All information about Form Mapping and Integration
Release Date: 08/25/2026 This enhancement is available to Admins and Agents. Overview InsuredMine now allows users to upload existing form details from a PDF or
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Release Date : 11th October 2025 We have introduced a new enhancement under the Forms section. Users can now map InsuredMine address fields in forms,
Feature Release Date: 28 December, 2024 Now, when you submit a form, a task will automatically be created from all relevant locations where tasks can
Previously, when generating a deal card through form automation, the system automatically generated a label based on the default pipeline, reflecting the information present on
Previously, when creating a deal card using form automation, the system automatically assigned a category based on the default pipeline. This category simply mirrored the
InsuredMine now has a new feature that improves the form automation called “Reverse Data Mapping”. Users can now simply map data of InsuredMine contact &
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In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now
Now you can add any static value to any form. If any lead fills in data while completing the form and submits it, the deal
Update – Added 2 new static fields to the form automation pipeline setting. Use case – Easier to set the preferred mode of communication and
Update – X Date added as an option under the pipeline setting of formsUse case – Auto-populates X Date information in Contacts/Accounts Process: Navigate
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