nps Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 04 Sep 2025 13:36:20 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.2 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico nps Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Send NPS & Google Review from Contact360 https://www.insuredmine.com/knowledge-base/send-nps-google-review-from-contact360/ Mon, 25 Aug 2025 07:22:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47378 A new enhancement has been introduced in the Contact 360 view, enabling agents to request Net Promoter Score (NPS) and Google Reviews feedback directly from contacts 360. Agents can request NPS and Google Reviews via Email, Phone, or both, providing greater flexibility and improving response rates. Important: This feature will only be visible if the […]

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A new enhancement has been introduced in the Contact 360 view, enabling agents to request Net Promoter Score (NPS) and Google Reviews feedback directly from contacts 360.

Agents can request NPS and Google Reviews via Email, Phone, or both, providing greater flexibility and improving response rates.

Important: This feature will only be visible if the contact has both a valid email address and a valid phone number saved in their profile.

Use Case: This feature ensures that agents can maximize their chances of receiving feedback by selecting the most effective communication channel. For broader outreach, selecting both can further increase response rates.

To View the Enhancement: 

  • Navigate to the Contacts
  • Select the preferred Contacts Name of your choice

You will be re-directed to Contacts> Contact 360 page

Ensure the contact has both an Email ID and a Phone Number.

Click on the three dots in the top-right corner to view the review options.

To get the Reviews:

Click on get  Google Reviews Via Email.

A pop-up will appear confirming: “Survey sent successfully.”

Note: To get a Google review from Phone, an NPS review from Email, or an NPS review from Phone, follow the same process.

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]]> Reputation – Ability to filter NPS score by Agent/CSR https://www.insuredmine.com/knowledge-base/reputation-ability-to-filter-nps-score-by-agent-csr/ Mon, 11 Aug 2025 10:54:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47210 We are introducing a new enhancement under the Reputation section that allows users to view ratings submitted by Customer Service Representatives (CSRs) and Agents separately. This provides better clarity and accountability by distinguishing whether the feedback was submitted by a CSR or a specific Agent within the organization. Use Case: If a manager wants to […]

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We are introducing a new enhancement under the Reputation section that allows users to view ratings submitted by Customer Service Representatives (CSRs) and Agents separately.

This provides better clarity and accountability by distinguishing whether the feedback was submitted by a CSR or a specific Agent within the organization.

Use Case: If a manager wants to track how well a specific CSR is performing based on client feedback, they can easily filter the reviews by CSR name and evaluate the results. Similarly, agents can track their own ratings.

View the Enhancement: 

  • Navigate to the Reputation section
  • Click on the NPS for the review tracking.

Click on the Filter Panel

Under the filter section, you will see a dropdown for selecting either CSR or Agent.

Within the filter find a specific CSR or Agent on whose feedback you want to view

Check the box next to the name to apply the filter for the CSR

To view the ratings, click ‘Apply’ after selecting the CSR.

To view the ratings, click ‘Apply’ after selecting the Agent.

The post Reputation – Ability to filter NPS score by Agent/CSR appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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