State License Renewal Date Alerts
Agency In A Box Alerts have been added to let Agents know when a State License has lapsed or nearing its renewal date.
If an agent has any alerts, a red button will display in the top left side of the Back Office indicating the number of alerts the agent has associated with their account. Clicking this button will take them to a full list of alerts.
Since the alerts are in regards to State Licenses, they will also display across the top of their State Licensing page.
These alerts are updated for each agent when they add, update or delete a state license and agency-wide every night at Midnight EST.
Notes System Updated
All notes sections in the Agency In A Box system have been updated to a “threaded notes” style.
Brand New Features:
- Threaded Notes!
Each Note is now added to a list of notes with its own timestamp and user signature. - Collapsible notes!
Expand / Collapse Note Threads!
There are new UserType permissions for handing Profile notes, Admin notes and Contracting Notes. The permissions are as follows:
- Can Delete Profile Notes For… (under Profile Area module)
- Can Delete Admin Notes For… (under Profile Area module)
- Delete Contracting Notes For… (under Contracting Area module)
Notification E-Mail System
Now you have complete control over specific Notification E-Mails sent from the Agency In A Box System!
Available Notification E-Mails:
- Agent Enrollment Process Notification E-Mails sent to…
- The Agent
- The Recruiter
- The Division Owner
- Prospective Agent Enrollment Notification E-Mails sent to…
- The Prospect
- The Recruiter
Brand New Features:
- Create E-Mail Content with HTML & Dynamic Information!
Using our Rich-Text Editor and bank of related-variables, you can complete customize each notification e-mail. - Add CC & BCC Recipients!
Perfect for keeping records of e-mails being sent to your agents!
The section for maintaining these Notification E-Mails is located in the Administrative Area.
There is a new section for UserType Permissions under the “Administrative Area” module to control these new features called “Notification E-Mails.” The new permission is:
- Can Edit Notification E-Mails: (Yes or No)
Application Types and the NEW Application Form
Previously, A.V. Tracker applications had a separate field for Carrier and Application Type, but the two were not connected.
Not anymore!
The Agency In A Box A.V. Tracker just received a HUGE updated with the creation of the A.V. Application Types section of the Administrative Area!
Brand New Features:
- Create Any Number of Application Types to suit your needs!
You are no longer limited to a pre-defined set of types. - Carriers & Products are now linked to Application Types
You control which Carriers are available for each of your Application Types.
Changes to the Submit Application Form:
- The Agent selects an Application Type from the drop-down box.
- The drop-down of Carriers changes dynamically to display ONLY the Carriers within the chosen Application Type that the Agent is contracted with.
- There is a NEW drop-down for Products, which changes dynamically to display the Products under the specified Carrier and Application Type.
There is a new section for UserType Permissions under the “Administrative Area” module to control these new features called “Application Type Controls.” The permissions are as follows:
- Can Create Application Types: (Yes or No)
- Can Edit Application Types: (Yes or No)
- Can Delete Application Types: (Yes or No)
Calendar System Improvements
The AIB Calendar System has been completely rebuilt from the ground up!
Brand New Features:
- Improved Style!
The calendar system is now sleeker than ever! - Editing Calendar and Events no longer requires separate login!
If you’re logged in to your AIB Back Office, you are logged in to your calendar. - Calendar Sharing!
Control over which AIB Calendars and AIB Training Events are displayed on each of your Calendars, complete with color-coding! - Customized Accessibility!
You Control if Calendars are Public, Require Logins To Back Office, or are only visible to specific usertypes! - Three Calendars for FREE!!
Every Agency In A Box system comes with Three AIB Calendars. Additional Calendars are available for order from iBoomerang.com
There is a new module for UserType Permissions to control these new features called “AIB Calendars.” The permissions are as follows:
- Can Edit Calendars: (Yes or No)
- Can Edit Calendar Events: (Yes or No)
New iBoomerang PowerDialer Launched
iBoomerang has launched a new version of its ever-popular and agent-favorite PowerDialer. The new system offers classic PowerDialer functionality with an improved interface that allows users to make quick lead management edits from a single page. Users will also be able to create campaigns from calling lists by uploading an Excel or CSV file from their computer or by building a list from previous leads based on dispositions or lead-type.
New way to manage your Marketing Lists!
New changes are coming your way with how the E-mail Template Tool will work. Today, iBoomerang is proud to release a new small (but helpful) feature: the ability to manage lists easier! If you click on the Manage List section, you’ll see the change right away. The red agreement box has been removed and, as per iBoomerang policy, you herby agree with the Anti-Spam User Agreement with the purchase of the E-mail Template Tool. The box is replaced with a search box that allows you search your list by a name, e-mail, or both! From there, you can delete the name/e-mail from the specific lists.
We hope this will be helpful in making your management of lists easier. Rest assured – there are more updates on the way!
Power Dialer Calendar 2
Last week, we released the today button which quickly centers the calendar on today (or this week, or this month if you are in those views.) Tomorrow, on Wednesday, July 27, we’ll be releasing the recurring event feature.
The recurring event feature allows an event to occur over and over again. For this design, we opted for a very simple interface. When creating a new recurring event, simply select your frequency from the following list: “Daily”, “Weekly”, “Monthly – Same day of month”, “Monthly – Same week of month”. The system will figure out what you want to do based on the start date and time.
- Daily: Create an event every day at the time selected
- Weekly: Create an event on the same day of the week, every week at the selected time
- Monthly – Same day of month: Create an event on the same numbered day of every month. For example, the 23rd of every month.
- Monthly – Same week of month: Create an event on the same day of the week, in the same week of each month. For example, the 3rd Tuesday of every month.
We also cleaned up the navigation on events, by only showing you options that make sense for the step you are in. For example, we removed the “New Event” option from the “Edit Event” screen. Also, we changed the “Follow Up” menu item to “Calendar”.
I hope you find these features and changes useful and easy to use.
Power Dialer Calendar
We’ve made some recent additions to the calendar on the power dialer.
A few weeks ago, we added the ability to create custom events. You can mark each event as complete, making the event item useful as a task list. From the day view, you can get a quick summary of completed events. This week, we added a delete button so you can delete those events.
Coming soon, you’ll have a today button which will center the calendar on Today. For example, if you’ve navigated to December, and quickly want to jump back to July, you will be able to hit the Today button and jump back to July (or this week or today, depending on which view you’re using.)
Finally, we’re working on recurring events. You will be able to add a event that can occur on a regular basis (daily, weekly, monthly, etc.).
New History Page!
The Email Template tool has received an update! The history page has been re-made. You can now search your emails but you can now search the WHOLE database instead of the single page like before. On the Sent Emails page, you can search LIVE by typing in the box provided and results provided below without pressing enter.
The search has been updated as well. You can now search by the recipient’s name or email. Before it was just email only – but now it’s email, name, or lists! That’s right folks, you can ALSO search by List!
We hope these changes are more convenient for your stay.
Thanks for using iBoomerang!