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

Upload File And Data Enrich And Map Data For Form Submission

nikhil sharma — Fri, 04 Sep 2026 10:22:19 +0000

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 Excel file directly from the Form Preview page and use the extracted information to automatically populate the form.

The system identifies the columns and information available in the uploaded file and maps them to the corresponding fields in the InsuredMine form. Users can review the extracted fields and modify the mapping whenever required.

Use Case

This enhancement is useful when form information is already available in a separate PDF or Excel file. Instead of manually entering each value into the InsuredMine form, users can upload the file and allow the system to automatically map the available information to the relevant form fields.

To use the enhancement:

Navigate to the required Form.
Open the Form Preview page.
Click the Upload file to Auto -Fill option available in the top right corner to upload existing form details.

4. Select and upload the required PDF or Excel file containing the form details.

5. InsuredMine scans the uploaded file and identifies the available columns and data.

6. A Mapping Preview page is displayed where you can review how the uploaded data has been mapped to the form fields.

7. Review the automatically mapped fields.

8. If any field is not mapped or has been mapped incorrectly, you can manually select the appropriate uploaded column and map it to the required form field.

9. Review the populated information and make any required changes.

10. Continue with the mapping and save changes by clicking on “Apply All matched”

Update Mapping Anytime

Users can return to Review Extracted Fields at any time after uploading the file.

This allows users to:

Review the existing field mapping.
Change an existing mapping.
Map previously unmapped fields.
Verify which uploaded information is being used for each form field.

Key Benefits

Auto-fill form fields: Populate form information using an existing PDF or Excel file.
Automatic mapping: Match extracted file data with the corresponding form fields.
Mapping preview: See exactly which information is mapped to which field.
Manual mapping: Select the appropriate column when automatic mapping is not available or needs correction.
Flexible updates: Review and change mappings whenever required.
Reduced manual entry: Save time by avoiding repetitive field-by-field data entry.

Important Note

The Review Extracted Fields option provides visibility into the extracted information and its mapping to the form fields. Users should review the mapping and make any necessary changes before relying on the extracted information to auto-fill the form.

The post Upload File And Data Enrich And Map Data For Form Submission appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

VIN Data Enrichment and Mapping in Forms

nikhil sharma — Fri, 04 Sep 2026 10:03:24 +0000

Release Date: 08/25/2026

This enhancement is available to all InsuredMine users.

Overview

We have introduced a new VIN Data Enrichment and Mapping enhancement in Forms that allows users to retrieve vehicle information by entering a Vehicle Identification Number (VIN).

Once the VIN is decoded, the system displays the available vehicle details along with their corresponding values. Users can then select which vehicle details should be mapped to the appropriate fields in the form.

This helps reduce manual data entry and makes it easier to populate vehicle-related information accurately.

Use Case

This enhancement is particularly useful for Auto Insurance forms, where users need to capture multiple vehicle details.

Instead of manually entering information such as the vehicle Year, Make, and Model, users can enter the VIN and retrieve the available vehicle information. Users can then choose which returned values should be populated in the form.

To use VIN Data Enrichment and Mapping:

Navigate to the required Form.
Open the section containing the vehicle information fields.
Enter a valid VIN in the VIN field.
Once the VIN is entered, click the VIN lookup/enrichment icon.

The Vehicle Details Found panel appears with the information retrieved from the VIN.
The panel displays the following columns:
- Detail Found – Displays the vehicle attribute retrieved from the VIN.
- Value – Displays the value associated with the vehicle attribute.
- Fill Into Form Field – Allows you to select the form field where the retrieved value should be populated.

Map Vehicle Details to Form Fields

Review the vehicle details returned from the VIN.
For each required detail, use the Fill Into Form Field dropdown.
Select the corresponding form field where the value should be populated.
If a particular vehicle detail is not required, leave the field as Not Mapped.

Note:

The vehicle details available for mapping depend on the information returned for the entered VIN.
Users can choose to map only the required vehicle details.
Any detail left as Not Mapped will not be populated in the form.
The mapping count indicates how many vehicle details are currently selected to be filled.
Users can review and modify the mappings before clicking Map & Fill.
The VIN field itself is used to retrieve vehicle information and does not need to be mapped again.

Example

For a VIN that returns the following information:

VIN: 2FMPK3K97KBC74976

The system may return:

Make: FORD
Model: Edge
Year: 2019
ABS: Standard
Adaptive Cruise Control: Optional
Axles: 2
Base Price: 38760

A user can choose to map only Make, Model, and Year to the corresponding fields in the form. After clicking Map & Fill, those selected fields will be automatically populated.

The post VIN Data Enrichment and Mapping in Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Generate and Share QR Codes for Forms

Arzoo Kiran — Thu, 16 Jul 2026 06:24:51 +0000

Release Date: July 15, 2026

Available for: Admins and Agents

Overview

We have introduced a new enhancement in the Forms module that allows users to generate a QR code for any form from the Forms List. The generated QR code can be downloaded or copied and shared with clients through any preferred communication channel, providing clients with quick and convenient access to the form.

Why this matters

Use this enhancement to:

Generate a QR code for any form.
Share forms with clients through your preferred communication channel or in printed format.

To view the enhancement:

- Navigate to Forms.
- Select Forms List.
- Select the required form.
- Under the Action column, click the three-dot icon.
- From the dropdown, Select Create QR Code.

The QR Code for the selected Form appears.
You can now:
- Download the QR code.
- Copy the QR code.

If you click Download, a success message, “QR Code Downloaded,” appears.

If you click Copy, a success message, “QR Code Copied to Clipboard,” appears.

Note: After downloading or copying the QR code, you can share it with clients through your preferred communication channel, such as email, text message, or other supported platforms.

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Duplicate Detection Enhancement for Forms

Arzoo Kiran — Tue, 16 Jun 2026 11:40:42 +0000

Release Date: June 15, 2026

Overview

We have introduced a new enhancement to duplicate validation in Forms when the Do Not Create Duplicate setting is enabled.

With this enhancement, duplicate validation is performed based on the configured deal type (Personal or Commercial). The system can now validate records not only at the Contact but also at the Account levels, ensuring more accurate duplicate detection and account association.

The validation process follows a predefined matching sequence, prioritizes email matching before phone matching, and automatically uses existing records when a match is found. This helps reduce duplicate record creation and improves data accuracy across Contacts and Accounts.

Use Case: This enhancement is useful for agencies that manage both Personal and Commercial business and store customer information at either the Contact or Account level.

By validating records based on the configured deal type and checking the appropriate Contact and/or Account records, the system can identify existing records more accurately before creating new ones. This helps minimize duplicate record creation and ensures that form submissions are associated with the correct Contact or Account.

To view the enhancement in Personal Deal Type.

Navigate to Forms.
Click the three dots and select Form Automation.

The Form List > Contact Update – New > Create Pipeline Card page appears.
Enable Create Pipeline Card.
The Create Pipeline Card page appears.
From the Deal Type dropdown, select PERSONAL.
Fill in the required fields.

Scroll down the Create Pipeline Card page and enable Do Not Create Duplicate.

After enabling Do Not Create Duplicate, duplicate validation for Personal deals follows the sequence below.

Personal Deal Validation Flow

Step 1: Contact Email Validation

The system checks whether the Contact email already exists.
If a match is found:

- The existing Contact is used.
- No further validation is performed.

Step 2: Contact Phone Validation

If no Contact email match is found, the system checks Contact phone fields.
If a match is found:

- The existing Contact is used.
- No further validation is performed.

Step 3: Account Email Validation

This validation occurs only when:

Contact email is unavailable, and
Contact phone is unavailable.

The system then:

Checks the Account email.
If a match is found:

- The existing Account is used.
- No further validation is performed.

Step 4: Account Phone Validation

If no Account email match is found, the system checks the Account phone number.
If a match is found:

- The existing Account is used.
- No further validation is performed.

Step 5: Create New Records

If no Contact or Account match is found.
A new Contact and Account are created.

To View the Enhancement for the Commercial Deal Type:

Follow the same steps described above for the Personal Deal Type, but from the Deal Type dropdown, select COMMERCIAL.

After enabling Do Not Create Duplicate, duplicate validation for Commercial deals is performed only at the Account level.

Note: Contact-level validation is skipped for Commercial deals to prevent contacts from being associated with incorrect companies.

Commercial Deal Validation Flow

Step 1: Account Email Validation

The system checks whether the Account email already exists.
If a match is found:

- The existing Account is used.
- No further validation is performed.

Step 2: Account Phone Validation

If no Account email match is found, the system checks the Account phone number.
If a match is found:

- The existing Account is used.
- No further validation is performed.

Step 3: Create New Records

If no Account match is found.
A new Account and associated records are created.

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Forms – Add insured full address field mapping in form automation

Arshad Hussain — Sat, 11 Oct 2025 07:10:42 +0000

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.

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Need the option of filter in task list and task update in the form – Task List and forms

Arshad Hussain — Wed, 23 Apr 2025 06:03:57 +0000

We have updated the “Pipeline” filter in the Tasklist section, renaming it to “Task Relation” for better clarity. Additionally, we have enhanced the filtering capabilities by introducing two new options: “Related to Forms” and “Not Related to Forms.”

Tasks created through forms can now be filtered using the “Related to Forms” option.
Tasks not created via forms can be filtered using the “Not Related to Forms” option.

Use Case:
This enhancement improves data visibility and accessibility, enabling users to quickly identify and manage tasks based on their origin—whether generated through forms or not.

To View the Enhancement:

1.Navigate to Tasklist page

2.Filter

3.Tasklist Relation

Manage your results easily by using the filter as mentioned below.

Click on Task Relation in the filter section to view two more options below.

Below is the filtered task by selecting the “Related to Forms” option.

Clicking a task shows “New task created via Forms” in the activity section.

Below is the filtered task by selecting the “Not Related to Forms” option.

The post Need the option of filter in task list and task update in the form – Task List and forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Option of Creating a Task to the Agent when the Form is Filled

Avinash Barik — Sat, 28 Dec 2024 08:13:28 +0000

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.

Auto and Home Combine Quote for PLRater & Quoterush

Avinash Barik — Tue, 03 Dec 2024 12:22:10 +0000

Earlier, users had to fill out two separate forms for auto and home insurance. Now, with the latest enhancement, you can fill out both auto and home details in a single form, easily sync it with PL Rater and QuoteRUSH, and when the deal card is created for this form, you will be able to access all quotes in one convenient place.

Use Case: With combined auto and home forms, sync directly with PL Rater and QuoteRUSH, and access quotes easily.

To View the Enhancement:

Navigate to the Form’s Module.
Select an Auto & Home Combine Quote form.

Select what you would like to quote: Auto, Home, or both.

Upon form submission, the form will automatically sync to Quoterush and PL Rater.

The post Auto and Home Combine Quote for PLRater & Quoterush appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Form Wizard within Forms Module

Arshad Hussain — Mon, 13 May 2024 05:48:29 +0000

A new feature called ‘Form Wizard’ has been introduced, allowing users to create forms page by page. This feature is particularly beneficial when dealing with lengthy forms.

Use Case: The ‘Form Wizard’ enhances form creation by simplifying lengthy forms, enabling users to create them page by page for a smoother user experience.

To View the Enhancement:

Navigate to the Forms module.
Then, select ‘Create New Form.

Click on the ‘Wizard form’ to create a form page-wise.

Click on ‘Page 1.’

Add the necessary text field contents for Page 1.
Click ‘Save.’

Click on ‘Page 2.’

Add the required text field contents for Page 2
Click ‘Save.’

Enter the form name.
Click ‘Save.’

Upon completion, a success notification confirming the form update will be displayed.

Depending on the selected pages, the forms will be created accordingly.

Note: Ensure all mandatory fields are filled in on each page to proceed to the next page.

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Label-Field Mapping in Form Automation

Arshad Hussain — Fri, 02 Feb 2024 11:46:10 +0000

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.

Map Deal Category to Form Field

Arshad Hussain — Fri, 02 Feb 2024 10:10:04 +0000

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.

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Reverse Data Mapping from Forms Module

Arshad Hussain — Thu, 04 Jan 2024 07:06:31 +0000

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:

Go to the Forms Module.
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.

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