With calling feature on our portal, you can now significantly boost customer engagement by managing all your voice communications directly at your fingertips. This powerful tool allows you to seamlessly make, receive, and monitor calls without ever leaving the Insuredmine platform.The integrated calling feature is designed for convenience and efficiency, accessible from multiple key areas within the system. Whether you’re viewing an Account 360 overview, diving into Contact 360 details, working on a deal card, managing policies, or exploring new opportunities, you’ll have instant access to voice calling capabilities.
Use Case: The calling feature helps you to quickly follow up with a client about policy renewal while viewing their account and contact details.
To View the Enhancement:
Agency Dashboard:
- Navigate to the Dashboard module.
- Select agency dashboard from the dropdown.Then, move to the client message board and find the calling option right in front.
Accounts:
- Navigate to the communications tab within contact 360.
- Next, click on the calls and the make a call by clicking on the ‘Make Call’ tab.
Contacts:
- Navigate to the contacts module.
- Navigate to the communications tab within contact 360.
- Next, click on the calls and the make a call by clicking on the ‘Make Call’ tab.
Deal Card:
- Navigate to the pipelines.
- Within the deal card, you will find the calling icon.
- Click on it to make a call.
- Within the deal card view, find the communications tab and then click on calls to make a call.
- Within deal card details, you will be able to find call option.
- Within communications, you can also access the ‘Make Call’ option.
- You can also navigate to the bottom, to make a call from the deal card with linked contact details.
Call Logs:
- Navigate to the Call Logs section.
- You will be then re-directed to the call history page where you can click on the numbers to make a call.
- Or you can click on the keypad and enter the number to call.
Text Messages:
- You can make a call from the text messages module.
Note: If the text number has not been saved as a contact then, the calling icon will not show.
Opportunities Module:
Renewals:
- Navigate to the opportunities module.
- Within renewals, click on the call option.
X-dates:
- Next, within the X-dates, click on the calling option.
- Within contacts, click on the calling options.
Cross- Sell:
- Next, within the Cross-Sell, click on the calling option.
- Within contacts, click on the calling options.
Monoline:
- Next, within the Monoline, click on the calling option.
- Within contacts, click on the calling options.
