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

Create Custom Forms

InsuredMine — Fri, 01 Sep 2023 06:15:37 +0000

In this article, you will learn:

Users can build a custom form from the form list section.

Use Case – You can build specific quote request forms (Commercial Insurance) for specific Pipelines (Commercial Insurance Pipeline) so that once a prospect fills in the details it goes to a specific pipeline and gets assigned to a specific agent.

In the form list section, you can find all the forms that have been created, either you can set a pipeline from the previously built forms or can create a new form and set a pipeline for that form.

How to customize form settings to create a dealcard?

Go to Form
Click on the Form list
Click on Form Settings
A right panel will open to Create Deal Card In

Make following selections

Visibility(Private/Shared) board
Pipeline (dropdown)
Stage (dropdown)
Agents whom to be assigned (Multiple selection)
Agents to get an email notification for card created (Multiple selection)
Click Save

Enhancement: January 2021

Option to create deal card in Pipeline

Now agents will get an option to select whether they want to create a deal card against the form received in Pipeline or not.

To check the enhancement:

Click on forms
Click on forms list
Click on Form Settings of any particular form you want to use
A right panel will open to Create Deal Card In
Click on the Pipeline Setting option
In the top you can find a sliding button beside Create Deal Card
You can slide right to create a deal card or you can slide left to omit the step.
Once you deselect it, there will be a notification saying “no deal card will be created for this form.”
Click on the dropdown to select agents to get notification on form submission.
Click on save

Enhancement: January 2021

Update Contact info via Custom Form

Use Case – Sometimes we may have basic information missing from the client profile. Either we can manually add them or an easy way is to send them a form to confirm current information and add missing information. This way we don’t have to chase them individually or update it manually. This can be accomplished by using the custom form and selecting the option to let the custom form update the contact information.

To update contact via custom form:

Prepare the Form Using this Predefined Template in Form Template

Edit the Logo of your Agency and Save the Template

Click on forms
Click on forms list
Click on Form Settings
A right panel will open to Create Deal Card In
Click on Contact Update
Slide the button to enable/ disable the contact update form.
Once you select it, the tag will get auto-filled
Click to copy the tag
A confirmation popup will generate saying: tag copied
Click on save
A confirmation popup will generate saying: For settings updated

To email the custom form to collect the missing information:

Prepare the Email Template in template builder and Hyperlink the copied tag with button or you can add tag directly to emails:

Example: Missing Info for Sabaresh Contact:

Now send the email to the client to collect information using the Send Email options:

Email can be send either from contact 360 section

From the contacts

Go to the contacts
Select the contact and click on the 3 ellipses (…) under the action tab
Click on send email
A window will open to form the email, fill in the details such as email id, subject line and paste the tag that you copied or can choose the template from the contact update folder that you have created.

Click on send
A popup notification will appear for email sent successfully.

The client will receive an email with the custom form tag in it. He needs to click on it and fill in the missing details.

Once the email receiver opens the mail, he will find the link. Clicking on the link will open the form. He can fill up the details and click on submit. The contact form will get updated in the IM portal.

Note: The custom form which the client will receive will have pre filled data from Contact 360 and others will represent blank. These blank data will be filled by the client.

Once the client fills in the data, it would look like this:

Once the missing fields are filled up by the client (example: Sabaresh- User) in the form, the form is received from Agent

The user will also receive confirmation email on submission

At the same time the Agent will also received email notification on Contact Update

To view the response and the contact update log:

Navigate to forms
Click on form list

Select the form that was sent, and click on view tab to open the form

The filled form from client will look like this:

In the Contact 360 section you will find the missing info is updated.

Looks of Before/After filling up the form

You can also view the form response via logs.

Click on logs to see the updated contact.

The log view will be something like this:

Important Points:

Form tags are handled in Agent Level example: Form Prepared by Agent1 , he can use the Form tag to collect his missing user info
Contact Updated will be in InsuredMine level, Team is working on enhancement for AMS Sync

For Assistance or Support on this feature: Please email at support@insuredmine.com

The post Create Custom Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add intake form

InsuredMine — Tue, 20 Jun 2023 09:09:02 +0000

In this article, you will learn:

Shareable intake form (Quotesheet) with clients

This feature basically digitized the intake form (Quotesheet) which was used in paper form by the majority of the agencies.

We have not only digitized that form but also made it smarter and collaborative. This intake form (quotesheet) will look for data points that may already be available in your system to auto-populate those fields. Otherwise, we will create a common single link for Agency staff and prospects to fill out this form online to reduce manual duplicative effort.

Add/access an intake form on a deal card?

Open the dealcard and click on Import Intake form on the right side of the screen.

2. You will see a pop screen from which you can select the intake form (Quotesheet) you want to upload. First select the Category (Personal, Commercial, Life and Custom Form).

For personal insurance:

For commercial:

For life insurance:

For custom form:

Once you click on update intake form, there will be a pop-up for confirmation. Click on yes to update.

After selecting a policy category, you may select the lines of business you need a intake form (Quote Sheet) for.

Once a line of business is selected and Preview intake form is chosen, a unique link is generated where the user can fill in the information regarding the risk they are quoting.

PREVIEW: Preview button allows you to open the intake form in a browser. You can validate information either before or after receiving the updated intake form from the client.

Click on the preview button and it will open the form as displayed below.

You can also send the intake form on the dealcard to others. In this case ‘others’ can be anyone internal to the agency, underwriters or other contacts associated with the prospect. If you select the client, the intake form will be sent automatically to the email address assigned to the dealcard. If you select the others, you will get a pop up screen to populate the email addresses (email screen mentioned below).

From this pop up screen, you can manually enter the email address or addresses you wish to send this Intake form too.

Furthermore, when the prospect or client adds any information the user/agent will receive an email letting them know when any changes have been made.

You can use the quote sheet link to communicate internally within the agency or externally with the link. However, you can also save the intake form as PDF for record or for sending it as an attachment.

You can also add Intake Form in Public Profile of InsuredMine Page

Note : Quotesheet has been updated as the Intake form. There are references in the video as Quotesheet which infer the same meaning as Intake form here. The functionality is the same.

Enhancement! May 2020

Life Ins. Intake form

Enhancement! June 2020

Custom Forms added from Form Builder

In the Step 2 of How do you add/access a intake form (quotesheet) on a deal card mentioned above, you can now add Custom forms built in forms builder, to preview form or send to the customer for gathering information.

Enhancement! August 2020

Add/upload files in Intake forms

You can now add/upload important documents while adding or previewing the Intake forms. Use the drag and drop feature or click on the Upload Documents segment, Select a file and click Save. Review the files to be added as shown below. Click Submit or Save as Pdf to attach the documents to the form.

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