navigate to engagements
Select ists
Select the list source
Click the filter to choose

For All list source:

Age group, Contact Filter, Disposition, Lead Sources, STates, Tags, X Dates (by Month).

For age group– select the age range

For contact filter: Choose from active client, inactive client, other, lead, and inactive client.

For dispositions: the options will be based on those that are already saved in your contact list.

Enhancement: April 2021

Lead Source Filter in List

In the Engagement module, under List, you can now create a list for contacts based on the Lead Source filter. This list you can further use for bulk text and email campaigns.

To see the enhancement:

Navigate to Engagement
Select List
Select the list source
Click on the filter dropdown
Select Lead Source

Select the lead source
Click on apply.

A list of contacts with selected lead source will appear
Give a name and description to the list
Click Save.

For Lead Source: Choose from the lead source options that you have previously saved while creating a contact.

Select the desired States from the list dropdown.

Select the tags from the tag list that you have put while saving a contact.

Select the x-dates from the drop-down.

Note: While you select one filter and want to add another filter the filter that has been already applied will be inactive.

For Active clients the filters will be:

Age group, Dispositions, Exclude policy category, Include policy category,Insurance type, Lead Sources, Policy Carrier, Policy expiration, States, Tags, X Dates (by Month).

For prospects the filter list will be:

Age group, Dispositions, Lead Sources, States, Tags, X Dates (by Month).

For others the filter list will be:

Age group, Dispositions, Lead Sources, States, Tags, X Dates (by Month).

For leads the filter list will be:

Age group, Dispositions, Lead Sources, States, Tags, X Dates (by Month).

For Inactive Clients the filter list will be:

Age group, Dispositions, Exclude policy category, Include policy category,Insurance type, Lead Sources, Policy Carrier, Policy expiration, States, Tags, X Dates (by Month).

For x-dates the filter list will be:

Age group, Dispositions, Exclude policy category, Include policy category,Policy Carrier, Policy expiration, Tags.

For file upload:

Click on file upload under list source.

Click on the import file.

Click to download the csv or excel file format.
Upload the csv file
Give a list name.
Map the file column
Review the mapped data
Click to upload.

For pipeline the filter list will include the name of the pipeline. Select the pipeline and choose the stage to get the contact list.

Note: For every filter you apply, based on the filter you will find the contacts below. Set a name on that contact list so that you can use it for setting any automation or campaigns.

Enhancement: June 2021

Action to remove Contacts/Accounts from the Static list

Previously, when attempting to remove a contact from a static list, it resulted in the contact or account also being deleted from the Contacts or Accounts section. However, with our latest feature update, you can now remove them directly from the list without any concern about them being deleted from the Contacts or Accounts section.

To Navigate:

Navigate to the Engagement module.
Click on Lists.

Click on List Library from the Create List dashboard.

Within the list library, you will find two types of list created: Static and Live.
Click on the Static list.

We’ve introduced a new feature in the Static list called “Actions.” This feature allows you to remove contacts from the list without erasing their existing contact data.

Click on the delete icon to remove any contact from the list.

A message will be displayed: Success user deleted.

AMS User Type filter in list (exclusively for AMS360 users)

AMS360 users can create a campaign list using filter AMS user type.

Enhancement: September 2021

DOB Filter in List

You can now create an email campaign/bulk text list based on Date of Birth.

To view the enhancement:

Navigate to Engagements
Click on Create Lists
In add new filter, select Date of Birth
Select the date range
Click on Apply

Based on the DOB filter range the contact list will appear.

Enhancement: February 2021

Create list by uploading CSV/Excel

Now you can upload data in the list section, by using excel file too. Previously it was only CSV files that you could upload but now you can do in any form- either csv or excel.

To check the enhancement:

Navigate to Engagements
Click on Lists
Click on Import CSV button under Filter section

You will get the option to upload files either in CSV or Excel format.
Upload the Excel file that contains the contact details.

Click on Next Step to map the file columns

Review the mapped data and upload
Once the file gets uploaded, click on Done

Click on the list library to check the uploaded data.

Enhancement: August 2021

Edit List Name

You can edit the name of a list that you have already created before.

How to edit list name?

Navigate to Engagements
- Click on List Library.

Select the list that you want to edit and click on the 3 dots under Action tab and click Edit List name

Type in the list name and click on submit

You will get a message saying: List name is updated successfully

So, when you create an email campaign, you will find the list with the edited name displayed in the list section.

Save List

Once you have finalized the list with all required filters. Now make sure you save the list with a logical name.

Update contacts in a saved list with details including – Name, Email or Phone number (*), add new contact or mark them for opt out or opt in.

To send the communication immediately, select send email but if you want to save the list for later use, you can do that by just naming it and saving it. You can access the list later by clicking on List Library.

TIPS: You can further, customize the customer segmentation list with the checkbox selection option.

TIPS: You can create list from Pipeline manager, Opportunities, Policies, & Accounts.

Enhancement: May 2021

Multiple select when creating a list

In the List module, you can select multiple contacts or can even select all contacts. You will get the option to reselect the contacts as well.

In case you select all the contacts, you will get the option, select only this page contact or deselect only this page’s contacts.

Enhancement: May 2021

For AMS 360 agencies only

Create list changes, Dependent changes – for AMS360 agencies

In the Create list section, you can select the checkbox to include dependents. If it’s checked, in the table you can see one extra column “Dependents Data”.

Note: If dependents are included, campaign email will also go to them

The purpose of this enhancement is to show “Dependents Data” of every contact.

To view the enhancement:

Navigate to the Engagement module.

Go to create list.

Select the list source and set the filter check the box to include the dependents and click on apply. You will find the total dependents data.

Enhancement: June 2021

For AMS 360 users

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

You can send email or text campaigns even to the additional contacts that are associated with the account.

Policies of an account will be mapped with the primary users and not with the secondary users. Account can have more than one user. And among the contacts there will be one primary user.

So if you are planning to target some contacts based on policy or category and want to set a campaign for them, ideally it will select the primary contacts only. But in case you want to target the secondary contacts (users), you need to select ‘include secondary contact’ while creating the list for the campaign.

Enhancement: May 2021

For AMS 360 agencies

Dependents data + Handling – for AMS360 agencies

Now you can add ’n’ number of dependents through Account 360.

You can add new, edit and delete dependents from the Account 360 section of a contact.

To add new dependent, click on add new

A panel will open where you have to fill in first name, last name, DOB, email phone, relationship, occupation, year employed, driver license, SSN and click on Save.

You can view the dependents data from the Contact 360 section.

Click on a contact and navigate to contact 360 section you can find the details of the dependents. You can also click on other contacts to view the details of other contacts if added any.

In the Engagement section, if you want to create a list based on dependents you can do that. You can also sort the list and view the total number of dependents from the list section in Engagement.Click on include dependents and you will have a column showing the number of dependents added to the contacts.

You can also select the desired list source and select dependents from the filter section to view the contact list that have dependents added.

3rd July Release

Engagement- New Fields Available in Workflow automation for AMS360 users-Executive and Representative
Forms- Map Deal Card and Contact Items from the Form

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Dial pad- Ongoing call — Gather User Input via Keypad

InsuredMine — Sat, 10 Dec 2022 12:51:26 +0000

In this article, you will learn:

This is in Beta phase and may not be activated for most of you!

Dial pad feature is provided so that during an ongoing call, users have a selection option to connect to the right department/contact.

How to use the dial pad while on an ongoing call?

Navigate to call log icon from top right
Click on the keypad button (a the bottom if the keypad is hidden then click on Show Keypad)

Enter the number and call
Click on the call button to connect the call.

This keypad is basically the dial pad that can be used for dialing a number.

You can also make a call from the call log section, where you will get the call option if you hover the cursor over the outgoing numbers.

Once the call starts getting connected a keypad is provided for entering certain options to get connected to the desired extension.

Enhancement: March 2021

Calling Feature Improvement

Keypad enhancement:

In the keypad (dial pad) you can find the number from which the call is being connected.

Enter the number to call.
Click on the call button to call.

While a call is placed now you can see the call status and the duration of the ongoing call. You can also view the dialed number.
You can drag and drop the dial pad while incoming and outgoing calls.

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Thanks.io Integration

InsuredMine — Wed, 15 Jul 2020 00:41:23 +0000

In this article, you will learn:

Thanks.io is a third party system integrated to InsuredMine platform to send personalized Postcards and letters. Helping agencies to connect with the clients offline using online resources. Integration of Thanks.io and Insuredmine will help you create drip campaigns with comprehensive engagement to reach and nurture clients and prospects in both a tangible and digital space. This integration brings opportunities to create new touchpoints with contacts.

How to integrate Thanks.io with Insuredmine?

On Thanks.io , Generate a token and send it to Insuredmine. Follow the steps mentioned below:

Navigate to Settings by clicking on the gear icon in Thanks.io and select API access.

2. In the Personal Access Token segment, click on add icon (+) to create a token.

3. Enter token name in Create Token pop-up and click Create.

A token will appear on the Personal access token screen, Copy this token and send it to support@insuredmine.com . This way your Thanks.io account will be connected with insuredmine.

On Insuredmine Agency Portal

1. Navigate to Settings click on Integration and select Thanks.io and click on connect.

2. Enter the access token and click on connect.

If your account is not connected then – a prompt message will appear “Please contact support to connect your account with Thanks.io. Click Contact Support.
Submit a support request and your account will be connected soon.

Please make sure you have signed up for Thanks.io services on their website. It is billed separately. We are just integrating and providing you option to connect the two system.

There are 2 methods to send postcards/letters fromThanks.io through your Insuredmine agent portal.

1. Automated workflow :

When a campaign is launched with trigger stages to send postcards or letters through Thanks.io in the Engagement module of Insuredmine, the order is placed in Thanks.io to send the postcard. You can integrate your Thanks.io account and track the order analytics on it. The automated workflow is discussed in this link with the use case of Birthday and clients turning 65. But, it can be equally beneficial for Policy renewals, Welcome Communication, Thank You Communications, and/or Customized workflows.

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2. Manual:

The Quick Add icon allows you to send customized postcards/letters through Thanks.io. This is also a simple way to send physical postcards/letters if you do not want to create drip campaigns.

Follow the steps mentioned below, to reach out to your prospects or clients.

Click on the Quick Add icon at the top right, on the Insuredmine dashboard or any other module.

Select send Handwritten Card (Thanks.io) from the list that appears.
On the Choose what to Send window, enter the details listed below:

Name: Enter the Name of the contact to whom you want to send a letter or postcard.
Address: Address of the contact (Will be based on the name and the associated address.)
Message Template: Select your template that has been created in Thanks.io. (Make sure the template was created before you start the process in InsuredMine Portal)
Type: Select postcard or letter
Handwritten style: Select the writing font style for the message to be displayed.
Image Template: Select the template already existing in Thanks.io.
Type Message: Enter the message content that you wish to convey in the postcard or letter.

4. Click Preview to review the design, placement, and style of the postcard or letter Click Send to place the order for sending Postcard/Letter in Thanks.io

Your order will be displayed on the Thanks.io’s website and you can track the status there.

The transaction dashboard button on the top right corner of the Insuredmine Screen will appear when an order is placed. Tap to view the order details as shown below.

Enhancements!- February 2021

If you don’t have the Thanks.io integration, click on the referral link to get started.

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Add Client Portal button on Agency website

InsuredMine — Sun, 12 Apr 2020 05:39:58 +0000

Clients will be able to access their policy and additional information from the Client portal. They can access the client portal from a button on your agency website.

By clicking on the button, the insured can get to the login page to input their email address as ID and password credentials.

After successful login, you will be able to access the client portal.

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Welcome Clients: Automation

InsuredMine — Sun, 24 Nov 2019 16:09:43 +0000

In this article, you will learn:

Never miss out on an opportunity to celebrate your customers! Welcome triggered emails are sent to customers when they become your client. These are super effective to show your clients special attention and acknowledge their VIP status every single year.

Follow the simple steps below and create a welcome automation workflow.

Go to the Engagement section from the left navigation bar and click Create under the Automation tab.

2. Click on the WELCOME CLIENTS box then click on New.

Workflow Details

3. In the workflow setup screen that appears, Add or select the following and Click Begin:

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 campaign select Active clients.
Trigger workflow when the following conditions are met: To set the trigger for delivering the messages on the right day, After and enter the number of days.

Designing the workflow

4. The steps to design workflow are mentioned below:

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

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

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

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

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

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

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:

5. Finally, review all the details on the summary page and then click Create to start your workflow.

Congratulations you have new started the welcome workflow campaign.

Workflow Tracking:

To track a live workflow, follow the steps below:

Return to your Automation and click on Track

2. Any email sent will appear on this page with counts for – recipients, sent, open/bounce

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

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

Mobile App Download notification to Agent

Mobile App Dashboard

List- Engagement

In this article, you will learn:

Select List Source

How to Create a list?

Lead Source Filter in List

Action to remove Contacts/Accounts from the Static list

AMS User Type filter in list (exclusively for AMS360 users)

DOB Filter in List

Create list by uploading CSV/Excel

Edit List Name

Save List

Multiple select when creating a list

Create list changes, Dependent changes – for AMS360 agencies

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Dependents data + Handling – for AMS360 agencies

3rd July Release

Dial pad- Ongoing call — Gather User Input via Keypad

In this article, you will learn:

How to use the dial pad while on an ongoing call?

Drag & Drop feature of the Calling Popup

Calling Feature Improvement

Thanks.io Integration

In this article, you will learn:

How to integrate Thanks.io with Insuredmine?

1. Automated workflow :

2. Manual:

Add Client Portal button on Agency website

Welcome Clients: Automation

In this article, you will learn:

Workflow Details

Designing the workflow