Contacts 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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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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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.

Do not Contact Option in Bulk Upload – Email, Text, and Call

Arzoo Kiran — Wed, 11 Mar 2026 09:30:43 +0000

Release Date: 10 December 2026

We have introduced a new enhancement under the Contact module. When you upload data in bulk, you will now see three additional columns in the CSV file: Email Unsubscribed, SMS Unsubscribed, and Call Unsubscribed. Using these options, you can set the communication preferences for opt-in or opt-out without going to each contact individually.

Use case: This enhancement allows agencies to apply bulk opt-outs during contact upload, eliminating the need to manually update each record after import. By setting email, SMS, or call opt-out preferences upfront, contacts are immediately excluded from campaigns, automations, dialers, and AI engagement—saving time, reducing errors, and ensuring compliance from the moment the data is added.

To view the Enhancement:

Navigate to Contacts.
Click on the three dots, and select Upload Data from the dropdown.

An Upload File panel appears.
Click on the download button to download the CSV/Excel template as per your preference.

A pop-up for uploading a file appears
Open the downloaded CSV\ Excel files.

As shown below, three columns, Email Unsubscribed, SMS Unsubscribed, and Call Unsubscribed, have been added
Fill each field with True or False:
- True→ The communication type is Opt-out (agents can’t contact the client with that medium).
- False→ The communication type is Opt-in (agents can contact the client with that medium).

Note: When the file is uploaded, the Email Unsubscribed, SMS Unsubscribed, and Call Unsubscribed columns are automatically set to True.

Note: After uploading the file, the system automatically updates the communication preferences for each contact in Contact 360.

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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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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.

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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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

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.

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.

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