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

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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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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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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Automate NAICS code on Commercial Account Creation

Arshad Hussain — Fri, 02 Feb 2024 11:28:35 +0000

Now, obtaining the NAICS code is much easier than before. No need to click on the AI to generate the code. Just make sure you have provided valid details like the account name and address for the commercial account type, and the system will automatically fetch the relevant NAICS code for you.

To view the enhancement:

Navigate to the Account module. Click on Add Account.

Toggle to Commercial and add the details of the company.
Click Save.

Click on the newly created Account to go to Account360.
You will be able to automatically view the NAICS code generated without clicking on the AI button.

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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.

The post All tab in communication for Contact360 and Account360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add & Delete Contact

InsuredMine — Sat, 30 Sep 2023 12:44:45 +0000

You can add or delete a contact from either – Accounts tab or Directory tab.

Account 360 – Contacts can be added or deleted from specific accounts.
- Search or select the specific accounts that need to be updated
- Click on the three dots at the right end of the contact section.
- Either click on the delete icon to delete the contact
- Or click on the pencil icon to update contact information

Directory/ Contacts – Contacts can be added or deleted from specific accounts.
- Search or select the specific accounts that need to be updated
- Click on the three dots at the right end of the contact row.
- The top of the option is for editing the contact and the bottom option is to delete the contact.

TIPS: You can also add a contact by clicking on the “Add” icon at the top right side of the screen.

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Text generation using AI

Nidhi mhendhiratta — Fri, 01 Sep 2023 07:09:30 +0000

Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns.

Benefit: It is easy to draft captivating text using AI based on the tone required for text created in various modules. You can now transform the content by making it user-friendly.

Navigation –

Note – The Transform Text using AI Icon implementation is in the Account, Contact, and Engagement module for Adding/Editing notes, sending text and emails, bulk text, SCD, and the email campaign sections

Navigate to the Account module. Click on an account to go to Account 360.
Next, click on the Communication section.

Click on Send Email.
Write content that needs to be revised. Then, click on the Transform Text using AI Icon present.

Four options will be displayed. Select the choice that best fits the situation depending on the text\’s tone.

When the Expand button is clicked, the selected text is reframed as the following content. Similarly, Text will be regenerated based on the button clicked, i.e., Rephrase, Make more formal, and Make more friendly.
Click on the option of your choice; it will generate or draft a text message for you.

The Transform Text using AI icon is also present in the Notes section. Click on Add Note. Additionally, Transcribe icon is also present to translate text to speech. You can perform actions like expand, translate to English, etc. features for the generated text.
When you click the transcribe icon, a message will appear.

Once the text has been written, click on the transcribe icon. A message will appear on the screen.

You can use the Transform Text using AI icon for reframing the text.

Note: Additionally, the Transform Text using the AI icon can help rephrase text in the notes and communication sections of Contact 360 in the Contact module, similar to the account module.

For the Engagement module,

The Transform Text using the AI icon appears when creating a Bulk Text campaign.

The Transform Text using AI icon also appears when creating a Single contact drip and Email campaigns section.

For the Pipeline module,

The Transform Text using the AI icon appears when you email a deal card through the deal board.

You can use the Transcribe icon and Transform Text using the AI icon to add notes for the deal card in the deal board.

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Communications in Account360 (email, text)

Anjali Kapadia — Sun, 13 Aug 2023 15:37:42 +0000

The communication tab has been added to Account 360. Here, all the communications performed via email and text message will be visible here.

Note: If the email and phone number are the same for account 360 and contact 360, then the same conversation will be displayed in both places.

To view the enhancement:

Navigate to the account 360 section of any account
Click on the communications tab
Click on the email tab where you will find all the email conversations.
Click on 3 dots to reply or forward.
You can also click on send email button to send a new email to the customer.

For email communications

Click on the text tab to view the text conversation.
Click on send text button to send a new message to the customer.

For Text Communications

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Display of contact name in account 360 for tasks, notes, email, and text

Anjali Kapadia — Sat, 05 Aug 2023 12:08:41 +0000

You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has three contacts, and if you have added a task for any of the contacts, it will be displayed in the account 360 with each of the contact’s names.

In tasks

In Notes

In email

In text

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Email Opt – In/Out for Contacts in Account 360 view

InsuredMine — Thu, 03 Aug 2023 01:30:08 +0000

Sending an email to clients is important and providing an option to opt out is equally important. For marketing campaigns, agents need to ensure that they have permission to send campaigns to prospects or clients. Agencies that comply benefit in the long run as they have higher open and click-through rates on their campaigns, and are able to drive significant levels of sales and revenue from their email marketing initiatives.

To comply with The CAN-SPAM Act for email marketing opt-in options, agents can now update the client’s preference to email in Client 360 Overview. Even if the client fits the criteria and appears on the generated list, the system will not send an email if they have opted out.

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