One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the shortest time possible.
Deal Board can be used to manage your sales process by defining your sales flow and applying it in every deal to track details and learn from that analytics – what is working and what needs improvement.
For consistency, all members of your agency will have the same sales process (Sales flow) as it will be easier to transition a prospect from one producer to another with such sales stage consistency.
Agency Admin will set up stages for all producers and CSRs to apply to their sales flow.
Manage Deals: You have successfully created a prospect card (deal) that you can click on it to expand to add more information.
There is four segments in a detailed deal card:
- Header
- Left Actions
- Right Actions
- Center activities
- Deal Name
- Deal Health
- Business Name
- Contact Name
- Deal Category
- Expected Premium
- Broker fee
- Source
- Win
- Loss
- Settings
- Refresh
- Lead Creation Data
- Expected Close date
- Expand All
- Due on with actions to mark complete or won/lost
- General (Deal Card Details)
- % change data
- Linked Contacts
- Description
- Quotes
- Checklist
- Assignee
- Drip Campaign
- Intake Form
- Label
- Policy Data
- Custom Data
- Overview
- Quick Actions
- Add Notes
- Send Email
- Scheduler
- Call
- Send SMS
- Add Task
- Add Files
- Add Activity
- Voicemail Drop
Deal Activity – It is divided into six categories including – To Dos, Notes, Communication (Email, Text, Call & Voicemail Drop), Files, Activities, Tasks, & Timeline. All these activities are time-stamped and will show up chronologically on the timeline.
- Action type
- Action Owner
- Action date
- Settings
- Hide Details
- Save & Print
