Release Date : 11th October 2025

We have introduced a new enhancement under the Forms section. Users can now map InsuredMine address fields in forms, and upon form submission, Contacts, Accounts, and Deal Cards are automatically created with the mapped insured address details. 

Use Case: This feature helps users save time and reduce manual effort by automatically creating pipeline or contact records with insured address information. Users can also view the mapped insured address fields in Reverse Data Mapping for verification and tracking.

To View the enhancement:

• Navigate to Forms
• Click on Forms List

• Select the preferred Form Name
• Click on the three dots
• Click  Form Automation

You will be redirected to the Form Automation page.

To View the Enhancement in create Pipeline:

• Click on Create Pipeline
• Enable create Deal Card to Yes

• As shown below, all these insured address fields are added
• Click  Save

To View the Enhancement in create Contact:

• Click on Create Contact
• Enable create Contact  to Yes

• You will be redirected to the FormAutomation page.
• AS shown below, all these Insured address fields are added
• Fill in the required information
• Click Save

Note: After mapping the insured address fields and submitting the form, the Contacts, Accounts, and Deal Cards will be created with the insured address details based on the mapping.

You can also view all  added Insured Address fields in Reverse Data Mapping for the contact section.

The post Forms – Add insured full address field mapping in form automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 be generated. Simply map the fields from the form to the corresponding task fields. Once this setup is complete, a task will be automatically generated each time the form is filled out and submitted.The agent selected in the task mapping from the form submission will receive an email notification.

Use Case: Tasks will be automatically created from ‘ form submissions’ after mapping the task fields to the form fields.

To View the Enhancement:

• Navigate to the ‘Form’ Module.
• Select a form and click the three dots.
• From the dropdown menu, choose ‘Form Automation.’

• To Enable task mapping with navigate to ‘Create Task Mapping’  and then click on ‘Enable Mapping.’
• Once mapping is enabled, tasks will be created according to the specified mapping details.

• Map Task Fields.
• Select Task Type.
• Assign an Agent.
• Add Due after days & Due Time.
• Set the priority as High, Medium, Low, or Normal.
• Next, click Save.

Note: The agent selected in the task mapping from the form submission will receive an email notification.

The post Option of Creating a Task to the Agent when the Form is Filled appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 the deal card. Now, users can manually select and link the label with specific form fields.

• Navigate to the Forms module.
• Select a form, then click on the “Action” button.
• Choose “Form Automation” from the dropdown menu.

• Now, while creating deal cards, users have the option to map labels with specific form fields:

• Include relevant data during the form creation process, and it will be displayed as a custom label on the deal card.

• The label will then be displayed for the respective deal card.

The post Label-Field Mapping in Form Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 information on the deal card. Now, users can manually choose and link the category with specific form fields.

• Go to the Forms module.
• Select a form and click on the “Action” button.
• Choose “Form Automation” from the dropdown menu.

• Now, when creating deal cards, you can link deal categories with form fields.

• Simply include any relevant data as a category within the form, and it will be displayed on the deal card.

• This allows you to see the deal category directly on the respective deal card, making it easier to organize and track deals.

The post Map Deal Category to Form Field appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

InsuredMine now has a new feature that improves the form automation called “Reverse Data Mapping”. Users can now simply map data of InsuredMine contact & account details within the form fields, simplifying the mapping process for more effective integration. 

Use Case: Reverse Data Mapping simplifies integrating contact and account details into forms, improving overall efficiency and accuracy.

To View the Enhancement:

Navigation:

1. Go to the Forms Module.
2. Choose a form from the list, click on the three dots, and then select “Form Automation.”

• Go to the Forms Module.
• Choose a form from the list, click on the three dots, and then select “Form Automation.”

• Within the array of options in Form Automation, we have introduced a functionality called “Reverse Data Mapping.”

• This feature then provides you with multiple options to map, for example,  InsuredMine’s contact and account field details within the form fields.

Note: Once you enable reverse data mapping in a form and map the fields based on your form field selections, the selected data fields will be automatically mapped whenever you intake that particular form from any deal card.

How does this feature work?

As we know a deal card is linked to both an account and a contact, with this feature, we can selectively map specific contact and account details to corresponding form fields.

• For example, let’s say we’re intaking a form into a deal card. Hence, I have populated two designated form fields, one “first name” and the other “mobile number from account and contact.

• From the dropdown, select the data you want to map to the form  & click ‘Save’.

• You will then get a success notification saying: Form settings updated!

• Then, navigate to the pipelines module and select any deal card.

• Navigate to the bottom of the deal card to locate the Intake option.
• Click on “+Add.”

• A minimized panel will appear from the right, select the category labeled “Form builder.”

• Select ‘Contact Update,’ and then click ‘Import Intake Form.’ This action will update the mapped contact details in the form.

• To view the form details, simply click on the eye icon of the intake form in the deal card.

• You will then be able to view the data present in the form on the deal card.

The post Reverse Data Mapping from Forms Module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• Navigate to Forms, then click the settings icon under the action section.

• A panel will open to create a Deal Card in Pipeline Settings.

• After enabling the Create Deal Card option, two additional options appear: Map Deal Card Items and Map Contact Items.
• Enable these options and click Save.

• So, you can see and map the contact items of the form to the deal card items. When the deal card is created, it will have all the fields mapped to the card. 
• When a deal card is created, it will create a contact with the fields that are mapped in the form settings.

The post Map Deal Card and Contact Items from the Form appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

In the pipeline settings, if you select the lead source, the mapping fields will be disabled. If you remove the lead source, the lead source mapping section will be enabled. 

Similarly for contact status: if you select the contact status, then the mapping fields for contact will be disabled. 

Deal Title and Full Name fields have been made mandatory in pipeline settings under From Automation.

The post New fields in Form Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Static Field Mapping in Form Fields Mapping appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Easier to set the preferred mode of communication and marketing campaign subscription preference of the Contacts.

Process:

• Navigate to Forms
• Under the Pipeline Setting in Form Automation, you may choose the static value for the preferred mode of communication and the unsubscribe option for marketing communications.

The post The static field in the form automation pipeline setting is updated appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post X Date field in form automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to create a contact from the form once it is submitted?

• Navigate to Forms
• Click on Form settings

• A panel will open to create a deal card.
• Click on create contact 
• Move the toggle bar to enable the create contact

• You will get Insuredmine fields and the form fields that you have created earlier.
• Select the required fields that you want to map.
• Click save.
• You will get a notification saying: Form settings updated.

• To copy the URL of the form click on the copy sign beside the form name and paste it on a new window.

• Whenever you will be filling the form a contact will be created.
• You can find the new contact in the contact list.

• To see fields are mapped click on contact go to contact 360 view.
• You can find all the fields that you have selected have been mapped.

The post Creating a contact from a submitted form appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• Click on Pipelines Settings

• Select the Deal Category from the drop-down menu

• Fill in the remaining details and click on Save.

 

Note: You can select multiple deal categories.

The post Deal Category Mapping in Form Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.