InsuredMine CRM | Optimize and Grow Your Insurance Agency

Google Review as per NPS

Feature Release Dt: 28 December, 2024

We’ve improved the Google Reviews feature within the Reputation module to make it more user-friendly. These updates offer better customization, easier survey sharing, and efficient feedback collection to meet your needs.

Use Case: Enhancements in the Google review module will improve customization, simplify survey distribution, and enhance feedback collection for a seamless user experience.

To View the Enhancement:


Recent Enhancements Overview:

Enhancement 1: Get Google Reviews via (From Email or Agency Support Email)

  • Navigate to the Reputation Module.
  • Then, click on ‘Get Google Reviews.’
  • Fill in the details such as Name, Email, Phone, Send Via, and From Email to send the Google Review link.
  • The Google Review Link will be shared via the Agency Support Email or From Email selected option
  • Then, click on Get Review.

Enhancement 2: Google Rating Color Settings

  • Click on the three dots present in the top right corner within the Google Review section.
  • From the drop-down select ‘Google Rating Color Setting.’
  • Select the color for the ‘Rating’ button.
  • The chosen rating color will be incorporated into the ‘Google Review Link.’
  • Once you share the ‘Google Review’ link, the color of the rating button will change, as shown in the image above. 👆 as per the color is set.

Note : After applying the ‘Google Rating’ color settings and mapping the branch name with the logo, these settings will automatically apply to all Google review links you share.

Enhancement 3: Branch Logo

  • A contact associated with the Branch.
  • Now if a Branch name is mapped with the Branch Logo.
  • When you send a Google review link, the logo mapped with the branch will be displayed. If the contact is associated to a specific branch, the corresponding logo will be retrieved and shown within the ‘Google Review Link’ once you share it.

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