Posts Tagged ‘Updates’
New Year – NEW FEATURES in 2012!
Happy New Year 2012! A new year brings new OPPORTUNITIES…. and AgencyIQ has rolled out New Features that will have a positive impact on your marketing in 2012. The best news is….. they’re FREE!
*Upgraded Email Certificate – promotes improved deliverablity and open ratios for emails to your prospects and clients….FREE!
*Newsletters - send a monthly Newsletter to up to 2,000 recepients per month….FREE!
*Mirrored Emails - receive emails to any email address outside of AgencyIQ… great for mobile applications or remote use and keeps a record of all of your correspondence…FREE!
ALL of these New Features are fully integrated into the AgencyIQ workflow platform and create a fully robust Marketing System for your agency!
Check out these new features in our “Lunch-n-Learn” webinars on Wednesdays from 12:00-1:00pm CST. You can also learn more about Newsletters by clicking on the following link Webinar Schedule
AgencyIQ Newsletters are AVAILABLE!
AgencyIQ has rolled out another powerful tool to engage your prospects and clients while building your brand. Newsletters are the perfect compliment to an on-going drip email campaign. With AgencyIQ, you now have the ability to coordinate your drip email efforts with the “POP” of a well timed Newsletter.
Newsletters are a great way to:
*Send reminders to review coverages
*Provide emergency contact info in case of a disaster
*Seasonal and Holiday greetings
*Build your Brand and Relationships
As an AgencyIQ subscriber, you have the ability to send a Newsletter to 2,000 receipents per month….. FREE! Additional mailings are available, contact us for rates.
Automated Reminders Are Here!
We are excited to introduce new features with reminders that we think you’ll find pretty useful. Not only have we improved the interface for creating and managing reminders, but we’ve added the ability to schedule reminders automatically as a part of your workflow configuration for your agency.
Changes Within Reminders
Each reminder now contains a reminder type, allowing you to classify your reminders into configurable categories. The reminder type contains defaults of “call”, “appointment”, and “to do”, but you can easily customize your reminder types to add to this list. Simply visit the Lists tab under “Agency Settings, and select the “Agency-wide Lists” section. There you will see a list for reminder types and you can create your own types.
By selecting a type on your reminders, you can easily sift thru your reminders on the dashboard by using the new “type” selector at the top of the Reminders tab. Once you begin using reminder types, this drop-down will appear, allowing you to narrow the reminders listed to those of a given type. Want to see all your reminders for calls? It’s a snap.
Also note that there is a new “Daily” option for listing all your appointments and reminders for a given day chronologically. This is useful if you’re working your call list for today, for example.
You can now set up new workflow actions that automatically set reminders, just as you can trigger autoresponders. Add the reminder in the action section of your workflow rule by selecting reminder from the Add Action drop-down, in the bottom left-hand corder of the actions section. You can add one or several reminders to suit your needs.
If you’re triggering actions based on a status change, remember that you may have other reminders set based on other workflow rules that had previously fired. You might want to start your actions off by issuing the action to cancel previously scheduled reminders which will, in essence, wipe the slate clean. Then you can add one or more reminders for the new status.
We think you’ll find the improvements to reminders an enhancement to your workflow. Let us know what you think!
Now agents can track their sales and activities easier than ever. We’ve updated two reports, the Lead Source Summary Report and the Lead Source Detail Report, and we’ve added the Agency Activity Report.
Lead Source Summary and Detail Reports
This report shows you how many leads you’ve received from each source during a given date range. In addition to the raw numbers, a graph is also produced that visually compares these different lead sources to each other.
In this update, we added the ability to narrow down leads assigned to individual agents, as well as to show close ratios across these lead sources. By checking the box “Show Breakdown By Class” (circled in red in the screenshot below) and clicking “Refresh,” the report will expand to show Prospect vs. Client (and Cancelled) contacts. We show both the raw numbers as well as the percentage breakdown.
As before, if you click on any of the detail numbers inside the report, you’ll be taken to the Lead Source Detail Report, showing you all the contacts that roll up to that number. On this detail report, we’ve expanded the selection criteria to allow you narrow down by Agent(s) and Class, and we’ve added a column to show you the last date that an email was sent to this contact.
Agency Activity Report
If you are an agency owner or agency manager, you’ll have a new report called the “Agency Activity Report” at the bottom of the Reports screen. This report allows you to see the detail of what’s going on in your agency, such as contacts edited, leads received, emails sent, and all other events inside your agency account.
Above the detail in the report you have several options to narrow the events you’re interested in. You can select all agents or a specific agent, whether or not to show agency events or user events, what type of events to show (events related to email, leads, billing, or the agency), and what severity to display (ranging from informational and notices to critical events). This will give a manager a large degree of detail to be able to see what is going on in their agency.
We hope these reports give you more information to help you effectively manage your agency. We’ve got more on the way!
Sneak Preview at our New Look!
We wanted to take a minute and give you a sneak preview of something we’ve been working on and are about to launch: our new 3.0 look!
A couple of things to point out:
- We’ve improved the color selection, producing a higher contrast look that’s easier to read.
- We’ve vastly simplified the upper-righthand corner, moving support options such as help, FAQs, and on-line chat help to a drop-down menu called “support” on the far right of the menu bar.
- We’ve moved the alert status (otherwise known as the “red box”) to the very top of the screen.
- The overall look and feel is much more unified and consistent throughout the application.
- We’ve simplified some of the language of the app, replacing the terminology “Line Of Business” with “Product”. This should make things easier to find and remember.
The main thing to note is nothing has changed as far as the regular operation of the application is concerned. Everything operates the same, and, with the exception of the support options, nothing really has moved.
We’ll be introducing this new look in the next few days, and we’re very excited for you to use it!
New! Password Recovery
We’ve introduced a new feature today to help you to recover your login information should you forget your password. When you log into the system, you’ll notice a message that says
We don’t currently have a recovery email address on file for you. This address allows you to reset your password should you forget it in the future. Please go to my settings to add and verify your recovery email address.
What the system is trying to tell you is “if you’d like to be able to reset your password in the future (if you forget it), I need a valid email address on file for you.” Supplying this email address to the system is a two step process. First you’ll enter the email address, and then the system will send you an email to that address to verify that you actually have control of that email account. Once you perform this simple procedure, you’ll be set for the future.
Simply go to your settings by clicking the “my settings” link in the upper right hand corner of any screen:
In “my settings”, select the “Security” tab:
Enter your old password in the first blank, and enter the email address you’d like us to have on file in the second. Make sure this email address is an email account you have control of that is external to the AgencyIQ system (don’t use your user email address inside of the AgencyIQ system, if you forget your password, you won’t be able to log in to get the email!).
You can leave the last two blanks empty, since you aren’t changing your password at this time. Click the “Update User Info” button to save your information.
At this point the AgencyIQ system will send you a verification email to the email address you entered; it should arrive within a minute or so. Inside of this email will be a link that you can click on to verify that you were able to receive the notice from the system. Once you click on it, your browser will open and you’ll be prompted to verify yourself by entering your password again. Once you do, the system will mark the email address as verified and you’ll be set.
So what happens if I forget my password?
Well, assuming you’ve followed the steps above, resetting your password is easy. Notice the new link below the username and password fields on the login screen:
Just click on the “I totally forgot my password!” link, and you’ll be taken to a new screen that will you for your username. Once you enter your username, the AgencyIQ system will send you a short email to the email address you now have on file. In this email will be a link to reset your password. Click the link, type a new password (twice), and you’re in.
Now, if you haven’t set up a recovery email address yet… give us a call. 877-985-7400. We promise not to give you too hard of a time.
We’ve got some exciting news to announce! We’ve recently begun rolling out our new and improved search experience across agencies in the AgencyIQ system. If it hasn’t already hit your agency, it will in the next 3-5 days as we complete the roll-out. The switchover is automatic and requires no action on your part.
What does that mean for you? Well, primarily it means much faster searching! Simply type a contact name in the search box at the top of the screen and in under a second you should be presented with the results; orders of magnitude faster than the old search system. In addition, your results will be ranked by relevance, which will be noted on the left-side of your results… a longer blue bar indicates a “more relevant” result.
Hopefully this will get you to your customers and prospects much more quickly!
We are still tweaking the results and adding to this new feature, but if you happen to run into a snag and want to use the old search, it’s still available for a while longer at the bottom of the search results page. Just try your search with the new system, and if you can’t find what you’re looking for, try again at the bottom with the “old way.” Hopefully we won’t need that much longer, but it’s there just in case.
We plan on rolling this technology out to other areas of the system as well, including mail and searching for other things like notes and reminders. We’ll post more as these become available.
Please let us know if you notice any issues with the new search, and as always, thanks for using AgencyIQ!
New Functionality in Mail
We’ve added some new functionality when composing both regular e-mail messages as well as setting up your auto-responders and e-mail templates.
Probably one of the more major enhancements is the inclusion of a spellchecker in the editor. Simply edit the text of your email or template, and click the spellcheck button at the end of the top row of icons:
Clicking this button will initiate a spellcheck of your text, hilighting the words that the computer thinks are problematic. Simply click on each word to get a suggested spelling or to tell the system to ignore that word.
Another feature I think you’ll find particularly handy is the preview button:
Clicking this button will pop open a window that will preview your e-mail or autoresponder the way it will appear when your prospect receives it, including formatting, signatures, etc. In fact, when previewing the auto-responders or templates, you can dynamically switch between agents in your agency to preview their signatures in context with the text.
In addition to these two features, we’ve also improved the system’s ability to take pasted text from Microsoft Word and other sources. If you’re really geeky, you also now have the ability to edit the resulting HTML directly, fine tuning the format of your text to be exactly what you want.
We’ve improved the way newly assigned leads are displayed on the dashboard. They’re now in the more readable table style, with a previous and next link to allow you to page around if there are more than 10.
On the Lead screen (“leads” on the main menu, or click on the lead status box under the search box at the top of any screen), we’ve separated the three sections (Unassigned Lines, Unassigned Contacts, and Unparsable leads) into three separate tabs.
This allows more information to be better displayed across the screen, and allows the user to better focus on the task at hand. The tabs themselves will let you know if there’s anything there by showing a count of the relevant leads in the title.
We hope you enjoy these latest enhancements! Please let us know if you have any questions.
Customizable Statuses! and other updates…
In a recent survey, agents indicated that they would like the ability to determine their own statuses inside of AgencyIQ, so that the system would more naturally fit within their sales process. To accommodate that very popular request, we have now added the ability for either the Agency Owner or an Agency Manager to customize the labels, ordering and number of statuses each Line of Business can be assigned to throughout the sales process. We have kept as defaults the same labels we have always offered, but you can now create, name and order the statuses however you would like. Follow the instructions below to customize your statuses within AgencyIQ!
To customize the statuses for your agency, go into your agency’s settings by clicking the “my agency” link in the upper right of any screen. Click over to the “Lists” tab, and locate the new tab “LOB Statuses” on the far right of the second row. The system will present you with a list of your current statuses, which should be the system defaults at this point.
There are four columns, “Status”, “Status Class”, “Lines” and “Action”. The “Status” column contains the labels of the currently defined statuses. This is what you and your users will see in the status area on leads, in reports and other areas of the application. Simply click on the label to change the wording to match terminology you are most comfortable with.
The second column, “Status Class”, defines how this status will behave in your workflow. There are three options, “Prospect”, “Client”, and “Cancelled”. Mark those statuses that relate to your lead workflow as “Prospect”. Once a lead moves into the policy phase, a status with the “Client” class would be chosen. This will make the policy section on the lead screen appear, and will make the overall status of the contact go from “Prospect” to “Client”. Classify as “Cancelled” any statuses you wish to have representing dead opportunities.
The third column will show you a summary of the number of LOBs you currently have in that status. Note that you can’t delete any status that currently has lines associated with it. Once all LOBs are moved out of a particular status (reducing the count to zero), you will be able to remove that status permanently.
The final column, “Action”, allows you to drag the individual statuses around to set your workflow order, or delete any statuses that have no LOBs assigned to them. The order of the statuses on this screen is important: it will dictate the order of all status representations in the system. In addition, the top-most status is the “default” status for all new leads manually created or otherwise entering the system. Drag the individual rows around until the order is how you want it.
In addition to changing the labels and ordering of the seven default statuses provided in the system, you can add your own by clicking the “add” link at the top of the list, just to the right of “Status” in the first column. A new blank status will appear at the bottom of your list, and you can type a new label for it and assign it to a status class. Drag it to the appropriate location in your ordering, and you’re done. If you add a status and decide you didn’t want to do that, simply click the “delete” link on the right of that status’s row, which will appear as you hover your mouse over the action area.
Once you have everything as you would like it, make sure to click the “Save Changes” button at the bottom to lock your settings in. Nothing changes until you save your settings, and the updated statuses will become available immediately throughout the rest of your agency once you do.
Improvements to the Action Drop-down
In addition to giving agencies the ability to customize their statuses, we have simplified the workflow around using those statuses. Previously, there was a rather rigorous workflow around how Lines had their status applied to them. For example, if a Auto lead was in the “Active Lead” status, you were only allowed to move it to “New Policy”, “Inactive Lead”, or “Cancelled”. Once moving to an “Inactive Lead” status, you couldn’t move directly to an “Active Policy”, without first reactivating the lead and then selling the policy. This proved somewhat cumbersome for users to understand, so we have removed those restrictions, giving you the freedom to select what status you want to assign to your lines at any time.
To accomplish this, we have updated the “Action” drop-down at the top of all lead screens:
Notice how the information is grouped: “Change status to…”, “assign lead to…” and “Unassign” are the major options, and the agency-specific statuses and users are indented under these headings for easy location. All statuses defined for the agency are listed, in the order defined in the agency settings, except the status currently assigned to the lead. Simply select the status you want to change the lead to and click “Update”.
Contact Info Box Colors
In the past, the Contact Info Box, in the upper right-hand corner of all contact and lead screens, was a blue box that contained a summary of the pertinent information about that prospect or client. Information such as phone numbers, email address, and a list of any Lines of Business for that contact visible here, simply by moving your mouse over the box.
We have extended this functionality to change colors based on contact status. When the contact is still a Prospect, the box will remain blue as it has in the past. Once a policy is created for the contact, however, it will now turn green. This allows for you to know at a glance whether you are working with a potential customer, or a Client with existing business with your agency. A simple change, yes, but one I think will be very handy!
In addition to coloring the box (within the lines, of course!), we’ve streamlined the information within, including icons for LOBs, and displaying the contact’s “opt-out” status near their email address.
More coming soon
We’ve got many more enhancements and improvements coming over the next several weeks. Stay tuned, and let us know what you think!
Customizable Lines of Business Inside AgencyIQ!
AgencyIQ now allows you to customize screens to display only the lines of insurance your office sells. If your office is a life and health agency, then customize the system to only display the life and health options. If your agency only sells commercial insurance, make sure to only choose the commercial lines of business to make the system more concise to your needs. It’s easy!
- Access this customization in the “My Agency” link located at the top right of your screen
- In the middle of the left hand column look for the “Global Settings” section:
- Check the lines of business that your agency sells
- Save the changes in the bottom right hand corner of the screen
Selecting the lines of business will affect which lines of business are displayed in the following locations:
- The dashboard’s “Your Line of Business Stats” chart
- The available lines of business in the contact tab
- The available LOBs in blue navigation bar inside a file
- The available LOBs in the reports
- Within the lead assignment rules and auto responder line of business assignments.
Contact us with any questions you might have and we look forward to your feedback!