Engagement Archives - 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.

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Account Premium and Account Commission Filters on Workflows (EPIC)

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

Release Date: June 22, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced two new filters in Workflow Automation for EPIC agencies: Account Premium and Account Commission. These filters allow users to configure workflow automations based on the total premium and commission values associated with an account. By applying these filters, users can target specific account segments and trigger workflows for accounts that meet defined premium or commission criteria.

Use Case: This enhancement helps agencies automate engagement, renewal, and retention activities for specific account segments based on premium and commission values.

By filtering accounts according to their total premium or commission amounts, users can focus on high-value accounts, create more targeted campaigns, and ensure that workflows are triggered only for relevant accounts, reducing manual effort and improving automation efficiency.

Note: This is available for Policy Renewal, and Cross- Sell Workflow.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

Voice Agent in Workflow Automation

Arzoo Kiran — Tue, 23 Dec 2025 09:18:19 +0000

Release Date:- December 16th 2025

We are excited to introduce a new enhancement in InsuredMine’s Workflow Automation: Voice Agent.
This addition enables users to incorporate automated outbound voice calls as part of their workflow sequences, expanding communication capabilities beyond email, text, and other existing channels.

What’s New?

With the new Voice Agent option, users can now configure automated voice calls within workflows, enabling seamless communication for various scenarios.

This enhancement allows you to automate multiple types of communication—such as welcome calls, birthday greetings, cross-sell messages, appointment reminders, renewal reminders, and more—through outgoing voice calls.

Use Case: This feature ensures that the agency can set up automated workflows in the Engagement module so that these voice messages are delivered automatically at the right time. This helps the agency maintain timely and consistent communication while saving time and ensuring clients receive important updates without manual effort.

Note: This feature is currently available only for Twilio users.

To view the enhancement:

Navigate to Engagement.
From Automation, Click on Create.

You are redirected to the Engagement > Workflow page.
Select the workflow you want to trigger (e.g., Say Happy Birthday).
Click Customize.

You are redirected to the Engagement > Workflow >Select page.
As shown below,check the box voice Agent in Select the mode to send the Workflow.
Fill in the required details.
Fields marked with a red asterisk (*) are mandatory.
Fields marked with a red asterisk (*) are mandatory.
Click Begin.

You are redirected to the Engagement > Workflow >Select >Name page.
Click Next.

You can also select the Agents from whom you want to trigger this workflow automation.

A success message — “Your Automation has been started” — appears.

Note: The Analytics section provides agencies with measurable insights into how the new Voice Agent communication mode and workflow automations are performing. It helps teams monitor effectiveness, identify trends, and optimize client engagement strategies.

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