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

Select Mandatory Fields

InsuredMine — Sat, 01 Jul 2023 03:03:54 +0000

In this article, you will learn:

Mandatory fields build consistency in the system, to extract values, and provide the basis for analysis. The Customized mandatory fields functionality in settings allow you to select specific fields and mark them as required in Contacts or Pipeline manager modules – Deal Cards!

This setting is available only when you login as an Administrator.

Mandatory fields for Add Deals

Steps to mark the required fields:

Navigate to the Settings module and select the Customize field option from the left.
On the Customize add deals segment, click on the grey toggle button to enable mandatory fields.
When the toggle changes to orange, it indicates that the field is marked as mandatory in the Contacts and Pipeline Manager module.

Settings >> Customize fields

Enhancement August 2022

More Mandatory Field Options While adding a Deal Card

Now the admin can add Mobile Phone, Email, and Category as mandatory fields while adding a deal card.

To view the enhancement:

Navigate to Settings
Click on Mandatory fields under Configuration
Click on Add Deal
Check the box to mark the fields as Required
Once completed, you will be notified with the message “mandatory fields are updated”

Once the admin has set these as mandatory fields, agents will be required to complete these fields while adding a deal card in the pipeline.

Mandatory fields for Add Contacts

While adding contacts you can mark certain fields as mandatory. Navigate to Setting>Customize field> Customize Add Contacts. Click to toggle for enabling or disabling the fields for marking as mandatory. Orange indicates enabled and the grey indicates disabled. The field titles with * on the Add Contact screen implies that the records should be filled compulsorily.

Enhancement August 2021

Add Labels in the Mandatory Fields when adding a deal card

Admin can now make the Label field mandatory while adding a deal card.

To view this enhancement:

Navigate to user icon
Click on settings
Click on Configuration
Select on mandatory Fields
Click on Add Deals
Check the box beside labels as required.
You will get a message saying mandatory fields updated.

Once the Label field is made mandatory, any agent while adding a deal card cannot save it until they fill in the label field.

Redirection to Contact 360 from Email Campaign Analytics

The post Select Mandatory Fields appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Full Contact

InsuredMine — Sat, 13 May 2023 08:21:13 +0000

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.

The post Full Contact appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Warning on deleting contacts

InsuredMine — Mon, 08 May 2023 07:44:27 +0000

In this article, you will learn:

While deleting a contact, users will receive a warning message that will inform what all associated things will get deleted if you delete the particular contact.

This warning message will be displayed if you try to delete single/ multiple/ all contacts from the contact list. Even if you try to delete any contact from Contact 360 the same warning message will generate before deleting the contact.

The warning message will pop up saying:

If you click on yes, delete it, the contact along will all related data will be deleted.

Deleting a contact from Account360

In the Account 360 section, if the account has single contact and if you want to delete that the warning message will not be visible, as deleting the only contact from Account 360 will delete the entire account.

But if an account has multiple contacts, then if you try to delete any particular contact from the Account 360 section, the warning message will be visible.

The post Warning on deleting contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Contact by Location Chart: Dashboard

InsuredMine — Sun, 05 Feb 2023 10:51:22 +0000

Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios.

Contact by location widget is available under AMS Dashboard:

You need to use pins on the map to identify client clusters. Select a pin to know the count of clients in that zip and then click on the count to see the list of those clients. Use the dropdown to select the try of contacts you want to view on the map.

The post Contact by Location Chart: Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

QQ Catalyst Integration

InsuredMine — Thu, 18 Aug 2022 13:13:26 +0000

In this article, you will learn:

Initial setup:

Login into IM portal with admin credentials and click setting option from the top right corner
Select Connect your AMS option from left side of the screen

3. Add QQ username and password

4. Click on connect button

Note: Our client success team will take of the data onboarding further .

8. Now you can go to the dashboard from left side panel, click on Daily sync up button at the top and sync past one-day data.

Data Sync:

Overnight: Data will be synced on a daily basis. It contains all policies and customer data.
1. Policy fields
  - Policy Expiration date
  - Policy Effective date
  - QQ Policy Id
  - User
  - Policy Number
  - Policy Start Date
  - Policy End Date
  - Premium Amount
  - Agent
  - CSR
  - LOB
  - Carrier
2. Customer Fields
  - Firstname
  - Last Name
  - CreatedOn
  - AgentName
  - CSR
  - PrimaryContact
  - Phone
  - Gender
  - DOB
  - Customer Since
  - Email
  - City
  - State
  - County
  - Zip
  - Status
  - ContactType

Additional Contacts

Additional Contact

Additional Contact

First name
Middle Name
Last name
Relationship
Relationship to Primary

Few more data points that are getting synced from QQ Catalyst to InsuredMine are:

House Owners – House details
Coverages of the below types:

Personal Auto Liability coverages
Home Owners coverages
Auto Physical damage coverages
Professional liability additional coverages

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

a) When you add a new prospect into IM System

i) Insert IM user with user Info

Search for customers by their name and if there is no result then select Add Contact To AMS. It will map the customer’s data to QQ.

ii) Update IM user with existing QQ user Info

Search for the customer by its name and if a customer is found then select Sync Contact With Your AMS from QQ to IM

b) When a new prospect has been added into the QQ System.

i) If you want to sync up a newly added prospect within a day, then you have to press the sync up icon which is visible in the header bar.

Integration between Insuredmine and QQ catalyst for actions

All the actions performed under the Quick actions segment of the Pipeline manager of Insuredmine agent portal are automatically synced with the corresponding Activities in QQ catalyst. Every time you add a task, note, etc. in IM, it gets updated in QQcatalyst immediately. The list of Actions in Insuredmine with their sync response in QQ catalyst and vice versa is discussed below:

Task and Notes 2 way sync: When a note or task is added in the expanded pipeline card of Insuredmine, the preview of the task or note is available in the Pipeline Timeline. This note is displayed in the Contacts overview module of QQ catalyst. To view the added note in the QQ Catalyst, open the contacts overview and click on Tasks/Notes Tab, select Notes or Task from right Navigation.

The data points that gets synced in QQ Catalyst are:

Add
View
Update

When a note or task is added in QQ Catalyst, it appears in the Insuredmine Contacts module. By navigating to Contact 360 >Events> Past you can view the task or note.

The data points that get synced in QQ Catalyst are:

Add
View
Update

2. Email sync from Insuredmine to QQ Catalyst : For Email, there is only one way to sync-up from InsuredMine to QQ Catalyst. When an email to contact is sent from Insuredmine pipeline card, it appears as an EML file in Contacts overview of QQ catalyst. Click the filename to view/Print option . The email file is downloaded to be viewed. Click on the saved file to view the file and document links of attached files in the email.

3. Activity from Insuredmine to QQ Catalyst : For Activity, there is only one way to sync-up from InsuredMine to QQ Catalyst. When activity is added in Insuredmine, it is displayed as a Task with subject Activity under Contact overview in QQ Catalyst. View the sample image shared below for more clarity.

4. Files 2 way sync : When a file is added in the expanded pipeline card of Insuredmine, it is reflected in the Files segment under Contacts overview of QQ catalyst.

When a File is added in QQ Catalyst, it appears in Insuredmine, in the Documents under Contact 360.

Same file at both Insuredmine and QQ Catalyst locations can be seen in the images below:

The data points that gets synced in QQ Catalyst are:

View
Upload

5. SMS from Insuredmine to QQ Catalyst : For SMS, there is only one way to sync-up from InsuredMine to QQ Catalyst.When SMS is sent from Insuredmine, it appears in QQ catalyst under Notes of Contact Overview.

6. New policy information added in QQ catalyst for Vehicle, driver and Coverage sync to Insuredmine : For Policy, there is only One Way to sync-up from QQ Catalyst to InsuredMine.When a New Policy is created under a contact with Vehicle, driver and coverage inputs , the same policy can be viewed in Contacts module of Insuredmine. The Contact 360 segment contains the basic policy information. You can click on policy number for an insight into policy details displaying coverage information.

Policy added in QQ Catalyst for Contact name – Test 007

Test 007 reflecting in Contacts Module of Insuredmine

Contact 360 view for the policy in Insuredmine. Click on Policy number to jump screen to Policies Module.

Policies Module in Insuredmine displaying the details of the respective Policy .

The data points that get synced in Policy section are:

Category
Policy Number
Policy Period
Agent
CSR

For Driver Details, there is only one way to sync-up from QQ Catalyst to InsuredMine. Action performed in the QQ Catalyst platform gets updated in the InsuredMine portal. The data points that gets synced are:

Driver Name
DOB
Gender
Relation

For Vehicles, there is only one way to sync-up from QQ Catalyst to InsuredMine. Action performed in the QQ Catalyst platform gets updated in the InsuredMine portal. The data points that gets synced are:

Year
Make
Model
Usage
VIN

For Coverage, there is only one way to sync-up from QQ Catalyst to InsuredMine. Action performed in the QQ Catalyst platform gets updated in the InsuredMine portal. The data points that gets synced are:

Coverage
Amount

Enhancements!- January 2021

Changes in Add Deal section for QQ Catalyst

Sync up of account and contacts between InsuredMine and QQ Catalyst

The sole motto of the 2-way integration between InsuredMine and QQ Catalyst is to provide a better user experience to the users.

Now sync up of account and contacts will take place between QQ Catalyst and InsuredMine, while adding deals in InsuredMine portal.

If the user tries to add a commercial deal in InsuredMine, with a new account and an existing IM contact, while there is no contact in QQ Catalyst, then this process will create a new account and a new contact with existing IM contact details in QQ Catalyst.

If the user tries to add a commercial deal in InsuredMine on new contact under an existing account in IM and QQ, then this process will create a new contact within IM but not in QQ Catalyst as creating additional contact api is not available in QQ.

Note: While syncing from InsuredMine portal to QQ Catalyst

All Events and Contacts Can be added From Dealboard and sync.
Tasks can be synced from Tasklist, Overall add and Dashboard.
Email Campaign and Text Campaign will be synced where Email and Text are Syncing.

Enhancements!- June 2021

Primary Contacts, Relationships & Policy Handling

Mapping of Relationship datapoint from AMS

Enhancements!- July 2021

Business account sync change for email address, phone, address

Enhancements!- October 2021

Manual sync doc, tasks & notes

The post QQ Catalyst Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Contacts: Dashboard

InsuredMine — Fri, 05 Mar 2021 11:30:13 +0000

Contacts widget is available under Agency dashboard:

Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or engage with them with some of the communication shortcuts on the right.

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

View each custom fields individually in the directory

InsuredMine — Tue, 05 Jan 2021 08:04:59 +0000

In this article, you will learn:

Add a Custom Field

Admin can customize the fields or label names for the contact directory.

Click on contacts
Click on 3 dots and click on the custom field.
You can add or delete the fields/label name as required.

These custom fields will be visible to the agents in the contact section. Agents can select these custom fields as required, and he will get those fields visible in the contact list/ directory.

View only Selected Custom fields in Contact Table View

To select the custom fields in the directory.

Click on Contact
Click on the select table columns icon.
Navigate down to choose the custom fields

For example, if the admin has set 3 custom fields- Nick Name, Account Name, and Vin Code.

An agent can view these three custom fields and can select any one, two, or all three as per his preference.

Click on save

A popup notification will generate on the top right saying, “Table column save successfully”.

And now, the contact directory will have all the custom fields that have been selected by the agent.

View all Custom fields in Contact360

You can also view all the custom fields in Contact 360 in the bottom section of the overview segment.

Enhancement: May 2021

Handle custom fields as per agent

This one is applicable for accounts that have Enterprise type.

If the agent logs in through an account that has enterprise type, you will get the option to select the agents, while handling custom fields.

Note: For non-enterprise agents, in custom fields, will not have the option to assign agents for labels.

Note: If you don’t add any agent name for a custom field, then by default it will select the admin name, through which you have logged in.

Note: Adding custom fields can be accessed by admin only but will show up for all agents.

And the label will be available to those agents whose names are mentioned in the custom fields. But if there is any label that is not assigned to any agent will be assigned to the admin by default.

Once you click on submit, the custom fields will get updated.

Note: In the table column view in contacts, whatever fields are assigned to agents, the same fields will be visible to him.

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CSV Upload Header mapping: Directory

InsuredMine — Fri, 11 Oct 2019 02:12:56 +0000

You can upload a contact list in Contact directory as a CSV file with header sequence and name of your choice. As you can map each header to InsuredMine standard header after uploading them. Now, the InsuredMine system can accept a variety of headers names and identify which column contains email addresses and recipient names.

How to mass upload and map headers?

Go to Contact Directory
Click on Upload Data icon
Click on Choose File button to reach for the file you want to upload
Map your CSV Sheet header to the InsuredMine table headers from the left column. The system tried to do some of the obvious ones but it is recommended to review and finalize headers and then click upload.

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