x-date Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add /Edit Account with X-date, tags and sort by filters

InsuredMine — Sat, 30 Sep 2023 14:18:30 +0000

You can now add/edit accounts and filter with x-dates and tags.

In this article, you will learn:

How to add x-date and tag while creating a new account?

To add a new account click on add new tab.
Here while adding a new account in x-date section you can click on add new to add X date.

Note: You can add multiple x-dates, by clicking on add new.

To delete x-date, click on the delete tab.

To add tags, click on add tags.
A list of tags will open and you can add the desired tags accordingly.
Click on submit to add the account.

Edit X-date and tags of an account

Click on the edit icon beside an account, you will find the x dates and tags will be populated which you can edit and save.

Click to save.
You will get a notification saying: Account added successfully.

View the accounts with x dates and tags

To view the accounts with X date and tags, in the table column section, you need to select x-date and tags.

Search the accounts with x-dates and tags

If you go to filter, you will find x-dates and tags.
You can search the account by selecting the months in x dates and tags.

Based on your search, the account details will be visible.

How to add/edit the x-dates and tags from Account 360?

If you go to account 360 view of the contact, you will find the x-date and tag details.
If you want to add/edit this click on the edit icon.

A pop-up will appear where you can edit the details.
Once you make the changes, click on the tick icon to save the changes.

Note: This will be also viewable from deal card details.

Add/edit the x-dates and tags from the Contact section

You can add/edit the x-date and tags from the contact section too.

In the contact section — select the contact and click on 3 dots to edit the contact details.
You will find the option for x-date and tags
Make the desired changes and click to save.

The post Add /Edit Account with X-date, tags and sort by filters appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

X-Date functionalities throughout the portal

InsuredMine — Sat, 10 Jun 2023 09:19:06 +0000

In this article, you will learn:

X dates are prospecting opportunity dates set by the agents to reach out to the prospect before the due date or expiration date of the existing policy. The existing policy may belong to a different carrier and hence an opportunity can be tapped for quote conversion in favor of the agency.

Note: X-date automation will run based on the month and day.

To learn more about Automation on X-date click here.

How to add an X-date from the Contact section?

Navigate to Contacts
Click on add new
Scroll down to x-dates
Click on add new

It will pop up one x-date input box where you can put the x-dates.

Note: You can put any x-date of your choice. The date field is mandatory. Category fields can be empty, single, or multiple. In case you want to remove any category, click on the cross sign to remove the selected category.

Note: You can add multiple x-dates. But unless you provide a valid x-date in the previous one, you cannot move to create a new x-date. You can create ‘n’ number of x dates for a contact.

If you add any contact with x-date, it will be shown in the x-date column.

Note: To activate the x-date column you need to click on table column view and select x-date column and click to reposition it accordingly. If you have multiple x-dates for a single contact, it will be displayed with more icons. Click on it to view the x dates. Scroll down to view all the x-dates.

How to edit or delete x-dates of a contact?

If you want to edit or delete x date of a particular contact. Click on the contact and scroll down to select x date from the left panel. Click on edit icon to update or delete the x-date section.

How to map single or multiple x-dates for multiple contacts?

Select multiple contacts and click on the add x-date option from the top.
A panel from the right will open to put the x-date.
Click to save

How to add an x-date and create a new contact at the same time?

Click on the global add button
Scroll down to select x-date
Add the contact name and add the x-date
Click on save

This will create a new contact with x-dates.

X-date functionality in Opportunity module

Once you add x-date it will be showing in the x-date section under the opportunities module too.

Navigate to opportunities.
Select x-date.
You can find the saved contact in the x-date list.

Note: If there are multiple x-dates for a single contact, then there will be multiple entries with each x-date in the x-date list. For example, if a contact named Indrani has 2 x-dates, then 2 different entries will be visible with the same name.

Note: If you delete any x-date from this x-date list under the Opportunities section, it will not be removed from the contacts. Only x-date opportunities will be deleted.

If you click on Add new tab in the x-date section under the Opportunities module, it will open the window where you can add a new contact and insert an x-date for the contact.

X-date in Contact 360 section

If you click on a contact and navigate to contact 360 view, scroll down to select others tab, you can find the x-dates in that section.

X-date in Account 360 section

If you go to the account 360 section of a contact, scroll down to find the x-date details under the contact section.

If you mark any deal as lost and set and x-date, the x-date will get populated in the contact section under the others tab.

To see the enhancement:

Scroll down to view the deal card of the contact.
Click on card history.
Click on the deal title to go to the deal card section
Navigate to the quote section.
Add new quotes
Mark the deal as lost.
Set x-date.
Click on submit.
Navigate to the contact and you can view the new x-dates that are added.

Note: And if you don’t mark the x-date then it will not get populated in the contacts.

X-date in version 1 and Version 2 deal card

If you mark a version 1 deal card as lost and mention the x-date, it will be also populated under the others tab in the contact section. But here the x-date will not have any categories. But if the deal card is a version 2 card then there will be an x-date along with the categories.

Filter Contacts based on month-wise x-dates

If you navigate to the contact page and click on the filter, you will have the x-date option. You can sort your contact based on x-dates.

Note: Here x-date options are given on a month-on-month basis. Select the months so that you can find contact with the x-dates that fall within those months.

Even in the opportunity section, you can filter contacts based on the x-date month range.

Navigate to opportunities
Select x-date
Click on filter
Select the month range
Click on apply

You will have all the contacts with x-date within the set filter range.

Download a contact list based on x-dates from the opportunity section:

You can also download the x-dates by clicking on download under settings.
The list of contacts will be downloaded in excel format.

Note: If you download the excel file, the contacts with multiple x-dates and multiple categories (LOB- Line of Business), will be represented in separate columns. And if one contact has one x-date and multiple categories then it will be displayed in the same column separated by a comma.

How to upload the x-date data?

Navigate to contacts.
Click on the 3-dot icon and select the upload icon.

Download the CSV/ Excel sample file.

Upload your file.
Map the x dates

Click next to upload it.

X-Date functionalities removed from the following sections.

Note: The x-date policy option in the add policy section has been removed.

Note: If you go to the report section, the x-date filter option has been removed.

Enhancement: June 2021

Add /Edit Account with X-date, tags and sort by filters

The post X-Date functionalities throughout the portal appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Opportunities

InsuredMine — Tue, 20 Sep 2022 07:50:26 +0000

In this article, you will learn:

With the Opportunities module in InsuredMine, you can analyze your company’s business performance effectively by categorizing your clients into key segments: renewal, cross-selling, monoline, X-dates, and win-back. This module will assist you in identifying consumer groups with shared characteristics, driving your business growth.

Use Case: Increase the efficiency of your insurance business performance with the InsuredMine Opportunities Module.

To Navigate:

Click on the Opportunities icon from the left sidebar to access this feature.

Enhance Your Insurance Business with These Key Features:

Renewals: Send customized policy renewal reminders to your customers, increasing engagement and driving organization growth.

X-Dates: Unlock valuable prospecting opportunities with our trusted lead generation solution, enabling your agency to consistently discover timely quoting conversations.

Cross-Sell: Increase your sales by recommending additional policies to existing consumers who have already commited to make a purchase.

Monoline: Increase your policy sales by targeting your existing clients with monoline policies and encouraging them to expand their coverage

Now, let’s find out how you can access a list of expiring policies, X-dates, monoline choices, cross-sell chances, by following the simple procedures mentioned below.

Choose the sub-module you wish to work on, For instance, I have selected Renewals .

When you select the “renewal” option, you’ll see a detailed list of all policies set to renew within the upcoming 30 days.

You can now use the “Group by” filter which will allow you to view existing data by Agents, Carriers, and Categories.

Filter your line of business by choosing various renewal periods, insurance types, policy categories, carriers, and agents.To access

Click on the filter icon on the right-hand side of your screen as shown in the image below

A minimized window will appear as such, filter your report by selecting different renewal periods, insurance types, policy category, policy carrier, and agents.
Click on “Apply.”

You have the option to either save this report for future reference, download it in Excel Workbook format, or even save it as a list.

Add deals, or Assign Drip By Selecting Multiple Opportunities

To select the policies for which you want to add deals:

Simply click the checkboxes next to the respective policies. Next, click on the “Add deal” icons as depicted above.

Then proceed to provide the necessary details and click “Save” on the corresponding pop-up screens.

You can assign a single drip from clicking on the three dots under the action,or from the above button as mentioned in the screenshot.

Click on assign

Select All option in the Opportunities Module

You can select 1 Opportunity to view all 33 Opportunity on the current page.

You have the flexibility to choose from three different selection options:

Select a Single Opportunity: Simply click on the checkbox positioned at the far left of the Opportunity you wish to choose.
Pick All 33 Opportunities on the Current Page: To select all 33 Opportunities currently displayed on the page, just click on the checkbox located in the header section (left of the header labeled “Name.”

After selecting the header checkbox, you’ll notice a line appearing above the header, guiding you to choose all Opportunities.

By clicking on this option, you’ll be selecting every Opportunity across all pages within the Opportunity module.

Note: When an entity is unchecked after pressing Select all icon, the option for Clear selection appears.

Add Notes in Opportunities

Add Notes in opportunities is a feature to record important information about contacts. You can use symbols to link agents, policy numbers, contact details, and account information.

Here’s a quick guide what to do with the symbols:

Use “@” to mention an agent and send them a notification.
“#” links to policy details.
“*” connects with contact information.
“%” directs to the Account 360 module.
You can add notes in various opportunity segments like renewals, cross-sell, and win-backs for efficient communication and task management.

To Navigate:

Navigate to the Opportunities Module and choose the specific segment you wish to focus on, such as Renewals.
Click on the “Select” button located within the Renewals widget.
Locate the contact for which you want to add notes, and in the Action column, click the ellipsis icon (three dots).

From the dropdown menu that appears, select “Add Notes.”

Add Notes and then click on Save.

You will then recieve a pop up saying: Success New Note added Successfully.

Delete entities in Opportunities

You can delete the records by following the steps below:

Navigate to opportunities and select the contact name you want to work on.
Click on the 3 dots Action button and select Delete.

Monoline & Cross-Sell Policies

Within the opportunities module, you’ll find two distinct sections: “Cross-Sell” and “Monoline.”

The “Monoline Policy” section will help agents to pinpoint insurance policies that typically don’t fall under a bundled package or are standalone in nature. This enhancement improves your focus on business prospects by categorizing policies while the “cross-sell” section will help you Increase your sales by recommending additional policies to existing consumers who have already commited to make a purchase.

To view the enhancement:

Navigate to Opportunities module
You will get two separate tabs for cross-sell and monoline.
Click on any to view the policies.
You can also sort the policies in the group by based on agents, carriers, and categories.

You can apply filters based on expiring date range, insurance type, including and excluding policy category, carriers, and agent wise.

Select “Table Column” to change the column settings.

Click on the Submit button.

Just like the other sections within monoline, click on the total policy number and provide a detailed list of policies for downloading, saving as reports or a list. You can also access policyholder contact information, send emails, make calls, add deals, assign drips, and add notes from this section.

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