Integration and Data Sync Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

QQ Policy Sync

Arzoo Kiran — Wed, 28 Jan 2026 10:14:42 +0000

Release Date:- 13 January, 2026

We have introduced a new enhancement that allows policies created in InsuredMine to automatically sync to QQ. Previously, only Accounts, Contacts, and Activities could be synced from InsuredMine to QQ. With this update, policy data is now included, ensuring better data consistency across systems.

Use Case: This feature helps sync policy data from InsuredMine to QQ without manual effort, reducing duplicate work, double entry, saving time, and preventing data mismatches, while ensuring both systems reflect the most up-to-date policy information.

This improves operational efficiency and maintains accurate records across both platforms.

To view the enhancement:

Navigate to Policies.
Click Add Policy.

The Add Policy panel appears.
Select the preferred Insurance Type.
Fill in the required details.
Choose one of the following options, as shown below:
Save
Save and New
Add New for the Same Client

A success message, “Policy Added Successfully”, appears.

Policy Sync Confirmation

As shown below, you can also view the added policy on the Home page with the policy number, confirming that the policy has been synced to QQ.

Notes:

Personal Insurance Types:

Policy information from InsuredMine will sync to QQ only if the following details are already synced to QQ:
Account Name
Contact Name
Policy Details (Category/LOB and Carrier)
Agent

Commercial Insurance Types:

Policy information from InsuredMine will sync to QQ only if the Account Name is already synced to QQ.

Premium Amount:

The premium amount entered in InsuredMine will not automatically sync to QQ. You must manually enter the gross premium amount in QQ for the respective account.

Sync Configuration Requirement:

To use this feature, the sync setting must be configured to Manual.

Steps to Configure Auto/ Manual Sync:

Navigate to Settings.
From the Configuration dropdown, select Auto/Manual Sync.

You are redirected to the Restricted Activities Sync with AMS – Auto/Manual Sync page.
Enable the preferred Auto or Manual Sync option.

The post QQ Policy Sync appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Data Enrichments with EMS for AMS360

Arzoo Kiran — Fri, 17 Oct 2025 09:37:22 +0000

We have introduced a new enhancement to the Policy section. The EMS section has been added to the Policies page to provide a consolidated view of policy-related information.

Use Case: This feature helps users to view all policy data in one place, saving time and making the review of policy details more efficient.

To view the enhancement of EMS in policy:

Navigate to Policies.
Click on the Policy Number to view policy Details.

You will be redirected to the Policies page.
A new section EMS, has been added.

Click on EMS to view the Policy Information.
As shown below, you can view policy data from Policy Additional Information to Policy Line of Business.

Note: You can also view the EMS section on the Account 360 page and click EMS to see the EMS details.

The post Data Enrichments with EMS for AMS360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy Details: Coverage Sync from Epic to InsuredMine

Arzoo Kiran — Fri, 17 Oct 2025 07:52:51 +0000

“We have introduced a new enhancement under the Policies section. Now, any details added in Coverage or Vehicle & Driver policies in Epic will automatically sync and appear in the Policies section of the corresponding account in InsuredMine.“

Use Case: Agents can easily bring new Coverage or Vehicle & Driver policies details added in Epic into InsuredMine, saving time and ensuring data consistency.

To View the Enhancement:

Navigate to Policies.

Click on Policy Details.

Click on Coverage to view the added coverage in Epic.

Click on Vehicle and Driver to view the policy details added in Epic.

The post Policy Details: Coverage Sync from Epic to InsuredMine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Claims detail on policy page for Sagitta

Arzoo Kiran — Thu, 16 Oct 2025 07:20:05 +0000

We have introduced a new enhancement: any claim details added for the Policy in Sagitta will now sync to InsuredMine Accounts. It is a one-way sync from Sagitta to InsuredMine.

Use Case: Suppose an agent wants to quickly access a client’s claim history while preparing for a renewal discussion. Instead of logging into Sagitta separately, the agent can now view the claims details directly in the InsuredMine account. This saves time, provides a unified view of client information, and helps the agent make more informed decisions.

To View the Enhancement:

Navigate to the Sagitta Account
Click on policies

You will be redirected to the Policies page.
Double Click on Policy Number

You will be redirected to the Policy Details Page
Click on Claims

You can now View, Add and Edit Policy claims as per your preference.

Fill in the required details of the policies claims.

Note: Loss ID is your Claim Number in Insurdmine

As shown below, you can enter the claim details up to the Settlement stage.

To view your claim details in Insuredmine Accounts:

Navigate to Accounts
Click on the Account Name (for which you added policy claim details)

You will be redirected to the account 360 page.
Click on Policies to see the details of the added policy

Click on the Policy Number to view the claims added in Sagitta.

You will be redirected to the Policy Details page.
Click on Claims

The Claim Refresh button is used to sync claim details for the respective policy from Sagitta into InsuredMine.

The post Claims detail on policy page for Sagitta appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

ICO and PPC Customization for Applied Epic

Arshad Hussain — Sat, 03 Feb 2024 15:03:47 +0000

In Epic, when agencies come on board, they’re given the choice to select their primary carrier type—either ICO or PPC. Let’s take a quick look at how these details appear in InsuredMine, making it easy and personalized.

Note: For example, if an agency initially selects an issuing company but later decides to switch to the premium payable as their primary carrier, this transition is possible. However, it’s important to know that it may take some time due to backend data refresh.

While onboarding an agency in Epic, we give them the option to choose what they want as their primary carrier whether ICO or PPC.

Click on the refresh button to manually sync the policy details with Insuredmine.

Now after syncing carrier details with InsuredMine, let’s understand how it appears within InsuredMine once the onboarding agency chooses its primary carrier type.

To view the enhancement:

When ICO (Issuing company) is the Primary Carrier type for an Agency:

Navigate to the Policies module.
Agencies that have selected the Issuing Company type as their primary carrier will be displayed upfront.

On the policy details page, users can confirm the agency’s preference for an ‘issuing company’ carrier.

When PPC (Premium Payable Company) is the Primary Carrier type for an Agency:

Navigate to the Policies module.
Agencies that prefer the Premium Payable type as their primary carrier will be visible upfront.

Click on the policy number to view policy details.

On the policy details page, users can confirm the agency’s preference for a ‘premium payable’ carrier.

Carrier details can also be viewed from Accounts and Contacts:

From Account360

Go to Account 360.
Click on policy details to view agencies’ carrier details, whether Premium Payable or Issuing Company carrier details.

From Contact 360

Navigate to contact360 of the contact.
Click on policy details to view agencies’ carrier details, whether premium payable or issuing company

The post ICO and PPC Customization for Applied Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Map policy to file

Arshad Hussain — Thu, 04 Jan 2024 10:12:41 +0000

With the latest update, we have introduced the convenient feature of mapping policies directly to files. This efficient process can now be seamlessly executed through both the Account 360 and Contact 360 pages of the account & contact, significantly enhancing the agent’s workflow.

Areas from where you can map policy to file easily:

From contact 360:

Navigate to Contact 360 page of the contact & check if you have any policies added.
Then, click on the “Files” section.
Identify the specific file you want to map the policy to.
Click on the three dots icon next to the file.
Choose ‘Map policy’ from the drop-down menu.

From Account 360:

- Navigate to Account 360 page of the account & check if you have any policies added.
- Then, Click on the “Files” section.
- Identify the specific file you want to map the policy to.
- Click on the three dots next to the file.
- Choose ‘Map policy’ from the drop-down menu.
Whether you are accessing the Map policy to file option from the Contact 360 page or the Account 360 page, the next steps remain the same for both.

A minimized window will appear on the right, asking you to select the policy.
Click on the map option.

You will get a success message saying: Policy mapped successfully!

To view the mapped file, head over to the policies module and click on the documents & cards section.

Note: This mapping process can only be performed once. Once completed, you won’t be able to retry it for the same file.

The post Map policy to file appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AMS360 Integration

InsuredMine — Fri, 30 Jun 2023 11:59:54 +0000

In this article, you will learn:

To sync any newly added prospect, Customer and policy data – click on the refresh button in the header bar available for every user account.

How to add a new prospect into IM System

How to add a new prospect in InsuredMine?

Navigate to the Contacts section
Click on Add Contact
Start typing in the name in ‘full name’ section
If the name already exists it will be displayed, in that case you can update that contact, and in case if you want to create a new contact click on ‘create new’
Fill in all the required fields
Click on save and add new

How to sync the new contact created in InsuredMine with AMS360?

Once the contact is saved, in the contact list you will find the sync button under ‘AMS Sync column. Click on the sync tab to sync the contact with AMS360.
Or, can even click on 3 dots under settings and select ‘Sync with AMS’

What all fields will get synced in Contacts?

InsuredMine has 2 different kinds of contacts-Personal Contacts and Commercial Contacts. But in AMS360, there is only one contact.

Contact (AMS360) <=> Contacts(IM)

Name
Responsibility
Title
Phone Number

-Residence

-Business

-Fax

-Cell

International Phone Number1
International Phone Number2
Email
Address:

-Address

-City

-State

-Country

-Zip

Policy sync fileds

Below are the policy fields which will sync from AMS360 to Insuredmine but not the other way round

Customer Number
Customer Id
Policy Number
Business Type
Category Type
AMS
Account Exec Code
AMS360 Employee Id
Effective Date
Expiration Date
Inactive Policy
AMS Policy Status
Cancel
Gl Division Code
Gl Department Code
Gl Branch Code
Gl Group Code
Premium Amount

Important Note

Currently, customer sync will happen on the delay of 5 minutes from ams360 to Insuredmine

Policy Sync will happen on the delay if 1 day from ams360 to Insuredmine. Basically every day at 4.30 AM CST we are updating the policies from ams360 to Insuredmine

Enhancements!- January 2021

Default sync fields while adding a contact in AMS 360

Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360

The actions performed on a pipeline deal card can be seen in Customer Overview> Activity of AMS 360. The two-way sync for Actions helps to maintain data consistency and process information updates efficiently.

You are required to configure Activity/Suspense setup of AMS 360 to sync with Insuredmine at agency level .

Here’s a list of Actions in Insuredmine pipeline with the corresponding activity updates directed in AMS 360.

Add Notes: When a Note is added in the InsuredMine, it shows as Notes under Actions column of Activity segment in AMS 360. The details of the notes can be viewed in the description section of the expanded activity view in AMS 360.
Send Email: If an email is sent from IM to the customer, it can be seen as Email in Actions column of AMS 360 under the Activity segment. It is configured with the Description populating with details downloaded from the Insuredmine. You can also view attachments here.
Add activity: Activities within AMS360 are downloaded from Insuredmine when activity is added. The activity title with its notes is populated in the description. The Date and Time details are also included. Please note that the Saved date is Date of Activity Creation in Insuredmine.
Add File: File details can be viewed in AMS 360 under Actions as Files when a file is added from Insuredmine. The description shows Filename with extension and the file can be viewed as an attachment.
Send SMS: Activity in AMS 360 is updated when an SMS is sent from Carrier. The description shows the message and can be found in Action type – Text.
Quote/Intake Form: Whenever a quote is submitted in InsuredMine portal it gets updated in AMS360 too.
Add Policies: For policies, there is only one way sync-up from AMS 360 to InsuredMine.
Add Campaign: For campaign sync-up, there is only 1 way sync-up from InsuredMine to AMS 360.

Sample image for Notes Activity in AMS 360 can be seen below:

The data points that are synced in Notes section of AMS360 from InsuredMine are:

Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

While sending an email, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending Email are:

Name and Description
ActivityDate
ActivityTime
Activity created by (CSR, Executive)
Customer/Prospect
ActionName (default: IM Activity – We are customizing this as per need too)

Attachment as .eml file
Description as the eml file name
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

Important Note:
Current sync will happen at multiple places like SCD, Email campaign, Workflows as well

While adding an activity, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding Activity are:

Name and Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

While sending an SMS, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending SMS are:

SMS text with/without the history of texts
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

Important Note: Current sync will happen at multiple places like SCD, Text campaign, Workflows as well

While adding a File, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding a file are:

Attachments
Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

The data points that are getting synced from InsuredMine to AMS while any quote or intake form gets submitted/ filled are:

Attachments – Quote sheet in pdf format
Description
Activity Date
Activity Time
Activity created by (CSR, Executive)
Customer/Prospect
Action Name

The image below shows the Actions segment of Insuredmine.

Policies that are added from AMS 360 will get reflected in InsuredMine portal.

Campaign Sync-up from InsuredMine portal to AMS 360

Updated Activities in AMS 360 can be reviewed like the sample below

Notes:
(1) Currently, we don’t have the capability to sync new agents and companies from AMS360 to IM database in real-time.
(2) Currently, we don’t have a feature to push policy change from InsuredMine to AMS360
(3) Currently, we cannot sync documents, email and activities from AMS360 to InsuredMine.

Enhancements!- May 2021

Policy and Account level changes for AMS360

Currently, all the data points are mapped from AMS360 to InsuredMine. The data points that are mapped are Phone, Fax, Email, Website, Address, Address Line 1, Address Line 2, City, State, ZIP, Last update, notes, and Account Type.

In Contact 360, all the five contact details from AMS 360 are mapped. The data points that are mapped are- Mobile, Phone, Cell, Business Number, Fax, Other Contacts.

Enhancements!- May 2021

Policy Transactions + Business Unit details – for AMS360 agencies

Two more fields are added in the Policy section that will help you to get a more detailed picture of the policies.

To view the enhancement:

Navigate to Active Policy
Click on a policy to view the policy details
You can find 2 new tabs: Business Unit & Policy Transaction
In the Business Unit, you can find the following details- Executive name, Representative, Division, Branch, Department & Group.

In Policy Transaction you can find Transaction Effective Date, LOB, Plan Type, Description, Premium, Billed Premium, Written Premium, Full Term Premium, How billed, etc.

Enhancements!- June 2021

Policy, Account Level and Contact changes for AMS360 agencies

In Account 360 section the business unit details will be displayed like the below image:

Contact level changes in AMS 360

If any contact is not synced with InsuredMine or AMS, you will need to sync with AMS to get the business unit to display.

To sync the contact:

Navigate to contact list
Click on the 3 dots
Click on sync with AMS

Click Add to AMS to fetch the data which will be displayed in the contact and account section of the contact.

If you navigate to the contact 360 view of the contact, the business unit details will be displayed here:

Note: These details are not editable.

Note: In contact and account 360 section the business unit will be visible and in the Policy section business unit and policy transaction will be visible.

Enhancements!- June 2021

Fields and Filters for Business Unit Fields (AMS 360)

Business unit fields and filters have been introduced in the Account, Policies (for all- Active, Expired, and Future), Carriers, Categories, Contacts and Reports( Projected Book of Business, & Personal Data Book) section from AMS 360 to InsuredMine. These fields are- Executive, Representative, Departments, Divisions, Branches and Groups. Based on the selected filters you can have the customized reports.

Note: For Carriers and Categories only the filter options are there not the fields.

The fields can be selected by clicking on the table column view option. Once these fields are selected the respective section will have these columns.

For filters, click on the filter icon you can find these fields, select the required ones and save.

Enhancements!- June 2021

Primary Contacts, Relationships & Policy Handling

Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Mapping of Relationship datapoint from AMS

AMS User Type filter in list (exclusively for AMS360 users)

Enhancements!- July 2021

Business account sync change for email address, phone, address

Policy Sync with the AMS

New Fields Available in Workflow automation for AMS360 users-Executive and Representative

Also check –

Enhancements!- September 2021

Claims Pipeline Automation

Enhancements!- October 2021

Form Notification for Representatives and Executives

Enhancements!- December 2021

Dependent Handling in Birthday Workflow Automation

The post AMS360 Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Claim data in accounts and policies

Nidhi mhendhiratta — Tue, 27 Jun 2023 12:08:39 +0000

Description: The policies and accounts module now includes a claim tab.

Benefit: Convenience in viewing claims associated with an account.

Navigation –

Navigate to the account module.

Click on an account to go to account 360.
Navigate to the claim tab. All the claims related to that account will be visible.

Note- You can view the claim tab in the policies module.

Note – Additionally, a deal card can be created in the claim tab\’s action section.

The post Claim data in accounts and policies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Insurance type filters

InsuredMine — Tue, 20 Jun 2023 08:26:33 +0000

If you navigate to Engagement and click on List, you will get the option to select an insurance type.

If you navigate to Active Policies, you can click on Filter to select the Insurance type and click on apply.

If you navigate to Opportunity and click on Renewals or Cross-Sell, select filter to select the insurance type and click on apply.

The post Insurance type filters appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

More Section- InsuredMine Agent Application

Anjali Kapadia — Sun, 18 Jun 2023 16:49:30 +0000

Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou

Task

In the task section, there are 2 tabs- Pending and Done

Tasks are segregated based on the following parameters: Pending and Done. And once you select the task type, you can sort the tasks based on priority- All, High, Medium, Normal, and Low.

You can search any task by name by clicking on the search bar on top.

Each task will reflect done (green checkmark) or pending (red crossmark), task name, task type, priority, due date, the initial letter of the assignee name.

Filter in Tasks

Click on the filter icon to filter your tasks. You can filter the tasks based on Due Date, Created Date, Assignee Type, Status, Priority, Task Type and Pipeline.

For Status, select pending or done
For Pipeline, you can select from tasks related or not related to the pipeline cards
For Task Type, select from call, meeting, task, deadline, email, lunch, text message, and others

For Priority select from high, medium, normal, or low
For Assignee Type, select tasks assigned to me, others, and unassigned
Select the created date from the calendar
Select the due date from the calendar

How to update tasks?

Click on the task to navigate to the task page.

There will be 2 sections- Timeline & About

In the Timeline section, all the task-related updates will be visible.

You can mark the task as complete or pending from the drop-down menu provided on the top.

In the About section, you will find the task details such as, task title, account name, contact name, assignee, priority, task type, due date, and due time.

You can also update the task as required. Select the assignee, priority, task type from the drop-down section and click OK, once done. Select the due date and due time by clicking on the calendar icon. Once completed, click on close to exit the tab.

How to add a task?

Click on add sign
Select the template from the drop-down
Type the task title
Type the account name and contact name
Select the assignee, priority, task type from the drop-down menu
Select the due date and due time
Click on save

Policy

Policies are divided into 3 sections- Active, Expired, and Future.

The active policy shows the policies that are active. Expired policies are policies that have expired and with an X-date and future policies are policies that are yet to start.

How to view the detailed view of the policies and how to update them?

Click on any policy that you want to view. To update, select the insurance type, category, carrier, payment frequency from the drop-down menu and click ok. Type in the policy number, premium, and notes (if any).

To update the effective date and expiration date, click on the calendar icon and select the desired date and time. Once completed, click on save.

How to add a policy?

In the policy section, click on the add (+) icon. Select from the drop-down menu to add the insurance type, account name, category, carrier, and payment frequency. Click ok, once completed. Type in the contact name, email, mobile, policy number, premium, and notes. To update the effective date and expiration date click on the calendar icon and select the desired date and time. Once done, click on save.

How to Set/Reset PIN?

Navigate to the “More” (3-dots icon) section and select Set/Reset PIN. Enter the PIN and confirm. Click on submit.

Once you set your pin, the next time you log in, you will be redirected to enter the new pin.

How to access the support section?

In case you are stuck and need our assistance, navigate to the “More” (3-dots) section and click on > sign beside Support.

Type in the subject, category, and message. Then, choose file (if needed) and click on save

How to log out from the InsuredMine Agent App?

To log out, navigate to the “More” (3 dots) section and click on log out and confirm your action

The post More Section- InsuredMine Agent Application appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy Sync with the AMS

Anjali Kapadia — Thu, 15 Jun 2023 18:02:37 +0000

In this article you will learn

Note: This feature is applicable for AMS360 users and NowCerts users.

While adding a new policy you can sync the policy from InsuredMine to your AMS. There are three options to sync policies from InsuredMine to AMS.

One is while adding a policy,
Second is through the policy details section
Third one is from quotes in a deal card.

Note: To sync the Policy from InsuredMine to your AMS, the contact in which you will be syncing needs to be there in your AMS.

How to understand that a policy is already synced with your AMS?

Once you get into the policy details you will find the AMS icon with a tick mark and if you hover your cursor over it you will get the popup saying Policy is synced with AMS.

In case the policy is not synced. You will get this icon and you need to click on it to sync data to AMS.

How to sync a policy while adding a policy?

Navigate to add a policy
Click to add new policy
Fill in the details.

Note: The contact for which you will be creating needs to be synced prior.

Check the box beside AMS to sync the policy (This option is visible if selected contact is synced with AMS)
Click on save

You will get a notification saying: Policy added successfully. And Policy synced to AMS successfully.

If you navigate back to Active Policies and click on the policy that you recently created and synced. You will find the AMS icon on the top which indicates that the policy has been synced with your AMS.

In case the policy is not synced you will get the option to sync with AMS.nce you hover the cursor over the AMS icon you will get the option to sync with AMS.

How to sync a policy from the policy details section?

Navigate to Active policies
Select the policy that you want to sync
In the policy details page you will get the option on the top right to sync with AMS.
Click to sync data with AMS

How to sync a policy from a quote in a deal card?

Navigate to Pipelines
Click a deal card to add new policy
Click to add a new quote

You will get a message saying quotes updated successfully and the quote synced successfully.

If you click on the timeline you will get the update that the quote got synced with AMS.

While adding a quote and syncing it with AMS you need to fill all the required details or else you will get this message

The post Policy Sync with the AMS appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

X-Date functionalities throughout the portal

InsuredMine — Sat, 10 Jun 2023 09:19:06 +0000

In this article, you will learn:

X dates are prospecting opportunity dates set by the agents to reach out to the prospect before the due date or expiration date of the existing policy. The existing policy may belong to a different carrier and hence an opportunity can be tapped for quote conversion in favor of the agency.

Note: X-date automation will run based on the month and day.

To learn more about Automation on X-date click here.

How to add an X-date from the Contact section?

Navigate to Contacts
Click on add new
Scroll down to x-dates
Click on add new

It will pop up one x-date input box where you can put the x-dates.

Note: You can put any x-date of your choice. The date field is mandatory. Category fields can be empty, single, or multiple. In case you want to remove any category, click on the cross sign to remove the selected category.

Note: You can add multiple x-dates. But unless you provide a valid x-date in the previous one, you cannot move to create a new x-date. You can create ‘n’ number of x dates for a contact.

If you add any contact with x-date, it will be shown in the x-date column.

Note: To activate the x-date column you need to click on table column view and select x-date column and click to reposition it accordingly. If you have multiple x-dates for a single contact, it will be displayed with more icons. Click on it to view the x dates. Scroll down to view all the x-dates.

How to edit or delete x-dates of a contact?

If you want to edit or delete x date of a particular contact. Click on the contact and scroll down to select x date from the left panel. Click on edit icon to update or delete the x-date section.

How to map single or multiple x-dates for multiple contacts?

Select multiple contacts and click on the add x-date option from the top.
A panel from the right will open to put the x-date.
Click to save

How to add an x-date and create a new contact at the same time?

Click on the global add button
Scroll down to select x-date
Add the contact name and add the x-date
Click on save

This will create a new contact with x-dates.

X-date functionality in Opportunity module

Once you add x-date it will be showing in the x-date section under the opportunities module too.

Navigate to opportunities.
Select x-date.
You can find the saved contact in the x-date list.

Note: If there are multiple x-dates for a single contact, then there will be multiple entries with each x-date in the x-date list. For example, if a contact named Indrani has 2 x-dates, then 2 different entries will be visible with the same name.

Note: If you delete any x-date from this x-date list under the Opportunities section, it will not be removed from the contacts. Only x-date opportunities will be deleted.

If you click on Add new tab in the x-date section under the Opportunities module, it will open the window where you can add a new contact and insert an x-date for the contact.

X-date in Contact 360 section

If you click on a contact and navigate to contact 360 view, scroll down to select others tab, you can find the x-dates in that section.

X-date in Account 360 section

If you go to the account 360 section of a contact, scroll down to find the x-date details under the contact section.

If you mark any deal as lost and set and x-date, the x-date will get populated in the contact section under the others tab.

To see the enhancement:

Scroll down to view the deal card of the contact.
Click on card history.
Click on the deal title to go to the deal card section
Navigate to the quote section.
Add new quotes
Mark the deal as lost.
Set x-date.
Click on submit.
Navigate to the contact and you can view the new x-dates that are added.

Note: And if you don’t mark the x-date then it will not get populated in the contacts.

X-date in version 1 and Version 2 deal card

If you mark a version 1 deal card as lost and mention the x-date, it will be also populated under the others tab in the contact section. But here the x-date will not have any categories. But if the deal card is a version 2 card then there will be an x-date along with the categories.

Filter Contacts based on month-wise x-dates

If you navigate to the contact page and click on the filter, you will have the x-date option. You can sort your contact based on x-dates.

Note: Here x-date options are given on a month-on-month basis. Select the months so that you can find contact with the x-dates that fall within those months.

Even in the opportunity section, you can filter contacts based on the x-date month range.

Navigate to opportunities
Select x-date
Click on filter
Select the month range
Click on apply

You will have all the contacts with x-date within the set filter range.

Download a contact list based on x-dates from the opportunity section:

You can also download the x-dates by clicking on download under settings.
The list of contacts will be downloaded in excel format.

Note: If you download the excel file, the contacts with multiple x-dates and multiple categories (LOB- Line of Business), will be represented in separate columns. And if one contact has one x-date and multiple categories then it will be displayed in the same column separated by a comma.

How to upload the x-date data?

Navigate to contacts.
Click on the 3-dot icon and select the upload icon.

Download the CSV/ Excel sample file.

Upload your file.
Map the x dates

Click next to upload it.

X-Date functionalities removed from the following sections.

Note: The x-date policy option in the add policy section has been removed.

Note: If you go to the report section, the x-date filter option has been removed.

Enhancement: June 2021

Add /Edit Account with X-date, tags and sort by filters

The post X-Date functionalities throughout the portal appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Integration and Data Sync Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

QQ Policy Sync

Policy Sync Confirmation

Personal Insurance Types:

Commercial Insurance Types:

Premium Amount:

Steps to Configure Auto/ Manual Sync:

Data Enrichments with EMS for AMS360

Policy Details: Coverage Sync from Epic to InsuredMine

Claims detail on policy page for Sagitta

ICO and PPC Customization for Applied Epic

To view the enhancement:

Carrier details can also be viewed from Accounts and Contacts:

Map policy to file

From contact 360:

From Account 360:

AMS360 Integration

In this article, you will learn:

How to add a new prospect into IM System

Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360

Policy and Account level changes for AMS360

New Executive and Representative filter option in List section (AMS360)

Policy Transactions + Business Unit details – for AMS360 agencies

Policy, Account Level and Contact changes for AMS360 agencies

Contact level changes in AMS 360

Fields and Filters for Business Unit Fields (AMS 360)

Primary Contacts, Relationships & Policy Handling

Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Mapping of Relationship datapoint from AMS

AMS User Type filter in list (exclusively for AMS360 users)

New Fields Available in Workflow automation for AMS360 users-Executive and Representative

Claim data in accounts and policies

Insurance type filters

More Section- InsuredMine Agent Application

Policy Sync with the AMS

In this article you will learn

How to understand that a policy is already synced with your AMS?

How to sync a policy while adding a policy?

How to sync a policy from the policy details section?

How to sync a policy from a quote in a deal card?

X-Date functionalities throughout the portal

In this article, you will learn:

How to add an X-date from the Contact section?

How to edit or delete x-dates of a contact?

How to map single or multiple x-dates for multiple contacts?

How to add an x-date and create a new contact at the same time?

X-date functionality in Opportunity module

X-date in Contact 360 section

X-date in Account 360 section

X-date in version 1 and Version 2 deal card

Download a contact list based on x-dates from the opportunity section:

How to upload the x-date data?

X-Date functionalities removed from the following sections.