Data Export and Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

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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Duplicate data for Contact 360, Account360, and Pipeline Deal Card

Anjali Kapadia — Sun, 18 Jun 2023 17:05:49 +0000

You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in Deal card, Contact 360 and Account 360.

To view the enhancement:

Navigate to Contacts

Click on a contact to view the contact 360

Note: Duplicates will be visible based on email id or contact number (contact number can be phone number, business number, or any other number available)

If you click on the Duplicates Found tab, the list of duplicate records will be visible.
You can select a few of those details and can merge them if required.

Similarly, if you navigate to deal cards and open a deal card, under Linked Contacts, you will find the duplicate record.

Additionally, even if you navigate to Accounts and click on contacts under Account 360, you will find the duplicate record details.

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Download & Save Reports

Nidhi mhendhiratta — Tue, 28 Mar 2023 09:31:13 +0000

Description: Besides the option to specify recipients and add recipients\’ email IDs during the download. You may download this report from the Save as Report option anytime.

Benefit: It is possible to download and send the report to several people simultaneously.

Navigation

Navigate to the Contact module.
Click on the Three dots in the top right corner.
Select Download.

Note: The Recipient column will automatically be filled with the login agent email id. From the drop-down menu, you can select more email IDs to download. Under the additional recipients\’ column, additional emails can be added.

A success message will appear on the screen.

An email will be sent with a link to download the report.

Select Save as Report.

Write the Report Name. Add Recipient from the drop-down. Also, add the Additional Recipients under the respective column.
Click on Save.

Note- The saved report will be visible under the Reports module under Saved Reports.

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