Integrations Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

AI Voice Agent – Multi-Telephony Support (Twilio + External Providers)

Arzoo Kiran — Thu, 04 Jun 2026 08:33:50 +0000

Release Date: June 3, 2026

This enhancement is available to all users.

Overview

InsuredMine’s AI Voice Agent supports agencies using external telephony providers such as RingCentral and LightSpeed voice through a dual telephony setup.

With this configuration:

Your existing telephony provider continues to handle regular calls and SMS.
A dedicated Twilio number is configured exclusively for AI Voice Agent functionality.
AI Voice interactions are tracked separately for easy monitoring and reporting.

Prerequisites

Before enabling AI Voice Agent, ensure:

You have Administrator access in InsuredMine.
AI Voice Agent is enabled for your account.
Your primary telephony provider is already configured (if applicable).
You have access to the Calling Dashboard and Communication Logs.

Use Case

An agency uses RingCentral for its daily calling and SMS communications but wants to leverage InsuredMine’s AI Voice Agent for automated lead follow-ups and appointment scheduling. The agency requests a dedicated Twilio number through InsuredMine. Once configured, RingCentral continues to handle regular communications, while the AI Voice Agent uses the Twilio number for AI-driven calls. All AI interactions are automatically tagged and tracked separately within InsuredMine for easy monitoring and reporting.

Configuration Process

To request a Twilio number for AI Voice Agent:

Navigate to Settings → Integrations.
Click Request Twilio Setup for AI Voice Agent.

Enter your preferred area code in the dialoge box.
Click Submit.

After submission, a confirmation message will appear: “Your ticket has been submitted successfully.”

Note – The request will be forwarded to support@insuredmine.com. The InsuredMine Support Team will configure a Twilio number within 24 business hours using the requested area code (subject to availability).

What Happens Next?

The InsuredMine team will provision and configure a Twilio number for your account.
The Twilio number will be used exclusively for AI Voice Agent calls.
Your existing telephony provider will continue to handle regular calling and SMS without interruption.
Once configured, the AI Voice Agent can place and receive calls using the assigned Twilio number.

Note: Users may also be able to view the configured number on their setup page. This is how it will look after successful configuration.

Once the Twilio number is configured, users will gain access to the AI Voice Agent module from the left-hand navigation menu. Within this module, Admins can configure and manage both Inbound and Outbound AI Voice Agents.

How It Works

Primary Telephony Provider

Your existing provider continues to handle:

Manual outbound calls
Inbound calls
SMS communications

Twilio (AI Voice Provider)

The Twilio number is dedicated to:

AI outbound calls
Automated AI Voice conversations

Note: SMS functionality remains with your primary telephony provider.

AI Call Flow

A user or automation initiates an AI Voice call.
InsuredMine validates that the AI Voice Agent is enabled and that a Twilio number is configured.
The call is initiated through Twilio.
The AI Voice Agent manages the conversation.
The interaction is logged and tagged as an AI Voice call.

Tracking AI Voice Calls

AI Voice interactions are available throughout InsuredMine and can be viewed in:

AI Voice agent separate Dashboard
Pipeline Card Activity Timeline
Communication Logs – AI voice agent calls will be flagged.

FAQs

Will AI Voice Agent replace my existing phone provider?

No. Your existing provider continues to handle regular calling and SMS communications.

Can I continue using RingCentral or Nextiva?

Yes. AI Voice Agent works alongside your existing telephony provider without requiring any changes to your current setup.

Can the AI Voice number send SMS messages?

No. The Twilio number is used exclusively for AI Voice Agent calling. SMS functionality remains with your primary telephony provider.

Where can I view AI Voice interactions?

AI Voice interactions can be viewed in the AI Voice agent calling Dashboard and Communication Logs.

How are AI Voice calls identified?

AI Voice calls are automatically tagged and displayed separately from regular calls, making them easy to identify, filter, and report on.

The post AI Voice Agent – Multi-Telephony Support (Twilio + External Providers) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Web Lead Integration (Auto, Home, Auto & Home)

Arzoo Kiran — Tue, 12 May 2026 13:03:47 +0000

Release Date: 12 May 2026

We have introduced a new enhancement in the Settings module under Web Lead Integration. This feature allows agencies to automatically import leads from external vendors into InsuredMine through API integration, eliminating the need for manual CSV uploads and data entry.

The integration supports Home, Auto, and Home & Auto lead forms. Users can also access auto-generated API documentation and Postman collections for easier API configuration and testing.

Use Case: This enhancement helps agencies streamline lead import processes by automatically transferring lead data from vendor platforms into InsuredMine. It reduces manual effort, minimizes data entry errors, and saves time by enabling direct API-based lead submission.

Users can efficiently manage lead integrations, access API documentation, and test APIs using Postman, without needing to switch to external systems or manually configure payload structures.

To view the enhancement:

Navigate to Settings
From the configuration dropdown, select Web Lead Integration.

The Web Lead Integration page appears.
Click on Create. A Web Lead pop-up appears.
Fill in the required fields.
Click on Save.

The system automatically generates a Token for API authentication and creates a form type with other details.
Click on View under API Documentation to access the generated API details (Authorization and Payload).
Click on View under Post Men Collection to access the CURL.

Note: The API documentation includes the Authentication API for generating access tokens and the Lead Submission API endpoint for submitting lead data. It also provides the payload structure required for lead submission, including prospect details such as First Name, Last Name, Phone Number, Date of Birth, Property Details, Vehicle Information, and Driver’s License Information. Users can also copy and download the payload.

Note: Users can activate or deactivate integrations using the Active/Inactive toggle. The Edit option allows modification of only the Web Lead Name and Lead Description. The selected Form Type cannot be changed after the integration is created. Users also have the option to archive the integration.

Note: The system automatically creates a non-editable form in the Forms module when integration is saved.

To view:

Navigate to Forms.
As shown below, the lead source form with the same name appears.
Click on the three dots to Share, Archive, or Copy the form.
Click on Form Automation to configure pipeline stages and set up data mapping for Account and Contact fields.
Multiple integrations are supported for different sources and form types.

Note: Clients cannot edit or add custom fields to these forms. Any customization requests must be handled through InsuredMine Support.

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Canopy – Agent Level Connect Option

Arzoo Kiran — Wed, 04 Feb 2026 12:35:20 +0000

Release Date: 4 February, 2026

We have introduced a new enhancement to the Canopy integration. Along with Admin users, agents can now also connect their own Canopy accounts. This allows agents to integrate Canopy with InsuredMine by simply enabling the option provided by the Admin.

Use Case: This enhancement allows agencies to give agents the flexibility to connect and manage their own Canopy credentials, reducing dependency on Admin users and improving integration ownership at the agent level.

Note: This setting can be configured only by Admin users.

To View the Enhancement:

Navigate to Settings.
From the System Preferences dropdown, Select Integration.
Scroll down the integrations page to view Canopy connect Section.
As shown below, Click on Disconnect your Account.

A Connect Canopy panel appears
As shown below, Check the box to allow all agents of the agency to set their own canopy credentials.
Click on Update.

A Success pop-up: ‘’ Canopy Connect Setting Updated Successfully’’ appears.

Note: When an Admin enables this option, agents are authorized to set up their own Canopy connection from their Account Settings → Canopy section. Agents can configure their credentials by clicking Disconnect Your Account, which opens a pop-up to complete their Canopy setup.

Note: This enhancement requires agents to have Admin-level access on the Canopy Connect platform.

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miEdge changes handling at Agency level

Arshad Hussain — Sat, 26 Apr 2025 14:29:09 +0000

Release Date: April 26, 2025

We’ve introduced a new enhancement in the Settings module, available exclusively for admins. This update is exclusive to admins as they can enable or disable miEdge mapping for their agency, a feature that was previously available to agents & admins both.

With this enhancement:

Only admins can enable or disable miEdge data mapping.
Once miEdge data mapping is enabled by the admin, it will work for all the agents in that particular agency.

Use Case: Admins can now exclusively enable or disable miEdge data mapping for their agency via the Settings module. Once enabled by the admin, the feature becomes available to all agents within that agency. This ensures centralized control and consistent data access.

To View the Enhancement:

Navigate to the Settings module.
Under System Preference click on Integrations.
Go to miEdge integration and click on Map fields.

Note: Make sure you are logged in as an Administrator, as agents do not have access to the miEdge integration settings.

Enabling miEdge Mapping will map data from miEdge account into InsuredMine, allowing you to preview exactly what information will be enriched for the commercial accounts.

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Microsoft (Email, Calendar & Scheduler Integration) Migration

Avinash Barik — Wed, 19 Feb 2025 11:35:43 +0000

Release Date: February 19, 2025

Note : When the admin sets it up for the first time for their agency, a pop-up will appear requesting approval. Add a reason, then click ‘Request Approval.’ Next, the request will be sent to the Microsoft admin who must verify InsuredMine to enable user connections within the agency. Once approved, all agents can connect seamlessly, which is a one-time process.

What’s Changing?

With the latest enhancement, we are now migrating to a new API version to ensure your email and calendar services continue without disruption. This migration is simple and will not affect your existing functionality. To complete the transition, you only need to disconnect and then reconnect your account to authenticate with the new API version.

Steps to Complete Migration:

Note: Once the V3 migration is complete, re-authenticate your account to continue using Microsoft email, calendar and scheduler services within InsuredMine.

How do I do a successful reconnection?

Follow these steps:

Step 1: Disconnect your existing email account from InsuredMine.

Navigate to Settings> Integrations> Disconnect your Account.

Step 2: Connect Again

Navigate to the Settings > Integrations > Connect Your Email Account.

Select your Email Provider.

You will be redirected to the Nylas page, where you must re-authenticate your account with your email service provider.

Next, add the reason and click on ‘Request Approval.’

Once you request approval, it will be sent to the Microsoft admin for verification.

How to Verify InsuredMine?

First the agency Microsoft Admin needs to Log in to https://entra.microsoft.com/

Navigate to Applications

Then move to ‘Admin Consent requests.’

Check for Pending Requests if you found any pending request related to app name “InsuredMine_V3 then “Review permission and consent”

A pop-up will appear, prompting the admin to ‘accept’ the request and grant permission for InsuredMine.

Once the verification is complete,
Navigate to All Applications and check if the app is listed. If it is, instruct the user to retry the authentication process in InsuredMine.

Once connected, your email integration page will display a V3 icon, as shown in the image above.

How to Confirm a Successful Reconnection?

Once the process is complete, a ‘v3’ icon will appear on your Email integration page.

What Happens If I Don’t Reconnect My Email?

It’s important to disconnect and then reconnect your email to continue using your email, calendar and scheduler services.

Does the Whole Team Need to Do This?

Yes, everyone who actively uses their email, calendar, and/or scheduler must reconnect their accounts.

How to Use Scheduler Services with this current Migration update?

Note : If you already have scheduler links and used them in the emails, signatures, campaigns, etc, please copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

However, if you’re using scheduler tags in templates, signatures, campaigns, pipeline automation, or SCD, no changes are necessary within InsuredMine. The updated scheduler tags will be automatically retrieved and will continue to function as expected.

Why It's Important?:

The new scheduler link in v3 API offers improved performance. Using the updated link ensures that agents benefit from the latest updates and functionalities.
Keeping all links updated will maintain consistency across platforms, preventing any confusion for clients or users trying to access the scheduler.
Using the old links may lead to errors or issues that can affect scheduling efficiency and client interactions.

What Agents Need to Do?

A new and more improved UI for creating scheduler links.

Old Format Scheduler Page (UI):

New Format Scheduler Page (UI):

How to Generate a Scheduler Link?

Navigate to the ‘Calender’ Module.
Then, click on ‘Scheduler.’

A Pop- up window will appear where you can create and manage Scheduler Links where you can quickly share your real-time calendar availability with invitees like prospects and clients.
If you have no scheduled events available on the scheduler page as shown in the above image, click to ‘Create New.’

Add the Event Information details such as Title, Duration, Meeting or Location.
Then click, Create.

You will be redirected to the next page, where you can fill in any additional details if needed.
Click Save Changes. After saving, the created scheduler list will be visible on this page.

After creating the scheduler link for the event, click the three dots and select Preview to review it.

Once you click on Preview, you will see the date and time, which you can send to the client for booking based on their availability.

How to Copy New Scheduler Links

Once you have scheduled the event on the page, copy the scheduler link to share it.
Copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

Once you have shared the link, the client will need to click on it and book a meeting based on their availability, as shown above.

Next, they need to enter the name, email, and any guest details if any, then click “Book Now.”

You will receive an email confirmation at the provided address, which can later be canceled or rescheduled based on your availability and preferences.

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Canopy Connect Integration (Phase 2)

Avinash Barik — Mon, 02 Dec 2024 11:34:56 +0000

The latest Phase 2 integration makes it much easier to connect Canopy with InsuredMine. In the earlier Phase 1, you had to enter multiple details like Team ID, Client ID, and Client Secret ID. Now, simply click Connect to integrate canopy with InsuredMine. Click the checkbox, if necessary, before connecting to Canopy to create an X-date within the contact when a policy is pulled from Canopy Connect.

Use Case: Connecting Canopy Connect with InsuredMine is now simpler, providing improved policy tracking, easier document access, and valuable analytics.

To View the Enhancement:

Settings Page where we can connect canopy with InsuredMine:

Navigate to the settings module.
Then, within the integration page scroll down till you find Canopy Connect.

A pop-up window will appear, prompting you to connect with Canopy Connect.
Check the box to create an X-date in the contact when a policy is pulled from Canopy Connect, if necessary; otherwise, click Connect.

Then, you will be redirected to the Canopy Connect Sign-in Page.
Enter your Email and Password credentials and then click Sign-in.

Note: You can also check the box for ‘Keep me signed in’ if you don’t want to enter your credentials repeatedly.

After you click ‘Sign In,’ InsuredMine (Sandbox) will be able to access your Canopy Connect data until you revoke access.

Success: You have finally connected your Canopy Connect account with InsuredMine.

2.Changes within Canopy Analytics (InsuredMine):

Document section added within Pulled Policies to preview:

Next, you can navigate to InsuredMine’s Agency Dashboard, where you can review your Canopy Connect analytics.

In Pulled Policy a new tab ‘Document’ has been added now.

Within Pulled Policy, a new Documents section has been added within the canopy connect analytics.

Now, click on the Number of documents related to the pulled policies from Canopy Connect.
Next, click on the three dots and then on ‘Preview Option.’ to view the documents ,from contact/account 360 and deal card where pulled canopy other details are shown along with document preview

Note: The documents related to Policies are coming from the Canopy Connect platform.

3.Sent Canopy Tab:

Next to the Pulled Policy tab within the Canopy Connect Analytics page, we have introduced a new tab called ‘Sent Canopy.’
Whenever you send any Canopy link from the portal can be tracked in the ‘Sent Canopy’ tab.

4. Send Canopy Link Tags via Bulk-Text:

Now while sending Bulk Texts, you will be able to add canopy link tags and share it via Bulk Text campaign.

You will be able to receive the canopy links via text.
Click on the links to navigate to the Canopy page.
Within Text messages, you will be able to view the Canopy Connect link sent with date and time details.
Click on the canopy link

You will be then redirected to the canopy connect End User Privacy Policy Page.
Click on Continue.

Next select your current insurance provider.

Once the canopy link is submitted , policies will pull from the canopy can view in contact,Account pipeline and Dashboard

Ability to Preview Pulled Policy details from:

Account 360:

Contact 360:

Canopy link is now introduced within Pipeline Automation

From Pipeline Automation:

From Email Campaign :

The post Canopy Connect Integration (Phase 2) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Epay Integration

Arshad Hussain — Sat, 06 Apr 2024 09:58:35 +0000

The ePay Integration with InsuredMine combines the robust payment processing capabilities of ePay with the comprehensive insurance management functionalities of InsuredMine. This seamless integration empowers users to effortlessly handle insurance-related payments, streamlining the entire payment process from request to transaction.

Use Case: Efficiently manage payment requests, securely store payment details, and gain valuable insights into their transaction history, all within the unified platform of InsuredMine.

Note: This integration setup will be done by Admin only.

To View the Enhancement:

Navigate to the settings module.
Then within integrations, select ePay Payment.
Click Connect.

Apply the ePay Impersonation key.
Click “Update.”

A pop-up notification will appear saying: Success Creds updated successfully.

How to request and make Payments?

Navigate to the payment module.
Next, click on the Request payment feature.

A minimized window will appear on the right, prompting you to add payment details.

Next, add contact information, email ID, policies, and amount. You can also add files and notes if necessary.
Select the preferred method to request payments: via email or text.
Click on “Request payment.”

A pop up will then appear saying: Payment link sent to user successfully.

As shown in the picture above, the following contact will receive a notification regarding a payment request via email, text, or both.
Click on “Pay Now.”

Before payment, confirm the name, email, and phone number.
Click on “Pay.”

If the contact is new, users need to click on “Add New” to input their payment details. Existing contacts can choose their saved card details.

Click on “Add New.”

A form will open where you need to add your card details.

Select payment mode: Credit card or ACH.
Enter the required details.
Click on Save to store your card details.

Note: The provided card details will be saved for future transactions.

Once card details are added, click on ‘Pay’ to confirm the payment.
A receipt displaying: Payment Success for the contact details will be generated.

To view the latest transaction details, click on complete within the payment dashboard. Additionally, view details of requested, completed, and pending payment requests.

Following a successful transaction, a payment confirmation email will be sent to both the agent and the contact.

The agent will receive a confirmation mail as shown above.

Congratulations! You’ve just received a payment through Epay.

Hence, the contact will receive two emails: one from ePay and one from InsuredMine.

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

Social Media Integration (LinkedIn)

Arshad Hussain — Sat, 06 Apr 2024 09:33:19 +0000

Previously, users had to manually copy the link and share email campaigns on their LinkedIn page. However, with LinkedIn’s integration into InsuredMine, sharing email campaigns on LinkedIn has become effortless.

Use Case: InsuredMine’s social media integration with LinkedIn simplifies the process of sharing email campaigns, thereby enhancing visibility and engagement.

To View the Enhancement:

Go to the settings module.
Within settings, click on Integrations.
Click on LinkedIn to connect.

After clicking on connect, you will be redirected to LinkedIn’s Login page.

Enter LinkedIn credentials such as Email or Phone number and successfully Sign In with the account.

Next, InsuredMine will prompt users to allow access to certain terms and conditions.

Click on ‘Allow.’

Once permission is granted, the status will display as “connected.”

How to share Email Campaigns on Linkedin:

Navigate to the Engagement module.
Then, click on the Email campaign “Analytics.”

Select a campaign of your choice and then click on the action button.
From the drop-down, click “share.”

Enable “Share” to social, then add desired content to share on LinkedIn.
Click on “Post.”

After clicking the ‘Post’ button, you can view your shared campaign post on LinkedIn page
Click on the generated tinyurl link to view the shared campaign and you can view the thumbnail of the shared post too in Linkedin.

The post Social Media Integration (LinkedIn) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Canopy Connect Integration with InsuredMine

Arshad Hussain — Sat, 09 Mar 2024 11:30:53 +0000

With Canopy integration with InsuredMine, you can easily review your current insurance details, including your premiums, coverage limits, what’s covered, deductibles, and other important policy information for both personal and commercial insurance.

Note: This integration setup will be done by Admin only.To establish this integration, you must have a Canopy Connect plan that supports integration (Agency Plus, Complete, or Pro), along with an active InsuredMine account.

To Connect:

Go to the settings module.
Then, within integrations, navigate to Canopy Connect and click Connect.

Input your Team ID, client ID, and Client Secret ID.
Then, click Connect.

Note: To establish integration with InsuredMine, you need to obtain the data points required above. To do so, log in to your Canopy Connect account.

Step 1-:

Login to your Canopy Connect Account.
Then, click on the settings icon present at the top right corner.

Step 2-:

Under the settings, locate the option titled “API keys”.

Click on the ‘API Keys’ option to gain access.
Then, copy the Team ID.
Toggle the button from sandbox to production.
Click “+Add production API key”.
You’ll then receive a pop-up notification displaying your Client ID and client secret ID. Ensure to copy this information promptly, as it will only appear once on the screen as a pop-up.

Note-: If you aren’t able to access the API keys option, please reach out to the Canopy Connect support team. It’s possible that your current plan doesn’t include support for this feature.

Step 3-:

Once you obtain your Team ID, Client ID & Secret ID fill in the details and then click Connect.

Upon successful connection, a confirmation message will indicate ‘Connected Successfully.’

After successfully connecting Canopy Connect with InsuredMine, access Canopy Connect features from Account 360, Contact 360, and pipelines.

From Account360:

From Contact360:

Within the Deal Card:

Note: The process remains the same for all sections (Account360, Contact360, and Pipelines).

Next Steps:

Select the widget link to integrate the policies.
Choose to send a Canopy Connect link via email or text.

If you opt for Email:

Fill in the recipient information.
When we send a Canopy Connect link via email or SMS, the details will be shown in the Account 360 or Contact 360 views.

The recipient will receive an email with instructions to ‘Click here’.

You’ll then be redirected to a page to verify your insurance:

Click on ‘Continue’ to verify your insurance with InsuredMine via Canopy Connect.

Now Canopy Connect will ask you to select your current insurance provider. For instance, I have chosen State Farm as my current insurance provider.

Enter your Canopy Connect Credentials and click submit.

Wait momentarily while Canopy Connect retrieves your insurance information.

Proceed by adding driver information if required, then click ‘Save & Continue’.
Now click on ‘Add Drivers & Finish.’

You can add Driver information if needed or skip the step.
Click on ‘Save & Continue’.

Once complete, you will receive a success message saying, “You’re all Done! A copy of your insurance information is being securely sent to InsuredMine.”

After retrieving policies from Canopy, the generated link from Account 360, Contact 360, and Deal Card will be removed, and the retrieved policies will be shown in respective deal card accounts and contacts.

After successful retrieval, click on the ‘Refresh’ option to view your policy information.

Note: You can view the retrieved policies within InsuredMine from your insurance provider through the deal cards, contact360, and account360.

X-date in contacts when policy pulled from Canopy Connect within Contact360 and Account360

This option creates an X-date within the contact and account when policies are retrieved from Canopy Connect, reflecting the number of policies retrieved in Contact and Account360.
The number of policies retrieved from Canopy Connect for a particular category, that many X-dates will reflect in the Contact and Account360.

Include Quotes in Deal Card

We have added an option to include quotes on the deal card from retrieved policies.

Check the checkbox next to the retrieved policies.
Once selected, the ‘Add Deal’ option will be enabled, creating a deal card with quotes.

Note: This process can be done from both Account360 and Contact360.

From the Deal Card:

The retrieved policies of the canopy can be added as quotes by clicking on the ‘+’ icon available under the policies.

View Canopy Analytics from the Agency Dashboard:

View and click on the number of retrieved policies from the Agency dashboard.

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Customize Action Items in AMS360

Anjali Kapadia — Sat, 23 Sep 2023 14:57:39 +0000

You can now customize and map InsuredMine activities to AMS 360 Activities.

To customize the mapping of activities:

Navigate to Settings
Scroll down to AMS360 Custom Activities
From the drop-down select the AMS360 Activity with which it is to be mapped
Click on Save.

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Manual Sync of Activities in AMS360

Anjali Kapadia — Fri, 22 Sep 2023 17:00:21 +0000

Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic.

To view the enhancement:

Navigate to settings
Click AMS360 sync fields
By default, the auto will be selected, but agents/admin can change it to manual.

So, if the manual sync option is selected then any activities performed related to notes, SMS, email, task, files, and activity, then the sync option will be available under the action tab (3 dots). To sync the activity agents need to click the sync button.

Note: The sync option will be available if the contact is synced with AMS360.

For example, if you want to sync an email, then once you click on the sync option, you will get the option to select the activity and the select policy. But the activity and policy are optional, it’s not mandatory. These two sync fields that are activity and policy will be available while syncing notes, SMS, email, task, and files.

But for activities the sync fields are different, and the contact name is mandatory.

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