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.

Email Status

Displayed next to any email address, either the primary contact or additional contacts is an icon that displays 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  • Withdrawn someone has either been opted out, complained, or opted out from receiving emails to this address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 email from you
  • Unknown the contact has not given you explicit permission, and does not qualify for implicit permission, and has not withdrawn from email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 below!

Activities

In the main view, you'll see a list of recent activities. This could be activities such as opened email, matched events, or anything that's happened and associated with the account.

If you click on any of those events you can view expanded details on each event.

The activities view gives you a chance to audit the activities and get an overview of the recent communication with the Account.

See also: Incorrect Events - How to report and how we identify and fix them

Policies

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

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.

Campaigns

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.

Data

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 also available as a merge field in the email or postcard builder and also available in 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, just contact us and we will make it available for you within a week.

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