FAQ
Frequently Asked Question
Subscription & sign up Related
Want to remove or add a user? Know how by checking out this KB article: https://www.insuredmine.com/knowledge-base/user-management/
Please follow the knowledge base article below.
https://www.insuredmine.com/knowledge-base/how-do-i-change-my-password-in-insuredmine/
Please follow the knowledge base article below. https://insuredmine.com/knowledge-base/reset-password/
Insuredmine is optimized for a 13″ display. It can be used on a smaller screen, though you will encounter more need to pinch & zoom. Supported browsers include the most up to date versions of:
Microsoft Edge
Google Chrome
Mozilla Firefox
Safari
Internet Connection
It is imperative that you maintain a constant connection to the internet while working in Insuredmine. Data loss can occur if you have a spotty connection. Monitor the speed and strength of your internet connection by running a Speed Test every so often.
If you have just made a change to your Insuredmine forms or pages and are not seeing it take effect, your browser is most likely displaying a cached version of the page. Try clearing your browser cache. Here are instructions for a few common browsers.
Edge
Chrome
Firefox
If your browser is not listed, refer to your internet browser’s support page for specific instructions.
* Never operate Insuredmine in multiple tabs while in the same browser session. Doing so can generate errors and result in data loss.
* When editing anything in Insuredmine, it is best to finish the task before walking away for long periods of time.
* Insuredmine will time out after 40 minutes of idle activity and any work done in edit mode will be lost.
* Do not use your browser back/forward buttons during data entry in Insuredmine. This can generate errors and result in data loss.
* Disable your web browser pop-up blocker.
Pricing & Payments
Please get connected to update credit card information. Contact 469-616 1821/ email support@insuredmine.com/ billing@insuredmine.com?
Contact 469-616 1821/ email support@insuredmine.com/ billing@insuredmine.com?
Contact 469-616 1821/ email support@insuredmine.com/ billing@insuredmine.com?
Contact 469-616 1821/ email support@insuredmine.com/ billing@insuredmine.com?
To cancel your subscription, send an email to support@insuredmine.com.
As per InsuredMine Policy – your cancellation will be in effect after 30 days and you get 1 more last bill before all the data is archived.
- Navigate to settings (As Admin)
- Scroll down and click on Voicemail drop (Slybroadcast)
- Enter the email and password and click on connect to enable the feature.
- Navigate to settings (As Admin)
- Scroll down and click on Voicemail drop (Slybroadcast)
- Enter the email and password and click on connect to enable the feature.
- Navigate to settings (As Admin)
- Scroll down and click on Voicemail drop (Slybroadcast)
- Enter the email and password and click on connect to enable the feature.
Dashboard related
The dashboard widgets are managed by the admin, check to confirm you have access to all the widgets. You can find more information on widget management by clicking the link.
Yes, you can suggest widgets and we will customize them for you.
Accounts FAQ
1. You can send text, chat, and email through accounts.
2. An overview of policies, documents, events, card history, campaign analytics and profile logs is also available in accounts.
3. You can also add notes, activity, task, files for easy reference to important information.
Account info
Account type,
last updated,
Emergency contact
Emergency info
Contact info –
Phone
Email
Address
Dob
Action
Overview
All policies snapshot
Notifications
Other details – house, vehicles, assets, Work, education, Family, Pets
Policy info
Category
Policy number
Provider
Annualized
Written
Period
Type
Action
Documents –
Document name
Type
Created on
Visibility
Action
Events –
Take Note
Send Email
Add Activity
Add Task
Add Files
Send SMS
Card History
Deal board cards
Autotask cards
Chat history
Campaign
Policies FAQs
Policies by me indicate the policies assigned to the agent. The agent is handling all communication with the client.
X dates refer to third party data of policy nearing expiry dates. These are selling opportunities for agents as the clients are actively looking for policy quotes at a cheaper rate.
Policy Number
Account Name
Ins Category
Provider
Annualized
Written
Policy Period
Insured
Click on policies from the left navigation. Click on the policy number to view details.
The policy details include the following:
Total number of policies and total premium amount
Account name
Carrier
Effective date
Expiration date
Policy type( Personal or commercial)
Policy category
Premium dates
Coverage and limits of liability
Insurance company and agency details
Policy card details
Policy documents
Policy logs
If the policy is active, there is a cancel policy option in the expanded policy no. details window. In case the policyholder is not interested in continuing the policy you can directly click cancel to process policy cancellation. Alternatively, in case the policy is inactive, you can click activate policy to process policy activation for the user.
Carriers FAQs
Contacts FAQs
The sources of data are as follows:
1. Access information from AMS for active and inactive clients.
2. Data from CSV upload.
3. Data from the dealcard of the prospect.
4. External data from the website.
Active: Active refers to the existing policyholders of the agent.
Inactive: Inactive refers to the Contact types in the directory who were customers in the past with no active policies.
Lead: Leads are Potential clients who may be interested in buying a policy.
Prospect: Prospects are potential clients who reach out to the agency for buying a policy.
Others: General contact data of people who may not be customers are marked as others.
Pipeline Manager FAQ
Admin can create a pipeline. This link will guide you on how the pipeline is created: https://www.insuredmine.com/knowledge-base/pipeline-manager/
Yes, Its possible to add deals automatically with the help of intake form on the public website. You just need to add quotesheet and the deal cards are automatically created for it.
You can create deals through Zaps. Know more on Zapier Integration
Deals can also be added automatically through the support ticket email which directly creates a deal card when support email is received. Click here to learn more about the service board functionality.
Yes, you can automate email and text communication in the pipeline manager.
In the expanded Pipeline card, click on Add drip button under the add drip campaign section on the right window panel to start the campaign.
Yes, Follow the steps mentioned
Go to the Engagement module, Click on the analytics for the campaign category.
Click on the stop button placed before the Action column for each client and click Save.
The pipeline manager is one of the most important features in InsuredMine. Its functions are listed below:
1. You can add notes, send emails, schedule meetings, add an activity, assign tasks, upload and share files, send SMS, and place contact calls directly from the pipeline manager.
2. You can also set due dates on Pipeline cards, add quotes, assign labels, start drip campaigns, share cards and set final action for the deal card (won, lost or delete)
3. Setting up a service board and lost deal automation can also be done in the pipeline manager module.
4. Viewing all dealcard details and contact overview gives a comprehensive insight into all interactions in a single window.
5. It also contains policy data of the related account including payment frequency, effective date, expiration date, and much more
6. Personal details and descriptions can also be added to deal cards.
Refer to the knowledge base articles for more information on the pipeline manager.
The following deal analytics are available in the deal overview section of the expanded dealcard in the pipeline manager. Yes, the Agents and Admin both can view the analytics.
– Deal Age
– Inactive Days
– Total Email
– Total Scheduler Meeting Invites
– Total Note
– Total File
-Total Activities
– Total SMS
– Total Tasks
– Total Calls
Pipeline Manager FAQ
Admin can create a pipeline. This link will guide you on how the pipeline is created: https://www.insuredmine.com/knowledge-base/pipeline-manager/
Yes, Its possible to add deals automatically with the help of intake form on the public website. You just need to add quotesheet and the deal cards are automatically created for it.
You can create deals through Zaps. Know more on Zapier Integration
Deals can also be added automatically through the support ticket email which directly creates a deal card when support email is received. Click here to learn more about the service board functionality.
Yes, you can automate email and text communication in the pipeline manager.
In the expanded Pipeline card, click on Add drip button under the add drip campaign section on the right window panel to start the campaign.
Yes, Follow the steps mentioned
Go to the Engagement module, Click on the analytics for the campaign category.
Click on the stop button placed before the Action column for each client and click Save.
The pipeline manager is one of the most important features in InsuredMine. Its functions are listed below:
1. You can add notes, send emails, schedule meetings, add an activity, assign tasks, upload and share files, send SMS, and place contact calls directly from the pipeline manager.
2. You can also set due dates on Pipeline cards, add quotes, assign labels, start drip campaigns, share cards and set final action for the deal card (won, lost or delete)
3. Setting up a service board and lost deal automation can also be done in the pipeline manager module.
4. Viewing all dealcard details and contact overview gives a comprehensive insight into all interactions in a single window.
5. It also contains policy data of the related account including payment frequency, effective date, expiration date, and much more
6. Personal details and descriptions can also be added to deal cards.
Refer to the knowledge base articles for more information on the pipeline manager.
The following deal analytics are available in the deal overview section of the expanded dealcard in the pipeline manager. Yes, the Agents and Admin both can view the analytics.
– Deal Age
– Inactive Days
– Total Email
– Total Scheduler Meeting Invites
– Total Note
– Total File
-Total Activities
– Total SMS
– Total Tasks
– Total Calls
Calendar FAQs
Engagement FAQs
Email Campaign Faqs
Steps to send an email:
1. Campaign name
2. Sender email/ From
3. Schedule when you want to send the email/ emails from stages
4. You can choose to send a copy of email to yourself
5. Add unsubscribe link
6. Select a template – that auto-populates the subject and the content of the email. The content can also be in HTML format.
7. Add a signature
8. Select a sequence/ From – sequence is the list of customers you want to send the email/s to.
Click to know more about the drip triggers. https://www.insuredmine.com/knowledge-base/learn-about-the-single-contact-drip-triggers/
Yes, the single contact drip campaign shows in the analytics.
https://www.insuredmine.com/knowledge-base/single-contact-drip/
Bulk Text FAQs
The text will be received by the customer on the set triggered dates, in the order you placed. Yes, the campaign list can be seen in analytics by clicking the Campaign name.
https://www.insuredmine.com/knowledge-base/learn-about-the-single-contact-drip-triggers/
When someone replies to bulk text, the reply will show up under their contact record and also in your Text Message Inbox if you are the assigned agent, you will also be notified via email.
Automation FAQs
Work Email FAQs
You can do the following:
– You can use pre-designed templates,
– Search throughout your inbox,
– Mark an email as Important or read,
– Add deals,
– View attachment in Email,
– Track and check the performance of the email sent.
Text Messaging FAQs
https://www.insuredmine.com/knowledge-base/texting-101/. Texting from InsuredMine application has several advantages as mentioned below:
1. You can leverage templates so you don’t have to type in the same messages again and again.
2. You can message multiple contacts at a time.
3. You can trigger automation via Texting for Birthday
4. All your text messages will be sorted and compiled by contacts in your application portal
5. Clients related messages will also be available in client 360 and deal sections
6. Ability to text from the computer for convenience.
The history of text messages, chats, emails and phone calls are available
In the Past section of Customer 360 under the Contacts and Accounts module.
Notification FAQs
Customer-related: Renewals approaching notification, meeting requests, quote requests, updated information notification, etc
Insuredmine related: Any new feature update information is also shared with agents in a notification, in a separate tab called Features.
Chat Messages
Chat history of customers are saved in the via icon located at the top right corner of the agent portal as chat sessions. The chat history is also available in client’s information page.
Chat history can also be viewed in the chat windows when a chat message is opened.
Mobile App FAQs
– The customers get instant information about polices, agents, quotes, home value and risk hazards.
– The payment gateway allows paying the premium easily through the app. (if the Agency has signed up for the Agency Bill option)
– Accident checklist helps quickly record the incident details.
– The customers also receive notifications on due dates, policy changes, insurance regulations and latest updates
– Agents can easily view policy information of customers, share policy cards and documents.
– Chatbots assist in connecting with the support team round the clock. It is also useful for scheduling appointments.
– The Agents provide faster customer service as they are able to correspond with clients on the go.
– Risk assessment, home valuation and accident checklist tools help the agents to manage deals in a better way.
– Communications with the team, clients, and other contacts are improved.
– Regular updates and due day reminders help smoothen the workflow.
– Agents can handle quote requests on the application.
– Policy information
– Policy cards and documents
– Get quotes,
– Agent connect
– VIA chatbot
– Notification
– Payment gateway
– User profiles
– Tools: Risk assessment, Home value estimation, Accident checklist for event records
