Page Comparison

Index: 

• How to use ‘Reports’ to send push notifications/emails.

• How to filter specific reports (e.g. by region, by city, by postal code, etc.) 

• How to pull reports in excel.

• How to Filter reports.

 This document provides a detailed overview of key truMobile features, their functionality, and tips to optimize their usage. Use this as a reference to better understand the platform and enhance your workflow.

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Key Features of truMobile Reports

1. User Management

• Users Table:

  • Contains a list of all signed-up users on the platform.

  • Note: Users are a subset of clients who have active logins. If a client isn’t listed, they haven’t signed up yet.

  • Provides information such as user status (active/inactive), insured name, policies linked, and login activity.

• Key Columns:

  • Status: Indicates whether the user’s account is active.

    • Accounts may deactivate automatically due to policy expiry.

  • App Download Status: Specifies if the user has downloaded the app.

  • Date of Birth & Client ID: Used for verification and backend synchronization with BMS.

  • Line of Business Codes: Links to policy types (e.g., auto, home).

2. Login Activity

• Tracks user activity, showing login timestamps, email addresses, and IP addresses.

• Filters available to:

  • Identify inactive users (e.g., no login in the last month).

  • Create targeted campaigns encouraging app engagement.

  • Use Case: Run adoption campaigns using login activity data.

    • Example: Filter for users inactive for over a month and send re-engagement emails.

3. Policies

• Displays detailed policy information, including:

  • Policy Effective and Expiry Dates: Annual policy terms.

  • Transaction Effective and Expiry Dates: Reflect midterm adjustments.

    • Scenario:

      • Midterm adjustments (e.g., adding a vehicle) update transaction dates without altering the original policy dates.

• Columns:

  • Business Purpose: Indicates the reason for a transaction (e.g., renewal, cancellation, policy change).

  • Branch Code: Identifies branches or acquisitions for brokers with multiple locations.

  • Contract Number: the contract number for each carrier (this may be different if you have multiple locations)

4. Reports and Data Filters

• Vehicles and Vehicle Coverages:

  • Vehicle reports show each vehicle linked to a policy.

  • Vehicle coverage reports provide granular data by breaking down individual coverages.

    • Filter Example:

      • Use a "contains" filter with coverage codes (e.g., ",44,") to isolate specific coverages without duplicates.

• Properties and Property Coverages:

  • Similar to vehicle coverages but for real estate policies.

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 How to create a Report and send Communication

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push-notificationpush-notificationHow to use ‘Reports’ to send push notifications/emails

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Note: An email and push notification will be sent to the client. If the client has their push notifications turned off, the client will still receive an email.  

How to Filter Specific Reports (e.g. by region, by city, by postal code, etc.)  Anchorexport-excelexport-excelHow to Pull Reports in Excel 

How to export a User Report

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How to create a query in reports

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