Account and Contact Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Enhanced Contact Import & Duplicate Management

Arzoo Kiran — Thu, 14 May 2026 08:16:14 +0000

Release Date: 13 May 2026

Earlier, the system had only a single upload option for both creating and updating contacts together. This often created confusion for users when uploading data, especially in scenarios where they wanted to only add new contacts or update existing records separately. It also increased the chances of unintended updates or duplicate handling issues during bulk uploads. To improve flexibility, accuracy, and overall user experience, the contact upload functionality has now been enhanced by separating the process into dedicated upload options based on the required action.

Use Case: These enhanced upload options provide better control over how contact data is managed during bulk uploads. Users can now choose the exact action they want to perform based on their business requirement, whether it is adding only new contacts, updating existing records, or handling both together in a single upload. This helps maintain cleaner data, reduces duplicate records, prevents accidental updates, and improves overall upload efficiency while also protecting AMS synced contacts from unintended overrides.

Note: Contacts that are already present and synced with the respective AMS will be skipped during bulk upload to prevent any disruption or override of synced data.

This improves data accuracy and saves time during bulk contact management.

To view the Enhancement:

Navigate to Contacts.
Click on the three dots.
From the dropdown, select Import Account and contacts.

An Upload File panel appears
As shown below, three new options have been added.

Create and Update Contacts

This option allows users to create new contacts while also updating existing contacts in a single upload process. The system identifies existing records using the contact’s email address and phone number. If a match is found, the existing contact information is updated, and if no match is found, a new contact is created automatically. This option is best suited for regular bulk uploads where both new and existing contact records may be present in the same file.

Note

AMS synced contacts will be skipped, and a duplicate contact will be created for those records to maintain data integrity. Users should not be able to update synced contacts.

Create New Contacts Only

This option is designed specifically for adding only new contacts to the system. During the upload process, the system checks existing records using email address and phone number to identify duplicates. If a contact already exists (synced or non-synced), that record will be ignored, and no updates will be made to existing data. This helps users safely import fresh lead or prospect lists without affecting current records.

Note

Existing contacts will not be updated.

Update Existing Contacts Only

This option updates only the contacts that already exist in the system. The system matches records using email address and phone number, and updates only the eligible existing contacts found during the upload. Any new contacts included in the file will be skipped automatically. This option is useful when users want to refresh or correct existing contact information without creating additional records.

Note

New contacts will not be created.
AMS synced contacts will be skipped to maintain data integrity.

Note: After selecting the preferred import option, upload the preferred file. Once the upload process is completed, two success pop-ups will appear, as shown below.

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Addition of Language Field in Add contact Section

Arzoo Kiran — Mon, 16 Feb 2026 06:57:52 +0000

Release Date: 13 February, 2026

A new enhancement has been introduced in the Contact Module under the Add Contact section. A new Language field has been added to fill the client’s preferred language.

This allows users to record and communicate with contacts in their preferred language. Once the language is selected while adding a contact, it will automatically reflect in the Contact 360 view.

Use Case: This enhancement allows agencies to capture a client’s preferred language at the time of contact creation, ensuring agents can communicate in the client’s preferred language while enabling quick visibility and supporting more personalized and effective customer interactions.

To view the enhancement:

Navigate to Contact.
Click on Add Contact.

An Add Contact Panel appears.
As shown below, a new field, Language, has been added.
Add the preferred language of the contact.
Click on Save.

A success pop-up message appears: “ Contact added”.

In the Contacts module, you can add the Language column to view the language assigned to each contact.

Here, you can see the Language column in the contact module.

To view the selected language in Account360

Navigate the Contact section.
Click on the column.

Here, you can see the selected language column.

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Option to Select Multiple Age Groups Filter on Contact Module

Arzoo Kiran — Tue, 16 Dec 2025 09:10:58 +0000

Release Date:- December 16th 2025

We have introduced a new enhancement under the Contact module. You can now select multiple age groups in the filter to efficiently view and manage contact data.

This feature allows for better segmentation and analysis based on different age ranges, making it easier to handle large datasets.

Use Case: Agents can quickly filter and view contact details belonging to specific or multiple age groups, helping them target communications, campaigns, or offers more effectively.

To view the enhancement:

Navigate to Contacts.
Click on Filter.

A filter Panel appears on the Right Side.
From the dropdown, Click on the Age Groups.
As shown below, select multiple age ranges as per your preference.
Click on Apply.

As shown below, View contact details and names based on the selected age group.

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Active Commission in Accounts and Contacts

Arshad Hussain — Sat, 11 Oct 2025 12:01:44 +0000

Release Date : 11th October 2025

We have introduced a new enhancement under the Accounts and Contacts module. A new section, Active Commission, has been added. Now, any commission amount added in Epic will be reflected in the IM Accounts and Contacts section, as well as in the 360 view of Accounts/Contacts.

Use Case: This feature helps agents keep track of commission amounts added in Epic, ensuring accurate records and reducing manual effort. It allows agents to easily monitor commissions across accounts without any hassle.

Note: This feature is implemented for Epic AMS

To View the enhancement in Accounts:

Navigate to Accounts
Click on Select Table Column

A Select Table Column panel appears on the right side.
Select the Active commission
Click on save

As shown below, the Active Commission section is visible on the Accounts Home page.
To view a profile, Click on the preferred Accounts Name

You will be redirected to the account 360 page.
As shown below, you can view the amount of the added Active Commission in Accounts 360 page.

As shown below, the Commission amount added in epic is visible in the IM Accounts and contacts.

To View the enhancement in Contacts:

Navigate to the Contacts
Click on the Select Table Column

A Select Table Column panel appears on the right side.
Select the Active commission
Click on Apply

As shown below, the Active Commission section is visible on the Contacts Home page.
To view a profile, Click on the preferred Contacts Name.

You will be redirected to the Contacts 360 page.
As shown below you can view the amount of the added Active Commission in the Contacts 360 page.

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Summary in Email (Account,Contact,Dealcard)

Arshad Hussain — Tue, 26 Aug 2025 06:54:35 +0000

We have introduced a new enhancement in the 360° View of Accounts, Contacts, and Deal Cards. In the Communication section, you can now quickly capture and summarize emails. Based on the summary, you can also view the result as Positive, Negative, or Neutral.

Use Case: Suppose an agent wants to quickly understand the overall tone of client communication without reading through every email. With this enhancement, the agent can capture and summarize email notes in the 360° View.

The system then highlights whether the sentiment is Positive, Negative, or Neutral, helping the agent prioritize responses, improve client relationships, and take timely action.

To View the Enhancement of Contacts:

Navigate to the Contacts
Click view profile of your preferred Contacts Name

You will be redirected to Contacts> Contact 360 page
On the Contact 360 page, click Communications.

In the communication section, click on Email

Click Summarize Emails to generate a summary of all your added Emails.

Generate a summary of all emails in just one click along with email sentiments.

You can re-summarize your notes anytime by clicking Regenerate, and also you can view the last summarized date of the emails.

You also have the option to select a Time Range for email summarization

To View the Enhancement of Deal Card360:

Navigate to the Pipeline
Click Deal Cards

You will be redirected to this page
On the deal card page, click Communication

In the communication section given options, click on Email.

Click Summarize Emails to generate a summary of all your added Emails.

Generate a summary of all emails in just one click along with email sentiments.

You can re-summarize your notes anytime by clicking Regenerate, and also you can view the last summarized date of the emails.

You also have the option to select a Time Range for email summarization

Note: To view the Account Communication Email Summary enhancement, follow the same process as mentioned above for Contacts and view the sentiments of the email.

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PageSize implementation in Accounts/Contacts/Policies

Arshad Hussain — Mon, 25 Aug 2025 13:27:20 +0000

Release Date: 25 August 2025

A new enhancement for selecting page size has been introduced in the Accounts, Contacts, and Policies sections.

You can now choose how many entries to display per page (e.g., 10, 25, 30).This works across all statuses, including Active,Inactive,Cancelled, and Future.

Use Case: This enhancement ensures a smoother workflow for agents by allowing them to work with their preferred number of entries while still applying filters and actions. It eliminates the inconvenience of resetting the page size after each filter change, maintains an organized view, saves time, and improves efficiency—especially when handling large datasets.

To View the Enhancement (Account):

Navigate to the Accounts.

Note: You can view your data based on the desired status (All, Active, Prospect, Inactive, Leads, and Others).

At the bottom of the page, use the Accounts per page dropdown to select how many entries you want to view (e.g., 5, 10, 25, 30).

After selecting the number, the page will display that many entries.

Use the page numbers and arrows to move between pages while keeping the same number of entries displayed.

Apply filters as needed to refine the displayed data.

To View the Enhancement (Contacts):

Navigate to the Contacts
Select the desired Status

At the bottom of the Contacts page, use the Contacts per page dropdown to select how many entries you want to view.

After selecting the number, the page will display that many entries.

Use the page numbers and arrows to navigate between pages with the same number of entries.

Apply Filters as needed.

Note:To view the enhancement in Policies, navigate to the Policies page.

All remaining steps—selecting the number of entries per page, navigating pages, and applying filters—are the same as in Accounts and Contacts.

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Re-subscribe email for Contact/Account

Arshad Hussain — Mon, 25 Aug 2025 08:44:33 +0000

We have added a new enhancement in the Accounts and Contacts “Do Not Contact” section that allows you to edit an email ID if it has been marked as Bounced, Unsubscribed, or Compliant. By updating and re-subscribing with a valid email ID, you can continue communication with the same contact or account seamlessly.

Use Case: If a client’s email status changes to Bounced or Unsubscribed, the agent was previously unable to use that email for communication. With this enhancement, agents can edit the email ID in the Accounts and Contacts section and re-subscribe it, ensuring continued communication without any interruptions.

To View the Enhancement:

Navigate to Contacts
Click on the contact to view the profile

In the profile,”Do Not Contact” a tooltip message will appear showing: “Email Unsubscribed has Bounced.”

Click on Edit

The Update Contact window will appear, where you can edit the email address.

Click on the Update Button.

A confirmation pop-up will appear; select Yes, Update.

A success pop-up message “Contact Updated” will appear, as shown below:

In Contact 360, you can view the updated email address.

Additionally, when you hover your cursor over the email, the Email Opt Out option will appear.

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Merge Account/Contacts with Name Field

Avinash Barik — Sat, 10 Aug 2024 10:51:01 +0000

Earlier, you could only merge accounts and contacts with the same email and phone numbers. Now, you can also merge them based on names. If there is a similar or identical name, you will be able to merge that account and contact into the primary one.

Use Case: Enhanced account and contact merging based on names.

To View the Enhancement:

Merge Account:

Navigate to the Accounts Module.
Then,click on three dots present in the top right corner.
From the drop-down, select ‘Merge Accounts.’

Next, click on the newly added Name option.

Now , select the accounts having similar account names.
Then, Tap the ‘Merge Accounts Icon.’

Select a Primary Account to merge all the accounts into one.
Then, click Merge.

Then you will be receiving a pop-up saying: Yes, Merge them! Or No.
Click: Yes, Merge them !

A pop-up will then appear saying : Success Accounts merged Successfully.
Accounts with same name will be merged to a primary one succesfully.

Now, while merging an account, you will notice a “Name” field stating: “These details will be merged into the master account.
Just click on the (i) option to verify the items that will be merged into the master account once you merge an account.

Merge Contacts:

Navigate to the Contacts Module.
Then,click on three dots present in the top right corner.
From the drop-down, select ‘Merge Contacts.’

Now , select the contacts having similar contact names.
Then, Tap the ‘Merge Contacts Icon.’

Select a Primary Account to merge all the contacts into one.
Then, click Merge.

Then you will be receiving a pop-up saying: Yes, Merge them! Or No.
Click: Yes, Merge them

A pop-up will then appear saying : Success Contacts merged Successfully.
Contacts with same name will be merged to a primary one succesfully.

Now, while merging contacts, you will notice a “Name” field stating: “These details will be merged into the master contact.
Just click on the (i) option to check the items that will be merged into the master contact once you merge a contact.

Note:

As usual Two non-synced accounts/contact can be merged.
Two synced accounts or contacts cannot be merged.
One synced account/contact and one non-synced account/contact can be merged if the synced record is kept as the primary; otherwise, they cannot be merged if the non-synced record is kept as the primary.

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All Timeline implementation – Contact/Account 360

Avinash Barik — Fri, 28 Jun 2024 10:10:33 +0000

Within Contact and Account360, we’ve now introduced a Timeline Feature where you can track all the recent activities. The timeline view provides the data for tracking all activities linked to a specific contact or account.

Use Case: Easily track and analyze recent activities for specific contacts or accounts in Timeline View.

To View the Enhancement:

From Account360:

Navigate to the Accounts module.

Then,click on any Account to navigate to its Account360 Page.
Move to the last right corner to find the Timeline tab.
Click on it to view the data of the activities performed within the specific account.

From Contact360:

Navigate to the Contacts Module and select any contact.
Then, click on any contact to navigate to its contact360 Page.

Move to the last right corner to find the Timeline tab.
Click on it to view the data of the activities performed within the specific contact.

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Work email – Need “Add email to existing account” Option

Arshad Hussain — Mon, 13 May 2024 11:14:32 +0000

Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email to the account and view your mapped emails in Account 360 for efficient organization and accessibility.

Use Case: Map emails to accounts for easy organization and access, simplifying communication management and improving efficiency.

To View the Enhancement:

Navigate to the Work Email.
Then, click on Expand from the top right corner.

Out of a series of options within the work email, select “To add email to an existing account.”

A minimized window will then appear asking you to map the email to the account by simply providing the Account Name.
Click on Save.

You will then get a success message saying: Email Mapped in Account Successfully.

Then, the following email will be successfully mapped to your account.
Navigate to the ‘Account 360’ page under the ‘Communication’ tab, where you can view the email that has been successfully mapped.

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Payment feature in card detail, account360, and contact360

Arshad Hussain — Sun, 07 Apr 2024 06:59:50 +0000

The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently.

Use Case: Efficiently request payments with your integrated platforms, enhancing workflow and client service.

Note 1: Ensure that address information is provided for the account, contact, and deal card. This information is mandatory, and without it, payment requests won’t be sent.

Note 2: This payment feature works for both Epay and Tranzpay integrations. Whichever integration you are using, this payment feature will work for both of them.

From Account360:

Navigate to the Accounts module.
Select any account and navigate to the Account 360 view.
Look for the Request Payments feature.

From Contact 360:

Navigate to the Contacts module.
Select any contact and navigate to the Contact360 view.
Look for the Request Payments feature.

From pipelines:

Navigate to the Pipelines module.
Select any deal card.
Now, toggle to the bottom of the deal card details to find the “Request Payment feature.

To Request Payment:

A minimized window will appear, prompting you to fill in the details to request payment for the policy associated with the account.
You can send the payment request via email, text, or both.

Upon successful submission, you’ll receive a confirmation message saying: “Payment link sent to the user successfully.”

If you’ve asked for payment by email, you’ll see how it looks in the image above.
Click on Pay Now.

You will then be redirected to Tranzpay.
Enter your policy number and select the amount to pay.
Click on “Pay.”

After your policy transaction, you can check the payment status.

Visit the payment dashboard to see all your requested, completed, and pending payments.

A graph will then be displayed showcasing your past payment reports.

The post Payment feature in card detail, account360, and contact360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Need Search Option in the timeline for Contact360 and Account360

Arshad Hussain — Sat, 06 Apr 2024 10:55:28 +0000

Release Date: June 6, 2024

Within the timeline tab, both Contact360 and Account360 now boast a dedicated search function. This enhancement allows users to swiftly retrieve specific activities without the need for manual scrolling, ensuring instant access to desired results

Use Case: Now easily find activities with the new search option, enhancing efficiency and saving time for users.

To View the Enhancement:

From Account360:

Navigate to the account360 page of the account.
Then click on the timeline tab.
Now, search for any keywords related to the activities within the search option and get instant results.

From Contact360:

Navigate to the Contact360 page of the contact.
Then, click on the timeline tab.
Now, search for any keywords related to the activities within the search option and get instant results.

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