How-tos Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Outlook Add-in – Handling Multiple Accounts and Contacts with the Same Email

nikhil sharma — Fri, 25 Sep 2026 11:54:51 +0000

Release Date: 09/25/2026

Available for: Admins, Managers, and Agents with access to the InsuredMine Outlook Add-in

Overview

The InsuredMine Outlook Add-in now displays multiple Accounts/Contacts associated with the same email address.

Previously, if multiple Accounts or Contacts in InsuredMine shared the same email address, users could not easily identify which record they were working with in the Outlook Add-in. As a result, when adding a note, task, or performing another action, users might not know which Account/Contact the action was associated with.

With this enhancement, the Outlook Add-in displays all matching Accounts/Contacts, allowing users to select the correct record before performing an action.

Use Case

When multiple Accounts or Contacts share the same email address, users can identify and select the correct record before adding notes, creating tasks, or performing other actions through the Outlook Add-in.

This helps ensure that information is added to the intended Account/Contact.

To View and Select Matching Accounts and Contacts

Open Outlook and launch the InsuredMine Add-in.
Open an email associated with an email address.

Here, you can see 12 accounts associated with the same email address, with the option to select and add data to the correct record.

3. View the list of matching Accounts/Contacts displayed in the Add-in.

4. Select the correct Account/Contact.

5. Perform the required action, such as adding a note, creating a task, or performing another supported action.

The action will be associated with the selected Account or Contact.

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Log in to InsuredMine Outlook Add-in Using SSO

nikhil sharma — Fri, 25 Sep 2026 11:43:25 +0000

Release Date: 09/25/2026

Available for: Admins, Managers, and Agents with access to the InsuredMine Outlook Add-in

Overview

The InsuredMine Outlook Add-in now supports Single Sign-On (SSO), allowing users to log in using their organization’s SSO credentials.

When SSO is enabled for the organization, users can access the InsuredMine Outlook Add-in without entering their InsuredMine username and password separately.

Use Case

Users can securely access InsuredMine directly from the Outlook Add-in using their existing organizational SSO credentials, making the login process faster and easier.

To Log in to the InsuredMine Outlook Add-in Using SSO

Open Microsoft Outlook.
Open the InsuredMine Outlook Add-in.
On the login screen, select Log in with SSO.

4. Enter your organizational credentials if prompted.

5. Complete the authentication process using your organizational credentials. This will configure SSO for your login.

6. Once authentication is successful, you will be logged in to the InsuredMine Outlook Add-in.

Note

Your agency must have SSO configured for you to log in using SSO.
SSO must be enabled for your organization to use this login option.

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InsuredMine Connector for ChatGPT & Claude – Phase 2

nikhil sharma — Fri, 18 Sep 2026 10:21:50 +0000

Feature Release Date: 09/18/2026

Overview

Phase 2 expands the InsuredMine Connector beyond viewing CRM data. You can now use ChatGPT and Claude to create and update supported InsuredMine records, trigger configured automations, and access additional InsuredMine data.

With Phase 2, you can:

Create Accounts, Contacts, Pipeline Cards, Policies, Notes, Labels, and Lead Sources.
Update supported Accounts, Contacts, Policies, and Pipeline Cards.
Trigger configured Pipeline, Label, Won, Lost, and SCD automations.
View additional data such as Email Campaigns, Text Campaigns, eSign, Forms, Google Reviews, Labels, Lead Sources, and NPS Surveys.
Review supported changes in the InsuredMine record timeline.

Important: Update actions are currently supported for AMS non-synced data only.

Prerequisites

Before using Phase 2 features, ensure that:

You have an active InsuredMine user account (Admin)
You have an active ChatGPT and Claude account.
The InsuredMine Connector is already connected to ChatGPT and Claude.
You have the required InsuredMine permissions for the records or actions you want to access.

For connector setup instructions, refer to the guides below:

ChatGPT

Claude

What’s New in Phase 2?

Capability	Available Actions
Accounts	Create and update
Contacts	Create and update
Pipeline Cards	Create and update
Policies	Create and update
Notes	Create
Labels, Tags Xdate	Create/use existing
Lead Sources	Create/use existing
Automations	Trigger configured automations
Campaigns	Read Email and Text Campaign data
eSign	Read eSign data
Forms	Read Form Submissions and Form Templates
Google Reviews	Read review data
NPS Surveys	Read data

Create CRM Records

You can use ChatGPT and Claude to create supported CRM records in InsuredMine using natural language.

Create new Commercial or Personal accounts with the available account fields in InsuredMine.

EXAMPLE PROMPT

Create a commercial account for ABC Manufacturing with the available account details.

Note: Commercial financial fields are currently not supported at the moment, including NAICS, Payroll, Revenue, Gross Sales, and Number of Employees. This will be covered in upcoming time.

Contacts

Create primary or secondary contacts for an existing account.

Supported contact information can include available fields such as:

First and last name
Phone
Email
Address
Other available contact fields

EXAMPLE PROMPT

Add John Smith as a secondary contact for ABC Manufacturing with phone number, email, and address.

Pipeline Cards

Create new Pipeline Cards with supported information such as:

Deal title
Pipeline
Stage
Account
Contact
Health
Labels
Lead source
Carrier
Category
Premium
Quote information
Assigned agent
Other available Pipeline Card fields

EXAMPLE PROMPT

Create a new Pipeline Card for ABC Manufacturing in the Commercial New Business pipeline and assign it to John.

Policies

Create a new policy for an existing or new account using an existing carrier and category.

EXAMPLE PROMPT

Create a Commercial Auto policy for ABC Manufacturing with ABC Insurance as the carrier.

Notes

Add notes to supported InsuredMine records, including:

Accounts
Contacts
Pipeline Cards

EXAMPLE PROMPT

Add a note to ABC Manufacturing stating that the client requested a follow-up next week.

Labels

Create a new label for a Pipeline Card.

If a label with the same name already exists, the existing label can be used instead of creating a duplicate.

EXAMPLE PROMPT

Create the label “Hot Prospect” and add it to the Pipeline Card.

Lead Sources

Create or use lead sources for Contacts and Pipeline Cards.

If a lead source with the same name already exists, the existing lead source can be used.

EXAMPLE PROMPT

Create the label “Hot Prospect” and add it to the Pipeline Card.

Update CRM Records

Phase 2 also allows supported CRM records to be updated directly from ChatGPT and Claude.

Important: Update actions currently apply to AMS non-synced data only.

Pipeline Cards

You can update supported Pipeline Card information, including:

Deal title
Value / Premium
Pipeline
Stage
Won / Lost status
Health
Due date
Expected closing date
Assigned agents
Labels
Lead source
Carriers
Categories

EXAMPLE PROMPT

Move ABC Manufacturing’s Pipeline Card to the Proposal stage and update the premium to $25,000.

Accounts

Update supported fields on existing AMS non-synced accounts.

EXAMPLE PROMPT

Update ABC Manufacturing’s phone number and website.

Contacts

Update supported fields on existing AMS non-synced contacts.

EXAMPLE PROMPT

Update John Smith’s phone number and email address.

Policies

Update supported fields on existing AMS non-synced policies.

EXAMPLE PROMPT

Update John Smith’s phone number and email address.

Automation Support

Phase 2 actions can work with existing InsuredMine automation configurations.

Automation Type	When It Triggers
Pipeline Stage Automation	When a new Pipeline Card is created, the configured Pipeline Stage automation can be triggered based on the setup in InsuredMine.
Label Automation	Adding or updating a label can trigger the corresponding Label automation configured in InsuredMine.
Won / Lost Automation	When a Pipeline Card is marked as Won or Lost, the corresponding automation can be triggered if configured.
SCD Automation	SCD can be triggered when a tag is added or updated on a Contact, based on the agency’s SCD configuration.

Automations are triggered based on the automation rules configured in InsuredMine.

Activity and Update Logs

Supported updates made through the InsuredMine Connector are recorded in the respective InsuredMine record timeline.

This allows users to review the activity and changes made to:

Accounts
Contacts
Pipeline Cards
Policies
Other supported records

Enhanced Read Capabilities

Phase 2 also expands the information that can be retrieved and analyzed through the InsuredMine Connector. You can now ask ChatGPT and Claude about:

Capability	Description	Example Prompt
Email Campaigns	View and analyze available email campaign information.	Show me the latest email campaigns.
Text Campaigns	Retrieve available text campaign information.	Show me the active text campaigns.
eSign	Retrieve available eSign information and related records.	Show me the recent eSign requests.
Form Submissions	View available form submission information.	Show me the latest form submissions.
Form Templates	Retrieve available form template information.	List the available form templates.
Google Reviews	View available Google Review information.	Show me the latest Google reviews.
Lead Sources	Search and analyze lead source information.	Show me the lead sources used for my Pipeline Cards.
Labels / Tags	Search and analyze labels or tags used across supported records.	Show me the Pipeline Cards tagged as “Hot Prospect.”
NPS Surveys	Retrieve available NPS survey information.	Show me the latest NPS survey results.

Example requests

You can combine multiple actions in a single natural-language request where supported.

Request Type	Example
Create an account and contact	Create a Personal account for John Smith and add John as the primary contact.
Create a Pipeline Card	Create a new Pipeline Card for ABC Manufacturing in the Commercial New Business pipeline, assign it to Sarah, and add the “Hot Prospect” label.
Update a Pipeline Card	Move ABC Manufacturing’s Pipeline Card to the Proposal stage and update the expected closing date to October 15.
Add a note	Add a note to ABC Manufacturing saying that the client requested a renewal discussion next week.
Update a contact	Update John Smith’s phone number and email address.
Use existing CRM information	Find ABC Manufacturing’s open Pipeline Card and add the “Follow Up” label to the card.
Update an account	Update ABC Manufacturing’s DBA name to “ABC Mfg” and set its NAICS code to 236220.
Create a policy	Add a new General Liability policy for ABC Manufacturing with Travelers as the carrier and a $2,000 annual premium.
Update a policy	Update the effective date on ABC Manufacturing’s General Liability policy to renew on November 1.
Create a lead source	Add “Chamber of Commerce Referral” as a new lead source.
Update a deal card checklist	Mark the “Send proposal” checklist item complete on ABC Manufacturing’s Pipeline Card.
Copy a Pipeline Card	Duplicate ABC Manufacturing’s Pipeline Card into the Renewal pipeline at the Quoting stage.
Multi-step: query + write together	Find John Smith’s open policies and add a note saying he called asking about his auto renewal.

Important Notes and Limitations

Phase 2 create and update capabilities are subject to the authenticated user’s InsuredMine permissions.
Updates are currently supported for AMS non-synced data only.
Commercial account financial fields are currently not supported.
Policies must use an existing carrier and category when creating a policy.
Label and Lead Source creation will use an existing matching record when one is already available.
Automation behavior depends on the automation rules configured in InsuredMine.
AI-generated responses should be reviewed before making important CRM changes.
Always verify the target record and requested changes before relying on the result.

Upcoming Enhancements

The following capabilities are currently under development:

Additional account types supported by AMS, including Life, Health, Benefits, and others.
Add notes to Policies.
Link Policies to Pipeline Cards.
Add and update activities from Accounts, Contacts, and Pipeline Cards
- Email, SMS, Task, File, Meeting, AI Voice Agent trigger, Checklist updates
Support Commercial Account financial fields:
- NAICS, Payroll, Revenue, Gross Sales, Number of Employees

InsuredMine MCP Integration – Privacy & Security Statement

The post InsuredMine Connector for ChatGPT & Claude – Phase 2 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

InsuredMine Add-In for Outlook Desktop Ap/Web Browser

Arzoo Kiran — Tue, 27 Jan 2026 10:42:07 +0000

Release Date:- 27 January, 2026

The InsuredMine Outlook add-in integrates InsuredMine CRM with Microsoft Outlook, providing AI generated email thread summaries and quick access to related contacts, accounts, notes, and tasks. Users can manage client context and perform key actions directly from Outlook.

Use Case: This add-in helps users quickly understand long email threads using AI-generated summaries while working in Outlook. It allows instant access to related InsuredMine CRM data, enabling users to view context, take action, and navigate to the correct contact or account without leaving their inbox.

Steps to add the Add-in:

Open your Outlook application or Open it on the browser.
Go to the Browse Add-ins.
In the search bar – search InsuredMine.
InsuredMine for Outlook appears and click on Add.

Steps to Use the InsuredMine Add-in

Step 1 — Open Add-in

Launch Microsoft Outlook (Desktop or Web).
Open any email conversation
Click the “InsuredMine Outlook Add-in” icon.

Expected Result: Add-in panel opens showing the “InsuredMine” option.

Step 2 — Sign Up to InsuredMine

If you do not have an existing InsuredMine account and credentials, please follow the steps below to sign up:

Click “LOGIN” in the add-in.
Select “Sign Up” when prompted.

You will be redirected to the InsuredMine signup page, where you can start a trial version for $1 or select any available pricing plan.

Step 3 — Login to InsuredMine

Click on InsuredMine Add-in
Enter your InsuredMine credentials (email & password)
Click Login

Expected Result: Successful logged in to your InsuredMine interface within Outlook.

Outlook Add-In features:

AI Email Summary

Steps:

Click on any email or email thread.
Once the email is opened, navigate to the InsuredMine add-in and click on it.
Click the AI button to view the Email Summary.

You can view the summary of the selected email.
The summary includes key details of the email.

The sentiment of the email (for example, Neutral) is also displayed.

You can also copy the generated email summary to notes by clicking on Move to Notes.

Here, you can view the AI-generated Email Summary in the Notes.

2 . Account and Contact details.

Account Details

Account Name
Phone Numbers
Email Address
Active Policy
Active Premium

Clicking on the icon beside the Account details redirects you to the InsuredMine Account 360 portal.

Contact Details

Name
Phone Numbers
Email Address
Policies
Pipeline

Clicking on the icon beside the Contact details redirect you to the InsuredMine Contact 360 portal.

Notes:

Click on Note
The Add Note panel appears.
Enter the message.
Click Save.

Add Task:

Click on Add Task.
The Add Task panel opens.
Optionally, users can choose a Task Template from the Select Template dropdown.
Enter a Task Name (mandatory) to define the task.
Select the preferred Task Type (e.g., Email, Call, Meeting, To-Do, etc.).
Link the task to a Policy by selecting it from the Select Policy dropdown (if applicable).
Assign the task to a user using the Assignee field.
Set the Priority of the task (High, Medium, Normal, or Low).

Add File:

Click on Add File.
An Add File panel appears.
Users can drag and drop files or click to browse and upload files from their system.
Agents can optionally add a note or description for the uploaded file.
Click Upload to attach the file successfully or Reset to clear the selection.
Click save.

Add Deal:

Click on Add Deal.
The Add Deal panel appears.
Choose the Board Type:
Private – visible only to the user
Shared – visible to the team
Select the Deal Type: Personal or Commercial.
The Contact Name and Contact Email are auto-filled from the email sender and can be edited if required.
Fill in all mandatory fields.
Click Save to create the deal or Reset to clear the entered details.

Note: The Notes, Tasks, Files, and Deals added by the agent for a client are visible in the respective sections of that client’s account.

Accessing Support from the Profile Icon

Click on the Profile icon located at the top-right corner of the InsuredMine Add-in.
A dropdown menu appears with the following options:

Support – This option will help you to connect to the InsuredMine support team for further assistance or queries.
Log out – This option helps you to logout from the InsuredMine Add-in.

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Board setting – Account sync to AMS

Arzoo Kiran — Wed, 21 Jan 2026 11:07:16 +0000

Release Date:- 13 January, 2026

We have introduced a new enhancement under the Pipeline Module → Board Settings. With this update, admins can now enable Auto Sync for specific pipeline stages. Once this setting is turned on, any deal card created/moved under the selected stage will automatically sync the associated Account and Contact to AMS.

Note: Only the Admin has the authority to configure this stage.

Note: This feature is available for AMS360, Epic, QQ and NexSure.

Use Case: This enhancement ensures that once the setting is enabled, any deal card in that stage will automatically push the associated Account and Contact data to AMS without requiring manual action. This reduces dependency on agents, prevents missed or delayed syncs, and keeps information consistent and up to date across systems.

When a deal card reaches the Admin-configured stage (e.g., “Ready to Bind”), the system automatically syncs the associated Account and Primary Contact to the AMS ensuring accurate and up-to-date information without manual effort.

Note: This feature has been released on AMS360, Epic, QQ Catalyst.

How It Works

When a deal card is moved to a specific stage in a pipeline, InsuredMine will trigger an automatic sync of:

The Account linked with that deal card
The Primary Contact associated with that account

This ensures that the most up-to-date information flows into your AMS without manual intervention.

How to Configure It?

Account sync to Epic is demonstrated below:

Navigate to Pipeline.
Click on Board Settings.

You are redirected to the Board Settings page.
Click on the Sync to AMS tab.
As shown below, an option to select the pipeline stage to sync is displayed.

To configure the settings:

Enable it to On.
A success message, “Account Sync to AMS Enabled,” appears.

From the dropdown list, select the specific stage
All stages within that pipeline will be displayed.
Select the stage where the sync should occur.
Click Save.

A success message, “Account Sync Pipeline Stages Changed Successfully,” appears.

To View the Result:

Navigate back to Pipeline.
Open any deal card created under the Renewal Pipeline → Open stage.

As shown below, a deal card with the Account Name Cohen Boss opens in a new tab.
Click on the Account Name.

You are redirected to the Account 360 page.
Click on Contacts
As shown below, the contact linked with this account has been successfully synced to AMS.

Key Notes

Only the assigned stage will trigger the sync.
Ensure the deal card has a valid account and primary contact linked.
Admin can update this configuration at any time from the board settings.

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InsuredMine Outlook Add-in — Getting Started Guide

Arshad Hussain — Mon, 03 Nov 2025 08:05:07 +0000

1. Objective

Exclusively for InsuredMine users, this Outlook add-in provides AI-powered email chain summaries and instant access to CRM data—including contacts, accounts, notes, and tasks—directly within Outlook. Users can quickly view relevant information and navigate to the corresponding contact or account in InsuredMine, all at no additional cost.

2. Additional Resources / Video Guide

For a guided walkthrough of all workflows in the InsuredMine Outlook Add-in, please watch the following video:
YouTube Video: https://www.youtube.com/watch?v=0FTdFH111kA

This video demonstrates: – Logging in with test credentials – Opening the add-in in Outlook – AI-powered email thread summary – Navigating related CRM data – Handling emails with no matching contact

3. Test Account Information

Test URL (InsuredMine CRM): https://microsoftreviewagency.insuredmine.com/agent/ Test Credentials:

Email: Test@insuredmine.com
Password: Test@1234

Note:

Use your own agency url and creds above is just for example.
Please ensure that you enter the credentials exactly as provided — even a minor spacing error may cause an “Authentication failed” message.

4. Test Steps

Step 1 — Open Add-in

Launch Microsoft Outlook (Desktop or Web).
Open any email conversation.
Click the “InsuredMine Outlook Add-in” icon from the ribbon.

Expected Result: Add-in panel opens showing the “InsuredMine” option.

Step 2 — Sign Up to InsuredMine

If you do not have an existing InsuredMine account and credentials, please follow the steps below to sign up:

Click “Connect” in the add-in.
Select “Sign Up” when prompted.

You will be redirected to the InsuredMine signup page, where you can start a trial version for $1 or select any available pricing plan.

Guide Document: https://drive.google.com/file/d/1D37Psn4syj6RK-2ObmiAt5jTVLLvcwU8/view?usp=drive_link

Step 3 — Login to InsuredMine

Click “Connect”.
Enter the provided test credentials email and password.
Click Login

Expected Result: Successful login redirects to the InsuredMine interface within Outlook.

Step 4 — Email Context Detection

Open any email thread in Outlook.
Follow Step 1 and Step 3 (if you are already logged in, the add-in will automatically open the Email Details Panel after Step 1).
The add-in will automatically detect the sender and recipient email addresses from the currently opened Outlook email message and display the corresponding contact details from InsuredMine CRM.
For testing purposes, please use an email thread where the “From” address contains “microsoft”. A contact with this email has already been created under the provided demo credentials, so the add-in will display the corresponding contact details successfully.

Scenario A: Email exists in CRM → shows related contact/account data.

Scenario B: Email not found → shows message: “No matching contact found in this email thread.”

If the email addresses in the current thread do not match any existing contact in InsuredMine, the add-in will display the message:
“No matching contact found in this email thread.”

This scenario occurs when the sender or recipient email address is not associated with any contact in the InsuredMine CRM.
The add-in is designed to provide quick access to customer details from Outlook for users whose contacts already exist in the InsuredMine system.

For testing purposes, you can create or update a contact in InsuredMine as described in Scenario C.

Scenario C: Create or Update Contact: (For review purpose otherwise this will be created as per client there daily uses who uses InsuredMine CRM)

To create or update contact so details get matched and show the data in addin.
Click (replace with your subdomain url): https://microsoftreviewagency.insuredmine.com/agent/directory

If it asks for the login type your credential.

A) Create Contact:

Click “Add Contact” (as shown in the screenshot), enter the required details, and click Save to create the contact.

Note: For testing purposes, please use the full name and email address from the current Outlook email thread (the “From” or “To” field) to ensure the add-in correctly retrieves and displays the email context details.

B) Update Contact
Click on any contact from the list that you want to edit. This will open the Contact 360 page displaying the full contact details.
Click the pencil (edit) icon (as shown in the screenshot) to edit the contact information.

Note: For testing purposes, update the name and email address to match the “From” email in the current Outlook email thread. This ensures that the add-in can correctly identify and display the contact details within Outlook.

Step 5 — AI Email Summary

The add-in generates an AI-powered summary of the email thread.
Highlights key points, decisions, and follow-ups.

Expected Result: Short summary text appears below CRM info.

Step 6 — View and Navigate CRM Data

If a match is found, related data is displayed (Contact Name, Associated Policies, Related Tasks or Deals).
Click “View in InsuredMine” to open the record in CRM.

Expected Result: Correct record opens in InsuredMine.

Step 7 — Logout

Click the Profile icon to open the navigation list, where you will find the Logout and Support options (as shown in the screenshot).
Click Logout to sign out of the add-in.

To hide the navigation list again, simply click the Profile icon once more.

Step 8 — Technical Support

For any technical issues or support-related assistance, please follow the steps below.

Click the Profile icon to open the navigation list, where you will find the Logout and Support options (as shown in the screenshot).
Click Support to get help through email, phone, chat, or support form.
To hide the navigation list again, simply click the Profile icon once more.

The post InsuredMine Outlook Add-in — Getting Started Guide appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

InsuredMine Email Integration Privacy & Security Policy with Nylas V3

Arshad Hussain — Tue, 08 Apr 2025 11:11:26 +0000

What is this Privacy Policy?

This Privacy Policy outlines the rules, guidelines, and practices that govern how InsuredMine collects, processes, and protects data when you integrate your work email via Nylas V3 API. It explains the types of data collected through the email integration, the purposes for which the data is used, and the measures taken to secure your personal information. This policy applies to all users connecting their corporate or work email (including G Suite, Microsoft, and others) with InsuredMine.

Why is this Privacy Policy Required?

Email integration is a crucial component for efficient CRM management. However, connecting your work email means that certain data is shared and processed by InsuredMine and third-party providers. This policy is required to:

Provide Transparency: Clearly inform you about what data is collected and how it is used.
Protect User Rights: Ensure compliance with privacy laws and regulations, such as GDPR and CCPA.
Safeguard Data: Establish the practices in place to secure your personal and professional data.
Build Trust: Ensure that all parties understand their responsibilities regarding data privacy and security.

1. How Does this Privacy Policy Work?

This policy explains the process and conditions under which your email data is accessed and processed through InsuredMine’s integration with Nylas V3. Key points include:

Data Collection: Describes the types of data collected (e.g., email metadata, content, attachments, calendar information, and contacts).
Purpose: Outlines why this data is collected, including syncing emails within the CRM, improving communication tracking, and enabling analytics.
Third-Party Involvement: Explains that while InsuredMine processes your data for CRM functionalities, your email service provider (such as Microsoft or Google) may also collect data according to their own privacy policies.
Security Measures: Details the industry-standard security measures (encryption, access controls, etc.) in place to protect your data.
User Control: Informs you that you have the ability to manage your integration settings and disconnect at any time.

2. What Data is Being Collected?

When you integrate your work email with InsuredMine via Nylas V3, we collect the following information:

Email Metadata:
Sender and recipient addresses, timestamps, subject lines, and email headers.
Email Content and Attachments:The body of emails and any attached files for CRM-related processing.
Calendar Data:Event details, dates, times, and attendee information (if calendar access is enabled).
Contact Information:Names, email addresses, and related contact details from your email account.
Organizational Data:Folder structure, labels, and conversation threads to maintain context.

3. Purpose of Data Collection

CRM Functionality:
Syncing and displaying emails within the InsuredMine platform.
Enhanced Communication:Enabling automated workflows, analytics, and personalized customer engagement.
Calendar and Contact Management:Synchronizing events and contacts to support scheduling and relationship management.

4. Data Security & Protection

Security Measures:
We employ industry-standard encryption and robust access controls to safeguard your data.
Third-Party Providers:Nylas V3 facilitates the integration, and email providers (e.g., Microsoft or Google) also process your data per their own privacy policies. Please review their policies for additional details

Microsoft Privacy Statement

Google Privacy Policy

5. Data Retention

Retention Period:
Your data is retained only as long as necessary to deliver CRM functionalities and improve user experience.
User Disconnection:You can disconnect your email integration at any time, which will halt further data synchronization.

6. User Control & Consent

Consent:By connecting your work email via Nylas V3, you consent to the data collection and processing practices outlined in this policy.
Access and Modification:You may access, review, and modify your integration settings through your InsuredMine account.
Revocation:You can revoke your consent and disconnect your email integration at any time.

7. Updates to this Policy

Periodic Review:
This policy may be updated periodically. Any changes will be communicated through the InsuredMine platform with an updated effective date.

7. Contact Information

For Privacy Inquiries:
If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Email: support@insuredmine.com

Phone: +1 469 616 1821 (Business hours: 9 AM – 5 PM)

The post InsuredMine Email Integration Privacy & Security Policy with Nylas V3 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Connect your email to the agency portal in InsuredMine

Arshad Hussain — Mon, 08 Jan 2024 09:55:37 +0000

Connecting your email to the InsuredMine agency portal has become easier than ever. Simply link your account through one of the two user-friendly integration methods, and enjoy immediate access to the work email feature for a smooth and efficient communication experience.

Let us first understand the ways on how you can connect your email:

From the Settings Module:

Access the settings module.
Click on “Connect Your Email Account.”

Choose the specific account you wish to connect with InsuredMine.

From the Get Started Option:

Click on profile settings.
Select the “Get Started” option from the dropdown menu.

Click on ‘Start Journey’ to initiate the onboarding process.

Complete your profile and then click on Save and Continue.

Connect your desired email ID for your work email and sign in.

To connect your email, regardless of how you are accessing it, you will be redirected to the page below:

InsuredMine will request integration with your email account.

Choose your preferred email provider (e.g., Gmail).
Grant the required permissions to access the email.

Upon successful connection, your email is linked to the agency portal in InsuredMine, mirroring your inbox functionality. Once connected, users can access the calendar module, displaying saved events and activities from their email account.

The post Connect your email to the agency portal in InsuredMine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to Energize the Renewal Process: Best Practices

Arshad Hussain — Fri, 29 Sep 2023 12:01:11 +0000

Renewing insurance policies is not just about retaining clients; it’s a pathway to growth. Here’s how you can revitalize your renewal process using InsuredMine:

Personalization:

– Tailor automated messages to each client.
– Address clients by name and consider their specific needs.

Timely Engagement:

– Create a structured renewal timeline:
– 50 Days Before Renewal: Check for duplicates.
– 45 Days Before Renewal: Send a personalized email alert.
– 30 Days Before Renewal: Prepare clients for renewal.
– Upon Renewal: Engage based on client needs.
– 10 Days After Renewal: Follow up with post-renewal concerns.

Efficient Communication:

– Use automated emails to reduce phone tag.

Education Over Sales:

– Proactively communicate that you’re reviewing policies for the best value and coverage.

Embrace Automation:

– Utilize InsuredMine for automated tasks like email communication, reminders, and renewal tracking.

In summary, an efficient renewal process is essential for insurance agencies. By personalizing communication, adhering to a well-structured timeline, minimizing phone tags, educating clients, and embracing automation through platforms like InsuredMine, you can revitalize your renewal process and drive your agency toward growth and success.

The post How to Energize the Renewal Process: Best Practices appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to Seamlessly Integrate Your AMS with InsuredMine CRM

Arshad Hussain — Fri, 29 Sep 2023 11:50:06 +0000

Are you an insurance agency seeking to optimize your operations and enhance client relationships? Integrating your Agency Management System (AMS) with a Customer Relationship Management (CRM) system like InsuredMine can be a game-changer. In this guide, we’ll take you through the steps to successfully integrate your AMS with InsuredMine CRM.

1: Select the Right CRM:

– Choose a CRM compatible with your AMS and tailored to the insurance industry’s needs. InsuredMine is designed specifically for insurance agencies.
– Ensure the CRM offers customizable features that align with your agency’s unique requirements.

2: Reach Out to InsuredMine:

– Contact InsuredMine to discuss integration options and learn how it can benefit your agency.
– Schedule a consultation with InsuredMine experts to assess your agency’s specific integration needs.

3: Data Preparation:

– Clean and update data in both your CRM and AMS, ensuring accuracy and consistency.
– Create a data migration plan to smoothly transition information from your AMS to InsuredMine CRM.
– Backup all essential data to avoid any loss during the integration process.

4: Understand the Integration Process:

– Familiarize yourself with the integration process, including contact synchronization, policy data transfer, task automation, and reporting.
– Understand the security measures in place to protect sensitive client information during integration.

5: Collaborate with InsuredMine:

– Work closely with the InsuredMine team to configure settings, map data, and conduct thorough testing.
– Establish clear communication channels with InsuredMine’s support team for real-time issue resolution.
– Collaborate on creating customized workflows to maximize the benefits of integration.

6: Team Training:

– Train your team on using the integrated CRM, highlighting InsuredMine’s unique capabilities.
– Provide ongoing training sessions to keep your staff updated on new features and best practices.
– Encourage your team to actively use the CRM to streamline daily tasks and improve efficiency.

7: Monitor and Optimize:

– Keep an eye on system performance, address synchronization issues, and use InsuredMine’s analytics and reporting tools for data-driven decision-making.
– Regularly evaluate the integration’s impact on your agency’s efficiency and client relationships.
– Continuously optimize your CRM setup based on feedback and evolving business needs.

In conclusion, integrating your AMS with InsuredMine CRM can revolutionize your insurance agency. The right CRM choice, data preparation, collaboration with InsuredMine, and ongoing monitoring are key to success. With InsuredMine’s specialized tools and dedicated support, you can enhance efficiency, build stronger client relationships, and thrive in the competitive insurance market. Take the first step toward seamless integration with InsuredMine today.

The post How to Seamlessly Integrate Your AMS with InsuredMine CRM appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Mastering Marketing with InsuredMine: A Comprehensive How to Guide

Arshad Hussain — Thu, 28 Sep 2023 06:48:16 +0000

How to Amplify Your Insurance Agency Marketing with InsuredMine

In today’s fast-paced insurance industry, effective marketing is essential for agency growth and success. InsuredMine, a versatile insurance agency management system, offers potent tools to enhance your marketing efforts. This guide will explore how to harness InsuredMine for your marketing campaigns, enabling you to captivate, engage, and retain clients effectively.

Unlocking InsuredMine’s Potential:

– Understand InsuredMine’s core components: CRM, automation, analytics, and communication.

Segmentation for Precision:

– Categorize clients into distinct segments using InsuredMine’s CRM.

Crafting Captivating Email Campaigns:

– Utilize InsuredMine’s robust email marketing capabilities.

– Tailor messages for specific client segments.

Leverage Templates and Automation:

– Use pre-designed email templates.

– Automate personalized messages for birthdays, anniversaries, and more.

Data-Driven Insights:

– Monitor email analytics for open rates, click-through rates, and more.

– Refine email content and strategies based on data.

Harness the Power of Deal Cards:

– Optimize lead management with InsuredMine’s Deal Cards.

– Track leads, referrals, and opportunities efficiently.

In-Depth Campaign Evaluation:

– Regularly review campaign performance data.

– Identify successful strategies and areas for improvement.

Empower Yourself with Training Resources:

– Access InsuredMine’s training and support resources.

– Benefit from webinars, tutorials, and dedicated customer support.

Measure ROI with Precision:

– Gauge ROI with InsuredMine’s reporting tools.

– Assess the impact of your campaigns on agency growth.

InsuredMine is a potent tool for insurance professionals looking to amplify their marketing efforts. Explore its feature-rich landscape and embrace these strategies to effectively captivate, engage, and retain clients. This path leads to your insurance agency’s growth and lasting success.

The post Mastering Marketing with InsuredMine: A Comprehensive How to Guide appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Get Started

Anjali Kapadia — Mon, 23 Jan 2023 07:16:01 +0000

Getting started with InsuredMine has never been easier. In just seven simple steps, you can effortlessly create your profile, and then you’re ready to embark on your insurance journey.

There are certain steps that you need to follow to get started with insuredmine.

Complete Profile
Connect Work Email
Connect Scheduler
Verify Email
Add Signature
Configure texting and Calling
Add Users

Step 1- Complete Profile

Upload your Profile photo.
Type in your full name, email address, full address, and phone number.
Click to Save and Continue.

Step 2- Connect your work email

Link your email for seamless communication.
Choose any of your accounts that you like to connect and click on connect. For instance, I have chosen G Suite.
Click on Save & Continue.

Note: This email will be the email address that you use for marketing and even for your google calendar scheduling.

Step-3 Connect Scheduler

Now that your work email is connected , create a schedule via link.

Click on the Scheduler option.

Fill up the information in the Scheduling Page and then click Next.

Fill up the event booking details.
Then, click on Create.

Your next schedule will be created.

Step- 4 Verify Email

If your email has been verified, a tick mark will appear under verified; otherwise, click the verify email option.

In case you want to add additional email addresses such as support or help desk email id, that you have, you can type in too.
Click on Save and Continue.

Type in your name and email address.
Click on the verify email button.
In case you want to add additional email addresses such as support or help desk email id, that you have, you can type in too.
Click on save.

Step 5- Add Signature

To add a signature, you need to send an email from your account to signature@insuredmne.com with the signature that you want to get displayed from the insuredmine platform.

Check the box beside: I have sent the email.
Click on Save and Continue.

Step 6- Configure Texting and Calling

Enabling Texting and calling functionality within the platform is easy and simple:-

Just Follow these steps:

If you are having a Ringcentral Account:click the option: I have a RingCentral Account.

Fill in your RingCentral Number.

If you do not have a RingCentral account but wish to add a phone to your InsuredMine Account then select: I need a number with my area code.
Then, click on Save & Continue.

A ticket will then be raised related to the request.

Step 7: Add Users

Note: This step is available for Admin only.

Select the role: Admin, Manager, CSR, or Agent. For instance, in this example, we are choosing the role of Agent.
Fill in the other details – Full name, phone, Cell Phone and log in Email.
Click on Next.
Check the Producer box to give producer level access to the new user under admin view.
Click on Next.

Once done click on Save and finish.

If you want agents to have access to all the agency data, check the box beside All Agency Data Access.

Check the Producer box to give producer level access to the new user under admin view.
Click on Next.

You can choose to grant access either collectively for all items (Pipelines, workflow, checklist, Custom forms, and templates) or individually for each item to the new user.
Then click on Add Member.

You will get a success notification saying: Agent is added successfully.

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