In this article, you will learn:
- 1) Add prospect in IM
- Data Points that will be integrated between Nowcerts & InsuredMine in contact section :
- 2) Add a policy to the prospect in IM
- Data Points that will be integrated between Nowcerts & InsuredMine in the policy section :
- 3) Update Prospect in IM
- 4) Update Policy in IM
- NowCerts to InsuredMine:
- 1) Add Prospect/Insured in NowCerts:
- 2) Add Policy in nowCerts:
- 3) Update Prospect/Insured in NowCerts:
- 4) Update Policy in NowCerts:
- Integration of Actions in Insuredmine Contacts with NowCerts activities
- Activities for which there will be only 1 way sync-up from Nowcerts to InsuredMine :
- 5) 2-way sync of deleting contacts, policies, Events (Task, Notes, Files)
- Primary Contacts, Relationships & Policy Handling
- Mapping of Relationship datapoint from AMS
- Ongoing issues in NowCerts and InsuredMine
- NowCerts - Real Time Sync
You can now advantageously use Insuredmine with NowCerts for leveraging productivity and efficiency. This integration allows you to add and access, prospects and client data in both ways.
InsuredMine to NowCerts:
1) Add prospect in IM
- Go to Contacts and click on + button on the top right corner
The prospect will be automatically synced to nowCerts and is visible in NowCerts
(Login to NowCerts and search the prospect name (1), it shows up in the result (2))
Data Points that will be integrated between Nowcerts & InsuredMine in contact section :
- Full Name
- First Name
- Last Name
- Contact Status (Contact Type)
- Contact Number
- Email Address
- Phone
- Address, city, state, zip (for account or primary contact)
- Description (for account)
- Agency Office (primary contact one way sync – NC to IM)
- FEIN (for commercial account)
- SSN (for secondary contacts)
- DOB
- Gender (for secondary contacts)
- Type (for secondary contacts)
2) Add a policy to the prospect in IM
- Go to Policies in IM and click on add Policy button at the top right corner, after filling required fields. Click on the Save and New button at the bottom right corner.
- The policy will be automatically synced to NowCerts and is visible in NowCerts.(Login to NowCerts and search prospect name, the prospect will be shown as Active and Insured)
- Click on Details, the added policy can be seen in the Policy section
Data Points that will be integrated between Nowcerts & InsuredMine in the policy section :
1. Category
2. Insurance Type
3. Carrier
4. Policy Number
5. Premium
6. Effective date
7. Expiry date
Note: There will be 2 way sync-up while adding Premium Amount and Total Policy both in Nowcerts & InsuredMine.
3) Update Prospect in IM
- Click on the prospect name and edit the required fields then click on submit
- Prospects details will be updated, automatically synced to NowCerts and will be visible in NowCerts.
{Please note:Â While adding Prospect in IM, email id was not added earlier. Here we will add email id to the same contact. (He is no more a prospect as we added policy)}
Adding email to the contact in IM