More Section- InsuredMine Agent Application

Anjali Kapadia — Sun, 18 Jun 2023 16:49:30 +0000

Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou

Task

In the task section, there are 2 tabs- Pending and Done

Tasks are segregated based on the following parameters: Pending and Done. And once you select the task type, you can sort the tasks based on priority- All, High, Medium, Normal, and Low.

You can search any task by name by clicking on the search bar on top.

Each task will reflect done (green checkmark) or pending (red crossmark), task name, task type, priority, due date, the initial letter of the assignee name.

Filter in Tasks

Click on the filter icon to filter your tasks. You can filter the tasks based on Due Date, Created Date, Assignee Type, Status, Priority, Task Type and Pipeline.

For Status, select pending or done
For Pipeline, you can select from tasks related or not related to the pipeline cards
For Task Type, select from call, meeting, task, deadline, email, lunch, text message, and others

For Priority select from high, medium, normal, or low
For Assignee Type, select tasks assigned to me, others, and unassigned
Select the created date from the calendar
Select the due date from the calendar

How to update tasks?

Click on the task to navigate to the task page.

There will be 2 sections- Timeline & About

In the Timeline section, all the task-related updates will be visible.

You can mark the task as complete or pending from the drop-down menu provided on the top.

In the About section, you will find the task details such as, task title, account name, contact name, assignee, priority, task type, due date, and due time.

You can also update the task as required. Select the assignee, priority, task type from the drop-down section and click OK, once done. Select the due date and due time by clicking on the calendar icon. Once completed, click on close to exit the tab.

How to add a task?

Click on add sign
Select the template from the drop-down
Type the task title
Type the account name and contact name
Select the assignee, priority, task type from the drop-down menu
Select the due date and due time
Click on save

Policy

Policies are divided into 3 sections- Active, Expired, and Future.

The active policy shows the policies that are active. Expired policies are policies that have expired and with an X-date and future policies are policies that are yet to start.

How to view the detailed view of the policies and how to update them?

Click on any policy that you want to view. To update, select the insurance type, category, carrier, payment frequency from the drop-down menu and click ok. Type in the policy number, premium, and notes (if any).

To update the effective date and expiration date, click on the calendar icon and select the desired date and time. Once completed, click on save.

How to add a policy?

In the policy section, click on the add (+) icon. Select from the drop-down menu to add the insurance type, account name, category, carrier, and payment frequency. Click ok, once completed. Type in the contact name, email, mobile, policy number, premium, and notes. To update the effective date and expiration date click on the calendar icon and select the desired date and time. Once done, click on save.

How to Set/Reset PIN?

Navigate to the “More” (3-dots icon) section and select Set/Reset PIN. Enter the PIN and confirm. Click on submit.

Once you set your pin, the next time you log in, you will be redirected to enter the new pin.

How to access the support section?

In case you are stuck and need our assistance, navigate to the “More” (3-dots) section and click on > sign beside Support.

Type in the subject, category, and message. Then, choose file (if needed) and click on save

How to log out from the InsuredMine Agent App?

To log out, navigate to the “More” (3 dots) section and click on log out and confirm your action

The post More Section- InsuredMine Agent Application appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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More Section- InsuredMine Agent Application