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

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.

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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.

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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.

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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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Number of Pipeline Cards by Form Submission

Arshad Hussain — Wed, 18 Oct 2023 13:35:57 +0000

We have now added a dedicated column in the Forms module called “Deal Cards.” This feature offers a convenient “View” option to check the number of deal cards created during a specific date through form submissions, simplifying the tracking and management of leads.

Use case: Easily view and track Deal Cards created through form submissions.

To View the Enhancement:

Navigate to the “Forms” module.

We have added a dedicated “Deal cards” column where you can now “View” the number of deal cards created, the deal title, and the serial number of the form submissions.

To navigate, select a form name you want to view and then click the View option.

A panel from the right will open, displaying the serial number, deal title, and creation date of the deal cards for the selected form.

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Tracking form analytics

Arshad Hussain — Wed, 18 Oct 2023 11:40:59 +0000

This new feature enhances the response tracking system for individual forms. With this new update, you can effortlessly monitor the number of responses your forms have received, and these responses are conveniently displayed in both chart and list formats.

Use Case:

This advancement will guide in tracking and analyzing form engagement, gaining insights into response patterns, and evaluating the effectiveness of response rates.

Navigation:

Navigate to the “Forms” section.
Click on “Form Analytics” to explore the new response tracking capabilities.

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Mark Form as Favorite and Filters

Anjali Kapadia — Sat, 23 Sep 2023 07:55:16 +0000

Now you can mark a form as favorite and filter all your favorite forms from the form list.

Note: This feature will work separately for My Forms and Agent Forms.

However, if there is any form marked favorite under the My Form list that has been shared by any other agent or by the logged-in agent, then that form will also be available under favorites in the Agent Form section.

To view the enhancement:

Navigate to Forms
To mark a form as favorite, click the star icon
To filter the Favorite Forms click the star icon beside Form List
Slide the toggle bar on the top right to view My Forms or Agent Forms

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