InsuredMine CRM | Optimize and Grow Your Insurance Agency

Enrich Data option from miEdge to Insuredmine

InsuredMine integrates smoothly with miEdge to make commercial account type information better. Get started with our new feature called “Enrich Data” to import account details from miEdge. This guarantees that clients always have the newest and most complete information about their accounts.

But first, make sure your Insuredmine account is connected with miEdge.

To Connect:

  • Go to the settings module.
  • Then, within integrations, navigate to miEdge and click Connect.
  • Fill up your email id & password.
  • Click on Login.
  • After connecting your InsuredMine account to miEdge, the results will be displayed in a format similar to the image shown above.

Note: miEdge integration with insuredmine will only work with the commercial account types in insuredmine

Accessing Enrich Option:

After successfully linking your InsuredMine account to miEdge, the “Enrich” option will be available in two primary places -:

  • From Account 360.
  • Within the Pipelines module, navigate to the respective deal cards.

Enrich Data from miEdge to Insuredmine

Note: To enrich a commercial account type from miEdge to InsuredMine, it is mandatory to specify the account’s name and state for that account, as it is necessary to verify if the company is located in that state before retrieving information from miEdge.

To view the ehancement:

  • Click on any commercial account
  • You will then be redirected to the Account 360 page of that account, verify the name and state for that account. If these mandate fields aren’t  present, add it; otherwise, the data for that account cannot be enriched from miEdge.
  • Click on Enrich data.
  • Please wait a moment while the system loads and extracts the necessary information from miEdge.
  • Once the data has been enriched, you will get a pop-up displaying: ‘Success Data enriched successfully!

Results will be displayed as shown in the image below-👇

  • You will be able to view details of enriched data for the commercial account types from miEdge, such as primary address, alternative contact information, and prospective commercial details.
  • InsuredMine receives data directly. Once enriched, you’ll find contact details, policy, social media profiles, etc., related to that account. For instance, if you click on the total contacts found, you can view their name, email, phone number, company, and job title for that contact.
  • You can also add them as contacts for potential future policy sales.

Filter miEdge Analytics by total no of days:-

To navigate:

  • Go to the Agency Dashboard.
  • Then, click on the total number of days mentioned.
  • You will be able to view the most recently enriched data.

miEdge Field Mapping:-

Once you have connected your insuredmine account to miEdge,you will be able to update/ Disconnect your account & map fields.

  • Click on Map fields.
  • A short window will appear from the right prompting you to enable or disable miEdge Fields Mapping.
  • Enter the account fields for which you want to sync miEdge data to insuredmine.

Note: Enabling this option won’t change existing enriched data for accounts, but it will map the specified data fields according to your preferences for the next commercial accounts that are yet to be enriched.

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