MyInsuranceDashboard.com Integration

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. Below you will find specific information about these individual tasks.

How do I Enroll Customers in MyInsuranceDashboard.com?

MyInsuranceDahsboard is an opt in system. This means that you, the agency, select who you want to allow access to MyInsuranceDashboard. There are a few methods that you may use to enroll your customers. In all methods MyInsuranceDashboard will send the contact selected an email with notification that they have been enrolled with a link to setup their account on MyInsuranceDashboard.com

Method One:

From the Basic Tab in Agency Systems select Edit on the contact you want to send the MyInsuranceDashboard Email to, and select Enroll.

NOTE: To use this method an email address must be saved to the contact before enroll.

Method Two:

When completing a Certificate of Insurance (Acord 25), you may go to Other -> "Publish Cert to MyInsuranceDashboard.com." If the customer is not enrolled already you will get 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 that the enroll was set from as the 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 the MyInsuranceDashboard.com portal under the Clients tab you may add a client at the top of the page. First select the proper Agency Code from the drop down box -> type the corresponding client number from Agency Systems -> select "Add Client” The client will now show in the listing for enrolled clients. You may choose to send the enroll email directly from the MyInsuranceDashboard Portal. Once you hit "Notify" you will receive a window that will allow you select which client contact to send the email to. You may also input an alternate email address in the free form email box.

UnEnrolling a Customer:

To unenroll a customer you may do so from the MyInsuranceDashboard Portal. For each client there is a button named "Revoke Site Access." This will immediately disable the account for all enrolled contacts. If you want to reinstate access you will need to use one of the three methods discussed above.

What do my Customers see on MyInsuranceDashboard.com?

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.

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 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.

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.

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.

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.

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

New

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.

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

Download CSV

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

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.

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

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

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

Delete

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

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.

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.

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.

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.

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.

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%"

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

When completing a Certificate of Insurance (Acord 25), you may go to Other -> "Publish Cert to MyInsuranceDashboard.com." If the customer is not enrolled already you will get 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 that the enroll was set from as the published Certificate. If the customer is already enrolled the system will bypass the select contact window, and will automatically publish the Certificate.

From Agent Side of the MyInsuranceDashboard.com portal each client will have a certificates button. This displays all certificates that are eligible in MyInsuranceDashboard.com. For a certificate to be eligible all polices on the certificate must be active. This means that the expiration date is set to today or the future for the policies.

Only one certificate is viewable on the client side at a time. This section allows you to select what version you want to be active. The item marked as "SELECTED" is the version currently in viewable by the client. You may toggle other eligible certificates by hitting the "Select" button. To remove certificates all together from the client side select "Revoke Cert for Client."

How do I Publish Documents to MyInsuranceDashboard.com?

From Newton by Agency Systems you have the ability to publish documents from the Client's Basic Tab. To do so you will want to Expand the Attachments band, and Right Click on the attachment of choice. Then Select Publish Doc to MID. You will then receive a status message indicating Item successfully published. The attachment now published will change to a purple color indicating to others in the office that this item has been published. All contacts enrolled for that customer will receive an email notification that a document has been published to MyInsurancedashboard.com.

You may unpublish items in two different ways. From the Client's Basic Tab you will want to Expand the Attachments band, and Right Click on the attachment of choice. Then Select Remove Doc from MID. You will then receive a status message indicating Item successfully unpublished. The attachment now will change back to black indicating to others in the office that this item is not published.

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.

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.

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.

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".

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.

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".

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

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 Give Access to MyInsuranceDashboard.com for 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.

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.

What does all the items on the Account Settings Tab do?

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

Account Settings

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.