Header Menu Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/header-menu/ Wed, 28 Oct 2026 12:14:54 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Header Menu Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/header-menu/ 32 32 Option To Add Hyperlink In Text Template, Send Text https://www.insuredmine.com/knowledge-base/option-to-add-hyperlink-in-text-template-send-text/ Wed, 28 Oct 2026 12:08:35 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53901 Release Date: 10/22/2026 Overview Previously, when sending a text message, users had to paste the complete URL directly into the message textbox. This often resulted in long URLs appearing in the SMS, making the message less readable. With this enhancement, users can now use the Insert Link option to add a URL with custom display […]

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Release Date: 10/22/2026

Overview

Previously, when sending a text message, users had to paste the complete URL directly into the message textbox. This often resulted in long URLs appearing in the SMS, making the message less readable.

With this enhancement, users can now use the Insert Link option to add a URL with custom display text while composing a text message.

Enhancement

The Insert Link option allows users to enter a URL and specify the text they want to display in the message. This makes it easier to share links without displaying the full URL in the message content.

How It Works
  1. Navigate to the Send Text section.
  2. Enter the text message in the message textbox.
  3. Click on Insert Link.
  4. A popup will appear with the following fields:
    • URL: Enter or paste the URL you want to share.
    • Text to Display: Enter the text that should appear in the message.
  5. Enter the required details and insert the link into your message.
  6. Review the message and click Send to send the text.
Example

URL: https://example.com/document/12345

Text to Display: View Document

Instead of displaying the complete URL in the message, users can use the custom display text to keep the message content clean and readable.

Benefits
  • Avoids displaying long URLs directly in the message content.
  • Allows users to customize the text displayed for a link.
  • Improves the readability of text messages.



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]]> AI Voice Agent Enhancements for Outgoing Calls https://www.insuredmine.com/knowledge-base/ai-voice-agent-enhancements-for-outgoing-calls/ Wed, 28 Oct 2026 07:18:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53871 Release Date: 10/23/2026   Overview The AI Voice Agent module has been enhanced to provide a more natural and confident voice experience and improve the follow-up process after outgoing calls. With these enhancements: The updated voice model delivers more human-like, confident conversations that sound less robotic. Outgoing AI Voice Agent calls automatically create a note […]

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Release Date: 10/23/2026

 

Overview

The AI Voice Agent module has been enhanced to provide a more natural and confident voice experience and improve the follow-up process after outgoing calls.

With these enhancements:

  • The updated voice model delivers more human-like, confident conversations that sound less robotic.
  • Outgoing AI Voice Agent calls automatically create a note on the associated contact.
  • A task is automatically created for the outgoing call and assigned to the Outgoing Voice Agent task type.

These updates extend the post-call documentation and task-creation workflow to outgoing calls, similar to the functionality available for incoming calls.

Prerequisites
  • The outgoing AI Voice Agent should be configured for the intended calling workflow.
  • The call should be placed through the AI Voice Agent.
Use Cases
  • More natural conversations: Provide a more human-like and confident voice experience during outgoing calls.
  • Automatic contact documentation: Record a note on the associated contact after an outgoing AI Voice Agent call.
  • Task tracking: Automatically create a task for an outgoing call without requiring the user to create it manually.
  • Task identification: Use the dedicated Outgoing Voice Agent task type to identify and filter tasks created through outgoing AI Voice Agent calls.
Navigation
  1. Log in to InsuredMine.
  2. Open AI Voice Agent from the navigation menu.
  3. Select Outgoing.
  4. The outgoing-call configuration screen will be displayed.
Understanding the Enhancements

Step 1: Updated voice experience

The AI Voice Agent now uses an enhanced voice model designed to make conversations sound more natural and confident.

The updated voice experience is intended to reduce the robotic quality of AI-generated speech.

Step 2: Place an outgoing AI Voice Agent call

Use the existing outgoing AI Voice Agent workflow to initiate a call.

The automatic note and task creation behavior applies when an outgoing call is placed through the Voice Agent.

 

Step 3: Automatic note creation

After an outgoing AI Voice Agent call is placed, the system automatically adds a note to the associated contact.

This helps maintain a record of the outgoing calling activity within the contact’s information.

Step 4: Automatic task creation

The system also automatically creates a task associated with the outgoing AI Voice Agent call.

The task is assigned to the Outgoing Voice Agent task type.

This allows outgoing-call tasks to be identified separately from incoming-call tasks.

Step 5: Find outgoing-call tasks using filters

Users can identify outgoing AI Voice Agent tasks through the task filters.

  1. Open the task filtering options.
  2. Locate the task type filter.
  3. Select Outgoing Voice Agent.
  4. Review the tasks matching the selected filter.
Important Notes
  • Enhanced voice model: The updated voice model is designed to sound more human-like and confident.
  • Automatic notes: Outgoing AI Voice Agent calls automatically generate a note on the associated contact.
  • Automatic tasks: A task is automatically created for outgoing calls.
  • Task assignment: The task is assigned to the Outgoing Voice Agent task type.
  • Separate task identification: The Outgoing Voice Agent task type allows users to distinguish outgoing-call tasks using filters.
  • Existing functionality: These enhancements bring outgoing-call documentation and task creation in line with the corresponding functionality available for incoming calls.
  • Configuration details: The meeting did not establish whether any additional configuration is needed to enable these enhancements. Do not assume a separate activation step is required.

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]]> Customized Voicemail through Twilio https://www.insuredmine.com/knowledge-base/customized-voicemail-through-twilio/ Wed, 28 Oct 2026 06:36:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53854 Release Date: 10/23/2026 Overview The newly introduced Customized Voicemail feature in InsuredMine allows agents to create personalized voicemail messages for incoming calls. Instead of relying on a generic voicemail greeting, agents can write their own message and use supported merge fields to personalize it with details such as the agent’s name and agency name. When […]

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Release Date: 10/23/2026

Overview

The newly introduced Customized Voicemail feature in InsuredMine allows agents to create personalized voicemail messages for incoming calls. Instead of relying on a generic voicemail greeting, agents can write their own message and use supported merge fields to personalize it with details such as the agent’s name and agency name.

When an incoming call is not answered or the agent ends or declines the call, Twilio reads the configured voicemail message to the caller.

This feature helps agencies provide a more personalized calling experience and maintain consistent communication with clients.

Prerequisites

Before configuring a customized voicemail, ensure that:

  • The agent has access to InsuredMine’s call settings.
  • The agent has a unique phone number configured in the system.
  • The voicemail message is prepared and ready to be entered.
  • Any required merge fields are available for use in the message.

Note: Each agent must have a unique phone number for customized voicemail to work as expected. Sharing a phone number between multiple agents can cause voicemail configurations to conflict.

Use Cases
  • Personalizing Missed-Call Experiences: An agent is unable to answer an incoming client call. The caller hears the agent’s customized voicemail message instead of a generic greeting.
  • Providing a Personalized Greeting: An agent wants callers to know whose voicemail they have reached. The agent can include their name and agency name using the supported merge fields.
  • Maintaining Consistent Client Communication: An agent wants to provide a consistent message whenever an incoming call goes unanswered or is declined or ended by the agent. The configured voicemail is played in these scenarios.
Navigation / Access

You can access the Customized Voicemail settings through either of the following paths.

Option 1: Through Call Logs

  1. Log in to InsuredMine.
  2. Navigate to the Call Logs section using the call logs icon.
  3. Locate the call settings or voicemail configuration area.

Option 2: Through Settings

  1. Open Settings.
  2. Navigate to Configurations.
  3. Select Call Settings.
Configuration:

Step 1: Open the Customized Voicemail Settings

Access the call settings using either of the navigation paths described above.

Locate the text box provided for entering a customized voicemail message.

Step 2: Enter Your Custom Message

Enter the message you want callers to hear when they reach your voicemail.

For example:

“Hello, you have reached the voicemail of [Agent Name] at [Agency Name]. Please leave a message, and we will get back to you as soon as possible.”

This is an illustrative message. You can customize the wording to suit your agency’s communication style.

Step 3: Add Supported Merge Fields

Use the available merge fields to personalize your voicemail message. For example, the message can incorporate the agent’s name and agency name.

When the voicemail is played, supported merge fields are populated with the corresponding information.

Ensure that the message reads naturally after the merge fields are populated.

Step 4: Save the Configuration

After entering your message and adding the required merge fields, click Save.

The customized voicemail configuration is saved and becomes active.

Step 5: Verify the Voicemail

Test the configuration by placing an incoming call to the agent’s configured number.

If the call is not answered or is declined or ended by the agent, verify that the caller hears the customized voicemail message.

Confirm that the agent’s name, agency name, and other configured merge fields are populated as expected.

Important Notes/ Limitations:

Unique Phone Number Requirement

Each agent must have a unique phone number for customized voicemail to function correctly.

If two agents share the same phone number, the system uses the configuration associated with the number that was mapped first. As a result, a subsequent voicemail configuration created by another agent using that same number may not take effect.

Recommended practice: Assign a unique phone number to each agent before configuring customized voicemail.

When the Voicemail Is Played

According to the feature walkthrough, the customized voicemail is played when an incoming call is not answered or when the agent ends or declines the call.

The caller hears the message configured for the mapped phone number.

Merge Fields

Supported merge fields allow relevant information, such as the agent’s name and agency name, to be incorporated into the voicemail.

Use the merge fields available in the configuration interface. Do not assume that a particular field is supported unless it appears in the available options.

Saving Changes

Click Save after configuring the message. Review the saved message and test it to ensure that it plays as expected.

Summary

Customized Voicemail allows InsuredMine agents to personalize the voicemail experience for incoming callers by creating their own messages and incorporating supported merge fields.

To configure the feature, open Call Settings, enter the message, add the required merge fields, and save the configuration. Test the voicemail to confirm that it works as expected.

For reliable functionality, ensure that every agent has a unique phone number. Shared numbers can cause the system to apply the voicemail configuration associated with the number’s initial mapping rather than a subsequently configured message.

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]]> IVA – Outbound Voice Agent https://www.insuredmine.com/knowledge-base/iva-outbound-voice-agent/ Tue, 27 Oct 2026 12:27:07 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53824 Overview The AI Voice Agent in InsuredMine (IM) enables agencies to make automated outgoing calls to clients and prospects. It can communicate using configured call scripts and AI voice settings, helping agencies streamline customer outreach, reminders, and follow-ups. The AI Voice Agent also supports call forwarding. When a person requests to speak with an agent […]

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Overview

The AI Voice Agent in InsuredMine (IM) enables agencies to make automated outgoing calls to clients and prospects. It can communicate using configured call scripts and AI voice settings, helping agencies streamline customer outreach, reminders, and follow-ups.

The AI Voice Agent also supports call forwarding. When a person requests to speak with an agent during a call, the call can be transferred to the phone number configured by the agency.

This article explains how to configure outgoing AI Voice Agent calls, set up call forwarding, and use the feature for different business scenarios.

 

Prerequisites

Before configuring Outgoing Calls, ensure that:

  • A Twilio phone number is configured for AI Voice Agent functionality.
  • The required call script and voice settings are configured.
  • A valid destination phone number is available if call forwarding is required.

Important: If the agency does not have the required Twilio setup, the necessary configuration must be completed before using the AI Voice Agent.

Use Case

Outbound calls can take up a significant amount of an insurance team’s time, especially when the same type of follow-up needs to be made across multiple contacts.

AI Voice Agent can be used for scenarios such as:

  • Following up with leads or prospects
  • Customer follow-ups
  • Renewal-related outreach
  • Reminders
  • Other predefined outbound communication

For example, an agency may have a group of customers that need a follow-up. Instead of an agent calling each customer individually, the AI Voice Agent can be configured to make those calls and handle the initial conversation.

Configuring Outgoing AI Voice Agent Calls:

  1. Log in to InsuredMine.
  2. Open AI Voice Agent from the navigation menu.
  3. Select Outgoing.
  4. The outgoing-call configuration screen will be displayed.
Configure the Call Script

Configure the script that the AI Voice Agent will use during the outgoing call. The script should clearly define the purpose of the call and the information the AI Voice Agent needs to communicate.

  • Click on Scripts or Create Agent

Either select from existing predefined scripts or add your own Message as per use case.

Configure Call Forwarding

InsuredMine supports call forwarding for outgoing AI Voice Agent conversations.

If a person requests to speak with a human agent during the call, the AI Voice Agent can transfer the call to the phone number configured by the agency.

  1. Open the Call Transfer Settings section.
  2. Enable the outgoing-call enable/disable option.
  3. Type the number you want to make the calls from and save it.

Once enabled, the AI Voice Agent becomes available for the outbound calling activities configured for your account.

Example: During an outgoing call, the AI Voice Agent is discussing a policy renewal with a client. The client asks to speak with an agency representative. The AI Voice Agent can transfer the call to the configured forwarding number, allowing the client to continue the conversation with a human agent.

 

Quick Test – Initiating an AI Voice Call

The “+” icon provides a quick way to initiate an AI Voice Agent call without setting up an automation.

Steps
  1. Click the “+” icon (Quick action) in the application.
  2. Select AI Voice Agent.
  3. Select the Contact you want the AI Voice Agent to call.
  4. Select the Script that should be used for the conversation.
  5. Initiate the call.

The AI Voice Agent will immediately trigger an outgoing call to the selected contact.

Reviewing AI Voice Agent Calls

After the call is completed, users can review the call details from the available calling and communication areas.

Calling Dashboard

The Calling Dashboard provides visibility into AI Voice Agent calling activity and analytics. Users can review information such as:

  • Call activity
  • Call status
  • Call duration
  • Call summaries
  • Recordings
  • Transcribes
Call Details in Communications

AI Voice Agent call activity is also available under Communications of the 360 profile. Users can use this area to review the communication history associated with the contact, including:

  • Call details
  • Call summary
  • Recording

This provides a convenient way to review the AI Voice Agent interaction directly from the contact’s communication history.

Automatic Call Summaries and Follow-up Tasks

After every AI Voice Agent call, a Task and a note with a call summary will be added by default under the contact.

Additional AI Voice Agent Options

The quick-test functionality is intended for immediate testing and ad-hoc outbound calls. For production use cases, AI Voice Agent calls can also be incorporated into:

Pipeline Automation

AI Voice Agent calls can be triggered automatically based on configured pipeline events or conditions.

Workflow

AI Voice Agent can also be incorporated into workflows to automate outbound calling based on defined business conditions.

These options are recommended when the goal is to automate calling at scale rather than manually trigger individual test calls.

Admin Reports and Notifications

Outgoing Voice agent calls-related information can also be shared with administrators through email the following day.

Upcoming Enhancements

The following enhancements are planned or under development and may not be available in the current version.

  1. AI Voice Agent Reporting for Outgoing calls (similar to incoming) – A dedicated reporting page is planned to provide agency users with better visibility into AI Voice Agent call activity and related details.

  2. Configurable Email Reports – Additional reporting configuration options are planned to give agency administrators greater control over call report delivery and recipients.

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]]> IVA – Incoming Voice Agent https://www.insuredmine.com/knowledge-base/iva-incoming-voice-agent/ Tue, 27 Oct 2026 11:09:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53805 Overview InsuredMine’s AI Voice Agent supports Incoming and Outgoing call management. IVA Incoming allows admins to configure how incoming calls are handled when agents are busy, unavailable, outside working hours, on weekends, or when specific call conditions are met. Admins can control when calls are routed to AI and review call summaries, outcomes, callback requests, […]

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Overview

InsuredMine’s AI Voice Agent supports Incoming and Outgoing call management.

IVA Incoming allows admins to configure how incoming calls are handled when agents are busy, unavailable, outside working hours, on weekends, or when specific call conditions are met.

Admins can control when calls are routed to AI and review call summaries, outcomes, callback requests, and follow-up tasks.

Prerequisites

  • Administrator access to InsuredMine.
  • AI Voice Agent enabled.
  • Twilio connected and configured.
  • Calling functionality enabled.
  • Supported telephony setup configured.
  • AI Voice Agent enabled for applicable inbound/outbound call configuration.

Use Case

Incoming calls may arrive when agents are busy, outside business hours, during weekends, or from unknown numbers.

The Incoming AI Voice Agent can automatically handle such calls based on configured conditions.

Examples:

  • Agent is busy, and they disconnect or don’t answer the call → AI answers the call.
  • Call arrives after working hours → AI handles the call.
  • Unknown number calls → AI answers the call.
  • Call matches a selected account status → AI handles the call.

Configure Incoming AI Voice Agent

 

Navigation
  1. Log in to InsuredMine.
  2. Go to AI Voice Agent from the left navigation.
  3. Select Incoming.
  4. Click Incoming Voice Agent Configuration in the top-right.
Note: Incoming Voice Agent configuration is available to admins.

 

Incoming Call Routing Settings

Admins can configure when incoming calls should be routed to the AI Voice Agent. Enable Yes for the conditions where IVA should handle the call.

  • Agent Busy or Unavailable

Routes the incoming call to IVA when the intended agent is busy or unavailable. If the agent disconnects the incoming call or doesn’t answer.

  • Weekend Calls

Routes incoming calls to IVA when calls are received on weekends.

  • Unknown Numbers

Routes calls to IVA when the incoming number does not match an existing InsuredMine contact.

  • Account Status

Routes calls to IVA based on the caller’s associated account status. Select the required status and enable Yes for the statuses that should be handled by IVA.

Available statuses depend on the agency configuration and may include Active Client, Inactive Client, Prospect, and Lead.

Select the AI Voice

Admins can select the conversational voice used by IVA for incoming calls.

  1. Locate and select the Conversational AI Agent Voice.
  2. Click Select Voice.
  3. Use Play to preview the available voices.
  4. Select the preferred voice.
  5. Save the configuration.

The selected voice is used when IVA handles incoming calls.

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What Happens During an Incoming IVA Call?

When an incoming call meets the configured routing conditions, IVA answers the call and interacts with the caller.

Depending on the conversation, IVA can capture information such as:

  • Reason for the call
  • Caller requirements or questions
  • Callback request
  • Relevant conversation details

After the call is completed, the conversation information can be available through the IVA call records and the associated contact’s communication history.

Callback Requests and Follow-Up Tasks

If the caller requests a callback, the call can be identified as a Callback Requested call. A follow-up task can be created for the assigned agent so the request can be handled.

The task information can include:

  • Assigned agent
  • Task status
  • Due date
  • Callback/follow-up requirement

Task statuses may include Pending, Completed, or Overdue.

Managing Overdue Tasks

If a callback task becomes overdue:

  1. Open the IVA Incoming Dashboard.
  2. Locate the relevant call.
  3. Select the associated Overdue task.
  4. Open the task.
  5. Complete the required action.
  6. Mark the task as Done.

Users may also navigate to Tasklist and select the task type as “IVA: Incoming Voice Agent,” and all tasks created by IVA will be listed for review.

IVA Incoming Dashboard

Dashboard counts are calculated based on the selected period. For example, if Total Calls = 5, the dashboard is showing five IVA calls recorded within the selected date range.

Available options may include predefined periods such as Last 30 Days or a custom date range.

Dashboard Summary

The dashboard provides key metrics such as:

  • Total Calls: Number of incoming calls handled by IVA during the selected period.
  • CB Requested: Number of calls where the caller requested a callback.
  • Overdue Tasks: Callback/follow-up tasks that are past their due date.
  • Completed: Callback/follow-up tasks that have been completed.

The Daily Call Activity Report — total calls, callback requests, and task status, with per-call client, summary, assigned agent, and task status.

Calling Dashboard

IVA calls are also available through the Calling Dashboard, where users can review call activity and related call information.

The Calling Dashboard can be used to review incoming/outgoing call activity and access available call details based on the user’s permissions and configured calling setup.

Note: The IVA Incoming Dashboard is focused on IVA-specific metrics and callback/task tracking, while the Calling Dashboard provides broader calling activity. 

IVA Call Log:

Steps to View Call Details in Contact 360
  1. Navigate to the Calling Dashboard or Voice Agent – Incoming dashboard.
  2. Locate the required contact in the call details section.
  3. Click the contact’s name to open the corresponding Contact 360 profile.
  4. Navigate to the Communication tab.
  5. Select Calls to view the available call details, including the conversation summary, calling number, recording, and other related communication information.

     6. To initiate a new call, click Make a Call.

     7. To manually add a call, select Add Call Log and enter the relevant details.

Admin Reports and Notifications

IVA-related information can also be shared with administrators through configured reports or notifications.

These may provide information such as:

  • Incoming IVA call activity
  • Callback requests
  • Follow-up activity
  • Task status
  • Call-related details
Important Notes
  • Incoming IVA routing is controlled through Inbound Call Settings.
  • IVA handles calls only when the applicable routing condition is enabled.
  • Dashboard metrics are based on the selected date range.
  • Callback requests can create a follow-up task for the assigned agent.
  • Call details and summaries are available in Contact 360.
  • The IVA Incoming Dashboard provides IVA-specific activity, while the Calling Dashboard provides overall call activity.
  • Report, task, recording, and call-detail availability depend on the configured setup.
  • IVA requires a Twilio number. Users with LSV or RingCentral can request an additional Twilio number to use Incoming IVA.

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]]> AI-Powered Email Response Intelligence https://www.insuredmine.com/knowledge-base/ai-powered-email-response-intelligence/ Tue, 22 Sep 2026 12:07:49 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53559 Release Date: 09/22/2026 Overview: AI-Powered Email Response Intelligence helps agents identify customer emails awaiting a response, prioritize conversations, and generate AI-assisted reply drafts.  The feature works across InsuredMine-connected Work email conversations and provides visibility through the Pipeline, Contact, Account, Activity Dashboard, and Work Email modules.  Important: AI suggestions are recommendations only. Agents must review and […]

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Release Date: 09/22/2026

Overview:

AI-Powered Email Response Intelligence helps agents identify customer emails awaiting a response, prioritize conversations, and generate AI-assisted reply drafts. 

The feature works across InsuredMine-connected Work email conversations and provides visibility through the Pipeline, Contact, Account, Activity Dashboard, and Work Email modules. 

Important: AI suggestions are recommendations only. Agents must review and approve a response before sending. The system does not automatically send email. 

Beta Feature: AI-Powered Email Response Intelligence is currently available as a Beta version. The feature is actively being improved, and its behavior, accuracy, and AI-generated recommendations may be enhanced in future releases. 

Prerequisites

Before using AI-Powered Email Response Intelligence:

  1. Your work email mailbox must be connected.

      2. The email conversation must be associated with a CRM-linked Pipeline Card, Contact, or Account.

      3. The incoming email must meet the feature’s email eligibility criteria.

      4. The email must be sent from an eligible work email address.

Email Date Eligibility

Different parts of the feature have different effective dates:

Feature

Email Date Requirement

Awaiting Reply Flag

Flagging is available for email responses received after August 5th, 2026

AI-Generated Draft

AI drafts are generated for eligible emails received after September 14th, 2026

Important: An older email response may not display the Awaiting Reply flag, and an email received before September 14, 2026 will not generate an AI draft.

Important Email Eligibility Rule

An email will only be considered for flagging when it is sent from a work email address.

If the email is sent from a verified email address on the sender list, it will not trigger an Awaiting Reply flag or an AI-generated draft.

Note: Not every email received in a connected mailbox will result in an Awaiting Reply flag or AI-generated response.

The feature does not apply to unlinked inbox correspondence or mailboxes outside the supported integration.

Feature Workflow 

The feature follows this workflow: 

Customer Reply → Awaiting Reply Flag → AI Priority Queue → AI Suggested Reply → Agent Review & Send 

The feature is delivered in three stages: 

  1. Awaiting Reply Indicators & Filters  Released on 08/05/2026
  2. Activity Dashboard & AI Priority Queue
  3. AI Response Draft Generation

How It Works:

 

Step 1: Identify an Awaiting Reply
 

When an eligible customer reply is received, InsuredMine identifies the email conversation and applies an Awaiting Reply flag to the relevant InsuredMine record. 

Depending on the relationship between the email and InsuredMine records, the flag can appear on: 

  • Pipeline Card
  • Contact
  • Account

The Awaiting Reply indicator is visually displayed on the applicable record. 

The flag is removed when:

  • An agency user replies to the customer.
  • A user manually marks the conversation as “Marked as Replied”.
Step 2: Use the Awaiting Reply Filter
 

The Awaiting Reply filter is available in:

  • Pipeline
  • Contact
  • Account

Use the filter to display only records that currently have an active Awaiting Reply status.

This allows agents to quickly identify conversations that require attention.

Step 3: Review the AI Reply Queue


Go to the Work Email module to access the AI Reply / Priority Queue.

The queue displays eligible customer emails awaiting a response and organizes them according to AI-generated priority.

Available urgency levels include:

  • Urgent
  • High
  • Normal
  • Low

Each queued conversation includes an AI-generated reason explaining why the conversation received its priority.

Step 4: Review the AI Suggested Draft Response
 

For eligible conversations, the system can generate an AI Suggested Reply.

The suggested response includes:

  • Email subject
  • Email body
  • Reasoning explaining the suggested response

The draft can be edited before sending.

Step 5: Edit or Update and send
 

Prior to delivering the email, the agent has the ability to:

  • Choose Rephrase, change the tone to refine and enhance the message content.
  • When the response is ready, the agent must explicitly select Send Reply. 
  • AI-generated responses are never automatically sent. Human approval is mandatory before an email can be dispatched. 

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]]> Agency group Management (Manage Module, Restrictions, Manage Pipelines, Manage Checklist, Manage Custom Forms & Manage Templates) https://www.insuredmine.com/knowledge-base/add-access-control-and-restriction-options-for-pipelines-checklists-custom-forms-and-templates-under-agency-groups/ Mon, 06 Jul 2026 10:22:05 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52010 Release Date: July 3, 2026 This enhancement is available only to Admins. Overview We have introduced a new enhancement under the User Management Agency Group  now you have more  option to manage Group Name by Manage by Pipelines, Manage by Checklist, Manage by Custom Forms, Manage by Templates  Use Case: This enhancement helps Admins efficiently […]

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Release Date: July 3, 2026

This enhancement is available only to Admins.

Overview

We have introduced a new enhancement under the User Management Agency Group  now you have more  option to manage Group Name by Manage by Pipelines, Manage by Checklist, Manage by Custom Forms, Manage by Templates 

Use Case:

This enhancement helps Admins efficiently manage access to pipelines, checklists, custom forms, and templates for different agency groups. By assigning permissions at the group level, admins can ensure that all users within the selected group have access to the appropriate resources. 

To view the enhancement:
  • Navigate to Profile Settings from the header.
  • Click User Management.
  • The User Management page appears.
  • Click Agency Groups.
  • In the Action column, click the three-dot (More Options) icon for the required agency group.
  • A drop-down menu appears with the following newly added  options:
    • Manage Pipelines
    • Manage Checklist
    • Manage Custom Forms
    • Manage Templates
To Apply The Configuration

  • Click the preferred management option (for example, Manage Pipelines).
  • A Manage Pipelines panel appears on the right-hand side.
  • Select the preferred pipeline(s) or click Select All.
  • Click Update.
  • A success message, “Group Updated Successfully,” appears.

Note: All agents assigned to the selected agency group will have access to the configured pipeline(s).

Note: Follow the same steps to configure Manage Checklist, Manage Custom Forms, and Manage Templates.

 

Enhancement - July 15, 2026

Note: Any restriction configured under User Management > Agency Groups is applied to all Agents (users) belonging to that Group Name. If a user’s individual restriction settings under Settings > Restrictions differ from the agency group configuration, the agency group restrictions override the individual user restrictions. 

 User Management > Agency Groups

Enhancement – 09/09/2026

Manage Module Changes:

Agency Groups now have access to all available modules. Previously, module availability was inconsistent between the user level and the agency group level. This enhancement ensures feature parity by making all modules accessible at the agency group level.

To Manage Modules for an Agency Group
  1. Navigate to User Management > Agency Groups
  2. Locate the agency group you want to configure
  3. Click the Edit button or the three-dot menu for that group
  4. Select Manage Module

    5.  The Manage Module dialog displays all available modules with checkboxes

    6. Check or uncheck modules as needed to control access for users in that group

    7. Save your changes

Benefit

Administrators can now:

  • Ensure complete feature access when configuring agency groups
  • Maintain consistent module availability across user and group levels
  • Reduce setup time by eliminating the need for manual user-level module assignments
  • Have full transparency over which modules are available in each agency group

Enhancement – 09/25/2026

Agency Group – Import Data Restriction

 

Overview

InsuredMine now allows Admins to restrict data imports for specific Agency Groups.

A new Import Data (Import Accounts & Contacts, Import Pipeline Cards and Import Pipeline Card – Policy) restriction has been added under Agency Group settings. When enabled, users in the selected Agency Group will not be able to import data into InsuredMine.

Use Case

Admins can prevent users from importing data into InsuredMine based on their Agency Group permissions, helping maintain control over data imports.

To Configure Import Data Restriction
  1. Navigate to User Management > Agency Groups.

      2. Select the Agency Group and click on the action button.

      3. Open the Restrictions section.

      4. Enable the Import Data restriction.

      5. Save the changes.

      Users in the selected Agency Group will no longer be able to import data into InsuredMine.

The post Agency group Management (Manage Module, Restrictions, Manage Pipelines, Manage Checklist, Manage Custom Forms & Manage Templates) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Set Up and Use the InsuredMine Connector with Claude https://www.insuredmine.com/knowledge-base/set-up-and-use-the-insuredmine-connector-with-claude/ Thu, 02 Jul 2026 10:58:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51855 Release Date:  July 2, 2026 Overview The InsuredMine Connector enables you to securely connect your InsuredMine account to Claude, granting Claude access to your InsuredMine data and allowing it to provide personalized insights, ultimately helping you work more efficiently.  With the InsuredMine Connector, you can: Get personalized AI insights based on your InsuredMine contacts, accounts, […]

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Release Date:  July 2, 2026

Overview

The InsuredMine Connector enables you to securely connect your InsuredMine account to Claude, granting Claude access to your InsuredMine data and allowing it to provide personalized insights, ultimately helping you work more efficiently. 

With the InsuredMine Connector, you can:

  • Get personalized AI insights based on your InsuredMine contacts, accounts, policies, deals, and other CRM data using Claude.
  • Visualize your data using charts and graphs generated from your InsuredMine records with Claude.
  • Create and update CRM records, including contacts and deals, directly from the Claude conversation. (Availability is scheduled for Phase 2.)
  • Log activities such as tasks, notes, and other CRM updates without leaving Claude.
  • Analyze customer engagement history, including emails, calls, meetings, tasks, and notes, to generate actionable insights and recommendations using Claude.
  • Take action faster by using Claude to retrieve information, answer questions about your CRM data, and perform supported InsuredMine actions through natural language.

The InsuredMine Connector transforms Claude into an AI-powered assistant that helps you search, analyze, and act on your CRM data, all through simple conversations.

Prerequisites

Before configuring the connection, ensure that you have:

  • You have an active InsuredMine user account (Admin)

  • An active Claude account.

  • Access to Claude Connectors.

Configuring the InsuredMine connector with Claude

Step 1: Copy Your InsuredMine Credentials 

  1. Sign in to InsuredMine using your login credentials.
  2. Go to Settings → Integrations.
  3. In the AI Connector section, click View Details.

Copy the following values using the Copy icon next to each field:

  • Application Name
  • Application URL
  • Client ID
  • Client Secret

Step 2: Add a Custom Connector in Claude 

  1. Sign in to your Claude account.
  2. Go to Customize → Connectors. 

3. Click the + (Add)  icon.

4. Select Add custom connector.

Step 3: Configure the Connector 

  1. In the Name field, paste the Application Name copied from InsuredMine.
  2. In the Remote MCP Server URL field, paste the Application URL.
  3. Expand Advanced settings.
  4. Paste the copied values into the following fields:
    1. OAuth Client ID → Client ID
    2. OAuth Client Secret → Client Secret
  • Click Connect to complete the setup.

Before You Get Started

Please keep the following in mind when using the InsuredMine Connector with Claude:

  1. Rate Limit: The connector supports up to 60 requests per minute across all users. If this limit is reached, wait a few moments before trying again.
  2. Exercise Caution with AI Output: Since Claude may produce inaccurate or incomplete data, it is essential to double-check and validate all AI-generated information before finalizing CRM updates or making strategic business decisions.

Note: Currently, we are launching Phase 1, with Phase 2 scheduled for upcoming releases.

  • The following table outlines the functionalities available in the initial Phase 1 (read-only) launch.

Object

Phase 1 (Read)

Phase 2 (Create & Update)

Account

✓

✓

Contact

✓

✓

Policy

✓

✓

Carrier

✓

NA

Categories (LOB)

✓

NA

Pipeline

✓

NA

Pipeline Cards

✓

✓

Calls (Twilio/RingCentral)

✓

NA

Text Messages (SMS)

✓

NA

Emails

✓

NA

Tasks

✓

NA

Files

✓

NA

Notes

✓

✓

Users

✓

NA

What Can You Ask Claude

Use Claude to search, summarize, and analyze your InsuredMine data using natural language.

  • Policies – Find policies by carrier, status, premium, renewal date, or agent.
    • Example: “Show policies expiring next month.”
  • Accounts – Search business accounts by agent, location, or lead source.
    • Example: “Show referral accounts.”
  • Contacts – Find contacts by name, email, phone, or assigned agent.
    • Example: “Find Jane Smith.”
  • Pipelines & Deals – View opportunities, deal values, stages, and pipeline performance.
    • Example: “Show my open deals.”
  • Calls – Review RingCentral or Twilio call history.
    • Example: “Show missed calls this week.”
  • SMS & Emails – Search communication history.
    • Example: “Find emails about renewals.”
  • Notes & Tasks – View notes, follow-ups, and overdue tasks.
    • Example: “Show my overdue tasks.”
  • Files – Find documents attached to accounts or contacts.
    • Example: “Show files for ABC Corp.”
  • Agents – Look up agency users and team members.
    • Example: “List all agents.”

Tip: Combine filters for more specific results, such as “Show commercial policies assigned to Sarah that renew next month.”

Security and Permissions

The InsuredMine Connector respects all existing user permissions.

Claude can access only the information that the authenticated user is authorized to view.

For example:

  • Agents can access their assigned accounts.
  • Users cannot access administrator-only modules.
  • Agency permissions remain unchanged.
  • Authentication is performed using secure OAuth credentials.

Can Claude hallucinate or provide inaccurate data? What can customers do to protect against that?

Yes. Like any AI assistant, Claude can occasionally generate incorrect, incomplete, or misleading information. To help ensure the responses generated using the InsuredMine Connector are accurate and reliable, we recommend the following best practices:

  • Keep your InsuredMine data up to date and accurate.
  • Review, verify, and refine Claude’s responses before taking action.
  • Ask Claude to reference the records or data it used to generate its response so you can easily verify the information in your InsuredMine account.
  • Use AI-generated responses as a productivity aid, not as the sole basis for important business decisions. Always validate critical information before relying on it.

 

Release Date: 07/29/2026

 

Enhancements

The InsuredMine Connector continues to expand its read capabilities. The following InsuredMine data is now available through the connector:

  • Email Campaigns
  • Text Campaigns
  • eSign
  • Form Submissions
  • Form Templates
  • Google Reviews
  • Lead Sources
  • Labels/Tags
  • NPS Surveys

These enhancements allow Claude to access a broader range of InsuredMine information and provide more comprehensive responses.

InsuredMine MCP Integration – Privacy & Security Statement

The post Set Up and Use the InsuredMine Connector with Claude appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Set Up and Use the InsuredMine Connector with ChatGPT https://www.insuredmine.com/knowledge-base/set-up-and-use-the-insuredmine-connector-with-chatgpt/ Thu, 02 Jul 2026 10:34:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51852 Release Date: July 2, 2026 Overview The InsuredMine Connector allows you to securely connect your InsuredMine account to ChatGPT, granting it access to your InsuredMine data so it can provide more relevant insights and help you complete CRM tasks more efficiently.  With the InsuredMine Connector, you can: Get personalized AI insights based on your InsuredMine […]

The post Set Up and Use the InsuredMine Connector with ChatGPT appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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Release Date: July 2, 2026

Overview

The InsuredMine Connector allows you to securely connect your InsuredMine account to ChatGPT, granting it access to your InsuredMine data so it can provide more relevant insights and help you complete CRM tasks more efficiently. 

With the InsuredMine Connector, you can:

  • Get personalized AI insights based on your InsuredMine contacts, accounts, policies, deals, and other CRM data.
  • Visualize your data using charts and graphs generated from your InsuredMine records.
  • Create and update CRM records, including contacts and deals, directly from the ChatGPT conversation. (Availability is scheduled for Phase 2)
  • Log activities such as tasks, notes, and other CRM updates without leaving ChatGPT.
  • Analyze customer engagement history, including emails, calls, meetings, tasks, and notes, to generate actionable insights and recommendations.
  • Take action faster by using ChatGPT to retrieve information, answer questions about your CRM data, and perform supported InsuredMine actions through natural language.

Prerequisites

Before configuring the connection, ensure that you have:

  • You have an active InsuredMine user account (Admin)

  • An active ChatGPT account.

  • Access to ChatGPT Connectors..

Configuring the InsuredMine connector with ChatGPT

Step 1: Copy Your InsuredMine Credentials 

  1. Sign in to InsuredMine using your login credentials.
  2. Go to Settings → Integrations.
  3. In the AI Connector section, click View Details.

Copy the following values using the Copy icon next to each field:

  • Application Name
  • Application URL
  • Client ID
  • Client Secret

Step 2: Create the Connection in ChatGPT 

  1. Sign in to your ChatGPT account.
  2. Click your Profile icon and select Settings.

3. Go to Apps.

4. Click Advanced Settings.

5. Select Create App.

Step 3: Configure the App 

  1. Paste the Application Name from InsuredMine into the Name field.
  2. Paste the Application URL into the Connection field.
  3. Under Authentication, select OAuth.
  1. Expand Advanced OAuth Settings.
  2. Paste the following credentials:
    • Client ID into the OAuth Client ID field.
    • Client Secret into the OAuth Client Secret field.
  3. Review the requested permissions.
  4. Select  I understand and want to continue.
  5. Click Create.

Your InsuredMine account is now connected to ChatGPT and ready to use.

Once your MCP connector has been integrated, you can access your connected data in ChatGPT by following these simple steps:

  1. Open ChatGPT and start a New Chat.
  2. Click the + icon next to the message box.
  3. Select your MCP Connector (for example, InsuredMine – QA Agent Portal).
  4. Type your question in natural language and press Enter.

Examples:

  • Show me my active clients.
  • How many active accounts do I have?
  • Find policies renewing this month.
  • Show commercial accounts in California.

Note: After the connector is attached, ChatGPT will use it automatically for relevant requests throughout the conversation. If you start a new chat, simply attach the MCP connector again using the + menu.

Before You Get Started

Please keep the following in mind when using the InsuredMine Connector with ChatGPT:

  • Rate Limit: The connector supports up to 60 requests per minute across all users. If this limit is reached, wait a few moments before trying again.
  • Exercise Caution with AI Output: Since ChatGPT may produce inaccurate or incomplete data, it is essential to double-check and validate all AI-generated information before finalizing CRM updates or making strategic business decisions.

Note: Currently, we are launching Phase 1, with Phase 2 scheduled for upcoming releases.

Object

Phase 1 (Read)

Phase 2 (Create & Update)

Account

✓

✓

Contact

✓

✓

Policy

✓

✓

Carrier

✓

NA

Categories (LOB)

✓

NA

Pipeline

✓

NA

Pipeline Cards

✓

✓

Calls (Twilio/RingCentral)

✓

NA

Text Messages (SMS)

✓

NA

Emails

✓

NA

Tasks

✓

NA

Files

✓

NA

Notes

✓

✓

Users

✓

NA

What Can You Ask ChatGPT?

Use ChatGPT to search, summarize, and analyze your InsuredMine data using natural language.

  • Policies – Find policies by carrier, status, premium, renewal date, or agent.
    • Example: “Show policies expiring next month.”
  • Accounts – Search business accounts by agent, location, or lead source.
    • Example: “Show referral accounts.”
  • Contacts – Find contacts by name, email, phone, or assigned agent.
    • Example: “Find Jane Smith.”
  • Pipelines & Deals – View opportunities, deal values, stages, and pipeline performance.
    • Example: “Show my open deals.”
  • Calls – Review RingCentral or Twilio call history.
    • Example: “Show missed calls this week.”
  • SMS & Emails – Search communication history.
    • Example: “Find emails about renewals.”
  • Notes & Tasks – View notes, follow-ups, and overdue tasks.
    • Example: “Show my overdue tasks.”
  • Files – Find documents attached to accounts or contacts.
    • Example: “Show files for ABC Corp.”
  • Agents – Look up agency users and team members.
    • Example: “List all agents.”

Tip: Combine filters for more specific results, such as “Show commercial policies assigned to Sarah that renew next month.”

Security and Permissions

The InsuredMine Connector respects all existing user permissions.

ChatGPT can access only the information that the authenticated user is authorized to view.

For example:

  • Agents can access their assigned accounts.
  • Users cannot access administrator-only modules.
  • Agency permissions remain unchanged.
  • Authentication is performed using secure OAuth credentials.

Can ChatGPT hallucinate or provide inaccurate data? What can customers do to protect against that?

Yes. Like any AI assistant, ChatGPT can occasionally generate incorrect, incomplete, or misleading information. To help ensure the responses generated using the InsuredMine Connector are accurate and reliable, we recommend the following best practices:

  • Keep your InsuredMine data up to date and accurate.
  • Review, verify, and refine ChatGPT’s responses before taking action.
  • Ask ChatGPT to reference the records or data it used to generate its response so you can easily verify the information in your InsuredMine account.
  • Use AI-generated responses as a productivity aid, not as the sole basis for important business decisions. Always validate critical information before relying on it.
Release Date: 07/29/2026

 

Enhancements

The InsuredMine Connector continues to expand its read capabilities. The following InsuredMine data is now available through the connector:

  • Email Campaigns
  • Text Campaigns
  • eSign
  • Form Submissions
  • Form Templates
  • Google Reviews
  • Lead Sources
  • Labels/Tags
  • NPS Surveys

These enhancements allow ChatGPT to access a broader range of InsuredMine information and provide more comprehensive responses.

InsuredMine MCP Integration – Privacy & Security Statement

The post Set Up and Use the InsuredMine Connector with ChatGPT appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Send Schedule Text https://www.insuredmine.com/knowledge-base/send-schedule-text-2/ Thu, 04 Jun 2026 11:07:03 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50877 Release Date: June 10, 2023 Overview InsuredMine allows users to schedule text messages in advance from multiple areas of the platform, including Accounts, Contacts, Deal Cards, Policies, Tasklists, the Header menu, and the Text Module. This feature enables users to compose messages and specify a future date and time for delivery, ensuring timely communication with […]

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Release Date: June 10, 2023

Overview

InsuredMine allows users to schedule text messages in advance from multiple areas of the platform, including Accounts, Contacts, Deal Cards, Policies, Tasklists, the Header menu, and the Text Module. This feature enables users to compose messages and specify a future date and time for delivery, ensuring timely communication with clients without requiring manual follow-up.

Use Case : This feature helps agents and agency staff plan client communications ahead of time by scheduling text messages for future delivery. It is useful for sending appointment reminders, policy renewal notifications, follow-up messages, payment reminders, and other time-sensitive communications. 

By scheduling texts in advance, users can maintain consistent client engagement, improve response rates, and reduce the need for manual message management. 

To View the Enhancement: 

  • Navigate to Accounts
  •  Click on Account to view Account 360
  • Click on the Communications tab and select Text.
  • As shown below, click on Send Text.
  • The Send Text Message Panel appears.
  • Click the drop-down arrow beside the Send button and select Schedule Send. 
  • Click on the Calendar icon to select the date and time to schedule the text.
  • Select the date and time to schedule the text and click on Schedule.

Note: You can also view scheduled text in the Accounts > Communications > Text section.

  •  In the Communications Tab, when a clock icon is visible, the text is scheduled
  • Scheduled text can also be seen by clicking on the Text Messages Icon. Scheduled text icons disappear once the text is sent.

Note:

The option to send a scheduled text is also available under:

  • Contact  
  • Deal card
  • Policy
  • Tasklist
  • Header
  • Text Module 

Note: To schedule and view text messages from Contacts, follow the same steps outlined above for Accounts. 

Header

  • Navigate to the Header Section.
  • Click on the plus button.
  • Select Send Text.

Deal Card

Tasklist

From the Tasklist module, you can schedule and send text messages using the Task Title or the Send SMS icon.

Policies

  • Navigate to Policies.
  • Click on the Mobile No.
  • The Send Text Message panel appears.

Texting

. 

The post Send Schedule Text appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Multiple select and action in Text Conversation – Delete/Close/Read/Unread https://www.insuredmine.com/knowledge-base/multiple-select-and-action-in-text-conversation-delete-close-read-unread/ Thu, 04 Jun 2026 07:56:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50840 Release Date: June 3,  2026 This enhancement is available to all users. Overview We have introduced new bulk conversation management options in the Text Messages section under the Header menu. Agents can now quickly manage multiple conversations using the newly added actions: Mark Read, Mark Unread, Close, and Delete.  These options help agents efficiently organize […]

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Release Date: June 3,  2026

This enhancement is available to all users.

Overview

We have introduced new bulk conversation management options in the Text Messages section under the Header menu. Agents can now quickly manage multiple conversations using the newly added actions: Mark Read, Mark Unread, Close, and Delete. 

These options help agents efficiently organize conversations, update conversation status, and maintain a clean messaging workspace.

Use Case: This enhancement enables agents to manage multiple client conversations at once without opening each thread individually.

This improves productivity, keeps the conversation panel organized, and ensures accurate tracking of active and completed client interactions.    

To view the Enhancement:

  • Navigate to the Header menu.
  • Click on the Text Messages icon.
  • The Open Conversation panel appears on the left-hand side.
  • As shown below, click on the preferred name and a box icon appears beside the name.

To archive Mark Read, Mark Unread, Close, and Delete: 

  • Select the preferred contacts by checking the boxes next to their names.
  • Click on the preferred options among the given options(e.g, Mark Unread)
  • As shown below, the newly added options — Mark Read, Mark Unread, Close, and Delete — appear.
  • Click on Mark Unread.

Note: You can select multiple contacts at once.

  • A confirmation pop-up: “Are you sure you want to mark 2 conversation(s) as unread appears.
  • Click on Yes.

Note:  After clicking any of the bulk action options (Mark Read, Mark Unread, Close, or Delete), a confirmation pop-up appears to verify the action before it is applied to the selected conversations.

The post Multiple select and action in Text Conversation – Delete/Close/Read/Unread appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Agent Dropdown in CC and BCC Field While Sending Email https://www.insuredmine.com/knowledge-base/agent-dropdown-in-cc-and-bcc-field-while-sending-email/ Tue, 03 Mar 2026 08:37:00 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=49433 Release Date: March 2, 2026 A new “Select Agent Dropdown” option has been added to the CC and BCC fields in the Send Email Option. This enhancement allows users to easily include internal agents in email communications directly from the dropdown, improving collaboration and visibility. Use Case: This feature enables users to quickly add agents […]

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Release Date: March 2, 2026

A new “Select Agent Dropdown” option has been added to the CC and BCC fields in the Send Email Option. This enhancement allows users to easily include internal agents in email communications directly from the dropdown, improving collaboration and visibility.

Use Case: This feature enables users to quickly add agents as CC and BCC recipients while sending emails to clients. 

It helps keep relevant team members informed, ensures transparent communication, and eliminates the need to manually enter agent email addresses.

To view the Enhancement:

  • Navigate to the Header menu.
  • Click the Quick Action icon and select Send Email from the dropdown.

Note: The Select Agent dropdown is available wherever emails can be sent in the portal.

  • A Send Email panel appears on the right-hand side.
  • As shown below, a new Select Agent dropdown option has been added to the CC and BCC fields.
  • Select the preferred agent from the dropdown.
  • Fill in the required fields.
  • Click Send.
  • A success pop-up: “Email Sent Successfully ” appears.

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