This guide will walk you through everything you need to know about the Group's functionality in Propel. From sharing clients, and cases, to transferring ownership and more.
What Are Groups?
Propel Groups allow clients and insurance cases associated with those clients to be shared from one Propel account to another. Groups were designed for sales managers, wholesalers, advanced cases consultants, associates, and more to share cases with advisors with Propel subscriptions.
Once a client or group of clients are shared through the Groups functionality, all cases, notes, policy summaries and documents associated with that client.
How to Create a Group
From the home dashboard, select the "My Groups" option.
Then, on the top right of the page, look for the icon under the "Welcome, Your Name" label called "Add New Group".
You'll then be asked to fill in the following;
Default Role for New User: Admin or Member
Admin: Allows the new member to add others to the group and change settings.
Member: Allows them to only share or receive shared clients.
Name: Label of the group.
TIP: We recommend naming the group the name of the advisor to whom clients and cases will be shared.
Contact Name and Contact Phone: Name and Phone Number of the advisor who will receive these clients. This is an option setting.
TIP: For the most seamless process possible, we recommend checking the auto-approve new users check box, located above the save icon.
My Groups Home Page
Here is the home page for any group you create in Propel.
Adding an Advisor to The Group
The URL at the top of the page can be sent to an advisor. When they click the link and log in to Propel, they'll join the group.
Advisors can join the group via an email invitation as well. Despite this feature being available, we recommend using the link instead.
The bottom left is where you'll find every advisor who's in the group and their role (admin or member).
On the right is where all clients in the group will be seen.
How To Share Client's To A Group
There are two ways to share clients with a group. The first option is to through the group page.
The green share client's icon on the image above is where you can add one client at a time.
When selected, type in the client name in the textbox.
Select the client name that appears in the search results below and select the "share client" icon to proceed.
The second method is through the manage client page. This is the preferred method if you wish add in multiple clients to the group.
In the manage client page, you'll find a check box to the right of the view icon for that client.
TIP: If you wish to share all the clients on the manage clients page, use the select all client icon.
When you've selected the clients you wish to share, look for the "Share Selected Client's With Group" icon.
This will load a dropdown menu where you can choose the group you wish add the client.
Common Questions
How do I know if a client in Propel is a part of a group?
In the manage client page, you'll find the Group Name header on the far right side. This column will label what group the clients a part of. You can use the search functionality within the filters to look for clients within a certain group as well.
Can I assign the ownership of a client I shared in a group?
Yes! To do this through the transfer client icon on the bottom right of the group page.
You'll then be asked to confirm what clients you wish to transfer and who you want to transfer them to.
Remember, once the clients have been transferred, you can not undo this action.
Outside of transferring clients, how else can Group be used?
If you wish to segment clients within your own block of business, using groups is a great feature to help with this. A common scenario we see is to use Groups to label clients you've acquired. Follow the steps above to create the group and add in clients.