The Contacts section

What the Contacts section is

Contacts is every outside person your business deals with, read into one book: the referrers and property managers who send you work, the leads and clients you serve, the adjusters, carrier representatives, and TPA coordinators on your claims, and the people at your vendors and subcontractors. It is drawn as a network rather than a directory, so the first thing you see is how strong each kind of relationship is, not a long list of names.

Each person has one type, what they are to your business, such as Referral partner, Property manager, Adjuster, Client, Vendor, or Subcontractor. That is separate from the role they play on a single job or lead, such as the adjuster on one claim or the referrer on one inquiry. Verinode decides the type from everything on file about a person: the words your source uses for them, where they sit (a person at a carrier is that carrier's representative), what they have done on your leads and jobs, and the name of their company. A person nothing places is typed Other, which is a type, not an error.

Verinode does not replace your CRM or your job tool. It reads the people out of what you already send and surfaces who sends you work, who pays slowly, and which ties are going quiet. Nothing on this page is compared across operators by person; a named person's numbers stay in your book.

Where to find it

Open Contacts from the sidebar, under Revenue, beside Sales, Jobs, Supplements, Clients, and Reputation. The page lives at iq.verinode.ai/contacts. The header reads Contacts with an Add Data button and five tabs: Cockpit, Analytics, CRM, Service providers, and Operations. Each of the last three carries a badge with how many people it lists. The tab rides in the page address, so a link can open straight onto one.

If the section is not switched on for your account yet, you land on its activation prompt instead.

Cockpit: the network map

The Cockpit opens on the network map. Your business sits at the center with its Network Strength score, and six groups of people sit around it: Referrers, Leads, Clients, Adjusters, Vendors, and Subcontractors. Each spoke is the tie to one group, drawn thicker and stronger the higher that tie scores, with the tie's own score on it. Arcs between groups show work shared between them, such as leads with a referrer named on them, or jobs with both a client and an adjuster on file. A ledger of the ties sits beside the map.

How it is scored opens the score's full disclosure. Every part of every tie is an "x of y" from your own book, never a peer figure and never a grade of one person:

• Coverage: of the organizations a group sits at, how many have a person on file, for example an adjuster at each carrier and TPA, or an account manager at each vendor and subcontractor.
• Recency: how many have a lead, a job, or an email with you in the past year.
• Engagement: whether the tie runs both ways, such as referrers still sending, leads that got a first response, clients who answered a survey, or adjusters, vendors, and subs with an email thread in the past quarter.
• Spread: for referrers only, how much of your referral work comes from beyond your top three.

A part with nothing to measure against stays out of the score, and the disclosure says what would put it in. Clicking a group opens that tie's own panel with its parts.

Take Action

Under the map, Take Action holds the decisions IQ has raised about your network, the first one larger than the rest, with a tile that opens the full list. An Ask IQ tile leads the row until you have engaged with it once. When nothing is open, the row says why instead of going blank.

Analytics: four role lenses

The Analytics tab opens on an Explore row of four lenses, each comparing your own book with itself:

• Referrers: who sends you work, and how concentrated it is. Its card states the concentration as a fact, never a verdict: with four or more referrers, the share the top three send; with fewer, the largest one's share.
• Managers: the work that comes from property managers and their buildings.
• Adjusters: each adjuster's jobs against your own average for their carrier.
• Customers: your customers against the reviews that came in.

Each lens opens a card with the picture behind it. Where a lens has nothing to draw yet, it names the record that fills it. The referrer picture needs a lead export with a Referred By column, which shows who sends you work and how much of it; a contact list alone says who your referrers are but not what they sent. The adjuster picture needs a job record that names its adjuster, such as an estimate, an assignment, or a claim email.

CRM, Service providers, and Operations: the tables

The last three tabs are one table each, sized to the window, with only the table body scrolling.

• CRM lists leads, opportunities, clients, property managers, and referral partners, plus partners, media, public officials and inspectors, and anyone typed Other. Its columns are Name, Type, Company, Email, Phone, Stage, Leads, Jobs, Last activity, and Last email.
• Operations lists adjusters, carriers, TPAs, and insurance agents, with Name, Type, Organization, Email, Phone, Jobs, Days to pay, Supplements approved, Last job, and Last email.
• Service providers lists vendors, subcontractors, consultants, and lenders or investors, with Name, Type, Company, Email, Phone, On file since, Last email, and Met through.

Each table filters by type, and by the cuts that matter for that kind of network, such as the carrier, the area, and the year of the leads and jobs a person is on, or the branch where your book has more than one. Search with Find a person; opening a row opens that person's file. When a table is empty it names what fills it: on CRM, "Every person on your leads and jobs appears here," followed by the document that starts it; on Operations, the adjusters, carriers, and TPAs on your claims, started by a job record that names its adjuster; on Service providers, the people at your vendors and subcontractors, started by an account manager named on a vendor file.

Where contacts come from

You do not build this book by hand. People arrive from the records you already send:

1. 1A client or contact list, the fastest start, which tells Verinode who your referrers, adjusters, and property managers are.
2. 2A lead export, ideally with a Referred By column, which puts referrers on the leads they sent.
3. 3Documents that name a person: an estimate, an assignment, a supplement thread, a claim decision, or a job export puts the adjuster and the client on the job.
4. 4Your connected mailbox, where the sender of an inbound message is added on arrival.
5. 5A connected CRM or job tool, whose contacts and deals land with their roles.

Send files through Add Data, or connect your tools in the Integrations hub. The words your source uses for a person are kept beside Verinode's own type, never overwritten.

Ask IQ about contacts

IQ can read this page with you. Ask it "who sent us the most work this year?" or "which adjusters pay slower than our own average for their carrier?" and it answers from the same book the map and tables draw. For the companies behind the people, see the Clients section, Vendors, and Subcontractors.

Data sources