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: 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
Updated email is now reflecting in NowCerts
4) Update Policy in IM
- Go to Policies in IM and click on the policy that needs to be edited, after editing click on tick mark.
Insurance Carrier was Fednat Insurance company, it is updated to Arch Insurance company.
- The updated policy will be automatically synced to NowCerts and is visible in NowCerts.
Click on Details, the updated policy can be seen in the policy section)
NowCerts to InsuredMine:
1) Add Prospect/Insured in NowCerts:
- Add prospect/Insured in NowCerts with required fields
- Login into IM, and search prospect/Insured name. Prospect/Insured appears in the result.
Prospect shows up in IM
2) Add Policy in nowCerts:
- Add policy in NowCerts with required fields.
- Login to IM, search policy number. The resulting policy appears in the Policy Info section under Contact 360 section.
3) Update Prospect/Insured in NowCerts:
- Update the prospect/Insured in NowCerts with required fields
- Login into IM, and search prospect/Insured name. Prospect/Insured appears in the result.
The address was not added in NC while creating prospects, now address is updated in NC
The updated address reflects in IM.
4) Update Policy in NowCerts:
- Update policy in NowCerts with required fields.
Login into IM, and search policy number. The policy appears in the result. Alternatively, you can also check it in Account 360.
Integration of Actions in Insuredmine Contacts with NowCerts activities
- Contacts sync: When a contact is added in the InsuredMine Contacts module, you can view it in NowCerts by typing the contact name in the Global Search, then navigating to Object > Details.
Insuredmine Add contact screen
The Daily AMS sync automatically adds contacts to you Insuredmine database from Nowcerts. Also, any other additional policy information added in the exiting contacts of Nowcerts is mapped and pushed into the corresponding records of Insuredmine. Hover the cursor over the AMS sync Button and if it is synced it will show that it is automatically synced.
2. 2-way sync of activities: When an activity is added through the Contacts module of Insuredmine, It is displayed under Activity History in the task segment. On the other hand, when an activity is added in NowCerts, you can view it by navigating to the Contacts>Contact 360> Events> Planned segment of Insuredmine.
3. 2-way sync of notes: When a note is added from Events under Contacts 360 module of Insuredmine, it is displayed in the Activity History >Notes of NowCerts. Flipping the sequence, when a note added in Nowcerts, you can view it in Insuredmine, on the Past section under the events segment of the Contacts 360 module.
4. 2-way Task sync: When a task is added from Contacts 360 in Insuredmine, you can view it in Nowcerts by clicking on Activity history and selecting the Task. Moreover, when the task is added in Nowcerts, you can view it in the Planned category of Events segment under Contacts 360 of Insuredmine.
5. SMS sync: When you send an Sms through Insuredmine, it is displayed in the Nowcerts as SMS under the Activity History segment.
6. Pipeline card sync: When a deal card is added in Insuredmine, it automatically populates General and other segments in prospects/ leads module of Nowcerts. In case you cannot find the deal card, a Global search of the same guides you to it.
Activities for which there will be only 1 way sync-up from Nowcerts to InsuredMine :
- File
- Address Line 2
For File:
For Address:
For SSN
5) 2-way sync of deleting contacts, policies, Events (Task, Notes, Files)
InsuredMine to Nowcerts
Deleting functionality not available from InsuredMine to Nowcerts
Nowcerts to InsuredMine
- Deleting an Account is possible in InsuredMine if the account does not have any active dealcard.
- If any particular insured contact or policy is deleted in NowCerts it will not get deleted from InsuredMine.
- Deleting Events feature is not available
Ongoing issues in NowCerts and InsuredMine
To resolve the duplicate contact issues, we are implementing the merge contact feature soon. (So, if you find any duplicate contact, you can merge all those duplicate contacts.)
NowCerts- Real-Time Sync
Real-time sync will happen for accounts, policies, notes, and task modules. So, if you add an account, policy notes, and tasks in NowCerts, it will get synched in real-time with the InsuredMine portal. You don’t need to click on the manual sync button to sync the data as it will auto-sync. Below you can view how the real-time sync occurs.
The new account added in NowCerts
The account has now been synced in real-time with InsuredMine
The same goes for policies too.
New Policy added in NowCerts
Policy details has now been synced in real-time with InsuredMine
Task created in Nowcerts
The task created in NowCerts has now been synced in real-time with insuredMine
Notes that are entered in NowCerts
Gets updated in real-time within the InsuredMine platform
Note: Real-time sync for contacts and remaining modules are under development and will be available soon.
