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

Servicing Roles Filter in Workflow (EPIC)

Arzoo Kiran — Fri, 17 Jul 2026 12:16:20 +0000

Release Date: July 15, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced a new enhancement in the Engagement module that allows users to apply Servicing Roles as a filter in Workflow Automation. Users can now select the required servicing roles while configuring filters

Use Case: This enhancement helps agencies create more targeted workflow automations by allowing users to filter records based on specific servicing roles. By selecting the relevant servicing roles, users can ensure that workflow actions and communications are applied only to records associated with the chosen roles, improving workflow accuracy and reducing manual effort.

Note: This feature applies only to EPIC agencies.

To view the enhancement:

Navigate to Engagement.
From Automation, click Create.
The Engagement > Workflow page appears.
Select the desired Workflow type.
Click Customize.

The Workflow Details page appears.
Click Filter.
The Filter panel appears on the right-hand side.
As shown below, a new Servicing Roles filter has been added.

How to Apply the Servicing Roles Filter?

From the Servicing Roles dropdown, select the preferred servicing role by clicking the (+) icon.
The available options for the selected servicing role are displayed.
Select the required option, or click Select All to include all available options.
Click Save.

The post Servicing Roles Filter in Workflow (EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Servicing role as Sender’ Email in workflow- EPIC

Arzoo Kiran — Mon, 22 Jun 2026 12:53:37 +0000

Release Date: June 22, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, enabling more personalized and role-based communication.

Use Case: This enhancement helps agencies route automated communications through the appropriate servicing role assigned to a record. By using the servicing role’s email address as the sender, agencies can improve communication consistency, provide clients with a relevant point of contact, and maintain role-based ownership throughout the workflow process.

Note: This feature is available to EPIC.

To view the enhancement:

Navigate to Engagement.
From Automation, click Create.
The Engagement > Workflow page appears.
Select the desired Workflow type.
Click Customize.

The Workflow Details page appears.
Fill in the required fields.
Click Begin.

The Drip Workflow page appears.
As shown below, multiple servicing role options are available in the Sender Email dropdown.
From the Sender Email dropdown, select the preferred servicing role.
Click Next.

Note: When a Servicing Role is selected as the sender, the workflow automation emails are triggered using the email address associated with the selected servicing role assigned to the record.

The post Add Servicing role as Sender’ Email in workflow- EPIC appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Account Active Premium, Account Active Commission, and Agency Filters in Workflows (EPIC)

Arzoo Kiran — Mon, 22 Jun 2026 11:42:10 +0000

Release Date: June 22, 2026

Available for: Admins and Agents.

Overview

We have introduced new Account Active Premium Range, Account Active Commission Range, and Agency filters in Workflow Automation for Applied Epic agencies. These filters allow users to configure workflow automations based on an account’s active premium, active commission, and agency. By applying these filters, users can target specific account segments and trigger workflows only for accounts that meet the defined premium, commission, or agency criteria.

Use Case: This enhancement helps agencies automate engagement, renewal, and retention activities by targeting accounts based on Agency, Active Premium, and Active Commission values. Users can create more targeted workflows for specific agencies and account segments, reducing manual effort and improving automation efficiency.

Note: This is available for all Workflows.

To view the enhancement:

Navigate to Engagement.
From Automation, Click create.
The Engagement > Workflow page appears.
Select the desired Workflow type.
Click Customize.

- The Policy Renewal Workflow Details page appears.
- Click Filter.
- The Filter panel appears on the right-hand side.
- As shown below, two new filters have been added:
  - Account Active Commission Range
  - Account Active Premium Range.

How to Apply the Active Premium and Active Commission Filters:

Account Active Premium Range:

Enter the preferred premium range in the From and To fields.
Click Save.

Account Active Commission Range :

Enter the preferred commission range in the From and To fields.
Click Save.

Note: Only accounts whose Premium or Commission amounts fall within the specified range will qualify for the workflow.

Apply the Agency Filter:

From the Agency dropdown, select the preferred agency.
To include all agencies, select All.
Click Save.

The post Account Active Premium, Account Active Commission, and Agency Filters in Workflows (EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Producer’s Email as a Sender Email Option in Workflows (All AMS Except EPIC)

Arzoo Kiran — Mon, 22 Jun 2026 09:36:25 +0000

Release Date: June 22, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced a new Producer’s Email option in the Sender Email dropdown under the Engagement module within Workflow Automation. This enhancement allows users to configure automated emails to be sent using the assigned producer’s email address, enabling more personalized and relevant communication with recipients.

Use Case: This enhancement helps agencies improve client communication by sending workflow automation emails from the assigned producer’s email address instead of a default sender email. This creates a more personalized experience for recipients, increases email recognition, and helps maintain consistent communication between producers and their clients.

Note: This feature applies to all AMS integrations except EPIC.

To view the enhancement:

Navigate to Engagement.
From Automation, click Create.
The Engagement > Workflow page appears.
Select the desired Workflow type.
Click Customize.

The Workflow Details page appears.
Fill in the required fields.
Click Begin.

The Drip Workflow page appears.
As shown below, a new Producer’s Email option has been added to the Sender Email dropdown.
Select Producer’s Email.
Click Next.

Note: When Producer’s Email is selected in the Sender Email field, the automation is triggered using the assigned producer’s email address as the sender. If a producer email is available for the record, emails are sent from that address instead of the default sender email.

The post Add Producer’s Email as a Sender Email Option in Workflows (All AMS Except EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Implement Unsubscribe Confirmation Popup (Unsubscribe / Cancel)

Arzoo Kiran — Mon, 11 May 2026 13:24:20 +0000

Release Date: 20 April 2026

We have introduced a new enhancement in the Engagement module that allows users to include an Unsubscribe Link while sending email campaigns. When enabled, recipients receive a confirmation pop-up to either unsubscribe or keep themselves subscribed, allowing them to manage their subscription preferences

Use case: This enhancement helps agencies manage email communication preferences more effectively by allowing recipients to unsubscribe directly from emails.

It supports compliance, improves email engagement quality, and enhances user experience by ensuring that campaigns are sent only to interested recipients. It also prevents accidental unsubscription by requiring confirmation before unsubscribing.

To View the Enhancement:

Navigate to Engagement.
From Email Campaign, Click Create.

You are redirected to the Engagement > Send Email Campaign page.
Fill in the required mandatory fields.
As shown below, check the box beside Add Unsubscribe Link.
Click Send.

Note: Only when the Add Unsubscribe Link option is enabled, the recipient receives an unsubscribe option in the email.

The recipient receives an email with the option “To unsubscribe, click here.”
By clicking “click here,” the recipient receives a confirmation pop-up.

If you want to unsubscribe:

Click Yes, Unsubscribe
Click No, Keep Me Subscribed

After selecting No, Keep Me Subscribed, a “Still Subscribed” pop-up appears.

After selecting Yes, Unsubscribe, an “Unsubscribed” pop-up appears.

The post Implement Unsubscribe Confirmation Popup (Unsubscribe / Cancel) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Agency Filter in the Renewal & New Policy Workflow (Epic)

Arzoo Kiran — Thu, 07 May 2026 07:57:16 +0000

Release Date: May 5, 2026

A new Agency Filter has been added to the Policy Renewal and New Policy Workflows. This enhancement allows users to filter and refine workflow audiences by specific agencies, enabling more targeted and organised engagement.

Use Case: The Agency Filter allows users to segment and target workflows based on specific agencies.

This helps organise data more effectively, run agency-specific campaigns, and improve workflow efficiency by focusing on relevant and preferred agencies.

Note: This feature is available only for Epic Agency.

To view the enhancement:

Navigate to Engagement.
Under Automation, click on Create.

The Engagement > Workflow > Select page appears.
Under the Policy Renewal and New policy, the Agency Filter has been added.

To view the Filter in Policy Renewal:

Click on Customize.

From Engagement > Workflow > Select > Name, click on the Filter icon.
The Filter panel appears on the right-hand side.
Scroll down to view the newly added Agency filter.

Note: To view the Agency filter in the New Policy Workflow, follow the same steps as for Policy Renewal.

The post Agency Filter in the Renewal & New Policy Workflow (Epic) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Estimated Commission Filter in the Renewal & New Policy Workflow (EPIC)

Arzoo Kiran — Thu, 07 May 2026 07:15:18 +0000

Release Date: May 5, 2026

A new Estimated Commission filter has been added to the Policy Renewal and New Policy workflows. This enhancement allows agents to refine workflow audiences based on projected commission values, enabling more targeted and data-driven engagement.

Use Case: This feature helps agencies prioritize and segment accounts based on their potential revenue.

With the Estimated Commission filter, users can target high-value clients for renewals and new policy workflows, segment accounts based on preferred commission ranges, focus on revenue-generating opportunities, and create more personalized and effective engagement strategies.

Note: This feature is available only for Epic Agency.

To view the enhancement:

Navigate to Engagement.
Under Automation, click on Create.

The Engagement > Workflow > Select page appears.
Under the policy renewal and New policy, the Estimated commission Filter has been added

To view the Filter in Policy Renewal:

Click on Customize.

From Engagement > Workflow > Select > Name page, click on the Filter icon.
The Filter panel appears on the right-hand side.
Scroll down to view the newly added Estimated Commission filter.

Note: To view the Estimated Commission filter in the New Policy Workflow, follow the same steps as for Policy Renewal.

The post Estimated Commission Filter in the Renewal & New Policy Workflow (EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Profit Centre Filter on the Create List

Arzoo Kiran — Fri, 17 Apr 2026 12:15:47 +0000

Release Date: 17 April 2026

We have introduced a new enhancement in the Engagement module that allows users to filter contacts and accounts using the Profit Centre filter while creating a list. This helps refine contact and account selection based on specific business units in the Contacts and Accounts Policies section.

Use Case: This feature enables users to segment contacts and accounts based on their associated Profit Centre, making it easier to run targeted campaigns, manage lists efficiently, and improve communication with specific groups.

Note: This feature is available only for Epic Agency.

To view the enhancement:

Navigate to Engagement.
Click on the Lists.

An Engagement > Create List page is displayed.
As shown below, from the source dropdown select the preferred option (e.g, Contact)

Note: You can select only Accounts and Contacts from the source dropdown to apply the Profit Centre filter.

After applying the filter, the Contact Filters page is displayed.
Scroll down to view the newly added filter, Profit Centre.

How to Apply the Filter:

As shown below, select the preferred Status and fill in the required details.
Select the preferred Profit Centre or Select All from the dropdown.
Click on Apply.

Contact names are displayed below the page based on the applied Profit Centre filter.
Click on the Preferred contact name to view the Profit Centre in policy.

View the Profit Centre of your preferred contact based on the applied filter.

The post Profit Centre Filter on the Create List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Premium Filter in the Cross Sell Workflow

Arzoo Kiran — Fri, 03 Apr 2026 12:17:14 +0000

Release Date: 3 April 2026

We have introduced a new enhancement in the Engagement module under Automation > Cross Sell Workflow. A new Policy Premium filter has been added, allowing users to send workflows based on a preferred policy premium range.

Use Case: This enhancement helps agencies target cross-sell workflows more effectively by filtering contacts based on policy premium values, enabling more relevant communication for specific premium segments.

To view the enhancement:

Navigate to Engagement.
Under Automation, click Create.

You are redirected to the Engagement > Workflow > Select page.
Under Cross Sell, click Customize.

You are redirected to the Engagement > Workflow > Select > Name page.
Fill in the required details.
Select preferred Exclude Policy category and Carrier.
As shown below, click the Filter icon.

A Filter panel appears on the right side.
Scroll down to view the newly added Policy Premium filter.
Select the preferred Policy Premium range.
Click Save.
Finally, click Begin (Example: Save as Draft).

A successful pop-up for automation appears.
Click Return to Your Automation to view the automation created for the trigger.

The post Premium Filter in the Cross Sell Workflow appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Filter Inactive Clients While Creating a List

Arzoo Kiran — Thu, 12 Mar 2026 08:14:12 +0000

Release Date: 25 September 2026

We have introduced a new enhancement under the engagement module create list section, now you can filter out your data for Accounts and Contacts on the basis of inactive clients.

Use case: An agent can filter Accounts and Contacts to identify inactive clients and plan re-engagement campaigns easily.

This helps agents easily identify inactive Accounts/Contacts for follow-ups and improve client retention.

To view the Enhancement:

Navigate to the Engagement.
Click on Lists.

You will be redirected to the Engagement> Create List page.
From the dropdown, select the source as Accounts/Contact whose data you want to view.

As shown below, you are re-directed to this page.
Select inactive status of the account.

Apply the Filters as per your choice and click Apply.

The result displays Account Name with Inactive Status.

The post Filter Inactive Clients While Creating a List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Close Conversation for the Text Campaign

Arzoo Kiran — Wed, 25 Feb 2026 13:11:26 +0000

Release Date:- 17 February, 2026

A new option, Close Conversation after text sent, is now available in the Engagement → Bulk Text section.

The Close Conversation feature has now been introduced in Bulk Text Campaigns, allowing users to close multiple conversation threads at once after a campaign is triggered. This means that once responses are received and reviewed, agents can mark selected threads as closed in bulk instead of handling them individually. When a conversation is closed, no further automated messages will be sent for that thread, but the message history remains available for reference and reporting.

Use Case: This feature enables agents to close resolved client conversations directly after sending a final text message.

It prevents completed interactions from appearing as open conversations, helping agents maintain accurate conversation records and improving communication tracking.

To View the Enhancement:

Navigate to Engagement.
From the Bulk Text section, click Create.

You are redirected to the Engagement → Send Text Campaign page.
As shown below, the new option Close Conversation after Text Sent is available.
Fill in the required fields.
Click Send.

Note: This option is available for all stages.

A Success pop-up: “You have Successfully launched the campaign” appears.

Why Use “Close Conversation”?

Closing a conversation is useful when:

The customer has completed the required action (e.g., made a payment).
The inquiry has been fully resolved.
The customer requests no further communication.
The lead is no longer qualified.
The campaign objective has been achieved.

The post Close Conversation for the Text Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Help Me Write in Email Campaign/workflow/Single Contact Drip

Arzoo Kiran — Tue, 24 Feb 2026 11:20:55 +0000

Release Date:- 24 February, 2026

The Help Me Write feature has been introduced in Email Campaign, Automation, and Single Contact Drip within the Engagement module. This enhancement enables users to easily create, edit, and refine email or SMS content, ensuring more effective and personalized communication.

Use Case: When agents need to send tailored messages to clients, they can quickly draft emails, Single Contact Drips, or Workflow messages using the Help Me Write feature.

This helps save time while ensuring communications are clear, accurate, and relevant.

To View the Enhancement:

Navigate to Engagement.
As shown below, the Help Me Write feature is available in Email Campaign, Automation, and Single Contact Drip.
Click Create for Email Campaign, Automation, or Single Contact Drip to view the enhancement.

Email Campaign:

After clicking Create in Email Campaign(as shown above).
You are redirected to the Send Email Campaign page.
Fill in the required details.
As shown below, the Help Me Write feature is available.

Automation:

After clicking Create in Automation (as shown above).
You are redirected to the Engagement > Workflow page.
Select the preferred workflow.
Click on Customize.

You are redirected to Workflow > Select page.
Check the box beside the Email.
Click on Begin.

You are redirected to Select > Name Page.
As shown below, a Help Me write feature is available.

Single Contact Drip:

After clicking on Single Contact Drip (as shown above).
You are redirected to the Single Contact Drip page.
Click on Create.

You are redirected to the Create Single Contact Drip page.
As shown below, the Help Me Write feature is available.

The post Help Me Write in Email Campaign/workflow/Single Contact Drip appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.