We have introduced a new enhancement for Admins in the Engagement Module under the Templates section. With this update, Admins now have access to view and manage all templates created by their agents. This ensures better visibility, consistency, and centralized control over communication templates within the organization.

Use Case: Suppose an Admin wants to ensure that agents are using standardized templates for email campaigns or client communication. Previously, the Admin had  no visibility into templates created by individual agents. 

With this enhancement, the Admin can now view the templates created for communication, ensuring compliance with organizational communication standards.

To View the Enhancement:

• Navigate to Engagement
• Click on Templates

You will be redirected to the Engagement>Email Templates.

From the Agent dropdown select the preferred agent, whose template you want to view.

You can preview all the templates of the selected Agent.

As shown below, Admin also have the options to Edit, Send to Myself, Share, Copy and more for the agent templates.

Note: This feature is applicable for only the admin.Agents don’t have these options.

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Enhance your email template creation process by integrating CSR tags. By selecting CSR tags, you can effortlessly retrieve relevant CSR information directly into your email templates, streamlining communication and ensuring consistency in customer interactions.

Use Case: Simplify and expedite the email drafting process by accessing CSR information. 

Note: This feature is specific to  Sagitta, AMS360, and Nowcerts AMS.

To View the Enhancement: 

Now, you will be able to retrieve CSR data associated with the contact just by clicking on tags while sharing an email.

From Email Campaigns in Engagement Module:

• While sharing Email Campaigns, click on Tags.
• From the dropdown, select CSR tags to retrieve information directly such as CSR Name, Email, and phone number.

From Bulk Text Option in Engagement Module:

• Within Tags search for CSR.
• Click on it to add CSR data by adding tags to your text campaign.

From Email Templates Email/Text:

• While adding templates for emails, select CSR tags to fetch CSR information directly.

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We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with trigger days of notice.

Use Case: Utilize the ‘Lost Account’ workflow automation to engage inactive clients promptly. Through email, text, or tasks,you can prompt clients to take action, fostering proactive client management.

To View the Enhancement:

• Navigate to the Engagement module.
• Then, select “Automation” and click on ‘Create.’

• Select ‘lost account’ and click on Customize.

• Specify the workflow name.
• Choose the triggering mode for the workflow, including options like email, text messages, tasks, etc.
• Next, select the account type.
• Indicate the timing and select the specific days for triggering the workflow.
• Finally, click on Begin.

Note: When selecting the account name, you can filter the account based on type, age group, country, gender, etc.

• Now, create/customize the stages with the chosen workflow modes to trigger Lost account workflow automation. For instance, we’ve selected email under stage 1.
• In case you’ve selected other modes, you can easily create or modify stages to match your selections.
• Finally, click Next.

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Previously, there was ambiguity when navigating to another agent’s account and creating a template, as it was unclear where the template originated and how it was shared. Now, the creator’s name will be visibly listed under “created by,” along with the recipients under “shared with,” offering clear insight into the template’s authorship and distribution.

Use Case: Now see who created templates and who they have shared with for better clarity.

To View the Enhancement:

• Navigate to the Engagement Module.
• Then click on the Templates section.

• Now, the name of the individual who created the template as well as the recipients who it was shared with, will be readily visible under ‘Created By‘ and ‘Shared With‘ respectively. Simply hover over the agent’s name to access this information.

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CSR Name, Email, Phone Tag for Workflow, Pipeline, SCD & Email Campaigns

InsuredMine has recently added new tags to enhance user experience in Workflow automation, Pipeline, SCD, and Email Campaigns. The new tags include CSR Name, CSR Email, and CSR Phone, and they can be easily incorporated into the relevant areas where tags are applicable.

To view the enhancement:

• Simply look for CSR Name, CSR Email & CSR Phone in the tags section and add these to your respective workflow.

The post CSR Name, CSR email, CSR phone Tag in WF, Pipeline, SCD, campaigns appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

We’ve added a preview text feature for email campaigns, workflow automation, pipeline automation, and Single Contact Drip.

To view the enhancement:

• Add any text you want to preview within the email.

• Within Workflow automation, you will also have the option to preview text. For instance, we’re adding preview text to Workflow automation
• Then, click on Update.

• Once the automation is triggered, you will receive an email, and you can preview the body of the text that was added in the stage of the workflow automation.

The post Preview Text in Workflow Automation, Pipeline Automation, SCD, Email Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to set a Text Template?

• Navigate to Engagement
• Click on templates
• Click to Create Templates

• Choose either text editor. In case you want to import your own HTML build then choose HTML import

• Select text
• Add title
• Write the text message.
• Select the tags.
• Click to save.

• You will get a success notification saying: Email template Saved Successfully.
• In the list, you can see the new text template created.
  

 

Once the text template is created you can now use the text template to send messages.

How to use the text template to send text messages?

To send a message using the text template:

• Navigate to the text message icon on the top right

• Select the contact to whom you want to send the text message.
• Click on select template to choose the text template.
• If you have any attachments to send, click on the attachment icon and choose the file.
• Click on send icon

• Once the message is sent, it will be displayed in the message section.

Enhancement: March 2021

Know how to add files in templates email and text

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2. Add a video from your computer by clicking on the browse icon.

3. Make sure you select the All Files option while selecting the video.

4. A video link will be created for the inserted video.

5. You can right-click on the video link and select Open Link if you want to confirm you have inserted the correct video.  Otherwise, the link is ready to go and you can send your email.

The post Embedding video in your email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

To add a new client, prospect, or just a carrier contact you can leverage the Contacts navigation tab.

Contacts fall under five different categories, including Active customers, Inactive Customers, Prospects, Others, and Leads. These can be selected individually or all together from the individual tabs on the top of the screen.

To add multiple contacts, you can follow the steps below.

User Interface change in add and edit contact :
A smart new interface appears while adding and updating contacts. It provides for easy, single scroll functionality to view all fields categories in one screen. A seamless continuous display helps you work more efficiently ruling out the back and forth of jumping through multiple screens.

Login to your InsuredMine account, and then click on the Contacts from the navigation panel on the left-hand side. Then click on the tab and click on the Upload data button located on the top right-hand side to upload a CSV file with a list of new contacts to add.

2. If you want to add individual contacts, please see below:

Within the Contacts module, click on the Orange + Add New on the top to add a Contact

Add all the required details.

3. Click on the Save or Save and Add New button to add a new contact

Enhancement:  March 2021

In the address section while adding contacts you can add Unit and Suite no. for address fields. To check the enhancement: Click here.

Enhancement:  January 2021

All contacts filter in 2nd stage and onward in email campaigns

Now while setting up an email campaign from 2nd stage onwards you can even set the automation for all contacts ( total recipients as set in stage 1).

Use case: If you have set a promotional email in the 1st stage to ten prospects, and in the 2nd stage of the automation campaign, you want to send another promotional mail to all the contacts whom you have shared previously, you can do that.

To check the enhancement:

• Navigate to engagement module
• Click on create button in Email Campaign section
• Click on add new stage(2nd stage) from left panel
• Scroll down to the 2nd stage section, you will be able to set all contact filters. For this click on the drop down icon beside ‘who have’ section and select All.

Note: If the campaign is created under the live list then the contacts data will be dynamically calculated otherwise, the count of recipients will match with the stage 1 recipients’ list.

Enhancement:  January 2021

Previously shared feature in tags

Navigate to global add button and click on Add Contact

•  A window will open to add a new contact.
• Scroll down to Add Tags
• Click on the edit icon
• Select the agents with whom you want to share the tags with
• Click on update
• Search the tag that you recently shared.
• You can find the previously shared tag beside the agent’s name with whom the Tag has already been shared.

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

The post Policy Status change workflow automation (HawkSoft) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case- The email received will show CSR as the sender for special scenarios.

Process-

Note – The CSR email can be added by the Nowcerts Agency while creating the account. 

• You can add a CSR email from nowcerts by adding an Account Manager/CRM.

• The added CSR email in an account synced in Insuredmine will be visible under Account 360 of an Account in the Account module.

• The email will be sent by the email mapped with the CSR of the particular account.
• Navigate to the Engagement Module. Select Create in  Email Campaign. 

• Go to the Sender section. Select the drop-down to choose the option.

• An email will be sent from the email mapped into CSR related to that account for the particular email campaign. 

The post CSR handling for Nowcerts in an Email campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case– Easier and more convenient customization in policy status change workflow.

Process–

• Go to the Engagement Module. Navigate to the Automation section. Click on Create.

• Go to Policy Status Change. Click on the Customize.

• Scroll down and Select the desired option from the Policy Status and Policy Sub status drop-down. Enter the desired after the status days for the workflow to be triggered.

Note- For contact, the policy status and sub status are prepopulated from Hawksoft.

The policy status change workflow for Hawksoft will run based on the selected policy status, policy substatus, and Transaction date handling based on the set After status date.

Note-You can edit the policy status change workflow by navigating to the automation section. Click on analytics. Click on three dots and select edit.

The post Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.