Header Menu Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

AI-Powered Email Response Intelligence

nikhil sharma — Tue, 22 Sep 2026 12:07:49 +0000

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:

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:

Awaiting Reply Indicators & Filters Released on 08/05/2026
Activity Dashboard & AI Priority Queue
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.

The post AI-Powered Email Response Intelligence appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Agency group Management (Manage Module, Restrictions, Manage Pipelines, Manage Checklist, Manage Custom Forms & Manage Templates)

Arzoo Kiran — Mon, 06 Jul 2026 10:22:05 +0000

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

Navigate to User Management > Agency Groups
Locate the agency group you want to configure
Click the Edit button or the three-dot menu for that group
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

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

Arshad Hussain — Thu, 02 Jul 2026 10:58:50 +0000

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

Sign in to InsuredMine using your login credentials.
Go to Settings → Integrations.
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

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

3. Click the + (Add) icon.

4. Select Add custom connector.

Step 3: Configure the Connector

In the Name field, paste the Application Name copied from InsuredMine.
In the Remote MCP Server URL field, paste the Application URL.
Expand Advanced settings.
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:

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 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

Arzoo Kiran — Thu, 02 Jul 2026 10:34:57 +0000

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

Sign in to InsuredMine using your login credentials.
Go to Settings → Integrations.
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

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

3. Go to Apps.

4. Click Advanced Settings.

5. Select Create App.

Step 3: Configure the App

Paste the Application Name from InsuredMine into the Name field.
Paste the Application URL into the Connection field.
Under Authentication, select OAuth.

Expand Advanced OAuth Settings.
Paste the following credentials:
- Client ID into the OAuth Client ID field.
- Client Secret into the OAuth Client Secret field.
Review the requested permissions.
Select I understand and want to continue.
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:

Open ChatGPT and start a New Chat.
Click the + icon next to the message box.
Select your MCP Connector (for example, InsuredMine – QA Agent Portal).
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

Arzoo Kiran — Thu, 04 Jun 2026 11:07:03 +0000

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

Arzoo Kiran — Thu, 04 Jun 2026 07:56:58 +0000

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

Arzoo Kiran — Tue, 03 Mar 2026 08:37:00 +0000

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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Voice Agent Prompts (Outgoing calls): Transcribe, Summarize, Chat

Arzoo Kiran — Wed, 25 Feb 2026 12:02:06 +0000

Release Date:- 17 February, 2026

We have introduced a new option, AI Voice Agent Call (IM), under the Call Log section in the Header module.

This feature allows agents to view AI-generated summaries of conversations with clients, along with the complete conversation transcript in text format. Agents can also view the call duration and play the recording.

Use Case: This feature enables agents to quickly review client interactions without listening to the full call recording.

It helps in understanding discussions, tracking communication history, and improving follow-ups and service quality.

To View the Enhancement:

Navigate to the Header menu.
Click on Call Log.
As shown below, AI Voice Agent Call (IM) is available.
Click on AI Voice Agent.

As shown below, Recording, Transcribe, Duration, and Chat options are available.

To view the conversation summary between the agent and the client:

As shown below, click the Transcribe icon.
A pop-up appears showing Audio Transcribe in progress.

After processing, a success message: “Audio transcribed successfully” appears.
The Transcribed Audio pop-up opens, displaying:
- Transcribed text
- Conversation summary

You can also:

View the conversation status.
Play the call recording.
Check thecall duration.

To view the complete conversation in text format:

In the Chat section, click View.

A chat panel opens on the right side, displaying the full conversation between the agent and the client in text format.

Note: The Transcribe option and call recording playback are also available in the Communication section of Contact 360.

The post Voice Agent Prompts (Outgoing calls): Transcribe, Summarize, Chat appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Notice Board

Arshad Hussain — Thu, 22 Jan 2026 11:15:57 +0000

The recently introduced “Notice Board” feature now enables you to effortlessly share important notices and information within your organization. This feature is designed to streamline communication and ensure that all agents have easy access to the information they need. Additionally, you can directly notify specific agents by tagging them, ensuring that they receive timely updates on relevant notices.

Use Case: This feature improves communication and information sharing within your organization

To create a notice on the notice Board, you’ll need to fill out the following three fields:

Notice Title: This field allows you to specify the name of the notice that will be displayed prominently.
Priority: You can assign a priority level to each notice to indicate its importance.
Notice Content: This field is where you provide the content or information to be displayed on the Notice Board.

Both agents and admin have the capability to attach files to notices, further enhancing the information-sharing process.

Navigation:

Navigate to the portal.
Click on “Notice Board” to access the Notice Board section.
Select “Add New” to create a new notice.

Note: Please note that only the agents who create a notice have the authority to edit or delete that particular notice. Other agents will be able to view the notice but won’t have editing privileges.

Note: Once you’ve successfully added a notice, a confirmation popup will appear to let you know that your notice has been posted.

The post Notice Board appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Notice Board Visibility

Arzoo Kiran — Wed, 21 Jan 2026 10:50:58 +0000

Release Date: 20th January, 2026

Overview:
The Notice Board has been enhanced to give better control over visibility and editing. While creating a notice board, you can now select specific users in the Visibility tab. Only those users will be able to view that notice board. Additionally, only the user who created the notice board can edit or make changes to it.

Use Case:
This enhancement is useful when notices need to be shared with a specific set of users while ensuring that updates or changes can only be made by the creator. It helps maintain clarity, ownership, and controlled communication.

To view the enhancement:

Navigate to Header.
Click on the Notice Board.

Click on Add New.

A pop-up will appear to create a notice board with a Visibility tab. From here, you can add the users who should be able to view that specific notice board.

The post Notice Board Visibility appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Group Management

Arzoo Kiran — Tue, 16 Dec 2025 09:35:29 +0000

Release Date:- December 16th 2025

We have introduced a new enhancement under User Management. Admins now have the option to create a new group, choose how many users to include in that group, and restrict modules or specific features for those users.

Use Case: An Agency Admin wants to create a specific group and add users who specialize in a particular task or department—for example, Claims, Sales, or Marketing.

By grouping these users together, the admin can clearly segregate teams, avoid confusion, manage permissions more efficiently, and ensure that each group only sees and uses the tools relevant to their responsibilities.

To view the enhancement:

Go to Profile.
Click on User Management.

You are redirected to the User Management page.
Click on Add Group.

An Add Group panel appears.
As shown below, enter the preferred Group Name.
Click Save.

A success pop-up ‘Group Added Successfully’ appears.
As shown below, the Group Name added by the Admin is visible.
Click on Users (0) to add users of your choice.

You are redirected to the User Management page.
Click on Add User.

An Add User panel appears.
Select users by checking the box next to their names.
Click Update.

A success message ‘Users updated successfully’ appears.

To View and Manage Group Settings:

Navigate to Agency Groups.
As shown below, all information related to that Group will be displayed.
Click on Users (e.g;8) to view the added users.
As shown below, click on the three dots (⋮). A drop-down appears with options ranging from Edit to Delete.
Click on the Edit.

An Update Group panel appears.
Update the Group Name by preferred name.
Click Update.

A success message “Group updated successfully” appears.

Note: For every action performed from the drop-down, a success message appears accordingly.

Click Manage Module from the drop-down.
A Manage Module pop-up appears.
Uncheck the box beside any Module Name to restrict users in the group from accessing that module.
Click Update to save the settings.

Click Restriction from the drop-down.
A Restriction panel appears.
Switch off the toggle (e.g., Contact Delete → Notes) to restrict users from specific actions.
Click Update to save.

Click Delete from the drop-down.
A confirmation pop-up “Are you sure you want to delete this group?” appears.

Note: Agency Group restrictions and access will always override the restrictions assigned to the user in the Restrictions section under Configuration > Settings.

Agency Group Restrictions

User-Based Restrictions (Agents)

The post Group Management appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

“Help Me Write” Feature in the Email/SMS Editor

Arzoo Kiran — Thu, 23 Oct 2025 10:18:07 +0000

We have introduced a new enhancement in the “Send Email” and “Send Text” options within the portal, allowing users to send emails or text messages to clients more quickly and conveniently.

This enhancement also enables users to easily create, edit, and refine emails or SMS messages, ensuring more effective communication and personalization.

Use Case: When agents need to send tailored messages to clients, they can quickly draft new emails or SMS messages and make adjustments as needed using the Help Me Write feature, saving time while ensuring that communications are accurate and relevant.

To View the Enhancement:

Navigate to Header.
Click on Quick Action.

From the dropdown, select Send Email (or Send Text) as your preferred communication method.

The Send Email panel appears on the right side.
Click on the “Help Me Write” icon.

As shown below, the Add Content panel appears.
Provide instructions on the type of email you want to create.
Click on Create.

”A complete email is generated, with options to refine (Formalize, Shorten, or Elaborate) and regenerate it.”

Click on Insert.

As shown below, the email is inserted.
Edit and fill in the required details to customize it.

A success message, ‘Email Sent Successfully,’ appears.

To view the Enhancement of Send Text Messages:

Note: Follow the same process as sending an email; all options, including Regenerate and Refine, are also available when using the Send Text Message feature.

Note: A new file attachment option has been integrated into both Send Email and Send Text Message.

Send Email: To upload a file, Click on this Attach a file icon and select the desired file from your system.

Send Text Message: To upload a file, Click on this Attach a file icon and select the desired file from your system.

The post “Help Me Write” Feature in the Email/SMS Editor appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.