contact Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 13 Mar 2024 09:51:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico contact Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Contact Module- Filter for Month of Birth https://www.insuredmine.com/knowledge-base/contact-module-filter-for-month-of-birth/ Wed, 13 Mar 2024 07:37:43 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=36770 In contacts within filters, there is a recent addition called the ‘Birth Month’ filter, providing you with a convenient way to categorize contacts based on their birth months. Simply choose the desired month from the options available, and then click Apply to implement the filter. Use Case: Efficiently sort contacts using the Birth Month filter […]

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In contacts within filters, there is a recent addition called the ‘Birth Month’ filter, providing you with a convenient way to categorize contacts based on their birth months. Simply choose the desired month from the options available, and then click Apply to implement the filter.

Use Case: Efficiently sort contacts using the Birth Month filter for simplified contact management.

To View the Enhancement:

  • Navigate to the Contacts module.
  • Select the Filter option.
  • Within filters, a new filter called ‘Birth Month’ has been implemented.
  • Choose the month you wish to filter by.
  • Click Apply.
  • Contact results will now display according to the selected filter criteria.

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]]> Select Contact and Create List https://www.insuredmine.com/knowledge-base/select-contact-and-create-list/ Fri, 02 Feb 2024 08:04:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=35895 Now, from the contacts module, you can choose and make a list of contacts. This allows you to easily send bulk texts and email campaigns to the selected group. To view the enhancement: Navigate to the Contacts Module. Select a set of contacts by using the multiple-select checkbox. Now, select ‘Create List’ to create a […]

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Now, from the contacts module, you can choose and make a list of contacts. This allows you to easily send bulk texts and email campaigns to the selected group.

To view the enhancement:

  • Navigate to the Contacts Module.
  • Select a set of contacts by using the multiple-select checkbox.
  • Now, select ‘Create List’ to create a list of contacts.
  • A minimized window will appear from the right-hand side prompting you to add a list name.
  • Click on Save.
  • Now scroll to the Lists section to view the list you have created.
  • You will be able to view the List you have created within the list library where you have the option to edit the list name, assign single drip, share, download as well as delete.
  • You can also select the list of contacts while creating email campaigns.

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]]> Add & Delete Contact https://www.insuredmine.com/knowledge-base/edit-contact/ Sat, 30 Sep 2023 12:44:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3366 You can add or delete a contact from either – Accounts tab or Directory tab. Account 360 – Contacts can be added or deleted from specific accounts. Search or select the specific accounts that need to be updated Click on the three dots at the right end of the contact section. Either click on the delete icon to […]

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You can add or delete a contact from either – Accounts tab or Directory tab.

  • Account 360 – Contacts can be added or deleted from specific accounts.
    • Search or select the specific accounts that need to be updated
    • Click on the three dots at the right end of the contact section.
    • Either click on the delete icon to delete the contact
    • Or click on the pencil icon to update contact information
  • Directory/ Contacts – Contacts can be added or deleted from specific accounts.
    • Search or select the specific accounts that need to be updated
    • Click on the three dots at the right end of the contact row.
    • The top of the option is for editing the contact and the bottom option is to delete the contact.

TIPS: You can also add a contact by clicking on the “Add” icon at the top right side of the screen.

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]]> Add and upload contacts https://www.insuredmine.com/knowledge-base/upload-multiple-contacts/ Wed, 30 Aug 2023 11:50:47 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3777 In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a new client, prospect, or just a carrier contact you can leverage the Contacts navigation tab. Contacts fall under five different categories, including Active customers, Inactive Customers, Prospects, Others, and Leads. […]

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In this article, you will learn:

To add a new client, prospect, or just a carrier contact you can leverage the Contacts navigation tab.

Contacts fall under five different categories, including Active customers, Inactive Customers, Prospects, Others, and Leads. These can be selected individually or all together from the individual tabs on the top of the screen.

To add multiple contacts, you can follow the steps below.

User Interface change in add and edit contact :
A smart new interface appears while adding and updating contacts. It provides for easy, single scroll functionality to view all fields categories in one screen. A seamless continuous display helps you work more efficiently ruling out the back and forth of jumping through multiple screens.

Login to your InsuredMine account, and then click on the Contacts from the navigation panel on the left-hand side. Then click on the tab and click on the Upload data button located on the top right-hand side to upload a CSV file with a list of new contacts to add.


2. If you want to add individual contacts, please see below:

Within the Contacts module, click on the Orange + Add New on the top to add a Contact


Add all the required details.

3. Click on the Save or Save and Add New button to add a new contact

Enhancement:  March 2021

In the address section while adding contacts you can add Unit and Suite no. for address fields. To check the enhancement: Click here.

Enhancement:  January 2021

All contacts filter in 2nd stage and onward in email campaigns

Now while setting up an email campaign from 2nd stage onwards you can even set the automation for all contacts ( total recipients as set in stage 1).

Use case: If you have set a promotional email in the 1st stage to ten prospects, and in the 2nd stage of the automation campaign, you want to send another promotional mail to all the contacts whom you have shared previously, you can do that.

To check the enhancement:

  • Navigate to engagement module
  • Click on create button in Email Campaign section
  • Click on add new stage(2nd stage) from left panel
  • Scroll down to the 2nd stage section, you will be able to set all contact filters. For this click on the drop down icon beside ‘who have’ section and select All.

Note: If the campaign is created under the live list then the contacts data will be dynamically calculated otherwise, the count of recipients will match with the stage 1 recipients’ list.

Enhancement:  January 2021

Previously shared feature in tags

Navigate to global add button and click on Add Contact
  •  A window will open to add a new contact.
  • Scroll down to Add Tags
  • Click on the edit icon
  • Select the agents with whom you want to share the tags with
  • Click on update
  • Search the tag that you recently shared.
  • You can find the previously shared tag beside the agent’s name with whom the Tag has already been shared.

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]]> AMS360 Integration https://www.insuredmine.com/knowledge-base/ams360-integration/ Fri, 30 Jun 2023 11:59:54 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5654 In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360 Policy and Account level changes for AMS360 New Executive and Representative filter option in List section (AMS360) Policy Transactions + Business Unit details – for AMS360 agencies Policy, […]

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In this article, you will learn:

To sync any newly added prospect, Customer and policy data – click on the refresh  button in the header bar available for every user account.

How to add a new prospect into IM System

How to add a new prospect in InsuredMine?

  • Navigate to the Contacts section

  • Click on Add Contact

  • Start typing in the name in ‘full name’ section

  • If the name already exists it will be displayed, in that case you can update that contact, and in case if you want to create a new contact click on ‘create new’

  • Fill in all the required fields

  • Click on save and add new

How to sync the new contact created in InsuredMine with AMS360?

  • Once the contact is saved, in the contact list you will find the sync button under ‘AMS Sync column. Click on the sync tab to sync the contact with AMS360.

  • Or, can even click on 3 dots under settings and select ‘Sync with AMS’


What all fields will get synced in Contacts?

InsuredMine has 2 different kinds of contacts-Personal Contacts and Commercial Contacts. But in AMS360, there is only one contact.

Contact (AMS360) <=> Contacts(IM)

  • Name 

  • Responsibility

  • Title

  • Phone Number

-Residence

-Business

-Fax

-Cell

  • International Phone Number1

  • International Phone Number2

  • Email

  • Address:

-Address

-City

-State

-Country

-Zip

Policy sync fileds

Below are the policy fields which will sync from AMS360 to Insuredmine but not the other way round

  • Customer Number
  • Customer Id
  • Policy Number
  • Business Type 
  • Category Type
  • AMS
  • Account Exec Code
  • AMS360 Employee Id
  • Effective Date
  • Expiration Date
  • Inactive Policy
  • AMS Policy Status
  • Cancel
  • Gl Division Code
  • Gl Department Code
  • Gl Branch Code
  • Gl Group Code
  • Premium Amount

Important Note

Currently, customer sync will happen on the delay of 5 minutes from ams360 to Insuredmine

Policy Sync will happen on the delay if 1 day from ams360 to Insuredmine. Basically every day at 4.30 AM CST we are updating the policies from ams360 to Insuredmine

Enhancements!- January 2021

Default sync fields while adding a contact in AMS 360

Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360

The actions performed on a pipeline deal card can be seen in Customer Overview> Activity of AMS 360. The two-way sync for Actions helps to maintain data consistency and process information updates efficiently.

You are required to configure Activity/Suspense setup of AMS 360 to sync with Insuredmine at agency level .

Here’s a list of Actions in Insuredmine pipeline with the corresponding activity updates directed in AMS 360.

  1. Add Notes: When a Note is added in the InsuredMine, it shows as Notes under Actions column of Activity segment in AMS 360. The details of the notes can be viewed in the description section of the expanded activity view in AMS 360.
  2. Send Email: If an email is sent from IM to the customer, it can be seen as Email in Actions column of AMS 360 under the Activity segment. It is configured with the Description populating with details downloaded from the Insuredmine. You can also view attachments here.
  3. Add activity: Activities within AMS360 are downloaded from Insuredmine when activity is added. The activity title with its notes is populated in the description. The Date and Time details are also included. Please note that the Saved date is Date of Activity Creation in Insuredmine.
  4. Add File: File details can be viewed in AMS 360 under Actions as Files when a file is added from Insuredmine. The description shows Filename with extension and the file can be viewed as an attachment.
  5. Send SMS: Activity in AMS 360 is updated when an SMS is sent from Carrier. The description shows the message and can be found in Action type – Text.
  6. Quote/Intake Form: Whenever a quote is submitted in InsuredMine portal it gets updated in AMS360 too.
  7. Add Policies: For policies, there is only one way sync-up from AMS 360 to InsuredMine.
  8. Add Campaign: For campaign sync-up, there is only 1 way sync-up from InsuredMine to AMS 360.

Sample image for Notes Activity in AMS 360 can be seen below:

The data points that are synced in Notes section of AMS360 from InsuredMine are:

  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

While sending an email, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending Email are:

  • Name and Description
  • ActivityDate
  • ActivityTime
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • ActionName (default: IM Activity – We are customizing this as per need too)
  • Attachment as .eml file
  • Description as the eml file name
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

Important Note:
Current sync will happen at multiple places like SCD, Email campaign, Workflows as well

While adding an activity, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding Activity are:

  • Name and Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

While sending an SMS, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending SMS are:

  • SMS text with/without the history of texts
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

Important Note: Current sync will happen at multiple places like SCD, Text campaign, Workflows as well

While adding a File, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding a file are:

  • Attachments
  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

The data points that are getting synced from InsuredMine to AMS while any quote or intake form gets submitted/ filled are:

  • Attachments – Quote sheet in pdf format
  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

The image below shows the Actions segment of Insuredmine.


Policies that are added from AMS 360 will get reflected in InsuredMine portal.

Campaign Sync-up from InsuredMine portal to AMS 360

Updated Activities in AMS 360 can be reviewed like the sample below

Notes:
(1) Currently, we don’t have the capability to sync new agents and companies from AMS360 to IM database in real-time.
(2) Currently, we don’t have a feature to push policy change from InsuredMine to AMS360
(3) Currently, we cannot sync documents, email and activities from AMS360 to InsuredMine.

Enhancements!- May 2021

Policy and Account level changes for AMS360

Currently, all the data points are mapped from AMS360 to InsuredMine. The data points that are mapped are Phone, Fax, Email, Website, Address, Address Line 1, Address Line 2, City, State, ZIP, Last update, notes, and Account Type.


In Contact 360, all the five contact details from AMS 360 are mapped. The data points that are mapped are- Mobile, Phone, Cell, Business Number, Fax, Other Contacts.


Enhancements!- May 2021

New Executive and Representative filter option in List section (AMS360)

In the List module under engagement, you now have the option to filter the list based on Executives and the Representatives under them. 

To view the enhancement:

  • Navigate to Engagement
  • Click on List
  • Select the List Source
  • In the filter, section click on the drop-down  to select the Executive List
  • Once you select the executive, click on the dropdown to select the representative
  • Choose the representative names. (You can select all too)
  • Once done, click on Apply.
  • The list will appear below.
  • Name the list and click Save

Enhancements!- May 2021

Policy Transactions + Business Unit details – for AMS360 agencies

Two more fields are added in the Policy section that will help you to get a more detailed picture of the policies.

To view the enhancement:

  • Navigate to Active Policy
  • Click on a policy to view the policy details
  • You can find 2 new tabs: Business Unit & Policy Transaction
  • In the Business Unit, you can find the following details- Executive name, Representative, Division, Branch, Department & Group.
  • In Policy Transaction you can find Transaction Effective Date, LOB, Plan Type, Description, Premium, Billed Premium, Written Premium, Full Term Premium, How billed, etc.

Enhancements!- June 2021

Policy, Account Level and Contact changes for AMS360 agencies

In Account 360 section the business unit details will be displayed like the below image:

Contact level changes in AMS 360

If any contact is not synced with InsuredMine or AMS, you will need to sync with AMS to get the business unit to display.

To sync the contact:

  • Navigate to contact list
  • Click on the 3 dots
  • Click on sync with AMS

Click Add to AMS to fetch the data which will be displayed in the contact and account section of the contact.

If you navigate to the contact 360 view of the contact, the business unit details will be displayed here:

Note: These details are not editable.

Note: In contact and account 360 section the business unit will be visible and in the Policy section business unit and policy transaction will be visible.

Enhancements!- June 2021

Fields and Filters for Business Unit Fields (AMS 360)

Business unit fields and filters have been introduced in the Account, Policies (for all- Active, Expired, and Future), Carriers, Categories, Contacts and Reports( Projected Book of Business, & Personal Data Book) section from AMS 360 to InsuredMine. These fields are- Executive, Representative, Departments, Divisions, Branches and Groups. Based on the selected filters you can have the customized reports.

Note: For Carriers and Categories only the filter options are there not the fields.

The fields can be selected by clicking on the table column view option. Once these fields are selected the respective section will have these columns.

For filters, click on the filter icon you can find these fields, select the required ones and save.

Enhancements!- June 2021

Primary Contacts, Relationships & Policy Handling

Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)

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

Mapping of Relationship datapoint from AMS

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

Enhancements!- July 2021

Business account sync change for email address, phone, address 

 Policy Sync with the AMS

New Fields Available in Workflow automation for AMS360 users-Executive and Representative

Also check –

Enhancements!- September 2021

Claims Pipeline Automation

Enhancements!- October 2021

Form Notification for Representatives and Executives    

Enhancements!- December 2021

Dependent Handling in Birthday Workflow Automation

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]]> Add Lead Source https://www.insuredmine.com/knowledge-base/add-lead-source/ Thu, 15 Jun 2023 06:54:43 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4355 In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral for the contact. It is a record for where the lead came from. The best practice is to also enter the email address and phone number of the lead source. […]

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In this article, you will learn:

Lead Source is the primary source of referral for the contact. It is a record for where the lead came from. The best practice is to also enter the email address and phone number of the lead source.

Use Case: Consider the case where you want to know which marketing medium is working best for you? You just need to check the Deal Report by lead source to find out which lead source is added in most of the contacts … Is it Facebook, Webforms, personal referrals or some other channel? The one with the highest mentions is the best source for your agency.

How to add lead source in Contacts?

Adding lead source for new contact

To add lead source follow the steps mentioned below:

  1. Navigate to Contacts module and click on Add contact.
  2. On the Add New Contacts screen, scroll down to find lead source field.
  3. Select the lead source by clicking an existing source or Click on add a new source.
  4. When you click on add new source, the Source screen rolls out. Enter a source name (referral name), email address and phone number (if applicable). Click Submit.

Note: You can edit or delete the lead source for contact from the Source screen. Click on the pen icon to edit the referral information. Hover over the bin icon, delete option will be displayed. Click Delete to remove the lead source information.

Adding Lead Source for an existing contact

To add lead source for an existing contact 

  1. Navigate to the Contacts module.
  2. Click the ellipse button under the Actions column of the specific contact row.
  3. Select Edit from the options that appear.
  4. On the Update contacts screen, scroll to the lead source field and follow steps 3 and 4 mentioned above as for new contacts.

Note: The referral date is by default chosen as the current date of adding lead source, if not specified otherwise at the time of adding the lead source.

The lead source is displayed in the contacts 360 profile of the contact. You can directly send emails or text messages to the source by clicking the email or text message icon respectively.

Lead Source in Pipelines

When a deal is added to an existing contact, the source is pre-populated, reflecting the lead source of the contact.

If you make any changes in the source or add a source, it is visible in the contact profile as well. The process to add source is the same as mentioned above while adding contacts. You can also add a source on the expanded deal card by clicking under the Source field in the header.

Lead Source is referred to as Source in Pipeline Manager

Deal Report by Lead Source

Indications of the report
  • The number of deals related to each deal source is displayed in this report.
  • The data can be viewed for All deals, lost deals, won deals and In process deals.
  • You can save an image or print the chart by clicking on the ellipse (3 dots).
  • The deal list for respective sources can be viewed by double-clicking on the individual bar.
  • It allows you to filter on the basis of specific time period. Select the date range to view the source analysis chart for any particular period.

Helpful Analysis

The Deal report by lead source in the pipeline deal charts reveals which lead generation channels produced the highest number of new leads. It is also useful to view the source that provided most revenue based on won opportunities.

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]]> Bulk contact upload in Contacts https://www.insuredmine.com/knowledge-base/bulk-contact-upload-in-directory/ Tue, 30 May 2023 12:17:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3806 In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this upload feature, you can bulk create/update new or existing user profiles in InsuredMine by uploading a CSV file with a list of user profiles. Login to your InsuredMine account, and then click on the Contacts tab […]

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In this article, you will learn:

With this upload feature, you can bulk create/update new or existing user profiles in InsuredMine by uploading a CSV file with a list of user profiles.

  1. Login to your InsuredMine account, and then click on the Contacts tab and click on the Upload data button.

2.  Drag and drop your .csv file in the target field or simply browse through your computer for the file by clicking on the browse button. Click on the Next Step button once you’ve added your file.


3. Once processed, you will have headers identified from your file that would need to be mapped to the header in the Contacts table.

4. Click on the Next Step button to review your data before you finally upload it.

5. Once you click on next, the upload will start automatically.

Notes

  • If a new user profile is uploaded, a new user profile is created on the account.
  • If an existing user profile is uploaded, the old user profile is updated with new values.
  • You can upload multiple CSV files at a time, even while existing files are currently processing.
  • Once the upload is completed, the information will be updated in the profile.

TIPS: CSV File Format

  • CSV stands for comma-separated values. It is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel or OpenOffice Calc.
  • If the file is not a CSV or the file does not comply with CSV standards, the upload will not be allowed.
  • You can upload a CSV with a file size of up to 5.00 MB.

Enhancement:  June 2021

Custom fields in CSV Upload for Contacts

You can now upload CSV files with user-defined or customized fields. Admins add fields for specific data entries in the contact details. Those fields were added manually earlier, now they can be automatically mapped and displayed in your Insuredmine contacts.

To upload custom fields in contacts with a CSV follow the steps mentioned below:

  1. Navigate to Contacts and click the Upload data icon on the top right.
  2. Upload the CSV contacts file from your system in the Select File tab. Click Next.
  3. Select the CSV columns to be mapped into insuredmine contacts and click Next.
  4. Make sure all your required fields are mapped properly, in the Review Mapped Data tab.  Click Go back to make changes or click Next to proceed.
  5. Click Done to Upload file. A sample screen image for upload notification is shared below.

Enhancement:  January 2021

Custom data upload in CSV upload

Admins can add fields for specific data entries, called custom fields. Those fields were added manually earlier by adding or editing contacts, now they can be added while bulk upload itself.

Agents can upload CSV files with custom fields that are already provided by the admin. Before uploading the CSV file, the agent needs to check the pre-set custom fields. The contact details will be automatically mapped and displayed in your Insuredmine contact section.

Enhancement:  February 2021

Uploading Contact using Excel

Now you can upload data in the contact 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 view the enhancement:

  • Navigate to Contacts
  • Click on Upload Data icon

  • 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

The post Bulk contact upload in Contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Contact & Account Architecture https://www.insuredmine.com/knowledge-base/contact-account-architecture/ Sun, 28 May 2023 07:01:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4360 In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add Deal Adding Policies to a Contact Remove or Update Accounts from Contact 360 Process to remove an account from a contact: Process to Add an account to a contact: New […]

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In this article, you will learn:

Adding a contact has a new functionality of adding the associated account in it too. With the new contact & account architecture, you will be able to link direct contacts/ coinsureds/ partners to any accounts and make these accounts links visible on their contact 360 pages too.
How will this help? Let’s understand a scenario:

UseCase #1

UseCase #2

Joe Smith is a client. He has purchased  –

  • Personal use: Auto Insurance (Co-Insured – Jill Smith (spouse))
  • Business 1 – Gas Station – BOP & GL
  • Business 2 – Grocery Store – BOP & GL

Jill Smith has purchased

  • Personal use: Auto Insurance (Co-Insured – Joe Smith (spouse))
  • Business 3 – Salon business – GL

You will see 2 accounts under Jill Smith’s name in her contact 360. Personal Account (shared with Joe) and her Business Account.

You can add Jill Smith to Joe Smith’s personal account as an additional contact. When you click on Jill Smith, you will be able to see Joe Smith’s personal account linked to Jill Smith’s Contact 360. So you will know Jill Smith has her personal policies covered with Joe Smith.

To add Jill Smith’s business account, you can add it using add a deal and connect Jill Smith as the contact in this deal. This will create a commercial account for her business and it will also be linked to her contact 360 page.

UseCase #3

Joe Smith is a client. He has purchased  – 

  • Personal use: Homeowners Insurance (Co-Insured – Jill Smith (spouse))
  • Business 1 – Gas Station – BOP & GL (Business Partner – Jack Hall)
  • Business 2 – Grocery Store – BOP & GL

Jill Smith has purchased

  • Personal use: Homeowners Insurance (Co-Insured – Joe Smith (spouse))
  • Business 3 – Salon – GL

Jack Hall

  • Personal use: Auto Insurance
  • Business 1 – Gas Station – BOP & GL (Business Partner – Joe Smith)
  • Business 4 – Barista Cafe – BOP & GL

The third scenario from the same example, one of the businesses that Joe Smith owns has a partner, Jack Hall.

You can add Jack Hall to Joe Smith’s business account as an additional contact. When you click on Jack Hall, you will be able to see Joe Smith’s business account linked to Jack Hall’s Contact 360. So you will know Jack Hall has one of his business insured via Joe Smith. If Jack Hall has another business (Cafe), you can add Jack Hall’s business account, using add a deal and mapping Jack Hall as the contact in this deal. This will create a commercial account for his business and it will also be linked to his contact 360 page. If Jack Hall wants personal lines policy, You can add Jack Hall’s personal account as well.

You could also create accounts and contacts from the add contact option, you will have the option to select if the contact is a personal account contact or a commercial account contact.

New Contact & Accounts architecture

This architectural change is made for your clients who have more than one account with you. Instead of viewing them as multiple contacts or multiple accounts (one at a time), you will now have the option to link them to the same contact name when creating a deal or a contact. The whole process will make it easy for you to manage your clients under one roof.

Note: This functionality will be possible once you add the account information in InsuredMine as your AMS does not have the account linking feature. If you create an account only in AMS and don’t incorporate the account information in InsuredMine, it will still show as separate accounts.

Adding a contact

1.You can associate a contact with multiple accounts availing a portfolio view of your contacts on the contact 360 section. Vice versa, you can map different contacts/ connections to a single account, giving a clear picture of the accounts that are associated with the contacts.

2. Adding a personal account contact – When you add a contact, if it is associated with a personal policy, a personal account will be created with the contact name and all personal policies can be added to the contact with the personal account as the account name.

After Adding the personal account contact, Joe Smith, you will be able to find Joe Smith in Smart search with the account name mentioned in the search result.


The contact 360 view with personal account link:


4. Adding additional contacts – Each additional contact you add to the personal/business account will have the accounts mapped in their contact 360 as well.

In Joe Smith’s personal account, you can add his wife Jill Smith as another contact. Once the contact is added, Jill Smith will also have the Joe Smith account link in her contact 360.

If a contact has both personal and commercial policies with you, the contact 360 will show the personal & commercial accounts under the same contact.

Once any policy is added to the contact, the contact type will change from prospect to active.

6. Adding a personal account to a commercial account contact – For clients who have a personal policy with you and are interested to add a commercial policy.

7. Adding another commercial account to a commercial account contact – For clients who have a personal policy with you and are interested in adding a commercial policy.

Adding a contact from add Deal

You can also add a contact from the add deal screen instead of adding the contact first then adding a deal. You will be prompted to create a new contact from the dropdown. You can add the email & phone number and update more information by clicking on the edit icon near the contact name in the deal card’s detailed view.

Adding a Deal:

Here is a quick view of adding deals for different situations:

  1. Adding a deal for a new contact –

Personal – You are working on a deal to sell a personal policy to a new contact.

Commercial – You are working on a deal to sell a commercial policy to a new contact.

2. Adding a deal to an existing contact

I. Personal deal for existing personal account: You are working on another personal lines policy for an existing contact who you have sold a personal policy or had tried to sell a personal lines policy in the past.

II. Commercial deal for an existing commercial account: You are working on a deal to sell another commercial lines policy to a new contact.

III. Personal deal for existing commercial account

IV. Commercial deal for existing personal account

Adding another commercial account for a commercial deal for an existing contact

As you create a deal for new contacts and new accounts, a new contact as well as new account is also created. 

And if you are adding a personal deal for an existing commercial contact, the contact 360 section will show the commercial account also with the existing personal account.

Similarly, if you are adding a commercial deal for an existing personal contact, the contact 360 section will show the commercial account also with the existing personal account.

Lastly, if you are adding another commercial deal for an existing commercial contact, the contact 360 section will show the other commercial account also with the existing commercial account.

Adding Policies to a Contact

Since policies are mapped to contacts, policies are added directly to the contacts. You can map the policies to the accounts so the policy list can show which account is the policy linked to.

Remove or Update Accounts from Contact 360

Now you can easily remove or update account details from the Contact360 section.

Process to remove an account from a contact:

  • Navigate to contacts
  • Click on the contact which has multiple accounts.
  • Click on edit icon
  • A pop-up window from right will open, here is where you can remove the account that you want.
  • Click on the cross sign to remove the particular account.
  • Click Update.

Note: At Least one account needs to be there. 

Process to Add an account to a contact:

  • Navigate to Contacts
  • Click on the contact for which you want to add a new account
  • The Contact 360 page will open
  • Click the edit icon
  • Click on the input section under Account.
  • Click Add account 
  • A panel on the right will open, to fill in the details of the account 
  • If it’s a new account: you need to type the account name and click on create new.
  • Fill in the details and click Submit.
  • If it’s an existing account, then type the first few letters, you will get the option in the drop-down choose from it and all the data related to that account will be mapped. 
  • Once the account is saved, you will get the option to update the contact details
  • Click Update

Enhancement: March 2021

New fields added for Commercial Account

In Commercial accounts, four new fields have been incorporated- DBA name, No. of employees, Gross sales, and Payroll.

You can view the enhancement, while adding a new commercial account or if you edit any account and convert it from personal to commercial through account 360. In case if you edit any contact from the contact section, you will get to fill in these fields too.

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]]> HawkSoft new data point mapping in policy, accounts, and contacts https://www.insuredmine.com/knowledge-base/hawksoft-new-data-point-mapping-in-policy-accounts-and-contacts/ Thu, 25 May 2023 15:36:22 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21150 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 […]

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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.

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]]> Contact Automation Handling in Forms. https://www.insuredmine.com/knowledge-base/contact-automation-handling-in-forms/ Tue, 23 May 2023 17:53:39 +0000 https://www.insuredmine.com/knowledge-base/contact-automation-handling-in-forms/ Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for that newly created contact. Benefit: It is simple to automate the assignment of drips to newly created contacts. Navigation Navigate to the Contact module. Click on the three dots to […]

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Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for that newly created contact.

Benefit: It is simple to automate the assignment of drips to newly created contacts.

Navigation

  • Navigate to the Contact module. Click on the three dots to select Contact Automation.
  • Select Add Tag under the Trigger column. Select Tags under the Tag column & choose a Drip. 
  • Click on Submit. 

 

Note – The assigned drip will be initiated for the new contacts based on the New Tag contact automation.

  • Navigate to the Form module. Go to the form and click the three dots to select Form Automation.

 

  • Under the Pipeline Settings, choose Private or Shared accordingly. The addition of contact tags and user tags for automation can be done statically or dynamically.
  • Click on Save.
  • Under Create Contact. Select User Tags. 

Note – Once a new contact is created using forms, the drip automation that has been assigned to it will start.

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]]> Search contact in eSignature https://www.insuredmine.com/knowledge-base/search-contact-in-esignature/ Sat, 20 May 2023 15:42:46 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22051 While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find the contact’s details displayed below which you can select from the list. This will help you quickly add the names from the contact list. To view the enhancement: Navigate to […]

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While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find the contact’s details displayed below which you can select from the list. This will help you quickly add the names from the contact list.

 

To view the enhancement:

 

  • Navigate to eSignature

  • Click on Sign Document

  • Select Document

  • Click Next

  • Click on Add Signers

  • Type the contact name

  • You will find the contact details of the same name from the contact list

  • The document will be saved and visible in the contact section under the eSignature tab



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]]> Full Contact https://www.insuredmine.com/knowledge-base/full-contact/ Sat, 13 May 2023 08:21:13 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4443 In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager section: To ensure you have maximum information about your client or prospect, InsuredMine has provided a Full Contact section. Whatever data about the contact is available online, InsuredMine fetched all the data and shows it […]

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In this article, you will learn:

To ensure you have maximum information about your client or prospect, InsuredMine has provided a Full Contact section. Whatever data about the contact is available online, InsuredMine fetched all the data and shows it in the Full Contact section.

The full contact details will be visible from three sections- contact directory, contact 360, pipeline manager

  • Click on contacts
  • In the contact directory, click on 3 ellipses (…) in the action section
  • Click on Full Contact

Initially you can see the word BETA is written as this feature in the testing phase. BETA versions are distributed to a limited number of users for testing in a real-world environment to check for bugs and glitches before general release.

A tab will open with full contact details that will include- Full name, Job Designation, Address, Age, Gender, Education history, Employment history, Social connections such as Twitter, Facebook, LinkedIn, Location history, professional details, etc.

To view full contact details from the Contact 360 section:

  • Click on contacts
  • In the contact directory, click on the contact, which will take you to the contact 360 pages of the client.
  • Click on the 3 ellipses (…) provided at the side of the name.
  • Click on Full Contact

To view full contact details from the Pipeline Manager section:

  •  Go to Pipelines 
  • Click on the deal card for which you want to have the full contact view
  •   In the left panel beside the contact name section, click on the full contact icon.
  •  A popup window will open with all the contact details.

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