In this article, you will learn:
Sales are driven by contacts. The higher the number of contacts, the more chances of lead generation to win sales. Contacts are your leads, prospects, clients other acquaintances you talk to. You can upload contacts or pull them from your AMS, website forms with default defined, or custom defined properties into Insuredmine.
If you are wondering where can you find the Contacts module, its located on the left navigation.
The 3 dots icon in the contacts module towards the top-right displays contacts setting. It comprises of – Settings, Download, Save as report, Save as List, Merge Contact, Add Dispositions (Admin only), Custom Field (Admin only), and Upload Data.
Add Contacts
Upload contacts by clicking on the 3 dots and selecting the Upload data icon for CSV upload or manually through Add New Button. Click to learn more about add contacts
You can now upload bulk contact and assign the contacts to multiple agents at one time.
Deleting Multiple Contacts
Deleting multiple contacts at one go will help you clean your database faster.
Process to delete multiple contacts:
Navigate to contacts
Select Multiple contacts
Click on delete
You will get a warning message saying:
Confirm in case you want to delete the selected contacts.
Contacts Settings
Contacts Automation
Insuredmine allows you to create targetted emails and automatically send them when a new contact is added. You can select from multiple types of email series in the default trigger settings.
Set triggers for Contact Automation
- Navigate to Contacts
- Click the gear icon and select Settings.
- In the Setup Contacts Triggers segment, Select Drip for the email series you want to trigger when a new user is added.
Add tag and disposition in contact automation trigger
You can run a drip campaign while adding tags & dispositions as you add a contact.
To create a trigger for adding contacts:
- Navigate to contacts.
- Click on gear icon to select settings
- Click on the trigger- Select add contact and select the drip from drop down, and click on submit. A trigger for added contact will be created.
Note: If you try to create the add contact trigger with the same drip, it will show: Add contact trigger already exists.
To create a trigger from a tag:
- Click on trigger dropdown and select Add Tag.
- Choose the tags from the drop down.
- Select the drip and click on submit.
- The trigger for add tags will be created.
To add disposition trigger:
- Click on trigger dropdown and select Add Disposition.
- Choose the dispositions from the drop-down.
- Select the drip and click on submit.
- The trigger for add disposition will be created.
These added triggers will run when a contact is added with satisfied conditions.
Note: You can set up Add Trigger automation and add disposition automations for different tags However, you cannot setup Add Contacts automation for a contact, but you can edit the previously Add Contact trigger that you have created.
Contacts Overview
Actionable insight into the number of All Clients, Active Clients, Inactive Clients, Leads, Prospects, and Others. You can click on the number to view the relevant list of contacts.
You can click on the relevant radio button to view the corresponding list of contacts. The orange highlighted label indicates the currently displayed list.
Add columns
There are 44 table columns are provided and you can select the ones that you want to be visible and set it accordingly. Learn more
Apply Filters
Contacts 360
Touch base on contact details of a particular individual and track their journey through all interactions and marketing optimization. It is a consolidated view of the entire data in one place.
- Policies: Policy details of a specific contact can be reviewed in this segment. Information regarding the number of policies held, active policies, expired policies, premium value are displayed for a clear perspective on client potential.
- Files: This tab includes all documents (files & folders) associated with the specific contact. Documents shared by the contact and those uploaded from your end are displayed in this section.
- Tasks & Notes : These 2 sections will show all tasks performed by you for this contact. You can add notes to the contact’s record, send emails, schedule meetings, add activities, make calls, send SMS and add to-do tasks. With a single screen to capture all engagement, you will not have to scramble at multiple applications or screens to look for historical or future events associated with the client in reference.