custom form Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to Create Custom Form?

InsuredMine — Sat, 20 Feb 2021 09:02:28 +0000

In this article, you will learn:

Creating forms has been made easier! Now you can customize the form in few minutes. Just drag and drop the fields as required and you’re good to go!

Steps to build a form:

Navigate to Forms
Drag and drop the fields that you want to have in your form.
Once you drag a new window will open where you need to choose and fill all the fields that you want to have in the form.

In the text field components-select the components that you want in the display, data, validation, API, conditional.
In the display section, set the label name, label position, placeholder text, description, tooltip, input mask, custom CSS class.
Click to save.

Note: While setting the form you can view the settings on the right, this will give you can have an idea how the form will look like.

In the data section select the text case, select multiple values if required.

In the validation, section fill in the required details.

In API section add the field tags, and you can custom properties too.

If there are any conditions that you want to add to the form, then add those

Once done click to save.
In the form preview section, you can view the created form.

This is how a created form will look like

Note: In forms there are pre-set form templates, that can be also customized and used as per your requirement.

To use the pre-built form templates:

Navigate to forms
Click on Templates to select any pre-built form

There are 19 pre-built form templates, choose from those and click to edit the template.

You can edit, move, copy and remove any fields in the form

Enhancement: April 2021

New UI Design for the Form module

The post How to Create Custom Form? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to edit form template

InsuredMine — Mon, 15 Feb 2021 09:14:37 +0000

Now you can edit the form templates from the form list only.

Navigate to forms
Click on the form list
Click on the 3 dot icon and click on edit

Once you click to edit the form, you will get the option, to edit, copy, move and remove the form sections.
Once done click to submit.

The post How to edit form template appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to Share Form template?

InsuredMine — Fri, 05 Feb 2021 09:19:52 +0000

In this article, you will learn:

Now you can share the form templates from the form list only.

Navigate to forms
Click on the form list

Select the form template that you want to share.
Navigate right to click on 3 dot icon
Click on the share icon.

A panel from the right will open with the name of the agents.
Select the agents and click to share.

The users receive an email notification regarding the Custom Form shared. A sample image has been shown below:

Enhancement: January 2021

Previously shared feature in forms

Now, you will get to see the agent’s name with whom you have previously shared the forms. To view this enhancement:

Navigate to forms
Click on the forms list

Navigate the cursor to the particular form and click on the share icon under the action section In the agents’ list under the share form, you can find previously shared tags beside the agent’s name with whom the form has already been shared.

New UI Design for the Form module

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Templates in Form Builder

InsuredMine — Mon, 25 Jan 2021 09:40:38 +0000

In this article, you will learn:

You can use a ready-made form template to create a form and get you started on form building. The Form Templates are fully customizable, easy to edit, printable, and professionally made so that you won’t go through the problems of creating one from scratch. You can easily add a logo and make necessary edits to build a form suitable for your requirements.

Steps to View Template

Navigate to Forms.
Click on Choose templates
Select the form template you desire for

Note: There are 19 pre-built form templates-

Home Owner Quote
Umbrella Quote
General Liability Quote
Account Review Form
Referral Form Request
Policy Change Request Form
Contact Update
Certificate of Insurance Request
Renewal Questionnaire
Claim Form
Endorsement form
Contact permission Form
Proof of Insurance Request
Home Service Request – short
Auto Service Request – short
Contact Us Form
PL Rater – AutoP
PL Rater – Home
Auto Quote

Enhancement: March 2021

Contact Us Form Template

‘Contact Us’ form plays an important role in collecting contact information from your leads. This form helps in converting your website visitors to your customers by providing them with a place where they can easily fill out their contact details.

A new pre-built form template has been added in the form builder section. You can also edit the fields as needed. To edit click on the 3-dot icon.

You can edit, move, copy and remove any fields in the form

Enhancement: March 2021

PL Rater Form- applicable only if your account is integrated with PL Rater.

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

Web form for Website (Quotesheet)

InsuredMine — Tue, 29 Oct 2019 04:54:59 +0000

In this article, you will learn:

Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below.

Make sure you login as an Admin.

The main motive for creating a widget for quote sheet and custom form is to create a public URL that can be shared anywhere as a link and can be accessed by the clients on the web.

Note: Website Widgets is available for admins only.

1. How to create website widgets

Click on settings

A window will open wherein the left panel you will find website widgets.
Click on website widgets
A window will open to view all the widgets
You can copy and use the links to incorporate widgets in the website or can even share on social media platforms.

Widgets can be generated for Public Quotesheet (Quotesheet and Custom forms)

To automatically add deal from public Quotesheet web form to Shared Dealboard:

1. Go to Pipeline Setting (https://[youragency].insuredmine.com/agent/pipeline/dealsetting) or Go to Pipeline and click on the gear icon (Settings).

2. Set Default Pipeline And Stage selection.

Click on settings and select default pipeline and stage selection. This will allow all deals from the “Get Quotes” button on the agent public profile to come directly to a specified pipeline to a specified deal stage.

Public Intake Settings

In the Pipelines >Settings> Notification Settings, an Admin can enable/disable setting for sending an email notification to the agent, when lead information is received through the Public intake form.

The user or agent receives a notification with the subject ” You have got a lead via Insuredmine”. A click on the lead details tab in the email will direct to the Deal card on the Shared Pipeline Board with details populated from the form.

You can set up – automated emails in DealBoard for:
– Welcome Clients
– Won and Lost Deal
Please provide/Confirm an email address so that we can verify from our end for an auto email in deal creation by user.

Enhancement: January 2021

How to create widgets for Quotesheet?

Use Case – Quotesheet is nothing but a predefined form that can be used to gather information from clients. You can add it as a button, or a webpage (iframe) or share it as a social link.

If you want more flexibility and want to have your own fields then you can create custom forms as well and instead of using quotesheet you can use custom forms.

Most importantly, not only it helps you capture data in form, these forms will automatically create deal cards in the pipeline with no manual data entry.

To generate public quotesheet link and website widget for the same:

Click on Quotesheet
Select the policy categories for which you want to create code for quotesheet link.
Click on Generate Link

Links will be generated for the particular categories that you have selected. For example: If you select Rental Property, Manufactured Homes, Others, Property and General Liability as policy categories, when you will copy the link and open in a different tab, the quotesheet that will open will have these categories in it.

You will get 3 options- button, iframe and social share. Click on the respective tab to copy the code.

Note: Once a client clicks on this custom form button, he will be navigated to a quotesheet which he can fill and submit.

To render the custom form through iframe, click on iframe, copy the iframe code and paste it on your website.
To share the custom form on a social platform, just click on the tab that will navigate you to respective social platform where you can share the url link directly.

How to create widgets for Custom Form?

Custom form is also a quotesheet but customized. You can build specific quote request forms for specific data fields feeding data into specific Pipelines so that once a prospect fills in the details it goes to a specific pipeline and gets assigned to a specific agent.

Note: Make sure you have created the custom form first before generating the widget code for your website.

Use Case – Similar to Quotesheet, you can get quote request forms (custom forms) with a widget on your website. You can import the widget and even embed them as an iframe or button on your website.

To generate custom form link and website widget for the same:

Navigate to settings
Click on Website widgets from left
Click on Custom Form
Click to select custom form from the dropdown menu
Click on Generate link
Copy the url link that will be generated, and paste it on the browser to open the custom form.

Note: If agents share this link with their clients, they can use this link to open the custom form.

Once copied there will a confirmation popup on the top right saying “link copied to clipboard”

You will get 3 options- button, iframe and social share

Just copy and paste the custom form button code into your site. This process will help you to install the custom form button on their website.

Note: Once a client clicks on this custom form button, he will be navigated to custom form which he can fill and submit.

To render the custom form through iframe, click on iframe, copy the iframe code and paste it on your website.
To share the custom form on a social platform, just share the url link directly on your social media platform.

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