Release Date: 13 May 2026

We have introduced a new enhancement in the Reports module under Book of Business, New Business Reports, Cancellation Reports, and Renewed Reports. Report data is now grouped by Producer by default, making it easier to analyze producer-specific policy and business details. 

Use Case: This enhancement helps users quickly analyze business data by the producer. It allows agencies to view producer-specific policy details, track performance more effectively, and access relevant records without switching to other reports or modules, reducing manual effort and saving time.

Note: This feature is available for NowCerts, QQ Catalyst, HawkSoft, Sagitta, and Nexsure. 

To view the enhancement:

• Navigate to Reports and click on the Book of Business.
• As shown below, the Group by Producer dropdown appears by default. 

• The data is displayed based on the Producer.

To view the Complete Details:

• Click on the Policies count for the preferred producer.
• The details from Policy No to Producer are displayed.

Note: The Group by Producer dropdown also appears by default in New Business Reports, Cancellation Reports, and Renewed Reports. 

New Business Reports:

Cancellation Reports:

Renewed Reports:

The post Producer as Default Grouping in Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Release Date: 19 March 2026

We have introduced a new enhancement under the Reports module. Now, you can filter your data based on Servicing Roles in the Book of Business and Personal Data Book sections.

This enhancement allows you to easily identify which policies are associated with each servicing role in Book Of Business, and also accounts/ contact which are associated with each servicing role in Personal Book Account, related to how many policies are linked to them.

Note: This feature is released only for  Epic Integration.

Use Case: This feature helps users easily track how policies and accounts/contacts are divided among different servicing roles for better workload visibility and management, enabling efficient tracking and performance analysis.

To view the enhancement:

• Navigate to Reports.
• From the Reports, click on  Book of Business.

• The  Book of Business page appears.
• As shown below, click on Group by and from the dropdown select Servicing Roles.

• As shown below, the Customer Service Representatives(CSRs) data appears
• Click on the policy number of your preferred CSR to view the complete policy data.

 

• As shown below, view complete policy information from Account Name to Policy Status.

Note: The Policy data is displayed only when you have added a policy along with the preferred Servicing Role.

To view the Enhancement in the Personal Data Book:

• Navigate to Reports.
• From the dropdown, select Personal Data Book.
• As shown below, click on Group by, and from the dropdown, select Servicing Roles.

Note: Follow the same process as in the Book of Business to view the data for your preferred servicing roles.

 

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Release Date: 19 March 2026

We have introduced a new enhancement under the Reports module in the New Business Reports, Cancellation Reports, and Renewed Reports sections. Users can now group report data using the additional options in the Group By dropdown.

The Group By dropdown includes multiple grouping options such as Agents, Insurance Type, Effective Month, Issuing Company, Categories, CSR, and more, allowing users to organize report data based on their preferred criteria.

Use Case: This enhancement helps users analyze report data more effectively by organizing records based on multiple specific business parameters. It improves report readability, supports better comparison, and allows faster access to meaningful insights for decision-making.

To view the Enhancement in New Business Reports:

• Navigate to Reports.
• From Reports, select New Business Reports.
• You will be redirected to the New Business Reports page.
• As shown below, click on the Group By dropdown.
• A dropdown list appears, displaying multiple grouping options.

To view the result:

• Select the preferred Group By option (e.g., Expiration Month).
• As shown below, the report data for Expiration Month is displayed based on the selected grouping criteria.

Note: To view the enhancement and apply the Group By options in Cancellation Reports and Renewed Reports, follow the same steps as mentioned above for New Business Reports.

Cancellation Reports:

Renewed Reports:

The post Group by Option in all Reports (same as BOB) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Release Date:- January 13, 2026

We have introduced a new enhancement in the Reports module under the Personal Data Book (PDB) section. This enhancement allows users to view a unique NAICS  (North American Industry Classification System) code for each account, and also retrieve complete account details based on industry classification.

Note: The NAICS categorization is exclusively applicable to Commercial accounts and does not extend to Personal accounts.

Use Case: This feature enables grouping of accounts based on their NAICS (North American Industry Classification System) codes, allowing businesses to categorize customers by industry for better reporting and analysis. It helps teams easily identify industry-specific trends and opportunities, improve reporting accuracy, and support more targeted sales, servicing, and marketing strategies.

To View the Enhancement: 

• Navigate to Reports
• From the Reports menu, select Personal Data Book. The Personal Data Book page will open.
• In the Group By dropdown, you will now see a new option labelled NAICS.
• Click NAICS.

The Group by: NAICS page is displayed, showing industry-wise details based on NAICS codes. The report includes the following metrics:

• Number of Accounts
• Total Premium
• Premium per Account
• Total Policies.

• As shown below, a total summary row appears at the bottom, displaying overall totals for accounts, premiums, policies, and the total count of NAICS codes.

Note: NA in the NAICS column indicates that NAICS code details are not available for those accounts.

To View Account Details for a NAICS Code:

• Click on the Account count for the required NAICS code.

Note: If the account count shows 2, it means there are two accounts associated with that NAICS code (for example, NAICS code 787899).

• You are redirected to the Account Details page for the selected NAICS code.
• As shown below, details from Account Name to Revenue are displayed.

To Download NAICS Details:

• Click Download to export account details related to the selected NAICS code.
• As shown below, the data is downloaded as a CSV file.

The post Group by “NAICS” in the PDB Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Feature Release Date: 28 December, 2024

With our latest enhancement, you can now view Year-over-Year (YOY) and Year-to-Date (YTD) data across for all Group By options within the Reports Module and on the AMS Dashboard based on total policies or Premium.

Use Case: Track Year-over-Year (YOY) or Year-to-Date (YTD) data by filtering all Group By options within Reports.

To View the Enhancement:

Year-over-Year:

• Navigate to the Reports Module.
• Within the Reports module, select ‘YOY/YTD’ Reports.
• Select Group By and filter the data based on Year-over-Year (YOY) or Year-to-Date (YTD).

• Select the Count.

• Year-over-year data will be shown based on the total policies and premiums for the selected period.

Year-to-Date:

• Click on ‘YTD.
• Select Group By and filter the data based on Year-To-Date (YTD).

• Based on Total Policies & Premium on what you have selected Year-To-Date data will be displayed.

AMS Dashboard:

• Based on the total number of policies or premiums you have selected, view the data as Year-over-Year (YOY) or Year-to-Date (YTD) directly on the AMS Dashboard.

The post YOY/ YTD Chart on Dashboard and Reports with all Group By appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

When agencies first join InsuredMine, they are given the choice between ICO or PPC as their primary carrier type. Consequently, within InsuredMine, we offer a ‘Group by’ feature with two alternatives: ‘premium payable’ and ‘issuing company.’ These choices help view the data pertaining to carriers and their respective policies. It enables the customization of options, allowing users to filter and save data based on specific details.

Use Case: This ‘Group by’ option allows agencies with a specific AMS integration to organize and analyze data about insurance carriers and policies.

Note: After syncing, each AMS has a unique name for the premium payable and issuing company. For instance, you will find this option under ‘Group By’ for Epic and Benefit Point.

To View the Enhancement:

• Navigate to the Reports section.
• Click on the Book of Business.
• Within the Book of Business interface, locate the “Group By” option and select it.
• Choose either ‘Premium Payable’ or ‘Issuing Company’ from the dropdown menu to view Carrier, policies, premium, contacts, and premium per policy.

Note: The Group by filter known as the ‘Parent Carrier‘ and ‘Writing Carrier‘ filters will be visible for AMS 360, Nexsure, and Nowcerts.

The post Book of Business Report group by Writing carrier appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The new updates introduces additional Group By options and filters for both AMS and Non-AMS users within the BOB (Book of Business) and PDB (Personal Data Book) sections of the reports module.

Navigation:

1. Navigate to the reports module.
2. Click on the Book of Business.

3. Next, choose the ‘Group By’ options to explore the newly included features.

Note: The Group By options in BOB now include recently added selections such as effective month, effective date, insurance type, branch, CSR, and department.

Book of Business Filters:

A new Insurance Type filter has been incorporated into the filtering options in BOB reports.

Navigation:

1. Click on the Filter icon within BOB reports.

2. Directly select your preferred Insurance Type from the filter section in BOB

Additional Group By options in Personal Data Book (PDB):

To Navigate:

1. Go to the reports module.
2. Click on the Personal Data Book (PDB).

3. Then, opt for the ‘Group By’ option to uncover additional choices.

Note: The Group By options in PDB now encompass account type, account status, account state, state, policy premium, branch, and CSR.

Personal Data Book(PDB) Filters:

Filters for Account Type, Account Status, and Account State have been newly integrated into the filtering options within PDB reports.

Navigation:

1. Click on the Filter icon in PDB reports.

2. Choose to filter Account Status, Account States, and Account Type directly from the filter section in PDB.

Note: The displayed list of policies will be based on the applied filters and selected group by criteria, allowing users to later download, save as a report, or save as a list.

The post New Group By Options and Filters in BOB and PDB Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Convenience to group by and vew the Book of Business by the payment frequency

Process: 

• Navigate to Reports and select the Book of Business tab.
• Then go to Group by and select Payment Frequency.

•   You can view the data sorted based on the Payment Frequency of the policy.

Note: The sort is based on the payment frequency you select while creating new policies.

The post Group by Payment Frequency in Book of Business appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Convenience to group by and vew the Personal Data Books by Tags

Process:

• Navigate to Reports. Go to Personal data book and choose Group by  
• Select Tags.

• You can view the data sorted based on the tags.

Note:

-In an Agent login, only the data pertaining to this agent will be displayed.

-Admin login will display the data of all agents.

The post Group by Tags in Personal Data Book appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Easier to track lead source under BoB and PDB

Process:

• Navigate to Reports and select the Book of Business tab.

• Click on Policies and the lead source will be listed.

• Navigate to Reports and select the Personal Data Book tab.
• Click on Contacts & lead source will be listed.

• The lead source column will be visible.

Note: The lead source you choose while updating the contact will be displayed under Reports.

The post Lead source as a field in the Book of Business and Personal Data Book appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.