Communication and Notes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Need Option to Edit or Delete the Scheduled Text in Contact/Account/Deal – Texting

Arzoo Kiran — Thu, 19 Mar 2026 14:14:37 +0000

Release Date: 19 March 2026

New Edit and Archive options have been introduced for text messages in the Communication section of the Contact module.

This enhancement allows users to modify existing scheduled SMS content or archive conversations directly from the message options menu, improving message management and record maintenance.

Use Case: This feature enables agents to correct or update SMS content after scheduling, or archive completed or irrelevant text conversations from Contact 360.

It helps keep communication records accurate, organized, and clutter-free while maintaining a clear interaction for each contact.

To View the Enhancement:

Navigate to Contacts.
Click on the preferred contact to view Contact 360.

You are redirected to the Contact 360 page.
Click on Communication.
Click on Text.
Click on the three dots .
As shown below, two options Edit and Archive are available.

To Edit:

Click on Edit.
An Edit Scheduled SMS panel appears.
Click Update.

A success pop-up: “Scheduled SMS Updated Successfully” appears.

To Archive:

Click on Archive
An Archive pop-up appears.

A success pop-up: “SMS archived successfully”appears.

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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.

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Send NPS & Google Review from Contact360

Arshad Hussain — Mon, 25 Aug 2025 07:22:50 +0000

A new enhancement has been introduced in the Contact 360 view, enabling agents to request Net Promoter Score (NPS) and Google Reviews feedback directly from contacts 360.

Agents can request NPS and Google Reviews via Email, Phone, or both, providing greater flexibility and improving response rates.

Important: This feature will only be visible if the contact has both a valid email address and a valid phone number saved in their profile.

Use Case: This feature ensures that agents can maximize their chances of receiving feedback by selecting the most effective communication channel. For broader outreach, selecting both can further increase response rates.

To View the Enhancement:

Navigate to the Contacts
Select the preferred Contacts Name of your choice

You will be re-directed to Contacts> Contact 360 page

Ensure the contact has both an Email ID and a Phone Number.

Click on the three dots in the top-right corner to view the review options.

To get the Reviews:

Click on get Google Reviews Via Email.

A pop-up will appear confirming: “Survey sent successfully.”

Note: To get a Google review from Phone, an NPS review from Email, or an NPS review from Phone, follow the same process.

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Stop Scheduled emails from Deal cards/Contact/Account

Arshad Hussain — Thu, 04 Jan 2024 11:49:50 +0000

With Insuredmine, you have the flexibility not only to set up email schedules within pipelines, contacts, and accounts but also to view, modify the scheduled timing, or cancel them as needed.

Note: Any activities performed in Contact 360 will be visible exclusively there. When performed within Account 360, they will appear in both Account 360 and Contact 360. Activities from Deals can be performed across all three modules.

Areas from where you can cancel, update time or view scheduled mails:-

From Accounts:

Navigate to the accounts module.
Click on any account to access its account 360 details
On the Account 360 page, find and click on the “Communications” tab.
Within the Communications tab, click on the ‘Email’ option to view emails or scheduled emails.

Now, depending on their status (canceled or pending), you can take actions such as viewing the email, updating the time, or cancel.

From Contacts:

Navigate to the contacts module.
Click on any contact to access its contact 360 details.
On the contact 360 page, find and click on the “Communications” tab.
Within the Communications tab, click on the ‘Email’ option to view emails or scheduled emails.

To view, update, or cancel scheduled emails based on their status (canceled or pending) just click the action button.

From Pipelines:

Navigate to the pipelines module.
Select any particular deal card.
From the deal card details, search and click on the “Communications” tab.
Within the Communications tab, click on the ‘Email’ option to view emails or scheduled emails.

Click on the action button to view, update, or cancel scheduled emails based on their status (canceled or pending).

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Option to resend text from Pipeline, Account, Contact

Arshad Hussain — Thu, 04 Jan 2024 08:05:51 +0000

Within account, contact or pipelines modules, discover the convenience of resending texts to particular phone numbers, streamlining your communication processes with ease.

Navigate to any account , contact or pipelines & then click on communications.
Now, after sending an SMS, you will have the option to ‘resend’ the text to a particular phone number.

To view the enhancement:

From Accounts:

Navigate to the account360 page of the account.
Click on the “communications” tab.
Send an SMS -Click already send email.
Click on the three-dots ( …) within the text option.
Now you get an option to resend a message to the particular phone number.

From the contacts:

Navigate to the contact 360 page of the contact.
Click on the “communications” tab.
Send an SMS – Click already send email.
Then, click on the three dots ( …) within the text option and click on ‘resend’ to send the text succesfully.

From the pipelines:

Navigate to any deal card.
Click on the “communications” tab.
Send an SMS – Click already send email.
Then, click on the three dots …) within the text option and click on ‘resend’ to send the text succesfully from a particular deal card.

Note: The ‘resend’ option for SMS messages will be available only for texts sent from the overall portal. Scheduled SMS messages will not have the option to be resen

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All tab in communication for Contact360 and Account360

Arshad Hussain — Thu, 30 Nov 2023 11:48:05 +0000

The recent update introduces an “All” feature within the communication section of both account360 and contact360.

Navigation:

Go to the Accounts/Contacts section.
Select an Account/Contact.
Access the Communication tab.

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Attach NPS score to contact360 page

Arshad Hussain — Wed, 18 Oct 2023 12:18:46 +0000

With these updates, you can now conveniently access the NPS (Net Promoter Score) of your clients directly from the communication tab within the Contact360 page.

Navigation:

Go to the Contacts section.

2. Select the Contact360 option.

3.Click on the Communications tab.

Note: All NPS scores for your clients will now be readily available in this tab for your convenience.

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Reactions in the notes – Pipeline, Contact, Account

Anjali Kapadia — Wed, 20 Sep 2023 12:47:11 +0000

At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and Accounts. You will get the option to react to the message with an emoji.

If you hover the mouse over the reaction, it will show the details of who added it and the date and time of when it was added.

In Contact,

In Deal Card

In Accounts,

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Edit Notes in Account360, Contact360, and Deal Card

Anjali Kapadia — Fri, 19 May 2023 21:03:53 +0000

You can now edit notes from Account 360, Contact 360 and Deal Cards.

To view the enhancement:

Navigate to Notes section under each section- Accounts 360, Contact 360, Deal Card section
Click on the edit icon beside the notes to edit.

In Account 360

In Contact 360

In Deal Card

Click to edit notes.

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Action icon – add Notes

InsuredMine — Sat, 06 May 2023 01:11:03 +0000

In this article, you will learn:

How does add Notes action work inside a deal card?

Inside the deal card, the column on the right shows all of the actionable items. Click on Note at the top of this section.

A Note screen will pop up. Here you can enter any notes you want regarding this deal and save.

The Timeline (middle section) of the deal card screen shows all of the history for this deal. You can click on the Notes tab and see all of the Notes you had written for this deal.

If you click on the All tab, you will see all of the Actions taken, including your Notes.

Enhancement: June 2020

Tags to hyperlink data in notes

To hyperlink the data, use the symbols and click on the applicable number or name to link them with the required policy number and agent profile.

In the Pipeline Manager module navigate to Quick actions and click on Notes. Type the relevant symbols and select the appropriate data to be entered in notes.

Symbols to add information in notes are listed below:

@ To add Agent Number

# To add Policy Number

* To add Customer Name

% To add Account Name

Note: When an agent name is tagged in a note, that agent receives an email notification about note tag.

Enhancement! August 2020 – Learn more about Editor in Notes

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Add Call log in Call section in Communication Page

Anjali Kapadia — Thu, 04 May 2023 18:09:42 +0000

If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on their communication under the Add Call Log section.

To view the enhancement:

Navigate to Contacts
Click on a Contact to view the Contact360
Navigate to Communications
Click on Calls
Click on Add Call Log

You may write your notes in the call log
Click on Save

You will get a notification saying the call log has been saved
The details of the note will be visible in the Call section.

The Add Call log section can be viewed in Account 360, Contact 360, and pipeline. Added log information for incoming and outgoing call log can be viewed with time and date with Agent name information in it.

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Add Note and Activity in Contacts

InsuredMine — Tue, 02 May 2023 11:33:05 +0000

Add Note and Activity in Contacts

To add a note or an activity for a client, follow the steps below.

Select the client record to add a note in the Contacts module.
Select the Add Note or Add Activity option as required.

3. Fill in the required details and click on Save.

4. You can view the added activity or notes by clicking on the Contact name > Notes or Activities

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