Description: Agents can include the policy number when sending documents for eSignature.

Benefit: Agents can track which policies are associated with the documents sent for eSignature.

Navigation –

• Navigate to the eSignature module. Click on Sign Document.
• Select a file. Click on Next.

 

• Add signers. Click on Next.

• Place fields where they are required. Click on Next.

• From the drop-down menu, choose the Policy number. Scroll down to select Send.

 

Note: The policies visible in the drop-down are the ones that have already been added to the corresponding contact sent for eSignature.

 

• You can track the documents sent for an eSign policy once the file has been sent for eSignature.

• Sign in to the AMS portal. Open the contact to whom the eSignature documents were sent.

• Go to the Activity section to view the eSign document

The post Add policy number to eSign signed doc for AMS360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• Navigate to Active Policies

• Click on a policy that you want to delete/cancel

• A notification for canceling the policy will appear in a pop-up box.

• A notification for canceling the policy will appear in a pop-up box.

• In Policy status canceled will be also displayed.
• You can also activate the policy by clicking on activate policy button.

You can also cancel a policy from the accounts section. Click on the account and click on the policy that you want to cancel, it will navigate you to the policy page, rest process is the same as mentioned above.

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There will be a two-way sync of accounts, contacts, policies, carriers and categories between InsuredMine and Sagitta.

While adding accounts:

The address is the mandatory field in InsuredMine. You will be required to add the address in the account. If you do not add the address, the account or contact won’t be synced with Sagitta. The address represents the full address including, unit/suite number, street address, zip code, city, and country.

Sagitta View:

InsuredMine View:

Once an account is created in InsuredMine, it will be synced in Sagitta as well. You will be able to search the account by name in the client section. Navigate to the client section and select the client name. Type in the client name to search.

 

While adding client details in Sagitta, the category stands for the type of contact which will be either: commercial or personal. 

Sync – Both Manual and Auto-Sync

Once you have added a client and saved it in Sagitta, you can then navigate to accounts in InsuredMine and click on the sync button.

There is both manual and auto-sync available while syncing data from InsuredMine to Sagitta and vice versa.

The sync will take 2-3 minutes based on the amount of data.

In Sagitta, if you do not have any active policies added to the account, it will be displayed as Prospect. For example, if you sync an account from InsuredMine to Sagitta, and it does not have any policies in it,  it will be displayed as ‘Prospect’. However, if the account is synced from Sagitta to InsuredMine, it will be displayed as ‘Inactive’. 

The boxes that are outlined in red are mandatory fields.

In InsuredMine, the agent corresponds to the producer in Sagitta. Therefore, the agent code will appear within the Producer section of Sagitta.

In the client details section, all account and contact details will be updated, and in the Policies section, policies will be updated. 

Contacts

Policies

Please note: It is not possible to update a policy directly from InsuredMine to Sagitta. The functionality is limited to adding and deleting policies from InsuredMine and reflecting those changes in Sagitta.

Carriers and Categories Sync

Sync Policy Carrier/ categories from InsuredMine to Sagitta via Auto/ Manual Sync.

• Navigate to the settings module.
• Then, select Auto/Manual Sync from the settings options to choose how you want to sync the policy, carrier, and categories.

• While adding a policy within account or contact mention the mandatory fields of carrier and category.
• Click on Save.

• A policy is now been added within the Contact.

Through Manual Sync

• Click on sync the Policy with Sagitta.

• Policy including the carriers and categories will then be synced with Sagitta.

• Click on policy to view the details.

Auto Sync

• If you set the Policy to Auto sync it directly syncs to Sagitta.

Sync Policy From Sagitta to InsuredMine

• Data related to category and carriers sync from Sagitta to Insuredmine through cron server rerun or real time sync.

• Fill in the Insurer and Coverage related to Info while adding a policy within Sagitta.

• The Policy will then reflect over InsuredMine as shown in the image above.

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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.

How to update tasks?

Click on the task to navigate to the task page.

There will be 2 sections- Timeline & About

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

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The Policy category also referred to as Line of business. – Eg Home, Auto, Boat, BOP, etc. Usually, we sync up policy categories based on the policy categories mentioned for policies in Agency Management System. However, there are two situations when we may need additional categories.

1. When new policy information is added to the portal of a current client or prospect, for which no corresponding policy category exists, then you have to add that category to your system.
2. If you don’t have any Agency Management System and may not have an extensive list of policy categories, in your system, then you have to add that category to your system.

Enhancement: January 2021

To create a new category type, follow the steps below.

• Login to your InsuredMine portal and navigate to the  Categories from left panel

• Click on the Add Category button to add categories.

• An window will open where you need to put the category name
• Click on submit.

• Once successfully added, you can use it as a category in your deal-board cards and policies

The category list will include all the categories and the number of accounts, policies related to that category. You can also see the total premium amount under each category. Once the category list is updated/added, now you can add these categories either in deal Card (when creating a deal), in policy table view etc.

To add multiple policies, follow the steps mentioned below:

1. In the Policies module, click on the Add Policy tab towards the top right.
2. Navigate to Deal Category, under the Policy details segment. Fill in the other mandatory details, and click Save.

The multi-policy categories can be added or selected in the Pipeline Manager, Reports, and Opportunities Module.

1. In the Pipelines
2. , navigate to the expanded deal card and click on General to expand the options. Click the Deal category to edit.

Select the deal categories that you want to add along with other details and click on submit.

2. In the Project Book of Business, of the reports module, the Category column lists the multiple policy categories.

3. All segments under the Opportunities module, support the multiple policy category functionalities. The policy categories are listed in the LOB column in Renewals, X-Dates, Cross-sell, and Win back.

Enhancement: January 2021

And if you want to see the policies or accounts of a particular category you can click on the category name or policy count and this will navigate you to the policies page and accounts page respectively. 

If you click on catgory name it will lead you to details of the policies which will include contact name, account name, policy number and premium.

And if you click on policy number in the category list , this will lead you to the policies page where you can find all the details related to the policy along with category info.

Note: the premium is sorted from highest to lowest.

The post Adding a Policy Category appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. 

To see the enhancement:

• Navigate to Active policies.
• Click on Add policy
• A window will open to add a new policy.
• Scroll down and you can select the insurance type where the life insurance type is provided. 

• Once you select life insurance policy, you will find the expiry date has been changed to the anniversary date.

You can also see the anniversary date in the policy table column:

• Click on Select Table Columns
• You can find a field named Exp. / Ann. Date ( So in case of life insurance policy it will show Anniversary date and in case of Commercial or Personal policies it will show expiry date.

Now, you can delete a policy or create a deal from the policy table.

If you click on create deal, the add deal window will open, where you can fill in the details to create a deal card.

The post Life Insurance Policy with Anniversary date appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Usecase- Xdate is helpful for agents to retarget potential customers using the reference of Xdate.

Process–

• Navigate to the Settings module. 

• Click on Add Xdate automation. 
• Scroll down to Cancel Policy Automation Settings. Toggle to Enabled.
• Scroll down to Add Xdate on the drop-down. You can select Contact or  Account.

• Click on Save.

Note- If you select the contact and If you are canceling any policy from that contact associated with it, then the canceled date will be marked as the Xdate for the contact and will be visible in contact360.

If you select the Account and If we are canceling any policy for that account associated with it, then the canceled date will be marked as the Xdate for the Account and will be visible in account360.

• Navigate to the Policies Module. Select the policy you would like to cancel.

• Click on Cancel Policy.

• Select the contact for the policy for which the changes were made. Refresh the tab.
• Scroll down to view xdate. The date for which the policy has been canceled will be visible in Xdates.

• You can change the settings for accounts by selecting Add xdate as Account in Add X date automation under Add X date automation in Settings Module.

The post Xdate added in Contact & Account on the cancellation date. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Smart Search for Contact, Policy and Account appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The Policies tab on the left-hand navigation bar can be used to generate a table of active policies within the organization. Agents can use the search bar at the top of the page to search for clients and policies by client name, carrier name, complete or partial policy number.

Additionally, policies can be filtered by line of business using the filter dropdown.

Enhancement: May 2021

Filters in Policies and Add Xdates

In Policies, you will have the option to filter the policies based on Active policies, Expired and Future.

Active- Active are those policies that are currently active.

Expired- Expired are those policies that are either canceled or inactive.

Future-Future is those policies that have a start date from now till upcoming any date.

Multiple Select Option

Now you can select multiple policies, by clicking in the number section:

• Once you select the policies, click on the Add X-date option, to add X-dates either manually or set X-dates as the Expiration date. 
• Once done click on update.

Note: Once the X-date is created for a policy, it will show in the X-date section in Opportunities too.

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