Customer Profile

InsuredMine — Wed, 13 Sep 2023 02:20:22 +0000

The user profile allows a user to provide information about themselves including their lifestyle and life stages to help their personal insurance agent make smart recommendations regarding the type of coverage they need to suit their lifestyle. With better information comes better decision making and better-tailored policies.

The My Profile section has 8 subparts:

Overview: Information such as a user’s email, phone number, and address is stored here. The profile also includes birthday and emergency contact information. The emergency contact is important for the insurance agent to know, and may also be important when a user takes advantage of the Car Accident Checklist tool.
House: Information regarding a user’s primary home, as well as any secondary (vacation) or rental properties, is stored here. Users can add any number of properties they own, rent or lease.
Vehicles: Information regarding user’s vehicles such as VIN, usage, year, make, and model is stored here. Having this information available makes it easy to request a quote directly from the app.
Assets: Information regarding a user’s atypical or extraordinary personal belongings are stored here. These assets may require a special kind of coverage or policy to make sure they are covered in case of loss, theft or damage. Examples of such personal property could be jewelry, musical instruments, firearms, art or rare collectibles.
Work: Information about user’s employment including title, start and end date, job location, etc. is stored here. This is relevant to the insurance agent for implications on things such as homeowners insurance (home based business is not always covered) auto insurance (if a vehicle is used for business but is insured personally, it may not be covered for any incidents that happen while being used for business purposes) and for the user’s broader risk profile (if a user’s employer or job title implies something which makes them susceptible to a frivolous lawsuit and they could benefit from an umbrella policy).
Education: Information regarding a user’s education history, a field of study, level of study completed and where they studied is stored here. This is relevant to the insurance agent for its impact on potential discounts for the user.
Family: Information about all the members in the user’s family such as their names, ages, birthdays and relationship to the user is stored here.
Pet: Information about any pets that the user might have is stored here. Many insurance agents offer pet insurance, and users can request information regarding those products directly from the app.

The post Customer Profile appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

The post Dial pad- Ongoing call — Gather User Input via Keypad appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.