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

AMS360 Integration

InsuredMine — Fri, 30 Jun 2023 11:59:54 +0000

In this article, you will learn:

To sync any newly added prospect, Customer and policy data – click on the refresh button in the header bar available for every user account.

How to add a new prospect into IM System

How to add a new prospect in InsuredMine?

Navigate to the Contacts section
Click on Add Contact
Start typing in the name in ‘full name’ section
If the name already exists it will be displayed, in that case you can update that contact, and in case if you want to create a new contact click on ‘create new’
Fill in all the required fields
Click on save and add new

How to sync the new contact created in InsuredMine with AMS360?

Once the contact is saved, in the contact list you will find the sync button under ‘AMS Sync column. Click on the sync tab to sync the contact with AMS360.
Or, can even click on 3 dots under settings and select ‘Sync with AMS’

What all fields will get synced in Contacts?

InsuredMine has 2 different kinds of contacts-Personal Contacts and Commercial Contacts. But in AMS360, there is only one contact.

Contact (AMS360) <=> Contacts(IM)

Name
Responsibility
Title
Phone Number

-Residence

-Business

-Fax

-Cell

International Phone Number1
International Phone Number2
Email
Address:

-Address

-City

-State

-Country

-Zip

Policy sync fileds

Below are the policy fields which will sync from AMS360 to Insuredmine but not the other way round

Customer Number
Customer Id
Policy Number
Business Type
Category Type
AMS
Account Exec Code
AMS360 Employee Id
Effective Date
Expiration Date
Inactive Policy
AMS Policy Status
Cancel
Gl Division Code
Gl Department Code
Gl Branch Code
Gl Group Code
Premium Amount

Important Note

Currently, customer sync will happen on the delay of 5 minutes from ams360 to Insuredmine

Policy Sync will happen on the delay if 1 day from ams360 to Insuredmine. Basically every day at 4.30 AM CST we are updating the policies from ams360 to Insuredmine

Enhancements!- January 2021

Default sync fields while adding a contact in AMS 360

Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360

The actions performed on a pipeline deal card can be seen in Customer Overview> Activity of AMS 360. The two-way sync for Actions helps to maintain data consistency and process information updates efficiently.

You are required to configure Activity/Suspense setup of AMS 360 to sync with Insuredmine at agency level .

Here’s a list of Actions in Insuredmine pipeline with the corresponding activity updates directed in AMS 360.

Add Notes: When a Note is added in the InsuredMine, it shows as Notes under Actions column of Activity segment in AMS 360. The details of the notes can be viewed in the description section of the expanded activity view in AMS 360.
Send Email: If an email is sent from IM to the customer, it can be seen as Email in Actions column of AMS 360 under the Activity segment. It is configured with the Description populating with details downloaded from the Insuredmine. You can also view attachments here.
Add activity: Activities within AMS360 are downloaded from Insuredmine when activity is added. The activity title with its notes is populated in the description. The Date and Time details are also included. Please note that the Saved date is Date of Activity Creation in Insuredmine.
Add File: File details can be viewed in AMS 360 under Actions as Files when a file is added from Insuredmine. The description shows Filename with extension and the file can be viewed as an attachment.
Send SMS: Activity in AMS 360 is updated when an SMS is sent from Carrier. The description shows the message and can be found in Action type – Text.
Quote/Intake Form: Whenever a quote is submitted in InsuredMine portal it gets updated in AMS360 too.
Add Policies: For policies, there is only one way sync-up from AMS 360 to InsuredMine.
Add Campaign: For campaign sync-up, there is only 1 way sync-up from InsuredMine to AMS 360.

Sample image for Notes Activity in AMS 360 can be seen below:

The data points that are synced in Notes section of AMS360 from InsuredMine are:

Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

While sending an email, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending Email are:

Name and Description
ActivityDate
ActivityTime
Activity created by (CSR, Executive)
Customer/Prospect
ActionName (default: IM Activity – We are customizing this as per need too)

Attachment as .eml file
Description as the eml file name
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

Important Note:
Current sync will happen at multiple places like SCD, Email campaign, Workflows as well

While adding an activity, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding Activity are:

Name and Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

While sending an SMS, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending SMS are:

SMS text with/without the history of texts
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

Important Note: Current sync will happen at multiple places like SCD, Text campaign, Workflows as well

While adding a File, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding a file are:

Attachments
Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

The data points that are getting synced from InsuredMine to AMS while any quote or intake form gets submitted/ filled are:

Attachments – Quote sheet in pdf format
Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

The image below shows the Actions segment of Insuredmine.

Policies that are added from AMS 360 will get reflected in InsuredMine portal.

Campaign Sync-up from InsuredMine portal to AMS 360

Updated Activities in AMS 360 can be reviewed like the sample below

Notes:
(1) Currently, we don’t have the capability to sync new agents and companies from AMS360 to IM database in real-time.
(2) Currently, we don’t have a feature to push policy change from InsuredMine to AMS360
(3) Currently, we cannot sync documents, email and activities from AMS360 to InsuredMine.

Enhancements!- May 2021

Policy and Account level changes for AMS360

Currently, all the data points are mapped from AMS360 to InsuredMine. The data points that are mapped are Phone, Fax, Email, Website, Address, Address Line 1, Address Line 2, City, State, ZIP, Last update, notes, and Account Type.

In Contact 360, all the five contact details from AMS 360 are mapped. The data points that are mapped are- Mobile, Phone, Cell, Business Number, Fax, Other Contacts.

Enhancements!- May 2021

Policy Transactions + Business Unit details – for AMS360 agencies

Two more fields are added in the Policy section that will help you to get a more detailed picture of the policies.

To view the enhancement:

Navigate to Active Policy
Click on a policy to view the policy details
You can find 2 new tabs: Business Unit & Policy Transaction
In the Business Unit, you can find the following details- Executive name, Representative, Division, Branch, Department & Group.

In Policy Transaction you can find Transaction Effective Date, LOB, Plan Type, Description, Premium, Billed Premium, Written Premium, Full Term Premium, How billed, etc.

Enhancements!- June 2021

Policy, Account Level and Contact changes for AMS360 agencies

In Account 360 section the business unit details will be displayed like the below image:

Contact level changes in AMS 360

If any contact is not synced with InsuredMine or AMS, you will need to sync with AMS to get the business unit to display.

To sync the contact:

Navigate to contact list
Click on the 3 dots
Click on sync with AMS

Click Add to AMS to fetch the data which will be displayed in the contact and account section of the contact.

If you navigate to the contact 360 view of the contact, the business unit details will be displayed here:

Note: These details are not editable.

Note: In contact and account 360 section the business unit will be visible and in the Policy section business unit and policy transaction will be visible.

Enhancements!- June 2021

Fields and Filters for Business Unit Fields (AMS 360)

Business unit fields and filters have been introduced in the Account, Policies (for all- Active, Expired, and Future), Carriers, Categories, Contacts and Reports( Projected Book of Business, & Personal Data Book) section from AMS 360 to InsuredMine. These fields are- Executive, Representative, Departments, Divisions, Branches and Groups. Based on the selected filters you can have the customized reports.

Note: For Carriers and Categories only the filter options are there not the fields.

The fields can be selected by clicking on the table column view option. Once these fields are selected the respective section will have these columns.

For filters, click on the filter icon you can find these fields, select the required ones and save.

Enhancements!- June 2021

Primary Contacts, Relationships & Policy Handling

Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Mapping of Relationship datapoint from AMS

AMS User Type filter in list (exclusively for AMS360 users)

Enhancements!- July 2021

Business account sync change for email address, phone, address

Policy Sync with the AMS

New Fields Available in Workflow automation for AMS360 users-Executive and Representative

Also check –

Enhancements!- September 2021

Claims Pipeline Automation

Enhancements!- October 2021

Form Notification for Representatives and Executives

Enhancements!- December 2021

Dependent Handling in Birthday Workflow Automation

The post AMS360 Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Download List in Campaign

InsuredMine — Tue, 18 Apr 2023 19:14:20 +0000

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction, such as open, read, clicked etc. with a previous email campaign. This will allow for continued marketing to increase the conversion ratio of successive campaigns.

The process:

Navigate to engagements
Click on the settings icon
Click on list library
Select the list you want to download
Click on 3 dots
Click on download list.

The post Download List in Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Account Data in Create List Section

Anjali Kapadia — Mon, 27 Mar 2023 08:34:34 +0000

While creating a list from the engagement section, you can now access the account data too.

To view the enhancement:

Navigate to Engagement
Click on Lists
Select the List Source
Check the box beside Include Accounts without Contacts.
Select other filters if required
Click on Apply
You can filter the list by selecting accounts or contacts.

You can sort the list details based on Accounts or Contacts even in the list library.

To view the enhancement:

Navigate to Engagement
Click on Lists
Go to the List Library
Select the list
You will get the option to view the list based on Contacts or Accounts.
You can set your email campaign based on the Accounts list too.

The post Account Data in Create List Section appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Account filter for list

Anjali Kapadia — Sat, 25 Mar 2023 11:55:21 +0000

You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others.

To view the enhancement:

Navigate to Engagements
Click on lists
Select the list source as accounts by clicking on the drop-down
Select type- all, active, inactive, prospect, lead, or others
Click on apply

The list of accounts based on the filter applied will be displayed below.

You can also apply more filters
To add more filters click on Add New Filter

Further, you can trim your list by selecting the name of agent/branch, states, tags, department, division, exclude policy category, exclude tags, executive, group, include policy category, insurance type, policy carrier, policy expiration, representative, X-dates.

For example, if you have selected an agent, then click on the drop-down given at the side and select the agent’s name, you can select all too. Once done click on apply.

In this way, you can add multiple filters.

In case you select Prospect, Lead, and Others under Accounts you will not find any policy-related filters in add more filter section as these accounts do not have any active or inactive policy.

The tag filter will help you create a list of all the accounts with the particular tab.

The post Account filter for list appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Create list for the shared board of the pipeline

Anjali Kapadia — Tue, 21 Mar 2023 13:21:47 +0000

Initially while creating a list, only private board deal cards were selected while selecting pipeline and stage. Now, the shared board cards will also be selected and Contact will show in a list.

To view the enhancement:

Navigate to Engagements
Click on Lists

Select the Pipeline
Select the Stage
The data will be visible in the list.

The post Create list for the shared board of the pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

List- Engagement

InsuredMine — Wed, 15 Mar 2023 15:08:52 +0000

In this article, you will learn:

The list is one of the most important features of running an effective campaign.

The list is basically a contact segmentation based on single or multiple criteria/filters to define a target audience for any specific communication or campaign.

A smart list will make sure your communication is targeted to the right audience so you will experience better outcomes of your campaigns. It is important to create a specific list with defined objectives.

To create a list – click on Engagement from the left navigation bar and then select the list box as highlighted.

Select List Source

All – All contacts in the directory
Active Clients – All contacts in the active clients’ list (Only those contacts that have one or more policies in their Account.
Prospects – Contact types in the directory who are potential customers and marked as prospects.
Others – Contact types in the directory who may not be customers and marked as others.
Inactive Clients – Contact types in the directory who were customers in the past with no active policies.
X Dates – Contact types in the directory who are potential for future policy based on lost deals or just opportunity for the future.
CSV upload – You can upload an entire new list of contacts that can be saved and used as a list to start a new campaign.
Deal Board: You can select a stage of a deal board and all the contact in that stage will be communicated via this campaign.

Enhancement: April 2021 (New UI with more features)

How to Create a list?

Now creating lists using filters has been made more easy and sorted. You can use multiple filters to create a contact list of your choice which you can further use for setting automation.

For each list source, there will be separate filter options. Additionally, you can use multiple filters.

To view the list changes:

Navigate to engagements
Select ists
Select the list source
Click the filter to choose

For All list source:

Age group, Contact Filter, Disposition, Lead Sources, STates, Tags, X Dates (by Month).

For age group– select the age range

For contact filter: Choose from active client, inactive client, other, lead, and inactive client.

For dispositions: the options will be based on those that are already saved in your contact list.

Enhancement: April 2021

Lead Source Filter in List

In the Engagement module, under List, you can now create a list for contacts based on the Lead Source filter. This list you can further use for bulk text and email campaigns.

To see the enhancement:

Navigate to Engagement
Select List
Select the list source
Click on the filter dropdown
Select Lead Source

Select the lead source
Click on apply.

A list of contacts with selected lead source will appear
Give a name and description to the list
Click Save.

For Lead Source: Choose from the lead source options that you have previously saved while creating a contact.

Select the desired States from the list dropdown.

Select the tags from the tag list that you have put while saving a contact.

Select the x-dates from the drop-down.

Note: While you select one filter and want to add another filter the filter that has been already applied will be inactive.

For Active clients the filters will be:

Age group, Dispositions, Exclude policy category, Include policy category,Insurance type, Lead Sources, Policy Carrier, Policy expiration, States, Tags, X Dates (by Month).

For prospects the filter list will be:

Age group, Dispositions, Lead Sources, States, Tags, X Dates (by Month).

For others the filter list will be:

Age group, Dispositions, Lead Sources, States, Tags, X Dates (by Month).

For leads the filter list will be:

Age group, Dispositions, Lead Sources, States, Tags, X Dates (by Month).

For Inactive Clients the filter list will be:

Age group, Dispositions, Exclude policy category, Include policy category,Insurance type, Lead Sources, Policy Carrier, Policy expiration, States, Tags, X Dates (by Month).

For x-dates the filter list will be:

Age group, Dispositions, Exclude policy category, Include policy category,Policy Carrier, Policy expiration, Tags.

For file upload:

Click on file upload under list source.

Click on the import file.

Click to download the csv or excel file format.
Upload the csv file
Give a list name.
Map the file column
Review the mapped data
Click to upload.

For pipeline the filter list will include the name of the pipeline. Select the pipeline and choose the stage to get the contact list.

Note: For every filter you apply, based on the filter you will find the contacts below. Set a name on that contact list so that you can use it for setting any automation or campaigns.

Enhancement: June 2021

Action to remove Contacts/Accounts from the Static list

Previously, when attempting to remove a contact from a static list, it resulted in the contact or account also being deleted from the Contacts or Accounts section. However, with our latest feature update, you can now remove them directly from the list without any concern about them being deleted from the Contacts or Accounts section.

To Navigate:

Navigate to the Engagement module.
Click on Lists.

Click on List Library from the Create List dashboard.

Within the list library, you will find two types of list created: Static and Live.
Click on the Static list.

We’ve introduced a new feature in the Static list called “Actions.” This feature allows you to remove contacts from the list without erasing their existing contact data.

Click on the delete icon to remove any contact from the list.

A message will be displayed: Success user deleted.

AMS User Type filter in list (exclusively for AMS360 users)

AMS360 users can create a campaign list using filter AMS user type.

Enhancement: September 2021

DOB Filter in List

You can now create an email campaign/bulk text list based on Date of Birth.

To view the enhancement:

Navigate to Engagements
Click on Create Lists
In add new filter, select Date of Birth
Select the date range
Click on Apply

Based on the DOB filter range the contact list will appear.

Enhancement: February 2021

Create list by uploading CSV/Excel

Now you can upload data in the list section, by using excel file too. Previously it was only CSV files that you could upload but now you can do in any form- either csv or excel.

To check the enhancement:

Navigate to Engagements
Click on Lists
Click on Import CSV button under Filter section

You will get the option to upload files either in CSV or Excel format.
Upload the Excel file that contains the contact details.

Click on Next Step to map the file columns

Review the mapped data and upload
Once the file gets uploaded, click on Done

Click on the list library to check the uploaded data.

Enhancement: August 2021

Edit List Name

You can edit the name of a list that you have already created before.

How to edit list name?

Navigate to Engagements
- Click on List Library.

Select the list that you want to edit and click on the 3 dots under Action tab and click Edit List name

Type in the list name and click on submit

You will get a message saying: List name is updated successfully

So, when you create an email campaign, you will find the list with the edited name displayed in the list section.

Save List

Once you have finalized the list with all required filters. Now make sure you save the list with a logical name.

Update contacts in a saved list with details including – Name, Email or Phone number (*), add new contact or mark them for opt out or opt in.

To send the communication immediately, select send email but if you want to save the list for later use, you can do that by just naming it and saving it. You can access the list later by clicking on List Library.

TIPS: You can further, customize the customer segmentation list with the checkbox selection option.

TIPS: You can create list from Pipeline manager, Opportunities, Policies, & Accounts.

Enhancement: May 2021

Multiple select when creating a list

In the List module, you can select multiple contacts or can even select all contacts. You will get the option to reselect the contacts as well.

In case you select all the contacts, you will get the option, select only this page contact or deselect only this page’s contacts.

Enhancement: May 2021

For AMS 360 agencies only

Create list changes, Dependent changes – for AMS360 agencies

In the Create list section, you can select the checkbox to include dependents. If it’s checked, in the table you can see one extra column “Dependents Data”.

Note: If dependents are included, campaign email will also go to them

The purpose of this enhancement is to show “Dependents Data” of every contact.

To view the enhancement:

Navigate to the Engagement module.

Go to create list.

Select the list source and set the filter check the box to include the dependents and click on apply. You will find the total dependents data.

Enhancement: June 2021

For AMS 360 users

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

You can send email or text campaigns even to the additional contacts that are associated with the account.

Policies of an account will be mapped with the primary users and not with the secondary users. Account can have more than one user. And among the contacts there will be one primary user.

So if you are planning to target some contacts based on policy or category and want to set a campaign for them, ideally it will select the primary contacts only. But in case you want to target the secondary contacts (users), you need to select ‘include secondary contact’ while creating the list for the campaign.

Enhancement: May 2021

For AMS 360 agencies

Dependents data + Handling – for AMS360 agencies

Now you can add ’n’ number of dependents through Account 360.

You can add new, edit and delete dependents from the Account 360 section of a contact.

To add new dependent, click on add new

A panel will open where you have to fill in first name, last name, DOB, email phone, relationship, occupation, year employed, driver license, SSN and click on Save.

You can view the dependents data from the Contact 360 section.

Click on a contact and navigate to contact 360 section you can find the details of the dependents. You can also click on other contacts to view the details of other contacts if added any.

In the Engagement section, if you want to create a list based on dependents you can do that. You can also sort the list and view the total number of dependents from the list section in Engagement.Click on include dependents and you will have a column showing the number of dependents added to the contacts.

You can also select the desired list source and select dependents from the filter section to view the contact list that have dependents added.

3rd July Release

Engagement- New Fields Available in Workflow automation for AMS360 users-Executive and Representative
Forms- Map Deal Card and Contact Items from the Form

The post List- Engagement appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add SCD to the list created

Nidhi mhendhiratta — Mon, 20 Feb 2023 09:49:27 +0000

Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time.

Use case- Reducing the time used in the process of assigning SCD to contacts. Assign SCD to a list of contacts meeting certain criteria based on which the list was created.

Process-

Navigate to the Engagement module. Scroll down and click on Single Contact Drip to view or create SCD.

Navigate to the Engagement module. Scroll down and Click on Lists.

Click on the List Library.

Click on the list of contacts. Select the three dots for a list under Action Column.

Click on Assign Single drip.

Note- The Assign Single Drip Feature is unavailable for any other type of List.

Select from the drop-down or search for SCD and click on Assign. A success message will appear.

The post Add SCD to the list created appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Tasklist

InsuredMine — Thu, 15 Jul 2021 04:50:44 +0000

In this article, you will learn:

Organizing your tasks with a list can make everything much more manageable and make you feel grounded. Seeing a clear outline of your completed and uncompleted tasks will help you feel organized and stay mentally focused. With InsuredMine, you can assign a task to co-workers and track when it gets completed.
Whenever you assign a task to any co-worker, they get an email notification and the task will be listed under their task list.

Enhancement! June 2020

Tasklist module in left navigation

It is easier to access Tasklist with enhanced functionality to work faster. The Tasklist navigation can be seen below:

Assign and Track task

Go to the My Task List Widget on the Dashboard and click on the + Add New button to add a task.

You can also navigate to the tasklist module from the side menu bar. This will open the task list page, on the top right you will find Add New button to add a task.

2. Add your task name, task type, contact name, due date, assignee (if required), priority, a short description, due date, time, and duration. You can add an attachment if required. Click on add to task calendar and click on the Save button.

3. Your task will be added to the widget.

4. To get to the view of Task Description, click on the EYE icon on the left corner.

5. To change the status of the task in the Status column, you have to click on the Status (Done/Pending). If it’s marked Pending, after clicking, it will show as Done and vice versa. Also, you can mark all tasks in the list as Done or Pending by clicking on the Done or Pending Button respectively. These can be seen in the upper right corner of the My Task List segment.

Card Details– You can find the card details of the deal card that is associated with the task. To open the deal card, click on the card detail icon.

Enhancement! June 2020

Map External Contact in Task

In the Add Task window — You can now write any name you want in the contact field, no need to select a contact from the list. So, now agents can refer a task to anyone other than the saved contacts.

To view the enhancement:

Navigate to the tasklist.
Click on Add new
Add all the required information.
In the contact section when you type in the name that is not saved in your contact list, it will show no contact found, but still, you can add a task for this new contact.
Click to save.

You will get a notification saying: Task added

In the tasklist the task added for new contact will be visible.
You can also edit the name by clicking on the contact, which will take to to the contact 360 page.

Once you finish editing, click on the update button to save changes made to the contact.

Enhancement: March 2021

Tasklist Enhancements- Multiple assignees, Attach files and task information.

Multiple Assignees- You can add multiple assignees while adding a task. Click on the dropdown in the assignee section to select multiple names.

Attach Files- You can add attachments of any file format up to 5 MB. (.jpg,.png,.pdf,.docx,.txt,.gif,.jpeg,.xls,.xlsx,.csv,.zip,.doc,.ppt,.docx,.pptx)

Task Details

In the task list, task widget or task timeline, you can click on the task name to view the task details.

You can also edit the details, add attachments, add comments, add assignee names and click to add these inputs.

TaskList Filters

To filter your tasks, click on the filter button present in the top right corner on the Task Details page.

2. The Filter list will open, click to expand each required filter and select the desired ones and click on the apply button.

You can apply various conditions to view data details as required. The functionality of each filter is discussed below:

Assignee Type: You can opt to view your tasklist or other agents’ tasklist through For me or For others option.
Status: To view the list of tasks completed select Done. To find information on pending tasks select Pending.
Priority: If you want a list display for particular ranked tasks select the preferred priority tag.
Task Type: Select the tasks based on the action call, meet, mail, message, task template, task to be done, etc.

5.Created Date: Sort the tasklist based the dates on which the tasks have been created.

6. Due date: Tasklist records appear divided into Subcategories of Today, Tomorrow, and others.

Group By

You can view the tasklist based in a cluster form by grouping the tasks based on priority, status or due date.

Priority – Group categorization of tasklist is seen in Low, medium, and high priority.

Status – Tasklist appears grouped under Complete and Incomplete categories.

Due Date: Tasklist will be visible for the selected due date.

Note: All 6 filters can be applied in tandem. Also, you can clear an applied filter by clicking on the x next to filter name appearing in the tasklist ( close icon highlighted in blue, as shown in the image below). You can also click on reset filter to sreselect filters of your choice.

3. You will be able to sort all your tasks according to your choice of action.

Note: Every task created in the My Task list segment, can be clicked to open it’s expanded deal card in the assigned pipeline.

You can choose the display of your tasklist by selecting either card view or list view. Refresh button is also provided.

Enhancement! September 2021

Tasklist Filter by Deal Cards

You can now filter your task list by tasks created from a deal card. You can separate your tasks that are related to deal cards and tasks that are not related to deal cards.

To view the enhancement:

Navigate to Tasklist
Click on filters
Scroll down and click on Pipeline
Here you will get 2 options- Task related to the Card and Task not related to the card.
Choose anyone and click on apply.

Based on your filters the task details will appear in the tasklist.

You can also filter your tasks by applying the due date in Group by section

Once the filter is applied, you can view the filters on the top, when you click on filters.

Enhancement! June 2020

Select Table column in Tasklist

You can view tasklist records and obtain specific information as per your need in the task list Table. Select table column icon allows you to choose columns you want to view regularly, eliminating the clutter of excessive information which may not be required at the moment.

Steps to Select Table Columns are mentioned below:

Go to Tasklist from the left Navigation.
Click on the Select table Columns icon towards the right as shown in the image above.
Mark the columns you require in an accessible view from the Select table columns screen.
Click Save

Enhancement! June 2021

Added Columns in the Task List

In the tasklist two new columns have been added- Email Address and Phone Number.

To view the enhancement:

Navigate to the Tasklist
Click on select table column icon

A window will open to select the table columns, select email, phone as required.
Click on the save button.

Once saved the email and phone of the respective contacts of the task will be displayed in the tasklist table.

Note: By default, the tasklist is displayed with the Pending filter enabled.

Pagination in tasklist for sorting and searching

Pagination provides an organized appearance of Tasklist to make entities clearly visible and table content convenient to work. A list of 50 entries is available per page. It improves readability and reduces loading time so your search results appear faster. You need not infinitely scroll down 5000 records. Pagination helps break lists into easily understandable fragments.

Click on page numbers at the bottom to jump pages while sorting or searching.

Enhancement! June 2021

Send email notification to Assignee for the completed tasks

In the Tasklist module, when you mark task status as done, the agent who assigned the task receives an email notification, informing him/her that the task has been completed.

Task Type

While adding a task you can mention the task type. There are various options to select task types such as call, meeting, lunch, task, deadline, email, text message and others.

How to Add Task Type?

To add task type follow the steps mentioned below:

Navigate to the Tasklist module and click on Add Task
(+) icon to towards the top right corner as shown below

2. Click on the appropriate task icon to add task type and click Save.

Download Tasklist

Get instant access to your tasklist by downloading it for convenience. Keep track of your deadlines and makes sure the work gets done efficiently and on time.

To download the tasklist follow the steps mentioned below:

Navigate to Tasklist
Click on the gear icon and select Download.

Search Option

You can conduct search based on Contact name, Assignee, Assigned by and Task title in the tasklist. To search for a task or contact go to the Search box. It lets you quickly find a task on the Tasklist. Type the text you want to search for in the Search box, and then press ENTER. Access filters the list to show only those records that contain the text you searched for. You can find the search box at the top-right corner of the tasklist.

Saved View with filters

Since there are so many options to filter your task list and if you have a favorite view with specific filters, which once applied will be your view until you change it to another filter view or reset it. Your view is by default saved for later use. You can start right from where you left. You need not apply filters again and find tasks.

Enhancement! January 2021

Due Time, completed date in task

When the admin/ agent is adding a task, he can set the due date and a time by when the task needs to be completed.

Here’s a quick guide on how to set the due date and time:

Click on tasklist
Click on Add New from the top right section
Fill in the task name, task type, contact name
Select the assignee name from the drop-down
Choose the task priority, give a task description
Select a due date
Set the time by when the task needs to be completed
Click to add task in the calendar
Click to save.

Enhancement! January 2021

Multiple selection and action

Now you can easily select the tasks and perform the actions from the tasklist section. This enhancement is made to make your work easy and fast. How to do multiple selections and assign action from Tasklist?

Navigate to Tasklist
Click on the filter icon
Select the filters for the tasks that you want to view. (filters can be applied based on Assignee Type, Status, Priority, Group By, Task Type, Created Date and Due Date)
Click on Apply
Select the Tasks

Note: You can choose and select the tasks as required.

For selecting all tasks from the same page, click here.

For selecting all the tasks, click here.

Click on the tasks that you want to perform (Delete, Update priority, Update Status, Due Date & Time, Task type)

For delete: once you click on delete after selecting the tasks, you will get a warning message, click on yes to delete.
For updating priority: Choose from the dropdown- high, medium, low, or normal.
For updating status: Choose from the dropdown- Done, or Pending
For Due Date & Time: Select the due date from the calendar and click on drop-down to select the time.
For task type: Click on call, meeting, task, deadline, email, lunch, text message, or others
Click on Update

Enhancement! July 2021

Mandatory fields in Tasklist

You can set mandatory fields for the tasklist section. So while adding any task agents need to fill those mandatory fields.

To set the mandatory fields for the tasklist:

Click on the user icon.
Click on settings
Click on configuration to expand the section and select mandatory fields.

Click on the Add Task tab
Select the fields that are required.
Once selected there will be a pop-up saying Mandatory fields updated.

Once done, if you navigate to the Add Task panel, you will find the selected fields marked as mandatory.

Enhancement! June 2021

Attach a task to a work email

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

List Library

InsuredMine — Fri, 11 Oct 2019 13:10:23 +0000

In this article, you will learn:

Once a list has been created you can now open the list (Engagement -> List -> settings -> List library) and review the contacts names of any list from the list library.

Do more with list including

Update details of any contact – Name, Email or Phone number (*)
Add new contact
Mark them for opt out or opt in.

Additionally, members/contacts of a pre-existing list can be opted out (unsubscribe) manually from the distribution list of any specific campaign by the InsuredMine Agency Portal user.

Agency data changes over time; a segmented portion of that data, a list of clients/prospects that fit a certain criteria will be different over time. You can now update lists to your most recent data to ensure it is the most recent one.

(*) – updating information in the list will not update any information on that clients profile.

Enhancement: June 2020

The post List Library appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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

AMS360 Integration

In this article, you will learn:

How to add a new prospect into IM System

Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360

Policy and Account level changes for AMS360

New Executive and Representative filter option in List section (AMS360)

Policy Transactions + Business Unit details – for AMS360 agencies

Policy, Account Level and Contact changes for AMS360 agencies

Contact level changes in AMS 360

Fields and Filters for Business Unit Fields (AMS 360)

Primary Contacts, Relationships & Policy Handling

Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Mapping of Relationship datapoint from AMS

AMS User Type filter in list (exclusively for AMS360 users)

New Fields Available in Workflow automation for AMS360 users-Executive and Representative

Download List in Campaign

Account Data in Create List Section

Account filter for list

Create list for the shared board of the pipeline

List- Engagement

In this article, you will learn:

Select List Source

How to Create a list?

Lead Source Filter in List

Action to remove Contacts/Accounts from the Static list

AMS User Type filter in list (exclusively for AMS360 users)

DOB Filter in List

Create list by uploading CSV/Excel

Edit List Name

Save List

Multiple select when creating a list

Create list changes, Dependent changes – for AMS360 agencies

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Dependents data + Handling – for AMS360 agencies

3rd July Release

Add SCD to the list created

Tasklist

In this article, you will learn:

Tasklist module in left navigation

Assign and Track task

Map External Contact in Task

Tasklist Enhancements- Multiple assignees, Attach files and task information.

Task Details

TaskList Filters

Tasklist Filter by Deal Cards

Select Table column in Tasklist

Added Columns in the Task List

Send email notification to Assignee for the completed tasks

Task Type

How to Add Task Type?

Download Tasklist

Search Option

Saved View with filters

Due Time, completed date in task

Here’s a quick guide on how to set the due date and time:

Multiple selection and action

Mandatory fields in Tasklist

List Library

In this article, you will learn:

Select All agents added in Lists Share