workflow automation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Cross Sales: Automation

Avinash Barik — Wed, 31 Jul 2024 13:11:33 +0000

Transform your cross-selling strategy with our Cross Sales Automation feature, designed to simplify integration into your engagement workflow. This feature enables insurance agencies to efficiently target and engage existing clients with personalized cross-sell campaigns. Automate the process of identifying and reaching out to clients who would benefit from additional policies, thereby boosting your sales and enhancing customer satisfaction.

Use Case: Cross- Sales Automation is perfect for insurance agencies aiming to maximize their cross-sell opportunities. By automating outreach efforts, agents can focus on delivering personalized service while ensuring no cross-sell opportunity is missed.

To View the Enhancement:

Navigate to the Engagement Module.
Next, click on Create Automation.

Next,click on the customize ‘Cross-Sell.’

Enter the Workflow details.
Select the mode for which you want to send the workflow Email , Text Messages , Post card/ Letter/ Notecard (Thanks.io), Reminder, NPS.
Next Select the Contact Type as Active Client or you can choose to filter that according to Account type, Age Group, Branch, City, County etc.

Create a Filter by Adding the Policy Category and Carrier:

While creating a workflow for cross-sell you can see selected more than one policy categories to include or can put “OR” condition so that if the client has any one of the policy categories selected will get the triggered workflow.

Enter the Stage details before triggering the cross-sell automation.
Then, click Next.

Review your workflow on the details you have added prior starting the process (Cross-Sell Automation)

For Agent:

You can either select all agents or choose a specific agent, and they will receive an email notification before the first stage trigger.

Automation Analytics:

You can then view the live running cross-sell workflow within the analytics section.

Once the condition is satisfied, the workflow will trigger and send the information to the customer. You can view the analytics in the ‘Send’ section, as well as in ‘Contact’ and ‘Account 360′ like shown in the image below.

Contact 360:

Account 360:

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Restrict Birthday and Birthday65 Automations for Deceased

Arshad Hussain — Tue, 14 May 2024 08:55:34 +0000

With this enhancement, users can now choose to restrict the workflow automation for deceased individuals when triggering these given options Stop stages for deceased.For instance, when setting up the “Say Happy Birthday” workflow, users can check a box to ensure that the automation excludes deceased individuals from receiving birthday messages. Similarly, when triggering the “Clients Turning 65” workflow, users can also opt to restrict stages for deceased clients, ensuring that only living clients receive the designated messages.

Use Case: Exclude deceased contacts for sensitive and accurate communication, saving time and streamlining workflows efficiently.

Note: This feature is exclusive to Hawksoft Users only.

To View the Enhancement:

Navigate to the Engagement module.
Then, on Automation.

Now, while setting up email or text automation to send a special message like “Say happy birthday” or “Client turning 65” to each of your Clients, Prospects, and Partners, you can choose to restrict the stages for deceased individuals.

While triggering Say Happy Birthday WorkFlow:

Check mark to restrict the stages for the deceased while running automation for Happy Birthdays.

While triggering Clients Turning 65 WorkFlow:

Also, check mark to restrict the stages for the deceased while running automation for Clients turning 65.

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Cancelled Re-written Workflow Automation

Arshad Hussain — Sun, 07 Apr 2024 05:58:32 +0000

When an account’s policy status changes to ‘cancelled rewritten’ within the AMS, InsuredMine automatically updates this status. If the cancelled rewritten automation is triggered after a specified date, clients are notified about the need to rewrite a new policy with adjusted terms or select a new carrier if necessary.

Use Case: Once triggered, promptly notify your clients regarding the need for rewriting a new policy, incorporating adjusted terms, or selecting a new carrier as necessary.

To View the Enhancement:

Navigate to the Engagement module.
Then, select “Automation” and click on ‘Create.’

Select ‘Cancelled Rewritten Policy’ and click on Customize.

Specify the workflow name.
Choose the triggering mode for the workflow, including options like email, text messages, tasks, etc.
Next, select the contact type.
Filter and select your policy category and policy carrier type.
Indicate the timing and select the specific days for triggering the workflow.
Finally, click on Begin.

Now, create/customize the stages with the chosen workflow modes to trigger cancelled workflow automation. For instance, we’ve selected email under stage 1.
In case you’ve selected other modes, you can easily create or modify stages to match your selections.
Finally, click Next.

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Non-renewal Workflow Automation

Arshad Hussain — Sun, 07 Apr 2024 05:47:22 +0000

If a policy’s status has been changed to ‘non-renewed’ in AMS platforms like AMS360, Hawksoft, Epic, Nexsure, and Sagitta then the status in the IM portal will also be changed from active to non-renewed. Additionally, once the policy status has been changed to ‘non-renewed,’ the automation will be triggered after the mentioned date.

Use Case: Streamlines policy management, ensuring accurate status updates and timely notifications for non-renewal scenarios.

To View the Enhancement:

Navigate to the Engagement module.
Then, select “Automation” and click on ‘Create.’

Select Non-Renewal Policy and click on Customize.

Specify the workflow name.
Choose the triggering mode for the workflow, including options like email, text messages, tasks, etc.
Next, select the contact type.
Filter and select your policy category and policy carrier type.
Indicate the timing and select the specific days for triggering the workflow.
Finally, click on Begin.

Now, create/customize the stages with the chosen workflow modes to trigger Non-renewal workflow automation. For instance, we’ve selected email under stage 1.
In case you’ve selected other modes, you can easily create or modify stages to match your selections.
Finally, click Next.

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Workflow Automation – Random Contacts for Google Review and NPS

Arshad Hussain — Sat, 06 Apr 2024 07:58:42 +0000

Now users can enhance workflow automation by specifying the daily target for random contacts, simplifying the process of sending client reviews through the Client Reviews automation.

Use Case: Define the desired number of random contacts to be targeted per day in this workflow, and the automation will ensure that Google reviews and NPS surveys are efficiently sent to the specified count daily. This establishes a consistent and effective feedback loop for client reviews.

To View the Enhancement:

Navigate to the Engagement module.
Select Automation.

Select Client Reviews.

Now, within the client reviews settings, you can indicate the number of contacts to target. The workflow will then initiate, dispatching Google reviews and NPS surveys to the randomly specified count each day, engaging with different contacts for diverse and valuable feedback

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Automation: Task, Reminders and Postcards

InsuredMine — Wed, 01 Feb 2023 15:52:57 +0000

Considering the use case of workflow automation for Birthday and Client turning 65, the functionality for task, reminders and Thanks.io is discussed below. Similar functional features can be applied for Policy Renewals, Referral Request, Cross sale, Welcome, Client Pulse, Thank you Clients and Customized Workflow Automations.

Workflow automation for birthday and Client turning 65, allows you to do the following:

Send automated emails, text messages to your contacts on their special day. A birthday drip campaign can be triggered before the birthday, on the same day and after the birthday.
Send real postcards and letters with customized images and machine-handwritten text to contacts through Thanks.io integration. You initiate the stage for sending a postcard/letter and it is delivered to clients within 7 days.
Create a drip email notification for tasks. The notifications for tasks are sent to assignee agents.
Send reminder email notifications.
Send voicemails to your customers ont ehir special days.

How to Setup automation for Birthday or Clients turning 65

Navigate to Engagement module, click Create in the Automation segment.
Select Happy Birthday or Clients turning 65 and click Next at the bottom of the screen.
In the workflow setup screen that appears, Add or select the following:

Workflow Name: Add suitable campaign name, based on the line of business, client type, or any other name which has relevance and quick recall.

Select the mode to send the workflow (email, text, postcard/letter (thanks.io), tasks, reminder): To start a campaign for all modes or select particular modes, click on checkboxes for each mode you wish to activate. Orange indicates selected.

Select a list: To address campaigns to any type of contact such as Active clients, Inactive clients, Leads, Prospects, others, select from the drop-down list.

Trigger workflow when the following conditions are met: To set the trigger for delivering the messages on the right day, select Before, Same day or After.

When the date of birth mentioned in contacts matches the specified criteria for the number of days before, on or after the birthday, the trigger is automatically set.

Note: The number of days before and after can vary but the trigger type (Before, same-day or after) cannot be changed at any stage while designing the campaign.

When you select mode as Postcard/ letter to be sent through Thanks.io, additional input fields appear. Enter the Message title, select Image, Select Handwriting style, and select type from Postcard or letter. Click Preview to review the appearance of the same. The difference between letter and postcard is in their style, size, and format. A sample image is shown below:

To use this feature, a Thanks.io account is mandatory. Sign up if you do not have an account.

When you select Task mode , you will notice some changes in the fields. Enter the task name, select priority, add assignee agent name. The task is also added in the task list of the agent portal for the respective agent. Refer to sample image below for more clarity:

When you select Reminder Mode, a reminder email notification is sent to the assigned agent. Enter the data in all the relevant fields, select templates, add subject, add signature, select agent name to whom you wish to send a reminder in the Assignee field.

Use case for Trigger Days: Consider the case when the birthday is on 10th April. BEFORE Trigger: You select 8 days Before as a trigger, the First email will be sent out – 8 days i.e. on 2nd April. In the subsequent stages, you have to set trigger dates in decreasing order. You can set 5 days as stage 2 trigger date, 3 days as Stage 3 Trigger date, and so on up to 1 day.

SAME DAY: When you select the same day, the message will be delivered on 10th April.

AFTER: You set the trigger date as 3 days after the Birthday, the first stage email will be sent on 13th April. The subsequent series have to be set in increasing order for After trigger. For stage 2 you can select 5days, then 10 days, then 15 days.

Analytics of Workflow automation for Birthday and Client turning 65

Navigate to Engagement click on Analytics under Automation.
Click Track
Select the mode by clicking the tab Email, SMS, or Thanks.io. and review the respective campaign’s performance.

You will notice the recipient column added in each list to help navigate directly to the customer 360 profile of the contact.

The post Automation: Task, Reminders and Postcards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to make the first stage dynamic in workflow automation?

Anjali Kapadia — Mon, 23 Jan 2023 09:16:29 +0000

Previously you could not change the days for scheduling the days for the first stage. Days could be changed from the second stage onwards. So, if you keep the difference between workflow schedule days and stage 1, you will have some buffer time to stop communication for scheduled workflow stages.

Note : The days that you set in stage 1 cannot be less than workflow trigger days.

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New Policy trigger in workflow automation

InsuredMine — Wed, 04 Jan 2023 06:56:12 +0000

InsuredMine issues automated workflows that trigger email/text after a new policy. If the New Policy trigger is enabled, the system will notify clients of any new policy purchase with trigger days notice. The process to create a workflow whenever there is a new policy issued:

Navigate to Engagement
Click on analytics in Automation
Click on create workflow
Select the New Policy workflow and click on get started

Set the workflow name
Select the mode to send the workflow- email, text message (SMS), task, reminder, Postcard/Letter/Notecard(Thanks.io) and Voicedrop

Note: For Postcard/Letter/Note card you account must be integrated with Thanks.io) and for Voicedrop you need to have Slyboard integrations.

Set the filters by clicking on the filter icon provided on the right side.

Select the policy categories to include.

Note: The policyholder who falls within the selected policy categories will get the new policy communication that you will set.

Set the trigger condition when and after how many days, the communication will start.
Once done, click on begin to start the workflow.

Set the stages of the workflow.

Click next to review the workflow

Select the checkbox to enable Agent Email Notification.

Note: Enabling this will send an email notification to the selected agents, once the new policy workflows trigger.

Click start to start the automation.

You will get a confirmation message that the workflow has started.
Or you can also save it as a draft to use later.
To track the automation, go back to engagement and click on analytics. Here you can track, edit, delete, pause the automation.
You can also see the complete details by clicking on the drop-down button beside more details.

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Task & Reminder Analytics in Workflow Automation

Anjali Kapadia — Fri, 23 Dec 2022 06:49:58 +0000

For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics.

Task Analytics

The task analytics will show all the details of the task assigned. The details will include the date of when the task is created, the contact for whom the task is created, Due Date, Priority Assignee, Assigned By, Status and Action.

Reminder Analytics

Reminder analytics will include all the reminders issued to the agents. The reminders will involve the Sent, Opened, Clicked, Bounced, and Spam details of the reminder email. You can also click to view the email.

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Workflow Automation by CSR in HawkSoft

Anjali Kapadia — Tue, 20 Dec 2022 11:06:59 +0000

You can now set up workflow automation by CSR for email and tasks.

To view the enhancement:

Navigate to Engagement
Select a Workflow
Select a Stage – Email or Task
If the email is chosen, the workflow can be set from the CSR email

If the task option is chosen, you can select the assignee as the CSR

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Automation: Google Reviews

InsuredMine — Fri, 05 Feb 2021 11:47:30 +0000

In this article, you will learn:

Google business reviews are important to build your brand image and online brand visibility. They strongly influence potential customers as people rely on them for online purchases. Happy users mean good ratings and reviews. Google Reviews automation is your active strategy to acquire testimonials rather than waiting for clients to review naturally.

Workflow automation allows you to do the following:

Send automated emails, text messages to your clients requesting feedback through Google Reviews, or rating.
Send real postcards and letters with customized images and digitally-handwritten text through Thanks.io integration. As these postcards are delivered to the client’s door-step they are sure to be noticed. You initiate the stage for sending a postcard/letter and it is delivered to clients within 7 days. Make sure you connect with Thanks.io for this functionality workflow.
Create a drip email notification for tasks. The notifications for tasks are sent to assignee agents.
Send reminder email notifications.

Follow the simple steps below and create a welcome automation workflow.

Go to the Engagement section from the left navigation bar and click Create under the Automation tab.

2. Select Google Reviews and click Get started.

Workflow Details

3. Fill in the following information and click Begin

Workflow Name: Enter a suitable name for the workflow. – Eg Google Review
Select the mode to send workflow (email, text message, thanks.io, task, reminder) – Mark the relevant checkboxes.
Trigger workflow when the following conditions are met

When: The category is auto-filled as After (policy is subscribed). As the google reviews are related to active clients, it can be only triggered in the After scenario.

Days: Enter the number of days after the enrollment, to trigger the workflow. Consider today is 10th August, you select 8 days as a trigger, the workflow will be triggered on today’s day configuration +8 days i.e. on 18th August. Also for subsequent stages, trigger dates have to be set in increasing order. You can set 20 days as stage 2 trigger date, 45 days as Stage 3 Trigger date, and so on.

Designing the workflow

4. Follow the steps mentioned below to design the workflow:

A. Select the sender phone number and email id in From Number and Email fields. In the capacity of Manager or Admin, you can choose your credentials or agent’s credentials as sender id and phone no.

B. Select the type of workflow from Email, SMS, Postcard/letter, Task, and Reminder.

C. Select template, you can create customized templates through template builder.

D. Add a signature – Select from the signature options you have uploaded in the system.

E. Type your message and add relevant list tags from the right Tag segment.

F. Click Add new stage on the left to send a series of messages and fill the information you wish to share at each stage.

G. After adding relevant stages, click Next to review the workflow.

H. Click Create

Note: Workflows can be updated, edited, added or deleted by manager or admin. A CSR can also create a workflow.

Tip: You should have a Google place Id for triggering the Google Reviews review request. Find out more about the Google Reviews

Note : Before the onset of Google Reviews workflow, you will receive a user list notification 3 days prior to the 1st stage trigger. It arrives just in time for last minute edits to user list or templates.

Enhancements!- January 2021

Clients can provide Google Reviews directly from the email

Now clients can give google reviews directly from the email itself. The Google Reviews workflow that will trigger will have the google star tags inserted, through which the client can provide google star ratings directly. So, agents can receive the feedback through the email itself, and it will reflect on their review section.

How can you check the google review tag that is provided in the email template?

Click on engagement
Go to Automation
Click on create
Click on Get Started on Google Reviews
Select the workflow name (Eg Google Review)
Select the mode to send the workflow– Email, Text Message (SMS), Postcard/Letter/Notecard (Thanks.io), Task, Reminder
The Google Reviews workflow will trigger after for the “Active Client” list
Select after how many days the mail will be triggered.
Click to begin
Select the number of stages by clicking on add stages

For each stage select the time, days, template, subject, email id, signature (if any),

Check the template.

Enhancement: In the template a tag for google reviews (Google reviews= {{{googlereview}}} has been inserted, which will get converted and display as google stars for ratings. Clients can click on those stars directly from the mail and share the feedback.

If you click on the report, you can find the review and feedback displayed on the dashboard in the review section.

From the star click i.e 1,2,3(Unhappy customer) will redirect to the internal form to collect the negative feedback and where 4,5(Happy Customer) star will directly redirect to google my business review page and record the click response for the Google reviews tracking.

1,2,3 – Unhappy Customer

3,4 – Happy Customer

By introducing this enhancement it will increase the engagement for the conversion rate of google reviews for happy customers with minimum clicks.

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