Accounts 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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Provide an Agency Filter across Accounts, Contacts & Policies – Epic

Arzoo Kiran — Thu, 19 Mar 2026 12:42:18 +0000

Release Date : 19 March 2026

We have introduced a new enhancement in the Accounts, Contacts, and Policies modules. A new Agency Filter has been added in the Filter section, allowing users to filter records based on the preferred agency.

Users can select one or multiple agencies to quickly narrow down the displayed data.

Use Case: This enhancement helps users easily view and manage data agency-wise across Accounts, Contacts, and Policies.

It improves data visibility, makes filtering faster, and helps users focus only on records relevant to the selected agency for better analysis and management.

Note: This feature is available only for Epic Agency.

To view the Enhancement in Accounts:

Navigate to Accounts.
Click on the Filter icon.

A Filter panel appears on the right-hand side.
As shown below, a new option, Agency Filter has been added.
Check the box to select the preferred agency.
Click Apply.

Note: You also have the option to Select All from the dropdown.

As shown below, the account names are displayed based on the selected agency.

Note: To view the enhancement in Contacts and Policies and see the results, follow the same steps as mentioned above for Accounts.

Contacts:

Policies:

The post Provide an Agency Filter across Accounts, Contacts & Policies – Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AMS Filter Handling for Sync Failure and In-Progress Status in Accounts/Contacts/Policies

Arzoo Kiran — Wed, 25 Feb 2026 07:43:42 +0000

Release Date:- 25 February, 2026

We have introduced a new enhancement in the Accounts, Contacts, and Policies sections. A new AMS Filter is now available, allowing users to filter data by AMS360 Synced, Not Synced, Sync In Progress, and Sync Failed statuses. This enhancement provides better visibility and clarity into the AMS sync status of each account, contact, and policy.

Use Case: This AMS Filter helps users promptly troubleshoot issues, avoid data inconsistencies, save time, and ensure accurate synchronization between InsuredMine and AMS360. It reduces manual checking and improves overall data management efficiency.

Note: This feature is available for AMS360, NowCerts, and Epic.

To view the enhancement:

Navigate to Accounts.
As shown below, click the Filter icon.

The Filter panel appears.
As shown below, a new AMS Filter option is available with the following statuses:
- AMS360
- Not Synced
- Sync In Progress
- Sync Failed

How to apply the filter:

Select AMS360 Synced.
Click Apply.

As shown below, all accounts with the AMS360 Synced status are displayed.

Note: After selecting an option from the dropdown and clicking Apply, the system displays the filtered results accordingly.

Note: The AMS Filter is available in the Contacts and Policies sections with the same options and usage as the Accounts section.

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SMS AI Summary in Communication (Account, Contact, and Dealcard)

Arzoo Kiran — Tue, 25 Nov 2025 07:33:10 +0000

Release Date:- November 24th 2025

We have introduced a new enhancement to the Account/Contact 360 View and Deal Card. You can now view an AI-generated SMS Summary based on text messages recorded in the Account/Contact 360 timeline. Additionally, you can get an AI-generated summary for each Deal Card.

These summaries can be filtered by a selected time range and also provide suggested actions based on the summarized content.

Use Case: Instead of reading through multiple text messages, the AI summary provides a concise overview of key discussions and automatically suggests follow-up actions. This helps agents make informed decisions, respond faster, and maintain better client engagement.

To view the enhancement in Accounts:

Navigate to Accounts.
Click on the preferred Account Name (Ariel Walters).

You will be redirected to the Account 360 page.
Click on the Communication.

As shown below, you can view different communication types from All to Workflows.
Select Text to view all Texts related to the Account from one respective Agent.
Click on Summarize SMS.

Get the SMS Summary of all Texts with a single click.

From the dropdown, select a time range for SMS Summarization.
Check the Generated Date of the SMS Summary.
View the Sentiment of the SMS summary (Positive, Negative, or Neutral).
View the AI suggested action based on the summarized SMS content.

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

To view the enhancement in Contact:

Note: To view the enhancement in the Contact, follow the same process for SMS Summarization as in the Account 360 view.

To view the enhancement in Deal Card:

Navigate to the Pipeline.
Open the preferred Deal Card.

Note: To view the enhancement in the Deal Card, follow the same process for SMS Summarization as in the Account/Contact 360 view.

The post SMS AI Summary in Communication (Account, Contact, and Dealcard) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

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.

The post Summary in Email (Account,Contact,Dealcard) 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.

PageSize implementation in Accounts/Contacts/Policies

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

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.

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.

The post PageSize implementation in Accounts/Contacts/Policies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

The post Re-subscribe email for Contact/Account 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.

ImageRight Integration with InsuredMine

Avinash Barik — Wed, 12 Mar 2025 07:47:50 +0000

Release Date: February 1, 2025

What is ImageRight?

ImageRight is a software designed to help insurance agencies manage documents and workflows more efficiently. When combined with InsuredMine, it creates a seamless experience for organizing, accessing, and sharing files. Whether you’re adding new documents, updating existing ones, or simply finding what you need, this integration makes it easy.

Why Use ImageRight with InsuredMine?

The integration between ImageRight and InsuredMine is a game-changer for insurance agencies. Here’s what it offers:

Easy Access to Files: Quickly find and organize documents, folders, and pages.
Effortless Updates: Add new files or enrich existing ones with additional pages.
Download and View: Download documents in their original format or view them directly in your browser.
Seamless Sync: Keep your files up-to-date across platforms without manual effort.

Note: This feature is currently available for AMS360 users.

How to Get Started with ImageRight in InsuredMine

Step 1: Access Your Account 360 Page

Click on the Files section.

Look for the ImageRight option in the drop-down menu.

Step 2: Explore Your Documents

Open the Global Training Drawer.

Navigate through Files > Folder > Documents > Pages to find the content you need.

Step 3: Add a Document:

Click the ‘+’ icon in the document section.
Choose the document you want to add.

A pop-up will appear:
Select the document type (e.g., PDF, Word, Excel).
Enter a name for the document.
Click Save to add it.

Step 4: Add a Page to a Document

Click the ‘+’ icon within the document.
Select “Add Page.”

Select the Document from your local system to add as a Page.
The page will be added to your document instantly.

Step 5: View or Download a Page

To view or download a page, simply click on it.

ImageRight Page Download Behaviour

Here’s a quick guide to the types of files you can work with and how they can be accessed:

File Type	Direct Download on Click	Open in Browser on Click
PDF	No	Yes
Word (DOC/DOCX)	Yes	No
Excel (XLS/XLSX)	Yes	No
PowerPoint (PPT/PPTX)	Yes	No
Text (TXT)	Yes	No
Web Files (HTML/HTM)	Yes	No
Images (JPEG, PNG, GIF)	No	Yes

Why This Integration is a Must-Have?

The InsuredMine and ImageRight integration is designed to make your life easier. Here’s why it’s a must-have for your agency:

Save Time: Quickly find and organize documents without hassle.
Stay Organized: Keep all your files in one place, neatly categorized and easy to access.
Work Smarter: Add new documents or pages with just a few clicks.
Stay Updated: Sync files across platforms to ensure you’re always working with the latest version.

This integration isn’t just about managing documents—it’s about giving you more time to focus on what really matters: serving your clients and growing your business.

Ready to Explore?

Getting started with ImageRight and InsuredMine is simple. Follow the steps above to access, organize, and manage your documents with ease. If you have any questions or need assistance, our support team is here to help.

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