View source for MyInsuranceDashboard.com Integration

[[Category:MyInsuranceDashboard]][[Category:ACORD Forms]]
<!--[[File:AgentSidelogo.png]]-->
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems.  Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard.  They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office.  These items will flow directly to your management system with minimal effort by your staff.

==Using Newton by Agency Systems with MyInsuranceDashboard.com==

===How do I Enroll Customers in MyInsuranceDashboard.com?===
There are a few methods that you may use to enroll your customers.  For each method, MyInsuranceDashboard.com will send the selected contact an email notification that they have been enrolled with a web link to setup their account on MyInsuranceDashboard.com.

====Method One: From a Contact on the Basic Tab====
From the Basic Tab in Agency Systems, select '''Edit''' for the contact you want to send the MyInsuranceDashboard Email to, and select '''Enroll'''.  An email address must be saved to the contact before the button is available.

[[File:Enroll1.JPG]]

====Method Two: Within a Certificate of Liability - ACORD 25====
Open a Certificate of Insurance (Acord 25) and select '''Other -> Publish Cert to MyInsuranceDashboard.com.'''  

[[File:Enroll4.jpg]]

If the customer is not currently enrolled, Agency Systems will display a select contact window.  Highlight the contact you want to send the enroll email to, and select '''Send Form.'''  After the enroll is complete, it will set the Certificate as the only published Certificate.  If the customer is already enrolled, the system will bypass the select contact window, and will automatically publish the Certificate.

====Method Three: From MyInsuranceDasbhoard.com Admin Page====
#Login to the MyInsuranceDashboard.com admin portal.
#At the top of the page under Add Client select the proper '''Agency Code''' from the drop down box.
#:[[File:Enroll3.JPG]]
#Enter the corresponding '''Client Number''' from Agency Systems.
#Select '''Add Client'''  

The client will now show in the listing for enrolled clients.  To send the enroll notification email directly from the MyInsuranceDashboard portal, select '''Notify'''.  Select which client contact to send the email to or input an alternate email address in the free form email box.

===How do I Select or Publish a Certificate of Insurance to MyInsuranceDashboard.com?===

Open a Certificate of Insurance (Acord 25) and select '''Other -> Publish Cert to MyInsuranceDashboard.com.'''  

[[File:Enroll4.jpg]]

If the customer is not currently enrolled, Agency Systems will display a select contact window. Highlight the contact you want to send the enroll email to, and select Send Form. After the enroll is complete, it will set the Certificate as the only published Certificate. 

If the customer is already enrolled, the system will bypass the select contact window, and will automatically publish the Certificate.  Since only one Certificate can be available at a time, this will override a previously selected certificate. See [[#Manage Certificates from Agency Admin Portal|Manage Certificates from Agency Admin Portal]] for additional information.

===How do I Publish Documents to MyInsuranceDashboard.com?===
Documents can be published directly from Newton by Agency Systems either individually, or in a batch.

====Publish A Single Document====
#Load a Client on one of the four Client Tabs.
#Expand the '''Attachments''' band. ''(Any document published to MyInsuranceDashboard.com will be displayed in purple.)''
#'''Right Click''' on the desired attachment and select '''Publish Doc to MID'''.  
#:[[File:MID-DocumentPublish.png]]
#A status message indicating '''Item successfully published.''' will display.
#All contacts enrolled for that customer will receive an email notification that a document has been published to MyInsurancedashboard.com. 

====Publish Multiple Documents In A Batch====
#Load a Client on one of the four Client Tabs.
#Expand the '''Attachments''' band. ''(Any document published to MyInsuranceDashboard.com will be displayed in purple.)''
#'''Right Click''' and select '''Multiple Selections'''.
#'''Right Click''' on any of the selected items and select '''Publish Doc to MID'''.  
#A status message indicating '''Item successfully published.''' will display.  
#All contacts enrolled for that customer will receive an email notification that a document has been published to MyInsurancedashboard.com. 

====Unpublish A Document====
You may unpublish items in two different ways.  

#Load a Client on one of the four Client Tabs.
#Expand the '''Attachments''' band. 
#'''Right Click''' on the desired attachment and select '''Remove Doc from MID'''.  
#:[[File:MID-DocumentUnPublish.png]]
#A status message indicating '''Item successfully unpublished.'''  will display.
#The attachment will change back to black indicating that the item is no longer published to MyInsuranceDashboard.com.

See [[#Unpublish Documents from Agency Admin Portal|the section below]] to unpublish documents from the MyInsuranceDashboard Agency Admin Portal.

==MyInsuranceDashboard.com Customer Portal==

MyInsuranceDashboard.com is an opt in system.  This means that you, the agency, select which tabs are available to your clients through MyInsuranceDashboard.com. In general, the available information will match the client's basic tab in Newton by Agency Systems.  Your customers may also have access to Certificates of Insurance if published, or any published Documents.

[[File:MID-Tabs.PNG]]

During your initial [[#MyInsuranceDashboard.com Agency Admin Settings|MyInsuranceDashboard.com setup]] you will set the default visible tabs available to an enrolled client.

You can modify a single client's settings by [[#Manage Client Access to the Different Tabs|following the instructions below]]. 

===How do my Customers use MyInsuranceDashboard.com?===

MyInsuranceDashboard is designed to allow your customers to review their scheduled items you give them access to, and make request.  These request may include adding a schedule item, removing a schedule item  Your customers may also generate a published Certificate of Insurance, and download published documents.

====Contacts====

The contacts section will show all current contacts on file.  To edit an existing contact '''select''' the '''name''' of the person you wish to edit.  Once your changes are complete hit '''Submit'''.  There may be a contact that is no longer valid.  You may hit the '''Delete''' button to remove them from your list.  To add a new contact '''select''' the '''New Contact''' button.  Once your changes are complete hit '''Submit'''.  The '''Download CSV''' button will download a spreadsheet file including all contact information, which can be opened in Excel or any other spreadsheet program. The '''Refresh''' button will check for new information and update listing.


[[File:MID-Contacts.PNG]]


====Schedule Items: Drivers / Vehicles / Location / Equipment====

'''Edit'''

To edit an existing schedule item select the name of the item.  This will give you the Edit Request window to update existing data. When done editing select the '''"Submit Request"''' button.  Once you select the '''"Submit Request"''' button you will receive a message from the Insurance Agency.  After you fully read the message you will need to select '''"I understand"''' and select '''"Submit Request"''' one additional time.  This request is then sent to the Insurance Agency for review.  If the item is approved you will receive an email notification that your item has been processed. 

[[File:MID-ClientSchedule1.jpg]]

'''NOTE:''' ''All items with a red star are required fields.''


'''New'''
[[File:MID-ClientSchedule2.jpg]][[File:MID-ClientSchedule10.jpg]][[File:MID-ClientSchedule11.jpg]][[File:MID-ClientSchedule12.jpg]]

The '''New''' button will take you to the New Request window to submit a schedule item for review.  When all fields are filled out select the "'''Submit Request"''' button.  Once you select the '''"Submit Request"''' button you will receive a message from the Insurance Agency.  After you fully read the message you will need to select '''"I understand"''' and select '''"Submit Request"''' one additional time.  This request is then sent to the Insurance Agency for review.  If the item is approved you will receive an email notification that your item has been processed.

[[File:MID-ClientSchedule1.jpg]]
 
'''NOTE:''' ''All items with a red star are required fields.''

'''Download CSV'''

[[File:MID-ClientSchedule3.jpg]]

Download a spreadsheet file including all schedule information, which can be opened in Excel or any other spreadsheet program compatible with the .csv format.

'''Refresh
'''
[[File:MID-ClientSchedule4.jpg]]

Check for new information and update listing.

'''Active / Inactive Request'''

'''NOTE:'''  ''The listing selected will show the button in blue.  If not selected the button will show gray.''

[[File:MID-ClientSchedule5.jpg]]

The active button selector will show you how many items are active.

[[File:MID-ClientSchedule6.jpg]]

The inactive button shows any items that are inactive at the time of the page view.

[[File:MID-ClientSchedule7.jpg]]

The request button will show any request that are pending approval from the insurance agency.

'''Delete'''

[[File:MID-ClientSchedule8.jpg]]

The Delete button  is visible under the active button listing.  This will submit to the insurance agency a request to remove the item from the active list.  You will receive a secondary prompt asking if you are sure you want the item to be deleted.

'''Make Active '''

[[File:MID-ClientSchedule9.jpg]]

The Make Active button is visible under the inactive button listing.  This will submit to the insurance agency a request to add the item to the active list.  You will receive a secondary prompt asking if you are sure you want the item to be deleted.

==== Certificates ====
The role of the Certificates Tab is to allow your customer to print a Certificate of Insurance via the Internet without having to contact the insurance agency. They may add or edit the Certificate Holder information, but cannot change the rest of the form. 

[[File:MID-ClientCertificate1.jpg]]


'''How to issue a certificate using MyInsuranceDashboard.com'''

'''NOTE:''' ''Do not print this page. Printing this page will not result in a valid certificate.''

'''NOTE:''' ''The buttons in the above text at the top of the screen are not active. The actual buttons are further down the page, on the certificate section itself.''

#Verify that the details of the certificate are correct. If they are not, please contact your agent.
#If the Certificate Holder is not correct, click on '''Edit'''. You may select from a list of Certificate Holders, or enter a new one.
#When you are done click on '''Submit'''.
#You may print or download a PDF of your certificate by clicking on  '''Download Certificate'''.

'''Edit Certificate Holder''' 

The customer may need to add or edit a holder.  To select or add someone different select '''Edit.'''

[[File:MID-ClientCertificate2.jpg]]

They may select from previously entered holders from the list on the right.  To start with a clean slate hit the '''Clear''' button.  Once they have filled out the proper information select '''Okay'''.  This holder will now appear in the holder box, and is ready to be submitted.

[[File:MID-ClientCertificate3.jpg]]

==== Documents ====
The documents tab will allow the client to view documents that have been published by the agency from Agency Systems, and upload documents directly to your management system.

To upload a file the client will select the '''Upload Document''' button.

[[File:MID-Document-UploadButton.PNG]]

This will bring them to the '''Upload File to Agent''' section.  The client must enter a description, and then select '''Choose File''' to browse to the desired file.

[[File:MID-Document-UploadScreen.PNG]]

Once all items are complete an '''Upload''' button will appear.  This will post the document to the clients attachment list, create an activity in Agency Systems, and send an email notification to the client CSR that a document has been posted.  The attachment description will show as ''"MID Client Upload: %Client Entered Discription%"''

[[File:MID-Document-UploadButton2.PNG]]

==MyInsuranceDashboard.com Agency Admin Portal==

===How do I Grant Access to MyInsuranceDashboard.com to my CRSs?===
The CSRs tab is designed for the agency manager to select who has access to the MyInsuranceDashboard.com portal. This list is generated by reading out your producer profile screen.

[[File:MID-CSR1.JPG]]


'''CSRs Registration'''

To register a CSR in MyInsuranceDashboard you will want to select '''Grant Access'''.  This will send a registration email to the address listed on that producers profile.  You will note the status will then change to '''Waiting for Activation''', and the button has changed to '''Rescind Access'''.  After the CSR has created their unique login the status will change to '''Activated'''.


'''CSRs Revoke Access''' 

You may Rescind Access to MyInsuranceDashabord by one of two ways.  From the CSRs tab select '''Rescind Access''', and this will disable their account immediately.  The second way is from Agency Systems if you mark the producer as '''Inactive''', and access will automatically be revoked from MyInsuranceDashboard.


'''CSRs Reinstate Access'''

If you want to give someone access again that you had previously rescinded, you will need to follow the same process as before my selecting '''Grant Access'''.  This will reset the account and the CSR will need to create a new account.

===Manage Client Access, Certificates, and Available Documents from MyInsuranceDashboard.com===
====UnEnroll / Revoke Access to a Customer====
To unenroll a customer, login to the MyInsuranceDashboard admin portal.  Find the desired client and select '''Revoke Site Access.'''  This will immediately disable the account for all enrolled contacts.  

[[File:MID-Client-RevokeSiteAccess.PNG]]

To reinstate access, the client will need to be re-enrolled using [[#How do I Enroll Customers in MyInsuranceDashboard.com?|one of the methods outlined above]].

====Manage Certificates from Agency Admin Portal====
From the Agent Portal on MyInsuranceDashboard.com, each client will have a certificates button. 

[[File:MID-CertButton.jpg]]

Selecting the button will list all certificates that are eligible for MyInsuranceDashboard.com.  For a certificate to be eligible, '''all polices''' on the certificate must be active.  An active policy has an expiration date set to today, or any day in the future.

Only one certificate is available to the client side at a time, which is marked as '''SELECTED'''.  You may toggle the currently available certificate by selecting the '''Select''' button.  To disable access to any certificate, select '''Revoke Cert for Client.'''

[[File:MID-CertSelectScreen.JPG]]
====Unpublish Documents from Agency Admin Portal====
From Agent Side of the MyInsuranceDashboard.com portal each client will have a '''Documents''' button.  This will show you a listing of all documents that are currently published.  

[[File:MID-DocumentUnPublish3.PNG]]

To unpublish the document of choice Select '''Rescind Access'''.  This will immediately unpubish the document and will change the attachment in Newton By Agency Systems back to black indicating to others in the office that this item is not published.

[[File:MID-DocumentUnPublish2.PNG]]

===How do I Process Customer Request from MyInsuranceDashboard.com?===

When dealing with a request you have two primary responses.  You may '''Accept''' or '''Reject''' the request from the client.  If an item is accepted the change will take place in Agency Systems, and create an activity of the change.  If you reject the item no action is taken in Agency Systems, but an activity is recorded.  

There are two ways to process a request.  From Agent Side of the MyInsuranceDashboard.com portal there is a '''Request Tab'''.  These requests match the email notification that is sent to the CSR. Requests can be accepted or rejected from e-mail or the '''Requests Tab'''.

[[File:MID-Request2.jpg]]

'''NOTE:''' ''The CSR drop-down box gives you the ability to filter the request by a specific CSR code, or show requests for all CSRs. The CSR is pulled from the client profile in Newton.''

To process a request you would select '''"View Details and Respond".''' 

[[File:MID-Request3.PNG]]

This will bring you to the '''"Request Details"''' section. 

[[File:MID-Request1.jpg]]

At the top in red you will find the nature of the request. You then have the opportunity to '''"Accept"''' or '''"Reject"''' the request from the client. 

This will send an email back to the client with notification of the action taken. If you would like to add a comment to the customer email sent about the action, you may select '''"Add Comments to Response"''' prior to taking action.

===How do I Reset a Customer Password to MyInsuranceDashboard.com?===

From Agent Side of the MyInsuranceDashboard.com portal each client will have a '''"Reset and Notify."'''  If the customer needs to reset their password you may send them a new enrollment email.  This will force them to update their login credentials before they can access MyInsuranceDashboard.com.

[[File:MID-Client-ResetAndNotify.PNG]]

Another customer self help method is the '''"Reset Password"''' on the main MyInsuranceDashbaord.com login page.  The user will need to provide their username in the login box before selecting '''"Reset Password"'''. 

[[File:MID-Client-ResetPassword.PNG]]

=== MyInsuranceDashboard.com Agency Admin Settings===

The settings tab serves two roles.  At a basic level it allows the CSR and Agency Manager to update their login credentials.  The Agency Manager then has access to agency wide settings.  Both conditions will be discussed below.

==== User Settings ====
The user settings section will allow you to update your login information, and email address for notifications.  Once you have made the required changes select the '''Update''' button.  You will then receive notification that the update has been completed

[[File:Settings1.JPG]]

==== Account Settings ====

[[File:Settings2.JPG]]

'''Agency Name '''

Agency Name is what displays on the header for the logoff and agent side.

'''Default Email'''

Default email is used when there is not a CSR listed for the customer that has made a request.  The system will then use the default email to send the notification.  If a CSR is attached to the client they will receive the email rather than the default email address.

'''CC Email'''

For all request made the CC email will always receive a copy.

'''Header Disclaimer'''

This is a message of your choosing that will be displayed at the top of all customer pages.

'''EXAMPLE:''' ''The information located on this page constitutes the current information on your insurance policies.''

'''Pre-Submit Disclaimer '''

This message appears before a customer can submit a request.

'''EXAMPLE:''''' Your request is about to be submitted to the agency. No actual change to your policy or coverage will be made or implied by this request. All changes require approval of an authorized Agent. You can check back on this page for updates, and you will be notified when your Agent processes your request.''

'''Require Fax Number'''

This check box will toggle on or off the requirement that before a cert holder can be added that they must place in a fax number.

'''Allow Edit Descriptions'''

This check box will toggle on or off the edit box for allowing the end user to update the description of operations section.

'''Show SSN'''

This box will toggle on or off showing the social security number field for drivers.