Data Flow
1 Introduction
This document outlines the functionalities available to an Office Admin within the CRM system, covering configuration, lead details, stakeholders, finance, general reporting, chat, profile management, support, notifications, and to-do lists. It serves as a guide for Office Admins to manage their operations effectively.
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2 Configuration
The Configuration covers settings for archives. Where the Important Documents can be uploaded like training manuals etc in form of PDFs and links.
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2.1 Archive
Functionality:An Office Admin can add links and PDF files for other users. Other users can see and download the files as well.
Steps1. Navigate to Configuration > Archive.
Example: “Policy Guidelines.pdf”.
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3 Lead Details
The Lead Details module enables Office Admins to track and manage lead-related data efficiently.
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3.1 Lead Section
FunctionalityThe last 30 days updated leads show in the first section.
Steps1. Go to Lead Details > Lead.
Example:
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3.2 Filter Leads
Functionality:The second section allows users to apply filters to leads based on criteria such as status, date, or source.
Steps1. Go to Lead Details > Lead > Filter Leads.
2. View filters leads in the Second section.
3. Use filters (e.g., by state, disposition) in the second section.
Example: Filter leads by “California” and “Pending Review” to analyze regional performance.
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3.2 Commission Section
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FunctionalityThe Commission Management section mirrors the lead management structure but focuses on commission tracking and management.
Steps1. Navigate to Lead Details > Commission Section.
2. View recent leads and apply filters in filter leads (e.g., by carrier).
3. Review countable
Example: Adjust commission for a lead under “ABC Insurance” to reflect a bonus.
3.2.1 Recent Commissions
Functionality Shows commissions associated with leads updated in the last 30 days.
Steps1. Go to Lead Details > Commission Section > Commission.
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3.2.2 Commission Filtering
FunctionalitySimilar to lead filtering, users can filter commissions by various parameters. Displays metrics such as total commissions or pending payments.
Steps1. Go to Lead Details > Commission Section > Filter Leads.
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4 Stakeholders
The CRM supports various stakeholder roles, each with specific functionalities.
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4.1 Agents
Office Admin can View the Agent Detail.
{{--Steps1. Go to Stakeholders > Agency Admin.
--}} {{--2. Create a new admin and assign to an agency.
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--}} {{--Example: Assign “John Doe” as Agency Admin for “NorthStar Agency”.
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4.2 Office Manager
Functionality:Create, view, and update the Office Manager.Also, handle the status of the Office Manager
Steps:Navigate to Stakeholders> Office Manager.
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4.3 Marketers
Functionality:Create, view, and update the Marketers.Also have the import functionality to add multiple marketers at a time.
Steps:Navigate to Stakeholders> Marketer.
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5 Finance
FunctionalityHandle the Finance of the leads on some dispositions. You can see the received commission of the lead when it is received.Also, you can update the monthly revenue of the leads as well.
Steps1. Go to Finance.
2. Select a lead and update financial details (e.g., commission received).
Example:Record a $500 commission for a lead in “Policy Issued” disposition.
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6 General Reporting
The CRM provides robust reporting capabilities across various dimensions.
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6.1 General Stats
FunctionalityGenerate date-range reports for Agent, Carrier, Plan, Product, State, Placement, Office Manager and Marketer.
Steps1. Navigate to General Reporting > General Stats.
2. Select report type (e.g., “By Agent”) and date range.
3. Generate and review report.
Example:Run a report for leads created between January 1, 2025, and June 1, 2025, by Carrier.
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6.2 Agent States
FunctionalityThe Office Admin can see the states for the agents of its own agency.
Steps1. Navigate to General Reporting > Agent States.
{{--2. Add states (e.g., “Texas”) for an Agent.
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7 Chat
Functionality:Communicate with authorized users in the hierarchy.
Steps1. Go to Chat, select a user, and send messages.
Example:Message a User to discuss lead assignments.
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8 Profile
Functionality:Update profile details and change password.
Steps1. Navigate to Profile.
2. Update fields (e.g., email) or reset password.
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9 Help Us Improve
Functionality:Generate tickets for CRM issues.
Steps1. Go to Help Us Improve, describe the issue, and submit.
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10 Notifications
Functionality:View notifications for Office Admin activities.
Steps1. Notifications for updates (e.g., new lead assignments).
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11 To-Do List
Functionality: The payment method have three option daily,weekly and monthly and then check it check the method format it is initial draft date or application date and then after that it check the pay date different in lead it check the carrier of the lead then on the basis of payment method it take out the time range the start date and end date that range apply on the lead but on the carrier method format and based on the pay date difference it add it on the to do list and also it categories it on 4 types
Pending follow up issue
Client issue
Payment issue
Conservation issue
Steps1. Check To-Do List upon login or lead updates. - Example: Address a “Payment Issue” for a lead with a declined transaction.
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