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

Assign Pipeline Cards Using Servicing Roles in Workflows

nikhil sharma — Wed, 28 Oct 2026 13:17:34 +0000

Release Date: 10/22/2026

1. Overview

InsuredMine now supports assigning Pipeline Cards to users based on the servicing roles configured at the account level when a Pipeline Card is created through a workflow.

This feature allows users to select a servicing role in the workflow automation. When the Pipeline Card is created, the system checks the selected servicing role against the servicing roles configured on the associated account and assigns the card to the corresponding user, provided that the user exists in InsuredMine.

If the user assigned to the servicing role is not present in InsuredMine, the Pipeline Card will be assigned to the House Account.

This functionality helps streamline workflow-based assignments and ensures that Pipeline Cards are routed to the appropriate users.

2. How to Configure Servicing Role Assignment

Follow the steps below to create a Pipeline Card through a workflow using a servicing role.

Step 1: Navigate to the Engagement Module

Log in to InsuredMine.
Navigate to the Engagement module.
Open Automation.
Select the workflow in which you want to create the Pipeline Card.

For example, you can select a Renewal Workflow.

Step 2: Select Pipeline Card

Open the selected workflow.
On the first page of the workflow configuration, select Pipeline Card.
Click Begin to proceed to the next page.

Step 3: Select the Servicing Role in the Assignee Field

On the next page, locate the Assignee field.
Select the servicing role you want to use for assigning the Pipeline Card.

For example, if you want the Pipeline Card to be assigned to the user designated as the EB Financial Analyst at the account level, select the corresponding servicing role from the Assignee field.

3. Complete the remaining workflow configuration as required.

3. How Does the Assignment Work?

Once the workflow creates the Pipeline Card, InsuredMine determines the assignee based on the selected servicing role and the associated account.

The assignment process works as follows:

Identify the account: The system identifies the account associated with the Pipeline Card being created.
Check the servicing role: The system checks the selected servicing role against the servicing roles configured on that account.
Identify the assigned user: If a user is assigned to that servicing role and the user exists in InsuredMine, the Pipeline Card is assigned to that user.
Apply the fallback assignment: If the user assigned to the servicing role does not exist in InsuredMine, the Pipeline Card is assigned to the House Account.

5. Important Notes

The servicing role must be selected in the workflow’s Assignee field.
The assignment is determined by the servicing role configured at the account level
If the user assigned to the selected servicing role does not exist in InsuredMine, the Pipeline Card is assigned to the House Account.
This functionality applies to Pipeline Cards created through the configured workflow.

6. Summary

With account-level servicing role-based assignment, InsuredMine enables workflow-created Pipeline Cards to be assigned automatically to the appropriate user based on the servicing roles configured on the associated account. This reduces manual assignment efforts and provides a consistent assignment process, with the House Account serving as the fallback when the servicing-role user is not available in InsuredMine.

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Rename The Files While Uploading

Arshad Hussain — Fri, 04 Sep 2026 10:31:07 +0000

Release Date: 08/27/2026

Overview

InsuredMine now allows users to rename a file while uploading it. This gives users the flexibility to update the file name before it is saved in the system, making files easier to identify and organize.

This feature is available in the following modules:

- Account 360
- Contact 360
- Pipeline Card
- Policies
- eSignature

How to Rename a File While Uploading

Step 1: Upload a File

Navigate to the Files section of the supported module and upload a file.

Once the file is selected, the uploaded file will be displayed with its current file name.

Step 2: Edit the File Name

Click the Edit icon next to the uploaded file.

The file name will become editable.

Step 3: Enter the New File Name

Update the file name as required.

For example:

Original: sample
Renamed: Insuredmine Test

Click the ✓ (Confirm) icon to save the new file name.

Alternatively, click the ✕ (Cancel) icon to discard the changes.

Step 4: Complete the Upload

Once the file name has been confirmed, proceed with the upload.

The file will be saved using the updated file name.

Important Behavior

When the Edit icon is clicked:

The file name becomes editable.
The Upload button is disabled.
The user must either confirm the changes (✓) or cancel the editing (✕).
The Upload button remains disabled until the editing action is completed.

eSignature

In eSignature, the rename option is available after uploading the document and before clicking Next.

Steps:

Upload the PDF document.
The uploaded document will appear on the screen.
Click the Edit icon below the document.
Modify the document name.
Click ✓ to confirm the new name or ✕ to cancel.
Once the name is confirmed, click Next to continue with the eSignature process.

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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:

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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.

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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

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