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

Servicing Role Edit Option – Account 360 Page

Arzoo Kiran — Thu, 19 Mar 2026 13:50:10 +0000

Release Date: 19 March 2026

We’ve enhanced the Accounts module, specifically the Account 360 page, to allow users to edit and update servicing roles directly. Previously, servicing roles could only be added during the initial creation of an account in Epic. Once an account was created and synced with Epic AMS, there was no option to add or modify these roles.

Now, if the account is synced with Epic, users have the flexibility to edit or update servicing roles directly from the Account 360 page in IM.

Use Case: This feature allows users to update servicing roles for synced Epic accounts directly from the Account 360 page. It improves flexibility in account management and ensures that servicing role information remains accurate and up to date.

Users can easily edit or update account servicing roles according to their preference without any hassle.

To view the enhancement:

Navigate to Accounts.
Click on the preferred Account Name to view the Account 360 page.

You will be redirected to the Account 360 page.
As shown below, click on the Edit icon.

An Edit Account panel appears on the right-hand side.
Scroll to the Servicing Roles section.
As shown below, edit the Description, Servicing Role, and Employee fields.
Click Add New to add an additional servicing role if required.
Once the changes are completed, click Update.

A success pop-up, “Account is updated successfully,” appearss.

As shown below, the updated Servicing Roles are displayed on the Account 360 page.

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Request for Source & Legal Entity in accounts

Arzoo Kiran — Thu, 16 Oct 2025 08:16:04 +0000

We have introduced a new enhancement under the Account section, where two new fields — AMS Source and Legal Entity — have been added.This is a two-way sync, ensuring that updates made in either InsuredMine or Sagitta are automatically reflected in both systems, keeping data consistent and accurate.

Use Case: Suppose an agent creates a new account in InsuredMine and updates the AMS Source and Legal Entity fields. These updates are automatically synced with Sagitta. Likewise, if changes are made to these fields in Sagitta, the updates are reflected back in InsuredMine without any manual effort.

To View the Enhancement:

Navigate to Accounts
Click on Add Account

An Add Account side panel appears on the right side.

Fill in the required details, including Legal Entities, and AMS Source as shown below.

Click on Save.

A success message:“Account is added successfully appears.”

As shown below, the added Legal Entity and AMS Source are visible, and the account is synced to Sagitta.

To view your Account information linked to Sagitta:

After Copying your sagitta code, a “Text Copied” pop-up will appear

Paste the Sagitta code and click on Search.

Once the account is synced to Sagitta, you can view other details of the client along with the Source and Legal Entity.

The post Request for Source & Legal Entity in accounts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AI Account Summary

Arshad Hussain — Sat, 11 Oct 2025 08:05:14 +0000

Release Date : 11th October 2025

We have introduced a new enhancement under the Account 360 view. You can now view an Account Summary based on added policies, contact activities, deal card activities, and other activities recorded on the Account 360 timeline. The summary can also be filtered by a selected time range.

Use Case: Suppose an agent wants to quickly review all client activities, such as policies added, contacts updated, or deal cards created, for a specific quarter.By applying a date range filter in the Account 360 Summary, the agent can instantly access a consolidated view of the client’s activity,understand the account status, save time, and improve efficiency.

To View the enhancement:

Navigate to Accounts.
Click on Account Name.

You will be redirected to the account 360 page.

As shown below, you can summarize all added data— such as Policies and other activities — in the Account 360 view.
Click on Summarize Account.

Get the Account Summary of all added data with a single click.

From the dropdown, select a time range for Account Summarization
Check the Generated Date of the Account Summary
View the Sentiment of the Account (Positive,Negative, or Neutral)

As shown below,Re-Generate the Account Summary anytime by clicking on the Icon.

Note: Any activities performed by any agent on linked Contacts are visible in the Account Summary.

Note: Any agent performs activities on the Pipeline Cards linked with that account, they are also visible in the Account Summary.

Note: As shown below, any activities added by another agent are visible in the Account Summary along with the date and can be viewed by both the Admin and the Agent.

The post AI Account Summary appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Notes Summary in Account360,Contact360,and Deal Cards

Arshad Hussain — Mon, 25 Aug 2025 13:46:48 +0000

We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal Cards — allowing you to quickly capture and summarize important notes.

Use Case: Helps you quickly capture and organize all notes into concise summaries for easy reference, share key insights with your team, improve collaboration, and speed up decision-making.

To View the Enhancement of Account 360:

Navigate to the Account
Click view profile of your preferred Accounts Name

You will be redirected to Account 360 page
On the account 360, click Notes.

Click on Add Note to add New Note

Add Note also you can Drag and drop your files and get a summary on the basis of that added file and notes.
Click on the Save Icon.

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in one click.

You can re-summarize your notes anytime by clicking on the icon, as shown below.

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

To View the Enhancement of Contacts 360:

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

You will be redirected to Contact 360 page
Click Notes.

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in just one click.

You can re-summarize your notes anytime by clicking on the, icon as shown below

You also have the option to select a Time Range for Notes 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 Notes

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in one click.

You can re-summarize your notes anytime by clicking on the icon,as shown below

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

The post Notes Summary in Account360,Contact360,and Deal Cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Account360 & Contact360 Scheduled WorkFlows

Arshad Hussain — Sat, 26 Jul 2025 10:49:01 +0000

We’ve introduced a new enhancement to the Account360 and Contact360 pages.
Under the Communication section in Workflows, you can now view Scheduled Workflows.

This helps you easily track upcoming automated communications for each contact or account.

Use Case: A user wants to check if any automated messages are scheduled for a client—now they can view all upcoming workflows directly under the Communication section. This ensures better visibility and planning for client follow-ups.

To View the Enhancement:

Navigate to the Accounts/Contacts module.
Select any contact/account.

In the Account360 view, navigate to the communications tab and click on Workflows

Here, you can view your Scheduled Workflows on Account360 page

You can see the Scheduled Workflows onContact360 page

The post Account360 & Contact360 Scheduled WorkFlows appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Linked Accounts

Avinash Barik — Mon, 03 Mar 2025 10:41:03 +0000

Release Date: March 1, 2025

With our latest enhancement, you can now link multiple accounts to an existing account. The Linked Accounts feature allows you to connect related accounts, which you can easily add, edit, or remove as needed.

Use Case: Easily manage and organize related accounts by linking them to the existing ones, ensuring better tracking and seamless account management.

To View the Enhancement:

Navigate to the Accounts module.
Select an existing account.
Go to its Account360 view.

Scroll to the bottom of the left side panel until you find the ‘Linked Accounts’ option.
Click on Add.

Next, search for the Account Name that needs to be linked.
Enter a Description if any, then click Link.

The account will then be successfully linked, as shown in the image above.

Later, you have the option to edit or delete the linked account or add a new one if needed.

The post Linked Accounts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Revenue and Insured Address Field in Accounts

Avinash Barik — Sat, 14 Sep 2024 11:45:54 +0000

With our latest update, two key enhancements have been introduced within the ‘Add Account’ option to improve data management. The revenue field is now available exclusively for commercial accounts, while the insured address field has been added for both personal and commercial accounts.

Use Case: Added two new fields such as insured full address and revenue field within the add account option in the accounts module.

To View the Enhancement:

Insured Full Address Field:

This field is available for all personal and commercial accounts, allowing you to input a complete and detailed address for the insured entity. This ensures that address information is accurately captured and consistently available across all account types.

Navigate to the Accounts Module.
Then, click on the Add account option.

Revenue Field:

While adding a commercial account, you’ll now have access to a dedicated Revenue field, allowing you to input and track the revenue amount associated with that account. This enhancement ensures you can easily capture key financial data for your commercial clients.

A dedicated Revenue option where you can add the revenue amount related to the commercial account and view it accordingly.

Click on the account name to navigate to its Account360 page, where you can view the revenue amount added for the commercial account.

The post Revenue and Insured Address Field in Accounts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

The post All Timeline implementation – Contact/Account 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Unsubscribe Marketing Transactional Field Handle as do not Contact

Arshad Hussain — Mon, 13 May 2024 11:24:40 +0000

Now, a new feature has been introduced whereby, if any email campaigns are running, you can opt out of each of the marketing and transactional emails directly from Account360 and Contact360, as well as while adding a deal card.

Use Case: Users can opt out each of marketing and transactional email directly from Account360, Contact360, and Deal Card

To View the Enhancement:

From Account 360:

Click on any account to navigate to its Account360 page.

Click on the icon to opt in or out of marketing email communications.

After clicking, you will receive a success message as shown above saying: Marketing email has been opted out.

Click to opt in or out of transactional email.
After clicking, you will receive a success message above saying: Transactional email has been opted out.

From Contacts:

Click on any contact to navigate to its Contact360 page.

Click on the icon to opt in or out of marketing or transactional communications.

While adding a deal:

Opt-in or Opt-out for marketing or transactional email communications.
Then, click Save.

The post Unsubscribe Marketing Transactional Field Handle as do not Contact appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

The post Work email – Need “Add email to existing account” Option appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

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