Easy Email Notifications for ‘eSignatures’
One of the standout improvements is the customization of email notifications for completed eSignatures. In the past, these notifications were sent solely to the email address of the agent who logged in to sign documents. This often resulted in communication delays, especially when multiple team members were involved in the signing process.
Now, you have the flexibility to designate any email address to receive these alerts. This change ensures that all relevant parties, whether they are agents, clients, or other stakeholders, are kept informed about the status of important documents. To set this up, simply navigate to the E-Sign module, select “Sender Settings,” and enter the desired email address for notifications. You will receive updates not only when the signing process begins but also when it’s completed, allowing you to maintain clear communication and stay on top of critical transactions. This level of transparency can significantly enhance the client experience, as they can be assured that their documents are being processed promptly.
‘Waiting For You’ in eSignature
The new ‘Waiting For You’ feature in the eSignature module is a added feature that will help in document signing process. This feature allows you to send eSign documents to multiple agents for signing, making it easier to involve your entire team in the process. When agents log in to the portal, they will see the in-process document in the ‘For You’ section of the eSign Module, which provides them immediate visibility into what requires their attention.
This enhancement promotes better teamwork, as agents can easily track which documents are pending their signatures. They can also communicate directly with one another to resolve any issues or questions that may arise during the signing process. With everyone on the same page, the signing process becomes more efficient, reducing the chances of delays and ensuring that client needs are met in a timely manner.
Quick Access to Insurance Details with ‘Canopy Connect’
We are thrilled to introduce the integration of Canopy Connect with InsuredMine, a significant enhancement that simplifies the retrieval of insurance information. With this feature, you can easily access critical details such as premiums, coverage limits, and deductibles for both personal and commercial policies.
Setting up this integration is straightforward. Admins can enter necessary credentials, including the Team ID, Client ID, and Client Secret ID from Canopy Connect. Once connected, you can send Canopy Connect links via email or text to clients, enabling them to share their insurance information securely. This data will then be displayed within InsuredMine’s Account 360, Contact 360, and Pipelines, allowing for comprehensive policy management.
This feature not only simplifies the data collection process but also enhances the accuracy of the information you have on hand. Armed with this knowledge, you can have more informed discussions with your clients, offer tailored recommendations, and ultimately improve client satisfaction.
NPS – Setting Notifications for Agents/CSRs
In our latest update, you can now configure email notifications that automatically send the NPS (Net Promoter Score) survey link directly to the agent or CSR assigned to each account. This enhancement ensures that feedback collection is efficient and reaches the right team members promptly.
By implementing this feature, agents can quickly gather insights about client satisfaction and identify areas for improvement. The timely feedback allows for swift action on any concerns raised, fostering a proactive approach to client relationship management. This level of attentiveness can lead to improved client retention, as satisfied clients are more likely to remain loyal and refer others to your agency.
Edit Workflow/Pipeline Automation
Another exciting addition is the ability to easily edit ongoing automation processes, including workflows, pipelines, and Standard Control Documents (SCDs). This flexibility allows you to adapt to changing circumstances in real-time, which is essential in a fast-paced insurance environment.
After making your desired changes, you can instantly send out the updated version to ensure that your team is always working with the most current information. This capability not only enhances operational efficiency but also helps prevent miscommunication and ensures that everyone is aligned with the latest processes and protocols.
Bulk Upload for Pipelines
The new bulk upload feature for pipelines is a significant time-saver for users managing large volumes of data. With this feature, users can effortlessly upload substantial amounts of data, minimizing the time and effort required for manual entry. InsuredMine simplifies this process by automatically creating deal cards based on policy numbers and expiration dates provided in the uploaded file.
This capability reduces the potential for errors that can occur during manual data entry, ensuring that your data is accurate and up-to-date. With this simplified approach, your agency can focus more on strategic decision-making rather than getting bogged down by administrative tasks, leading to a more productive work environment.
Final Notes:
In short, as we head into 2025, don’t miss out on the opportunity to leverage InsuredMine CRM’s new features. They’re designed to make your operations smoother and enhance client satisfaction. Embrace these tools today and watch your agency thrive in the coming year!
