Documents Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Mon, 30 Oct 2023 13:58:09 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Documents Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Ability to send/receive Esign documents via SMS/ text https://www.insuredmine.com/knowledge-base/ability-to-send-receive-esign-documents-via-sms-text/ Sun, 27 Aug 2023 17:54:22 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22101 Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add a name, phone number, and email id. When you finish adding fields and click on the send button, you will get the option to send from email or SMS. Note: […]

The post Ability to send/receive Esign documents via SMS/ text appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add a name, phone number, and email id.

 

When you finish adding fields and click on the send button, you will get the option to send from email or SMS. 

Note: The send from SMS option will be only available if SMS/ Text messages are enabled from the Agent Credentials.

 

You can also send documents for Esign via SMS from Contacts if the phone number is added in contacts.

The post Ability to send/receive Esign documents via SMS/ text appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Option to view the original document https://www.insuredmine.com/knowledge-base/option-to-view-the-original-document/ Fri, 30 Jun 2023 05:22:18 +0000 https://www.insuredmine.com/knowledge-base/option-to-view-the-original-document/ Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to the original document. Navigation Navigate to the eSignature module. Click on the three dots under the action column. Click on the View Original Doc. After viewing the document, click on […]

The post Option to view the original document appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Description: See the original document that was sent for signature in the eSignature module.

Benefit: Look for missing information by comparing the completed form to the original document.

Navigation

  • Navigate to the eSignature module.
  • Click on the three dots under the action column.
  • Click on the View Original Doc. 
  • After viewing the document, click on the Close button to close the document.

The post Option to view the original document appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Contact 360 https://www.insuredmine.com/knowledge-base/contacts/ Thu, 25 May 2023 10:46:22 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3709 In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future Policy in Policy section in Contact 360 Archive/ Delete card from Contact & Account 360 How to Sync Notes? Five cards with key data points are added at the top […]

The post Contact 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article, you will learn:

Five cards with key data points are added at the top of the Contact page – so an agent can have an understanding of the size, scope, and breakdown of their universe of Contacts. These data highlights include the segmentation of clients by Active, Inactive, Prospects, Leads, and Others.


Tags

But sometimes this segmentation is not good enough and we need to further segment our clients like their source of origin, type of trade, references, etc. This micro-segmentation can be achieved using Tags features. Tags are unique identifiers that you can add to any Contacts in InsuredMins Directory. Tagging lets you easily sort, filter, segment your contacts that can be leveraged to run campaigns, run reports, or take specific action for an identified segment.

Bulk Data Upload

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. You can also add tags individually to each contact or you can add them when uploading a lead list as bulk tags.

Click on the LINK to know how you can add upload bulk data in the Contacts.

Additional Features

Enhancement:  June 2021

Shareable tags:

Tags help define contact/client segmentation. New tags created by an agent, while adding or updating contacts can be shared with other agents. This feature facilitates using the same tags for particular segments maintaining the consistency for the team.

Use Case: Agent A  tags high priority clients VIPs and Agent B tags them as 5 star. Both mean the same but they have different names. To avoid this kind of discrepancy, the system allows you to share tags in order to stay consistent across your workforce.

Steps to share tags
  1. When a new contact is added
  2. When a contact record is modified.
  1. When a new contact is added follow the steps mentioned below to share the tags:
  1. Navigate to Contacts and click on Add New.
  2. You will find the tags field in the Add new contact Screen. Click Add Tags.
  3. Click Create a new tag button at the bottom of the pop-up and add a tag name.

Note: To share existing tags, Click on the Edit (pen) icon of an existing tag , mark agent names and click Update.

  1. Check the agent names to share the tags under Share with the segment.
  2. Click Create to add and share the tag. 

When a contact record is modified follow the below-mentioned steps to share tags:

  1. Navigate to expanded Contact details to update tag data.
  2. Follow the same procedure from Step 2 to Step 5 as mentioned above in option A.

Enhancement:  February 2021

Send document via email form contact-360

  • Navigate to Contacts
  • Click on a contact to view the contact 360
  • Click on the documents
  • Select the document and Click on the 3 ellipses(…) under the Action button 
  • Select send via email.
  • A panel from right will open to send the document via email. (pre-populated email template has been provided to send the email)
  • Once the email is sent, you will get a success notification.

The contact can access the document and download it, by clicking on the document button provided in the email.

Future Policy in Policy section in Contact 360

  • Scroll down to view the Policy Information.
  • Click on the dropdown provided beside policy type, you will get the option to select future.

Enhancement:  July 2021

How to Sync Notes?

Note: This feature is available for NowCerts users only.

To sync notes for NowCerts clients in contact 360 and deal card details:

Users can sync notes from the deal card details and Contact-360 (from the notes section). Click on the sync icon beside each note to sync. You will get a notification saying “successfully synced to NC.”

Enhancement! May 2021

Archive/ Delete card from Contact & Account 360

Now you can delete the deal card from the Contact 360 section and Account 360 section of contact.

To delete the deal card from contact 360 view:

  • Navigate to Contacts
  • Select the contact for which you want to delete the card
  • Click on deals
  • You will see the option to delete

You will be asked to confirm your action, click yes to archive the deal card.

To delete the deal card from Account 360 view:

  • Navigate to Accounts
  • Click on the contact associated with the Account
  • Click on deal
  • You will see the option to delete the deal card

Enhancement:  March 2021

Future-Scheduled Workflow Email for Contact

Enhancement:  May 2021

Unsubscribe/bounce/complaint/manual handling

Map email to the existing contact in Work Email

The post Contact 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Accounts 360 https://www.insuredmine.com/knowledge-base/client-profile-360/ Tue, 20 Dec 2022 12:00:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3318 Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities, initiate tasks, and identify marketing efforts. There are seven tabs each with a different purpose as described below. In this article, you will learn: Additional fields in Account and Handling […]

The post Accounts 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities, initiate tasks, and identify marketing efforts. There are seven tabs each with a different purpose as described below.

In this article, you will learn:

Enhancement: July 2021

Account 360 (new UI)

The layout of Account 360 is made easier, now you can easily navigate to contacts, dependents and policies by switching the tabs.

Note: Dependents tab is only available for AMS360 users.

  • You can edit the account info by clicking on the edit icon.

  • You can view the Account details in the left panel which includes Account info, Email, Phone number, Address, Business Unit ( only for accounts in AMS360), X dates, tags

  • In each tab you will get the option to respectively add contact, dependent ( only for AMS 360 users) or policy.

Click on the 3 dots under settings icon to perform the following actions: edit, assign single drip, add policy and add deal.

  • Contacts: All contacts and their details are added to this segment for each account. Multiple contacts including personal and business contacts are included in this segment for communication.

Enhancement!April 2021

Additional fields in Account and Handling in Upload

There are three new fields added in Account 360. The three fields are phone extension, fax, and website details.
To view and navigate to Contacts, select a contact and click to view the Account 360 section. Once you click on edit, you can view the added fields. In case if you’re adding a new account, you can also find the options there.
You will get the option while adding and editing the account details.
If you download the contact list or upload the contact data, you will see the fields related to the accounts in the csv or excel file format.
When downloading the csv file:
When downloading the csv file:

All columns or desired columns may not show up in the contacts section then you may have to add that to the column (if they exist) by selecting it from the “Select Table Column“ icon.

Enhancement:  February 2021

How to adjust columns in table views?

  • Navigate to contacts
  • Select a contact to view account 360 of the contact
  • Select Table Column view just above Contact in the extreme right
  • Select the Table Columns that you want in the table column view.
  • You can change the position of the columns too. For that:

There are two ways to change the position of the columns. Either you drag and drop or click on move to position and select the order you want to place.

To drag and drop, select the column and drag it to the position you want.

To move the position:

  • Hover the cursor over the column which you want to move.
  • Click on the drop-down beside Move to Position.
  • Select the order as per your choice.
  • You can delete the columns by clicking on the cross sign
  • Click on Apply.

You will get a notification saying table columns saved successfully.

  • Overview – Provides details regarding specific contact in the Account, policy data, details of assets, and information about listed members in the family including their work history, education history, relationship with the user, etc. Notifications regarding renewals or meeting requests are also displayed in the overview tab.
  • Policy Info: This tab lists the carrier, coverage dates, and policy premiums (both written and annualized) of any applicable policies tied to that client. The Policy Info tab is broken down into two sections: Details for policies sold by your agency/agent that is InsuredMine’s customer; And data of policies that the app/website user has uploaded. All policy information, including the details of the user’s expired policies, is available here.

Enhancement:  January 2021

 Deals & Files in Account 360

Deals and files tab has been added in Account 360. The purpose of this enhancement is to help you track the deal cards and files added to all the contacts under one account. 

Logs for Contact and Account:

You can now access the Profile Logs to see a history of all changes and edits made to a profile.  Just click on the Profile Logs tab in Account 360.
Accounts data hierarchy: It is important to understand the data architecture and connections between multiple entities including – Producer, Accounts, Contacts, Policies, and more. The hierarchy mentioned below is a snapshot of how these entities are associated.

Accounts are mapped to a single Agent or Producer and each account can be a group, business entity, individual, or a combination of any of these. As it is important to associate accounts with a producer, it is equally important to have contacts in every account. There can be single or multiple contacts and policies are mapped to these contacts. Even when a policy is purchased by a business entity, it is usually an individual (contact) who is responsible for the purchase and maintenance of that policy. Therefore all policies are mapped to contacts. (Note – Policies are not mapped to account but they are mapped to contact).

Based on the above architecture – Client 360 view has been updated and now it will reflect all three tiers and policy information for each contact will now be dynamic based on the contact you select.

  • Once you click on any of the contact names in the contact list mentioned above it will dynamically update all tabs including an overview, policy info, documents, etc. associated with the referenced contact.
  • Since chat history, deal history, campaigns are all associated with a contact, thus selection of any contact will reflect all activities associated with that contact only including – send emails, schedule events, etc.

Enhancement:  June 2021

The post Accounts 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>