Difference between revisions of "MyInsuranceDashboard.com Integration"

From Agency Systems Wiki
Jump to navigation Jump to search
 
(25 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
[[Category:MyInsuranceDashboard]][[Category:ACORD Forms]]
+
[[Category:MyInsuranceDashboard]][[Category: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.
 
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.
 +
 +
== Frequently Asked Questions (FAQ) ==
 +
*[[Talk:MyInsuranceDashboard.com_Integration#Why_am_I_receiving_outgoing_My_Insurance_Dashboard_.28MID.29_client_emails.3F|Why am I receiving outgoing My Insurance Dashboard (MID) client emails?]]
 +
*[[Talk:MyInsuranceDashboard.com_Integration#How_do_I_troubleshoot_customer_access_to_certificates_through_MID.3F|How do I troubleshoot customer access to certificates through MID?]]
 +
 +
== Release Notes ==
 +
[[MyInsuranceDashboard Release Notes: December 2013]]
 +
 +
[[MyInsuranceDashboard Release Notes: February 2014]]
  
 
==Using Newton by Agency Systems with MyInsuranceDashboard.com==
 
==Using Newton by Agency Systems with MyInsuranceDashboard.com==
Line 9: Line 17:
  
 
====Method One: From a Contact on the Basic Tab====
 
====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.
+
From the Client Dashboard 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]]
 
[[File:Enroll1.JPG]]
Line 43: Line 51:
  
 
====Publish A Single Document====
 
====Publish A Single Document====
−
#Load a Client on one of the four Client Tabs.
+
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
 
#Expand the '''Attachments''' band. ''(Any document published to MyInsuranceDashboard.com will be displayed in purple.)''
 
#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'''.   
 
#'''Right Click''' on the desired attachment and select '''Publish Doc to MID'''.   
Line 51: Line 59:
  
 
====Publish Multiple Documents In A Batch====
 
====Publish Multiple Documents In A Batch====
−
#Load a Client on one of the four Client Tabs.
+
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
 
#Expand the '''Attachments''' band. ''(Any document published to MyInsuranceDashboard.com will be displayed in purple.)''
 
#Expand the '''Attachments''' band. ''(Any document published to MyInsuranceDashboard.com will be displayed in purple.)''
 
#'''Right Click''' and select '''Multiple Selections'''.
 
#'''Right Click''' and select '''Multiple Selections'''.
Line 57: Line 65:
 
#A status message indicating '''Item successfully published.''' will display.   
 
#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.  
 
#All contacts enrolled for that customer will receive an email notification that a document has been published to MyInsurancedashboard.com.  
 +
 +
====Publish Documents and ACORD Forms Using Batch Print====
 +
{{#ev:youtube|6kxT7c2MYP0|300|right|MyInsuranceDashboard and Batch Print}}
 +
Using [[Batch Send]] and selecting the '''Publish to MyInsuranceDashboard''' option will upload the documents to [[MyInsuranceDashboard.com Integration|MyInsuranceDashboard]] as a .PDF package.  If attachments are included in the selection, the items are published individually from the .PDF package.
 +
 +
[[File:Batchprint-MID-form.png]]
  
 
====Unpublish A Document====
 
====Unpublish A Document====
 
You may unpublish items in two different ways.   
 
You may unpublish items in two different ways.   
  
−
#Load a Client on one of the four Client Tabs.
+
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
 
#Expand the '''Attachments''' band.  
 
#Expand the '''Attachments''' band.  
 
#'''Right Click''' on the desired attachment and select '''Remove Doc from MID'''.   
 
#'''Right Click''' on the desired attachment and select '''Remove Doc from MID'''.   
Line 72: Line 86:
 
==MyInsuranceDashboard.com Customer Portal==
 
==MyInsuranceDashboard.com Customer Portal==
  
−
MyInsuranceDahsboard is an opt in system.  This means that you, the agency, select what you want to allow access to MyInsuranceDashboard. In general this is a representation of the client basic tab in Newton by Agency Systems.  Your customers will also have access to Certificates of Insurance if you make them available by publishing the certificate.
+
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 contact, policy and schedule 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]]
 
[[File:MID-Tabs.PNG]]
  
−
From the Agent Side of the MyInsuranceDashboard.com portal each client will have a '''"Settings"''' button. This will allow you to specify by client what they have the ability to see.
+
During your initial [[#MyInsuranceDashboard.com Agency Admin Settings|MyInsuranceDashboard.com setup]] you will set the default visible tabs available to an enrolled client.
−
 
 
−
[[File:MID-Tabs2.PNG]]
 
−
 
 
−
During your initial MyInsuranceDashboard setup you will set the default tabs to be visible once the client is enrolled.  From this section you may refine the settings by client for your particular needs, and select '''Update.'''
 
−
 
 
−
[[File:MID-Tabs1.PNG]]
 
−
 
 
  
−
From the Agent Side of the MyInsuranceDashboard.com portal each client will have a '''"Login as Client"''' button.  This will allow you to login as if you were your customer to review exactly what your customer can see.
+
You can modify a single client's settings by [[#Manage Client Access to the Different Tabs|following the instructions below]].
−
 
 
−
[[File:MID-Client-LoginAsClient.PNG]]
 
  
 
===How do my Customers use MyInsuranceDashboard.com?===
 
===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.
+
MyInsuranceDashboard.com is designed to allow your customers to review their schedule items, and make requests for changes.  These requests may include adding, editing, or removing a schedule item. Your customers may also generate a [[#How do I Select or Publish a Certificate of Insurance to MyInsuranceDashboard.com?|published Certificate of Insurance]], download [[#How do I Publish Documents to MyInsuranceDashboard.com?|published documents]], or submit new documents through the secure portal.
  
 
====Contacts====
 
====Contacts====
 +
The contacts section will list all active contacts from the Agency Systems basic tab.  The '''Refresh''' button will check for new information and update the list. 
  
−
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.
+
To edit an existing contact select the '''contact name''', enter the desired changes and select '''Submit'''.  To add a new contact, select the '''New Contact''' button.  To remove a contact, select the '''Delete''' button.  ''(Deleting a contact from the client portal will only mark the contact inactive in Agency Systems)''
−
 
 
  
 
[[File:MID-Contacts.PNG]]
 
[[File:MID-Contacts.PNG]]
  
−
 
+
The '''Download CSV''' button will download a spreadsheet file including all contact information, which can be opened in Microsoft Excel or another compatible spreadsheet program.
 
====Schedule Items: Drivers / Vehicles / Location / Equipment====
 
====Schedule Items: Drivers / Vehicles / Location / Equipment====
−
 
+
Each schedule item will be listed on an individual tab.  Selecting a schedule tab will list all currently active items of that type, with additional options to view inactive items, or [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|pending requests]].
−
'''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.''
+
[[File:MID-ClientSchedule5.jpg]][[File:MID-ClientSchedule6.jpg]][[File:MID-ClientSchedule7.jpg]]
  
−
'''Download CSV'''
+
For each of the tabs, a spreadsheet (CSV) file can be downloaded by selecting the '''Download CSV''' button.  It can be opened in Microsoft Excel or another compatible spreadsheet program.
  
 
[[File:MID-ClientSchedule3.jpg]]
 
[[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.
+
The Insurance Agency's customer can submit requests for new schedule items, or requests to edit existing schedule times.  The pending request will not be applied until the [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|Insurance Agency approves the change]].
−
 
+
=====Submit A Customer Request For A New Schedule Item=====
−
'''Refresh
+
#Log in to MyInsuranceDashboard.com as the insured.  
−
'''
+
#Select one of the Schedule tabs.
−
[[File:MID-ClientSchedule4.jpg]]
+
#Select the '''New''' button.
−
 
+
#:[[File:MID-ClientSchedule2.jpg]][[File:MID-ClientSchedule10.jpg]][[File:MID-ClientSchedule11.jpg]][[File:MID-ClientSchedule12.jpg]]
−
Check for new information and update listing.
+
#Enter the details for the request. All items with a red star are required fields.
−
 
+
#Select the '''Submit Request''' button. 
−
'''Active / Inactive Request'''
+
#The [[#Account Settings|default message]] from the Insurance Agency will display. 
−
 
+
#To confirm, select '''I understand''' and select '''Submit Request'''.
−
'''NOTE:''' ''The listing selected will show the button in blue.  If not selected the button will show gray.''
+
#:[[File:MID-ClientSchedule1.jpg]]
−
 
+
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]]. 
−
[[File:MID-ClientSchedule5.jpg]]
+
#Once approved, an email notification that the item has been processed is automatically sent.
  
−
The active button selector will show you how many items are active.
+
=====Submit A Customer Request To Edit A Schedule Item=====
 +
#Log in to MyInsuranceDashboard.com as the insured.
 +
#Select one of the Schedule tabs.
 +
#Select the name of the schedule item.
 +
#Enter the edited schedule item details for the request. All items with a red star are required fields.
 +
#Select the '''Submit Request''' button. 
 +
#The [[#Account Settings|default message]] from the Insurance Agency will display. 
 +
#To confirm, select '''I understand''' and select '''Submit Request'''.
 +
#:[[File:MID-ClientSchedule1.jpg]]
 +
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]]. 
 +
#Once approved, an email notification that the item has been processed is automatically sent.  
  
−
[[File:MID-ClientSchedule6.jpg]]
+
=====Submit A Customer Request To Delete A Schedule Item=====
 +
#Log in to MyInsuranceDashboard.com as the insured.
 +
#Select one of the Schedule tabs.
 +
#Select the '''Delete''' button next to the desired active schedule item.
 +
#:[[File:MID-ClientSchedule8.jpg]]
 +
#Select '''Yes''' to confirm, or No to cancel.
 +
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]].
 +
#Once approved, an email notification that the item has been processed is automatically sent.
  
−
The inactive button shows any items that are inactive at the time of the page view.
+
=====Submit A Customer Request to Reactivate An Inactive Schedule Item=====
 +
#Log in to MyInsuranceDashboard.com as the insured.
 +
#Select one of the Schedule tabs.
 +
#Select the '''inactive''' tab.
 +
#:[[File:MID-ClientSchedule6.jpg]]
 +
#Select the '''Make Active''' button next to the desired active schedule item.
 +
#:[[File:MID-ClientSchedule9.jpg]]
 +
#Select '''Yes''' to confirm, or No to cancel.
 +
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]].
 +
#Once approved, an email notification that the item has been processed is automatically sent.  
  
−
[[File:MID-ClientSchedule7.jpg]]
+
<!-- '''Refresh'''[[File:MID-ClientSchedule4.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 ====
 
==== Certificates ====
Line 189: Line 191:
  
 
==== Documents ====
 
==== 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.
+
The documents tab allows the customer to upload new documents, view previously submitted items, or view items published by the agency from Agency Systems.
  
−
To upload a file the client will select the '''Upload Document''' button.
+
=====View or Download a Document=====
 +
#Select the Documents tab.
 +
#All available documents will be listed.  ''The list can be filtered to only show items Uploaded by Client, or Published by Agent''.
 +
#Select '''Download''' next to the desired item.  
  
−
[[File:MID-Document-UploadButton.PNG]]
+
=====Upload A New Document=====
 +
#Select the Documents tab.
 +
#Select the '''Upload Document''' button.
 +
#:[[File:MID-Document-UploadButton.PNG]] This will open the '''Upload File to Agent''' section. 
 +
#Enter a description, then select '''Choose File''' to browse  and select the desired file.
 +
#:[[File:MID-Document-UploadScreen.PNG]]
 +
#After the description has been entered and the file selected, an '''Upload''' button will appear.  Select '''Upload'''.
 +
#:[[File:MID-Document-UploadButton2.PNG]]
 +
#This will save the document to the client's attachment list, and create an activity in Agency Systems.  It will also send an email notification to the client CSR that a document has been posted. 
  
−
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.
+
The attachment description will be listed as '''"MID Client Upload: %Client Entered Discription%"'''.
−
 
 
−
[[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==
 
==MyInsuranceDashboard.com Agency Admin Portal==
  
 
===How do I Grant Access to MyInsuranceDashboard.com to my CRSs?===
 
===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.
+
The CSRs tab within the Agency Admin Portal allows the agency manager to manage CSR access to MyInsuranceDashboard.com. The list of available users is automatically populated from the active producer profiles within Agency Systems.
  
 
[[File:MID-CSR1.JPG]]
 
[[File:MID-CSR1.JPG]]
  
 +
=====CSRs Registration=====
 +
#Log in to http://www.MyInsuranceDashboard.com.
 +
#Select the '''CSRs''' tab.
 +
#Find the CSR and Select '''Grant Access'''.  This will send a registration email to the address saved in their Agency Systems producer profile. 
 +
#The status will then change to '''Waiting for Activation''', and the action button will change to '''Rescind Access'''. 
 +
#After the CSR creates their unique login to MyInsuranceDashboard.com, the status will change to '''Activated'''.
  
−
'''CSRs Registration'''
+
=====CSRs Revoke/Rescind Access=====
 +
There are two ways to disable a CSR's login to MyInsuranceDashboard.com.
 +
#Log in to http://www.MyInsuranceDashboard.com.
 +
#Select the '''CSRs''' tab.
 +
#Find the CSR and Select '''Rescind Access'''. 
 +
#The account access to MyInsuranceDashboard.com will be disabled immediately. 
  
−
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'''.
+
A second option to disable access is available directly inside of Agency Systems.
 +
#Select '''Setup -> Producer'''.
 +
#Enter the producer code, or select '''Search'''.
 +
#Change '''Active Status''' to '''Inactive'''.
 +
#The account access to MyInsuranceDashboard.com will be disabled immediately. 
  
 +
=====CSRs Reinstate Access=====
 +
A previously disabled account cannot be reactivated.  To register a CSR that was previously granted access to MyInsuranceDashboard.com [[#CSRs Registration|follow the initial registration steps]] to create a new account.
  
−
'''CSRs Revoke Access'''  
+
===Manage Client Access, Tab Visibility, Certificates, and Available Documents===
 +
====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. 
  
−
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.
+
[[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 Client Access to the Different Tabs====
 +
From the Agent Side of the MyInsuranceDashboard.com portal, each client will have a '''Settings''' button.  This option allows a client-specific override from the [[#MyInsuranceDashboard.com Agency Admin Settings|MyInsuranceDashboard.com Agency defaults]].
  
−
'''CSRs Reinstate Access'''
+
[[File:MID-Tabs2.PNG]]
  
−
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.
+
Select the '''Settings''' button, change the tab visibility settings, and select '''Update.'''
  
−
===Manage Client Access, Certificates, and Available Documents from MyInsuranceDashboard.com===
+
[[File:MID-Tabs1.PNG]]
−
====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]]
+
Select the '''Login as Client''' button to login as if you were your customer, to review exactly what your customer can see.
  
−
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]].
+
[[File:MID-Client-LoginAsClient.PNG]]
  
 
====Manage Certificates from Agency Admin Portal====
 
====Manage Certificates from Agency Admin Portal====
Line 252: Line 280:
 
[[File:MID-DocumentUnPublish2.PNG]]
 
[[File:MID-DocumentUnPublish2.PNG]]
  
−
===How do I Process Customer Request from MyInsuranceDashboard.com?===
+
===How do I Process A Customer Request from MyInsuranceDashboard.com?===
 +
A pending customer request must be first accepted by the Agency.  After a request is accepted, the data will be saved immediately into Agency Systems, along with an activity for the change. 
  
−
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.
+
If the request is rejected, no data fields are updated in Agency Systems other than a single activity record.
  
−
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'''.
+
====Process A Request From The Email Notification====
 +
Pending requests can be processed directly from the notification email.  An example notification email is listed below.
 +
<pre>
 +
Subject: MyInsuranceDashboard.com Request for Client Agency Systems Home Office: Change Driver Kenneth Uptain to Inactive
  
−
[[File:MID-Request2.jpg]]
+
MyInsuranceDashboard.com Client Request
 +
Date: 2013-07-19 19:18:37
 +
Request: Change Driver Kenneth Uptain to Inactive
  
−
'''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.''
+
APPROVE THIS REQUEST: https://myinsurancedashboard.com/agency/service/request/EXAMPLE/1
  
−
To process a request you would select '''"View Details and Respond".'''
+
REJECT THIS REQUEST: https://myinsurancedashboard.com/agency/service/request/EXAMPLE/0
 +
</pre>
  
−
[[File:MID-Request3.PNG]]
+
Select either web link contained within the email to '''Approve''' or '''Reject''' the request.
  
−
This will bring you to the '''"Request Details"''' section.  
+
Enter any comments on the MyInsuranceDashboard.com request page, and confirm the action.
  
−
[[File:MID-Request1.jpg]]
+
====Process A Request From the Agent Portal On MyInsuranceDashboard.com====
−
 
+
A list of pending requests can also be accessed from the Agent Portal of MyInsuranceDashboard.com.  All pending requests received through email notifications are available through the Agent Portal.
−
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.  
+
#Log in to http://www.MyInsuranceDashboard.com
−
 
+
#Select the '''Requests''' tab.  ''The CSR drop-down box will limit the requests by the CSR code saved in Agency Systems.''
−
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.
+
#:[[File:MID-Request2.jpg]]
 +
#Select '''View Details and Respond.'''
 +
#:[[File:MID-Request3.PNG]]
 +
#The '''Request Details''' section will open. The request details will be listed at the top in red.
 +
#:[[File:MID-Request1.jpg]]
 +
#Before processing the request, optionally select '''Add Comments to Response''' to enter a message for the customer notification email.  
 +
#Select '''Accept''' or '''Reject''' to process the request.  
 +
#An email notification will be automatically sent to the client.
  
 
===How do I Reset a Customer Password to MyInsuranceDashboard.com?===
 
===How do I Reset a Customer Password to MyInsuranceDashboard.com?===
 +
#Log in to http://www.MyInsuranceDashboard.com.
 +
#Find the client and select '''Reset and Notify.''' 
 +
#:[[File:MID-Client-ResetAndNotify.PNG]]
 +
#A new enrollment email will be sent to the customer containing steps to update their login credentials before they can access 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.
+
A customer can also select '''Reset Password''' on the main MyInsuranceDashbaord.com login page.  The customer will need to provide their username in the login box before selecting '''Reset Password'''.  
−
 
 
−
[[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]]
 
[[File:MID-Client-ResetPassword.PNG]]
Line 297: Line 339:
 
[[File:Settings2.JPG]]
 
[[File:Settings2.JPG]]
  
−
'''Agency Name '''
+
{|class ="wikitable" style="text-align: left;"
−
 
+
!style="width: 15%; text-align:left;"|Data Field
−
Agency Name is what displays on the header for the logoff and agent side.
+
!style="text-align:left;"|Description
−
 
+
|-
−
'''Default Email'''
+
|Agency Name
−
 
+
|Agency Name is what displays on the header for the logoff and agent side.
−
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.
+
|-
−
 
+
|Default Email
−
'''CC 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.
−
 
+
|-
−
For all request made the CC email will always receive a copy.
+
|CC Email
−
 
+
|For all request made the CC email will always receive a copy.
−
'''Header Disclaimer'''
+
|-
−
 
+
|Header Disclaimer
−
This is a message of your choosing that will be displayed at the top of all customer pages.
+
|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.''
 
'''EXAMPLE:''' ''The information located on this page constitutes the current information on your insurance policies.''
−
 
+
|-
−
'''Pre-Submit Disclaimer '''
+
|Pre-Submit Disclaimer
−
 
+
|This message appears before a customer can submit a request.
−
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.''
 
'''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'''
+
|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.
−
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
−
'''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.
−
 
+
|-
−
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.
−
'''Show SSN'''
+
|}
−
 
 
−
This box will toggle on or off showing the social security number field for drivers.
 

Latest revision as of 19:49, 30 September 2021

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.

Contents

Frequently Asked Questions (FAQ)

Release Notes

MyInsuranceDashboard Release Notes: December 2013

MyInsuranceDashboard Release Notes: February 2014

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 Client Dashboard 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.

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.

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

  1. Login to the MyInsuranceDashboard.com admin portal.
  2. At the top of the page under Add Client select the proper Agency Code from the drop down box.
    Enroll3.JPG
  3. Enter the corresponding Client Number from Agency Systems.
  4. 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.

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 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

  1. Load a client on one of the client tabs.
  2. Expand the Attachments band. (Any document published to MyInsuranceDashboard.com will be displayed in purple.)
  3. Right Click on the desired attachment and select Publish Doc to MID.
    MID-DocumentPublish.png
  4. A status message indicating Item successfully published. will display.
  5. 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

  1. Load a client on one of the client tabs.
  2. Expand the Attachments band. (Any document published to MyInsuranceDashboard.com will be displayed in purple.)
  3. Right Click and select Multiple Selections.
  4. Right Click on any of the selected items and select Publish Doc to MID.
  5. A status message indicating Item successfully published. will display.
  6. All contacts enrolled for that customer will receive an email notification that a document has been published to MyInsurancedashboard.com.

Publish Documents and ACORD Forms Using Batch Print

MyInsuranceDashboard and Batch Print

Using Batch Send and selecting the Publish to MyInsuranceDashboard option will upload the documents to MyInsuranceDashboard as a .PDF package. If attachments are included in the selection, the items are published individually from the .PDF package.

Batchprint-MID-form.png

Unpublish A Document

You may unpublish items in two different ways.

  1. Load a client on one of the client tabs.
  2. Expand the Attachments band.
  3. Right Click on the desired attachment and select Remove Doc from MID.
    MID-DocumentUnPublish.png
  4. A status message indicating Item successfully unpublished. will display.
  5. The attachment will change back to black indicating that the item is no longer published to MyInsuranceDashboard.com.

See 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 contact, policy and schedule 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.

MID-Tabs.PNG

During your initial MyInsuranceDashboard.com setup you will set the default visible tabs available to an enrolled client.

You can modify a single client's settings by following the instructions below.

How do my Customers use MyInsuranceDashboard.com?

MyInsuranceDashboard.com is designed to allow your customers to review their schedule items, and make requests for changes. These requests may include adding, editing, or removing a schedule item. Your customers may also generate a published Certificate of Insurance, download published documents, or submit new documents through the secure portal.

Contacts

The contacts section will list all active contacts from the Agency Systems basic tab. The Refresh button will check for new information and update the list.

To edit an existing contact select the contact name, enter the desired changes and select Submit. To add a new contact, select the New Contact button. To remove a contact, select the Delete button. (Deleting a contact from the client portal will only mark the contact inactive in Agency Systems)

MID-Contacts.PNG

The Download CSV button will download a spreadsheet file including all contact information, which can be opened in Microsoft Excel or another compatible spreadsheet program.

Schedule Items: Drivers / Vehicles / Location / Equipment

Each schedule item will be listed on an individual tab. Selecting a schedule tab will list all currently active items of that type, with additional options to view inactive items, or pending requests.

MID-ClientSchedule5.jpgMID-ClientSchedule6.jpgMID-ClientSchedule7.jpg

For each of the tabs, a spreadsheet (CSV) file can be downloaded by selecting the Download CSV button. It can be opened in Microsoft Excel or another compatible spreadsheet program.

MID-ClientSchedule3.jpg

The Insurance Agency's customer can submit requests for new schedule items, or requests to edit existing schedule times. The pending request will not be applied until the Insurance Agency approves the change.

Submit A Customer Request For A New Schedule Item
  1. Log in to MyInsuranceDashboard.com as the insured.
  2. Select one of the Schedule tabs.
  3. Select the New button.
    MID-ClientSchedule2.jpgMID-ClientSchedule10.jpgMID-ClientSchedule11.jpgMID-ClientSchedule12.jpg
  4. Enter the details for the request. All items with a red star are required fields.
  5. Select the Submit Request button.
  6. The default message from the Insurance Agency will display.
  7. To confirm, select I understand and select Submit Request.
    MID-ClientSchedule1.jpg
  8. The request is submitted to the Agency for review.
  9. Once approved, an email notification that the item has been processed is automatically sent.
Submit A Customer Request To Edit A Schedule Item
  1. Log in to MyInsuranceDashboard.com as the insured.
  2. Select one of the Schedule tabs.
  3. Select the name of the schedule item.
  4. Enter the edited schedule item details for the request. All items with a red star are required fields.
  5. Select the Submit Request button.
  6. The default message from the Insurance Agency will display.
  7. To confirm, select I understand and select Submit Request.
    MID-ClientSchedule1.jpg
  8. The request is submitted to the Agency for review.
  9. Once approved, an email notification that the item has been processed is automatically sent.
Submit A Customer Request To Delete A Schedule Item
  1. Log in to MyInsuranceDashboard.com as the insured.
  2. Select one of the Schedule tabs.
  3. Select the Delete button next to the desired active schedule item.
    MID-ClientSchedule8.jpg
  4. Select Yes to confirm, or No to cancel.
  5. The request is submitted to the Agency for review.
  6. Once approved, an email notification that the item has been processed is automatically sent.
Submit A Customer Request to Reactivate An Inactive Schedule Item
  1. Log in to MyInsuranceDashboard.com as the insured.
  2. Select one of the Schedule tabs.
  3. Select the inactive tab.
    MID-ClientSchedule6.jpg
  4. Select the Make Active button next to the desired active schedule item.
    MID-ClientSchedule9.jpg
  5. Select Yes to confirm, or No to cancel.
  6. The request is submitted to the Agency for review.
  7. Once approved, an email notification that the item has been processed is automatically sent.


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.

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.

  1. Verify that the details of the certificate are correct. If they are not, please contact your agent.
  2. If the Certificate Holder is not correct, click on Edit. You may select from a list of Certificate Holders, or enter a new one.
  3. When you are done click on Submit.
  4. 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.

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.

MID-ClientCertificate3.jpg

Documents

The documents tab allows the customer to upload new documents, view previously submitted items, or view items published by the agency from Agency Systems.

View or Download a Document
  1. Select the Documents tab.
  2. All available documents will be listed. The list can be filtered to only show items Uploaded by Client, or Published by Agent.
  3. Select Download next to the desired item.
Upload A New Document
  1. Select the Documents tab.
  2. Select the Upload Document button.
    MID-Document-UploadButton.PNG This will open the Upload File to Agent section.
  3. Enter a description, then select Choose File to browse and select the desired file.
    MID-Document-UploadScreen.PNG
  4. After the description has been entered and the file selected, an Upload button will appear. Select Upload.
    MID-Document-UploadButton2.PNG
  5. This will save the document to the client's attachment list, and create an activity in Agency Systems. It will also send an email notification to the client CSR that a document has been posted.

The attachment description will be listed as "MID Client Upload: %Client Entered Discription%".

MyInsuranceDashboard.com Agency Admin Portal

How do I Grant Access to MyInsuranceDashboard.com to my CRSs?

The CSRs tab within the Agency Admin Portal allows the agency manager to manage CSR access to MyInsuranceDashboard.com. The list of available users is automatically populated from the active producer profiles within Agency Systems.

MID-CSR1.JPG

CSRs Registration
  1. Log in to http://www.MyInsuranceDashboard.com.
  2. Select the CSRs tab.
  3. Find the CSR and Select Grant Access. This will send a registration email to the address saved in their Agency Systems producer profile.
  4. The status will then change to Waiting for Activation, and the action button will change to Rescind Access.
  5. After the CSR creates their unique login to MyInsuranceDashboard.com, the status will change to Activated.
CSRs Revoke/Rescind Access

There are two ways to disable a CSR's login to MyInsuranceDashboard.com.

  1. Log in to http://www.MyInsuranceDashboard.com.
  2. Select the CSRs tab.
  3. Find the CSR and Select Rescind Access.
  4. The account access to MyInsuranceDashboard.com will be disabled immediately.

A second option to disable access is available directly inside of Agency Systems.

  1. Select Setup -> Producer.
  2. Enter the producer code, or select Search.
  3. Change Active Status to Inactive.
  4. The account access to MyInsuranceDashboard.com will be disabled immediately.
CSRs Reinstate Access

A previously disabled account cannot be reactivated. To register a CSR that was previously granted access to MyInsuranceDashboard.com follow the initial registration steps to create a new account.

Manage Client Access, Tab Visibility, Certificates, and Available Documents

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.

MID-Client-RevokeSiteAccess.PNG

To reinstate access, the client will need to be re-enrolled using one of the methods outlined above.

Manage Client Access to the Different Tabs

From the Agent Side of the MyInsuranceDashboard.com portal, each client will have a Settings button. This option allows a client-specific override from the MyInsuranceDashboard.com Agency defaults.

MID-Tabs2.PNG

Select the Settings button, change the tab visibility settings, and select Update.

MID-Tabs1.PNG

Select the Login as Client button to login as if you were your customer, to review exactly what your customer can see.

MID-Client-LoginAsClient.PNG

Manage Certificates from Agency Admin Portal

From the Agent Portal on MyInsuranceDashboard.com, each client will have a certificates button.

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.

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.

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.

MID-DocumentUnPublish2.PNG

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

A pending customer request must be first accepted by the Agency. After a request is accepted, the data will be saved immediately into Agency Systems, along with an activity for the change.

If the request is rejected, no data fields are updated in Agency Systems other than a single activity record.

Process A Request From The Email Notification

Pending requests can be processed directly from the notification email. An example notification email is listed below. 

Subject: MyInsuranceDashboard.com Request for Client Agency Systems Home Office: Change Driver Kenneth Uptain to Inactive

MyInsuranceDashboard.com Client Request
Date: 2013-07-19 19:18:37
Request: Change Driver Kenneth Uptain to Inactive

APPROVE THIS REQUEST: https://myinsurancedashboard.com/agency/service/request/EXAMPLE/1

REJECT THIS REQUEST: https://myinsurancedashboard.com/agency/service/request/EXAMPLE/0

Select either web link contained within the email to Approve or Reject the request.

Enter any comments on the MyInsuranceDashboard.com request page, and confirm the action.

Process A Request From the Agent Portal On MyInsuranceDashboard.com

A list of pending requests can also be accessed from the Agent Portal of MyInsuranceDashboard.com. All pending requests received through email notifications are available through the Agent Portal.

  1. Log in to http://www.MyInsuranceDashboard.com
  2. Select the Requests tab. The CSR drop-down box will limit the requests by the CSR code saved in Agency Systems.
    MID-Request2.jpg
  3. Select View Details and Respond.
    MID-Request3.PNG
  4. The Request Details section will open. The request details will be listed at the top in red.
    MID-Request1.jpg
  5. Before processing the request, optionally select Add Comments to Response to enter a message for the customer notification email.
  6. Select Accept or Reject to process the request.
  7. An email notification will be automatically sent to the client.

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

  1. Log in to http://www.MyInsuranceDashboard.com.
  2. Find the client and select Reset and Notify.
    MID-Client-ResetAndNotify.PNG
  3. A new enrollment email will be sent to the customer containing steps to update their login credentials before they can access MyInsuranceDashboard.com.

A customer can also select Reset Password on the main MyInsuranceDashbaord.com login page. The customer will need to provide their username in the login box before selecting Reset Password.

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

Settings1.JPG

Account Settings

Settings2.JPG

Data Field Description
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.
Retrieved from "http://wiki.agencysystems.com/index.php?title=MyInsuranceDashboard.com_Integration&oldid=6654"