Want to learn more about the Account Record Page? Here is an overview!
Account Record Overview
The Account Record of a client gives an overview of the account. On the left side of the page is a quick overview of the account. Here you can quickly see the number of active policies on record, the client status, the total premium, account type, and basic contact information.
Displayed next to any email address, either the primary contact or additional contacts is an icon that shows email status.
Withdrawn someone has either been opted out, complained, or opted out from receiving emails to this address
Implicit permission to send this person an email is implied through a current or former business relationship or completing a form
Explicit someone has explicitly requested to receive emails from you
Unknown the contact has not given you explicit permission, does not qualify for implicit permission, and has not withdrawn from email
On the right side, you will see tabs for activities, contacts, policies, claims, responses, campaigns, and foreign data. More information on these tabs is below.
In the main view, you'll see a list of recent activities. This could be activities such as open an email, matched events, or anything that has happened and is associated with the account.
If you click on any of those events, you can view expanded details on each event.
The activities view allows you to audit the activities and get an overview of the recent communication with the Account.
Policies give you a quick overview of what policies a customer currently has or what has expired. If there are any issues, please verify your mapping.
Responses are the form completions your account has made - either Quote Forms or Contact forms that can be embedded on your website. This is also where you can view any NPS responses from the account. Clicking on a result will show you the form details.
The Campaigns tab shows you which Sequences & Campaigns an account is currently subscribed to. There is a button next to each which allows you to remove the Account from a Campaign.
The Data tab is a detailed view of the data we receive from your Agency Management System and the data after we've mapped it. Nearly all of the data you see here is available as a merge field in the email or postcard builder and the Segment builder. This means that you can utilize this data to hyper-target your communication or trigger specific events related to changes in this data.
If a field you see here is not currently available as a merge field, contact us, and we will make it available for you within a week.