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

Apply Filters in Contacts and Opportunities

InsuredMine — Mon, 25 Sep 2023 03:52:07 +0000

In this article, you will learn:

Contacts

The Contacts module is updated with new filters for Rating, City, Country, Gender, and Do-Not-Contact. These filters will help you segment-specific contacts for improved communication.

The following filters are available on the Contacts Module, by clicking the filter icon.

Tags: Use tags to filter particular agent contacts list based on the tags.
Rating: Filter contact list on the basis of 1-5 star ratings.
Gender: Male or Female contacts can be segmented with this filter
City: Contacts for a specific US city can be segmented
States: Contacts of a particular state can be filtered for correspondence
Do not contact: There is an option to check or uncheck calls, emails, and text messages for discrete data on contacts for productive impact.
Created Date: Filter the contacts based on date when the contacts were created.
Lead Sources: Sort the contacts based on lead sources to know the top sources for further business reference.
X dates: Filter contacts for targeting prospects based on months of their X-dates.
Disposition: Contacts can be exclusively viewed on the basis of assigned actions in their dispositions.
Agent: Filter the contacts based on agents who are handling those contacts.

And /Or Operator buttons in Contacts filters

A and B

And functionality: It allows you to view contacts fulfilling for two or more criteria simultaneously. The records must be valid for all conditional filters applied. For example, You apply a filter for State Tx and Disposition as Call back 2. It displays all contact records of tx state having disposition as call back 2.

A or B

Or Functionality: It allows you to view contact records for either of the valid conditions selected in the filters. Suppose you set a filter of State Tx, Tag test, and Disposition Call back 4. The contact records will be displayed if the condition is valid for any of the aforesaid criteria.

Removing or altering filter criteria of And/Or Conditions.

To remove the filter criteria in the contact records click on the close (x) icon on the condition tabs above the displayed contact record list.

Opportunities

a. Renewal

Set filters for Line of business and carriers in the Renewal segment of the Opportunities module. Fetch details of policies for renewal on their relative importance as per your requirements.

To access filter for Line of business and Carriers follow the steps mentioned below:

Goto Opportunities tab, click on the filter icon on the right-hand side of your screen as shown in the image below

2. On clicking the filter icon, the drop-down with the Policy Category and Policy Carrier options appears. Choose from these categories and click the Filter tab at the end as seen in the image below.

b. Cross-Sell

Mentioned below are filters for cross-selling to specific clients based on their policy carriers. This filter helps the agents to selectively capture an advantageous opportunity with deals and discounts offered by carriers.

How to access this filter?

Simply open the opportunities module, click on the filter icon towards the right as seen in the image below.

2. A dropdown will appear, choose the Policy carriers and click on the filter button.

Date range filter added in Opportunities for Renewal and Cross sell.

You can select a specific time period to target accounts for easy access. Suppose you wish to see records from the last 31st March to 5th June. You need not count days instead just select the From and To date and view relevant records displayed on your screen.

Enhancement! August 2020

CSR list filter added in Contacts and Opportunities.

CSR List – Customer Service Representatives list has been added to filter contacts to view contacts associated with specific CSR.

Consider the case when you wish to view contacts added by Henry Johns, a CSR. You simply have to click on the filter icon, click CSR list tab on the filter pop up and Select Henry Johns. The other related and/ or functionality will work as discussed above.

The CSR field is added in table column of Policies, Contacts, Lists and Opportunities for NowCerts, Ezlynx, QQ Catalyst and AMS360.

Enhancement! September 2021

Group by Filter

In Opportunities, you can filter your data by : Agents, Carriers and Categories. These filters are available in all four sections- Renewals, X-dates, Cross Sell and Win Back.

Once you select the filter the detailed chart will be available in table format.

You can also apply other filters by clicking on filter.

Contact Filter Enhancement

In Contacts, the Missing Details filter has been added and you can also view the total number of filters added.

Here you can find the total number of the filters added:

Click on the filtered contact to see the filters added. You will also get the Reset option to reset the filters.

The post Apply Filters in Contacts and Opportunities appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Mark due date as complete

InsuredMine — Sun, 05 Mar 2023 11:38:53 +0000

Congratulating the team after an agent wins a business (Card marked as won)

Important: The deals won are based on Subscription, which is done at agency level. Make sure your subscription is enabled to send notifications.

If a task gets completed before the due date mentioned on the deal card, you can mark it as Completed. It also shows Overdue when the task is not completed after the due date. Please note that the status message reflected depends on the system date & time of your device.

To find out how to mark the due date as completed, follow the steps below:

In the due date section on the right options panel of the expanded deal card in the pipeline manager, click on the drop-down icon to expand the section.
Click on Add to add the due date. Select the dates from the calendar section.

3. Once you select the due date from the calendar it will appear in the left panel. Also in the timeline, you can see the update for the change in due date.

4. You can click on mark as complete. Once you that it will be displayed in green. Also to mark incomplete you can click on the same place.

Note: You may also click on the date and change the due date. The status of due soon or overdue will appear if the status is not marked completed before or after the due date.

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Preview option in Template Builder

InsuredMine — Thu, 10 Mar 2022 04:04:54 +0000

Introducing a Preview option in the Template builder. Now you can not only build your templates but also preview them just in a click. No more tedious process of finishing the whole thing and clicking back to make edits. Guesswork is offbeat, the preview is available for desktop and mobile template for best results.

Follow the steps below to check preview option:

Go to engagement and click Template builder

2. You will see a desktop email preview on the left side and mobile view on the right hand side.

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Paste screenshot directly to files

InsuredMine — Fri, 24 Apr 2020 04:02:29 +0000

You can take a snapshot and upload the selected image without saving it as a file and then uploading it. Instantly capture important charts, image, report information and upload the snippet in a flick to share without delay

There are a couple of places where you can use this option while uploading files.

1. Accounts > Contacts > Events > Add Files

2. Pipelines>Any Pipeline> Any card in that pipeline>Files (on the left)

To Copy Clipboard for the files upload:

1. Select the area of the screen to be captured as an image screenshot and press Ctrl+C (control and C together) on the keyboard for copying the image.

2. Paste the image in ‘click here to write note’ fill box pressing Ctrl+V (control and V together) on the keyboard. The clipboard copy attached image file appears above the ‘click here to write a note box’ as shown below the box below Add files and paste it with Ctrl+C or right-click to select paste.

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