Where to enter client's policy information?

Smart CRM & Sales Hub CRM
1

Hi, I have imported clients info via HubSpot CRM Contacts. Each client will have different insurance policies. Could someone provide instructions where to import/add client’s policies information?

Central Data

  1. Contacts (via HubSpot – CRM – Contacts)
    1. Clients
  2. Sales (via Hubspot – CRM – ??)
    1. client policy records
      1. tracking different policies for the same client

Thank you!

2

Hi @AnnKu,

What exactly does a policy look like? Is it a link, a file, a text?

Without having that context, its still most likely that this would be a company property, single line text for a link, file for a PDF, multi line text for a spelled out policy.

You can create a company based field by following these steps: Create and edit properties

Let me know if you have any follow-up questions!

3

The layout for client’s policy information is as below.

  • Policy Owner
  • Insured
  • Spouse Name
  • Product Name
  • Face Amount / Initial Amount
  • Risk Class
  • Application Date
  • Provider
  • Account Number / Policy Number
  • Policy Owner DOB
  • Policy Owner Age
  • Insured DOB
  • Insured Age
  • Spouse DOB
  • Spouse Age
  • Phone
  • Email Address
  • Address
  • Split Agent
  • Issue Date
  • Commission paid
  • Status

All the above will be in the Client List datasheet. Since one client could have multiple policy records, where different records should be created in CRM? CRM - Deals?? by creating new customerized properties? Thanks!

4

Thank you for adding context, @AnnKu. If there is a one to many relationship between client and policy, then the policy would have to be a separate object. In an Enterprise subscription, you would create a custom object for that purpose. Create and edit custom objects

Without an Enterprise subscription, you would have to choose whether you want to use deals or tickets for that purpose, as a workaround. Product name, Risk class, Application date etc would be custom properties: Create and edit properties

If you don’t have any other application for tickets yet, I’d recommend using the ticket object: Create tickets

If you’re not planning on using deals for what they’re meant to (tracking opportunities), you could of course also use the deal object: Create deals

Let me know if that answers your questions!

5

Hi Karsten, thank you for your explanation. Actually, it was kind of confirm what I was trying to do, using the Deals by adding extra properties.

As to the Enterprise subscription, which one would you recommend for the purpose that we’re looking for since there are several Enterprise subscriptions? Thank you!

6

@AnnKu if this is your only requirement, you could go with the cheapest one that offers custom objects. I would recommend that you pick the one that offers the most features to your main use cases. If you’re about to onboard sales people and aiming to build an automated sales process, you would go with Sales Hub Enterprise. If you want to build a support and customer service organization, you would go with Service Hub Enterprise. I’ll send you a direct message with more details :slightly_smiling_face: