contact management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Work email – Need “Add email to existing account” Option

Arshad Hussain — Mon, 13 May 2024 11:14:32 +0000

Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email to the account and view your mapped emails in Account 360 for efficient organization and accessibility.

Use Case: Map emails to accounts for easy organization and access, simplifying communication management and improving efficiency.

To View the Enhancement:

Navigate to the Work Email.
Then, click on Expand from the top right corner.

Out of a series of options within the work email, select “To add email to an existing account.”

A minimized window will then appear asking you to map the email to the account by simply providing the Account Name.
Click on Save.

You will then get a success message saying: Email Mapped in Account Successfully.

Then, the following email will be successfully mapped to your account.
Navigate to the ‘Account 360’ page under the ‘Communication’ tab, where you can view the email that has been successfully mapped.

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Payment feature in card detail, account360, and contact360

Arshad Hussain — Sun, 07 Apr 2024 06:59:50 +0000

The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently.

Use Case: Efficiently request payments with your integrated platforms, enhancing workflow and client service.

Note 1: Ensure that address information is provided for the account, contact, and deal card. This information is mandatory, and without it, payment requests won’t be sent.

Note 2: This payment feature works for both Epay and Tranzpay integrations. Whichever integration you are using, this payment feature will work for both of them.

From Account360:

Navigate to the Accounts module.
Select any account and navigate to the Account 360 view.
Look for the Request Payments feature.

From Contact 360:

Navigate to the Contacts module.
Select any contact and navigate to the Contact360 view.
Look for the Request Payments feature.

From pipelines:

Navigate to the Pipelines module.
Select any deal card.
Now, toggle to the bottom of the deal card details to find the “Request Payment feature.

To Request Payment:

A minimized window will appear, prompting you to fill in the details to request payment for the policy associated with the account.
You can send the payment request via email, text, or both.

Upon successful submission, you’ll receive a confirmation message saying: “Payment link sent to the user successfully.”

If you’ve asked for payment by email, you’ll see how it looks in the image above.
Click on Pay Now.

You will then be redirected to Tranzpay.
Enter your policy number and select the amount to pay.
Click on “Pay.”

After your policy transaction, you can check the payment status.

Visit the payment dashboard to see all your requested, completed, and pending payments.

A graph will then be displayed showcasing your past payment reports.

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Merge Accounts and Contacts with Enhanced Search Functionality

Arshad Hussain — Wed, 13 Mar 2024 09:12:16 +0000

We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and contacts that share identical email addresses and phone numbers.

Use Case: A dedicated search bar in Accounts and Contacts simplifies merging, saving time and enhancing efficiency.

Search Option within Accounts:

To View the Enhancement:

Navigate to the Accounts module.
Click on the three dots icon in the top right corner.
From the drop-down, select Merge Accounts.

Within the merge accounts feature, you’ll now have a dedicated search option to search and merge accounts sharing the same email and phone number.

Search Option Within Contacts:

To View the Enhancement:

Navigate to the Contacts module.
Click on the three dots icon present in the top right corner.
From the drop-down, select Merge Contacts.

Within the merge contacts feature, you’ll now have a dedicated search option to search and merge contacts sharing the same email and phone number.

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