Header Menu Archives - 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.

The post Agent Dropdown in CC and BCC Field While Sending Email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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.

Insuredmine Voice Agent (IVA): Version 2 (Incoming calls handling)

Arshad Hussain — Fri, 14 Nov 2025 12:22:52 +0000

We have introduced a new enhancement under the Call Settings section. Now, admins have multiple configuration options to manage how incoming calls are handled by the InsuredMine AI Voice Agent.

With this update, users can enable or disable specific call-handling preferences such as forwarding calls to AI when agents are busy, during weekends, after working hours, for unknown numbers, and more, as per their preference. This provides greater control, flexibility, and ensures that no client call goes unanswered.

Use Case: This feature ensures that admins can configure how and when the AI Voice Agent should handle calls, ensuring continuous client support even when agents are unavailable. This helps improve response time and customer satisfaction.

Note: This feature is available only for Twilio users and is not supported for other calling integration providers. Also, the calling Ability should be enabled for the InsuredMine user.

To view the enhancement:

Navigate to the Header.
Click on Call Log.

You will be redirected to the Call Log Page.
Click on Call Settings.

You will be redirected to the Call Settings Page.
As shown below, several new configuration options have been added under the Call Settings section.

As shown below, on the Call Settings page, an option to enable the InsuredMine AI Voice Agent when agents are unavailable or busy?

Select Yes: the AI Voice Agent will be assigned.

Select No: the AI Voice Agent will not be assigned.

Note: If enabled, when an agent is unavailable or busy, incoming calls will be automatically redirected to the InsuredMine AI Voice Agent. The system will also create a task and assign it to the respective agent after the call ends, ensuring proper follow-up.

After selecting yes, a success message “Call Configuration successfully Updated appears.”

Note: This success message appears for all settings options when the admin enables the option to Yes.

As shown below, on the Call Settings page, an option to redirect agent calls on weekends to AI Voice Agent?

Select Yes: Redirects all weekend calls to AI.

Select No: Weekend calls not be redirected to AI.

Note: Enable this option to automatically redirect all weekend calls to the AI Voice Agent. It helps maintain client support even when agents are not available during weekends.

As shown below, on the Call Settings page, an option to redirect calls from unknown numbers to AI Voice Agent?

Select Yes: Forward unknown calls to AI Voice Agent (not saved in the InsuredMine account).

Select No: Don’t forward unknown calls to AI Voice Agent.

Note: The AI Voice Agent will automatically answer calls from unknown numbers that are not saved in InsuredMine. This ensures new or potential leads are managed properly and no calls are missed.

As shown below, on the Call Settings page, an option to redirect calls for specific account status to AI Voice Agent?

From the dropdown,select the preferred account status.

Select Yes: Redirect calls based on selected account statuses to the AI Voice Agent.
Select No: Do not redirect calls based on account statuses.

Note: This setting allows admins to select specific account statuses (e.g., Active, Inactive, or Prospect) whose calls should be automatically redirected to the AI Voice Agent. It helps customize call routing based on account status.

As shown below, on the Call Settings page, an option to redirect calls received after working hours to AI Voice Agent?

- Select Yes: Forward calls received after working hours to the AI Voice Agent.

Select No: Do not forward calls received after working hours.

Note: Enable this setting to automatically route all after-hours calls to the AI Voice Agent. It ensures that clients receive timely assistance even outside working hours.

Note: The AI Agent’s voice now sounds more natural and human-like, offering a smoother and more engaging conversation experience for clients.

The post Insuredmine Voice Agent (IVA): Version 2 (Incoming calls handling) 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.

Search and Map Accounts from AMS to InsuredMine

Arshad Hussain — Tue, 09 Sep 2025 12:37:48 +0000

Release Date:- 13 January,2026

A new enhancement allows accounts created in AMS (Epic, Nexsure, QQ, HawkSoft, NowCerts, and AMS360) to be instantly imported into InsuredMine using the Search and Map options. This enhancement enables agents to sync and map accounts more easily and securely.

Use Case: Agents can now instantly bring accounts created in Epic, Nexsure, QQ, HawkSoft, NowCerts, and AMS360 into InsuredMine using the Search and Map feature.

This enhancement allows user for easier, accurate, and secure syncing and mapping of accounts.

To View the enhancement:

Navigate to Heading

Click on Search from Epic & Map icon

The search from the Epic & Map side panel appears on the right side.

From the dropdown, select the preferred option to search your account.

Fill in the required fields
Click on Search

As shown below, Based on the account name entered, the search results appear along with other details.
If the Epic account is already synced to InsuredMine → Mapped: Yes

If the Epic account is not synced → Mapped: No

To Map an Epic Account into Insuredmine:

Check the Box beside the account
Click on Map

A Success Message appears: “Mapping started please wait for some time.”

Once mapped, the account (e.g., Katrina ANDERSON) shows as InsuredMine Mapped.

To view the enhancement for Search and Map for Nexsure & QQ:

Navigate to Heading.
Click on Search from Nexsure & Map icon.

The Search from Nexsure and Map panel appears.
Enter the Account Name.
Click on Search.

As shown below, Based on the account name entered, the search results appear along with other details.
If the Nexsure account is already synced to InsuredMine → Mapped: Yes

To Search & Map a QQ Account into Insuredmine:

Enter the Account Name
Click on search
As shown below, the QQ account is not synced to InsuredMine → Mapped: No

Click the checkbox beside the QQ ID.
Click the Map button at the bottom to map the selected account in InsuredMine.
Click Cancel if you do not want to proceed with mapping.

To view the enhancement for Search and Map for Hawksoft:

Navigate to Heading.
Click on Search from HS& Map icon.

The Search from HS & Map panel appears.
Enter the HS ID.
Click on Search.

As shown below, Based on the HS ID entered, the search results appear along with other details.
If the HS account is already synced to InsuredMine → Mapped: Yes

To Search & Map a HS Account into Insuredmine:

Enter the HS ID.
Click on search.
As shown below, the HS account is not synced to InsuredMine → Mapped: No.

Click the checkbox beside the HS ID.
Click the Map button at the bottom to map the selected account in InsuredMine.
Click Cancel if you do not want to proceed with mapping.

To view the enhancement for Search and Map for AMS360:

Navigate to Heading.
Click on Search from AMS360 & Map icon.

The Search from AMS360 & Map panel appears on the Right hand side
As shown below, From the dropdown, select the preferred option to search your account.

Fill in the required fields.
Click on Search.

As shown below, Based on the account name entered, the search results appear along with other details.
If the AMS360 account is already synced to InsuredMine → Mapped: Yes.

To Search & Map AMS360 Account into Insuredmine:

Enter the AMS360 ID or Account Name.
Click on search
As shown below, the AMS360 ID is not synced to InsuredMine → Mapped: No.

Click the checkbox beside the Account Name.
Click the Map button at the bottom to map the selected account in InsuredMine
Click Cancel if you do not want to proceed with mapping.

To view the enhancement for Search and Map for NowCerts:

Navigate to Heading.
Click on Search from NowCerts & Map icon.

The Search from NowCerts & Map panel appears on the Right hand side.
As shown below, From the dropdown, select the preferred option to search your account.

Fill in the required fields.
Click on Search.

As shown below, Based on the account name entered, the search results appear along with other details.
If the NowCerts account is already synced to InsuredMine → Mapped: Yes

To Search & Map NowCerts Account into Insuredmine:

Enter the NowCerts ID or Account Name.
Click on search.
As shown below, the NowCerts ID is not synced to InsuredMine → Mapped: No.

Click the checkbox beside the NowCerts ID.
Click the Map button at the bottom to map the selected account in InsuredMine
Click Cancel if you do not want to proceed with mapping.

A Success pop-up: “Started Mapping from NowCerts, Please Check in a While” appears.

The post Search and Map Accounts from AMS to InsuredMine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Login Page UI Changes

Arshad Hussain — Mon, 25 Aug 2025 11:35:33 +0000

We’re introducing a new look for the Login Page to enhance your first impression and provide an overall better experience.

This Login Page UI revamp comes with a cleaner layout,more information, updated colors, and improved typography — all while keeping the login process exactly the same. You can continue logging in as before, now with a fresh, updated design.”

See What’s New:

Login Page (New UI:)

Login Page (Old UI:)

The post Login Page UI Changes appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Restrict Multiple Sessions

Arshad Hussain — Mon, 25 Aug 2025 07:50:40 +0000

We have introduced a new security enhancement to improve account protection. With this update, if you log in to the InsuredMine website using the same credentials across multiple browsers or devices, a logout session notification will appear to safeguard your account.

Use Case: Suppose an agent logs into the InsuredMine website on their desktop browser (e.g., Chrome) and then logs in again using the same credentials on another device or browser (e.g., Firefox). In this scenario, a logout notification will appear on the earlier session, and it will automatically log out after a few seconds.

This ensures that the same account is not active in multiple sessions at once, preventing conflicting updates or miscommunication if two users try to work with the same credentials.

To View the Enhancement:

A notification will appear in the first browser or device: “Another session started. Logged out in 6 seconds.”

The first session you logged into will be automatically logged out after 6 seconds.

The post Restrict Multiple Sessions appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.