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

Epic Activities – Create & View

Arzoo Kiran — Fri, 08 May 2026 13:08:24 +0000

Release Date: 8 May 2026

Overview

The Epic Activities feature in InsuredMine allows you to log and view activity records directly from an Account 360 or Policy Detail page, with those activities synced in real time with your Epic system of record. This gives your entire team a shared, up-to-date history of every customer interaction without leaving InsuredMine

Activities can include policy changes, account additions, follow-ups, and more. Each activity is stamped with a code, description, priority, owner, and start date, and can be associated with either a Policy or an Account.

How Sync Works

Your InsuredMine account is synced to Epic, so you never have to enter activities twice. Whatever you create here shows up in Epic automatically, and anything logged in Epic appears here just the same. Look for the “Applied Epic / Synced” label on the account/ policy to confirm your sync is active.

Add a New Epic Activity

You can create a new activity directly from the Epic Activities tab. The activity will be synced to Epic automatically after it is saved.

Click Add Activity: In the top-right corner of the Epic Activities section, click the orange Add Activity button.
Select an Activity Category: From the Activity Category dropdown, choose the category that best describes the activity (e.g., policy change, account update).
Choose a Code and enter a Description: Code is required; select it from the Code dropdown. Then type a Description in the adjacent text field to give more context.
Set Priority: Choose the priority level from the Priority dropdown: Normal, High, or Low.
Assign an Owner: Select the Owner Name from the dropdown. This corresponds to the Epic user responsible for the activity.
Set Activity Status: Under the Status section, select either Open or Closed using the radio buttons.
Fill in Additional Details (optional): Optionally complete: Issuing Company, Premium Payable Type, Premium Payable Name, Amount Qualifier, Amount, and Note Content.
Complete Who To Contact: The Name field is pre-filled with the account holder. Set the Contact Via method (e.g., Email) and provide the contact Value.
Save the Activity: Click the orange Save button at the bottom of the form. The activity will appear in the list and sync to Epic.

Field Reference — Add Epic Activity

Field	Required?	Description
Activity Category	Optional	Broad grouping for the activity type.
Code	Required	Epic activity code. Must be selected from the predefined list.
Description	Required	Free-text description of what the activity represents.
Priority	Optional	Urgency level: Normal (default), High, or Low.
Owner Name	Required	The Epic user is responsible for this activity.
Activity Status	Required	Open = in progress; Closed = completed.
Issuing Company	Optional	The carrier or company issuing the related policy.
Premium Payable Type	Optional	How the premium is structured for payment.
Premium Payable Name	Optional	Name associated with the premium payment method.
Amount Qualifier	Optional	Qualifier for the amount field (e.g., Estimated, Actual).
Amount	Optional	Monetary amount associated with the activity. Defaults to 0.
Note Content	Optional	Free-text notes or internal comments about the activity.
Who To Contact — Name	Optional	Pre-filled with the account holder’s name.
Contact Via	Optional	Method of contact: Email, Phone, etc.
Value	Optional	The contact value (e.g., email address or phone number).

View Epic Activities

The Epic Activities tab displays all activity records associated with the account or policy. Here is how to navigate to it.

Open an Account or Policy: Navigate to Accounts (or Policies) from the left sidebar and select the desired record.
Go to the Epic Activities tab: On the Account 360 or Policy Detail page, click the Epic Activities tab.
Review the list: The table shows activities with details including #, Code, Description, Priority, Who/Owner, Follow Up/Start Date, End Date, Association, and a View button.
View details: Click the orange View button to see the full activity details.

Quick Reference Summary

Action	How to Start	Result
Add Activity	Click the orange Add Activity button	New activity created and synced to Epic
View Activities	Open Account 360 or Policy Detail > Epic Activities tab	See all activities synced from Epic

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Epic Activities – Create & View

Arzoo Kiran — Thu, 19 Mar 2026 13:24:46 +0000

Release Date: 19 March 2026

Overview

How Sync Works

Add a New Epic Activity

You can create a new activity directly from the Epic Activities tab. The activity will be synced to Epic automatically after saving.

Click Add Activity: In the top-right corner of the Epic Activities section, click the orange Add Activity button.
Select an Activity Category: From the Activity Category dropdown, choose the category that best describes the activity (e.g., policy change, account update).
Choose a Code and enter a Description: Code is required, select it from the Code dropdown. Then type a Description in the adjacent text field to give more context.
Set Priority: Choose the priority level from the Priority dropdown: Normal, High, or Low.
Assign an Owner: Select the Owner Name from the dropdown. This corresponds to the Epic user responsible for the activity.
Set Activity Status: Under the Status section, select either Open or Closed using the radio buttons.
Fill in Additional Details (optional): Optionally complete: Issuing Company, Premium Payable Type, Premium Payable Name, Amount Qualifier, Amount, and Note Content.
Complete Who To Contact: The Name field is pre-filled with the account holder. Set the Contact Via method (e.g., Email) and provide the contact Value.
Save the Activity: Click the orange Save button at the bottom of the form. The activity will appear in the list and sync to Epic.

Field Reference — Add Epic Activity

Field	Required?	Description
Activity Category	Optional	Broad grouping for the activity type.
Code	Required	Epic activity code. Must be selected from the predefined list.
Description	Required	Free-text description of what the activity represents.
Priority	Optional	Urgency level: Normal (default), High, or Low.
Owner Name	Required	The Epic user is responsible for this activity.
Activity Status	Required	Open = in progress; Closed = completed.
Issuing Company	Optional	The carrier or company issuing the related policy.
Premium Payable Type	Optional	How the premium is structured for payment.
Premium Payable Name	Optional	Name associated with the premium payment method.
Amount Qualifier	Optional	Qualifier for the amount field (e.g., Estimated, Actual).
Amount	Optional	Monetary amount associated with the activity. Defaults to 0.
Note Content	Optional	Free-text notes or internal comments about the activity.
Who To Contact — Name	Optional	Pre-filled with the account holder’s name.
Contact Via	Optional	Method of contact: Email, Phone, etc.
Value	Optional	The contact value (e.g., email address or phone number).

View Epic Activities

The Epic Activities tab displays all activity records associated with the account or policy. Here is how to navigate to it.

Open an Account or Policy: Navigate to Accounts (or Policies) from the left sidebar and select the desired record.
Go to the Epic Activities tab: On the Account 360 or Policy Detail page, click the Epic Activities tab.
Review the list: The table shows activities with details including #, Code, Description, Priority, Who/Owner, Follow Up/Start Date, End Date, Association, and a View button.
View details: Click the orange View button to see the full activity details.

Quick Reference Summary

Action	How to Start	Result
Add Activity	Click the orange Add Activity button	New activity created and synced to Epic
View Activities	Open Account 360 or Policy Detail > Epic Activities tab	See all activities synced from Epic

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HawkSoft – Policy-Level Sync Logs Enhancement

Arzoo Kiran — Tue, 16 Dec 2025 06:33:35 +0000

Release Date:- December 9th 2025

We have introduced a new enhancement for HawkSoft users. Now, all policy-related sync logs—including files, notes, and tasks—will sync and appear under the respective Policy section. Earlier, if a file, task, or note associated with a policy was synced from InsuredMine (IM), it was logged under Client/ account Logs instead of Policy.

With this update, policy-related information is now correctly organized under the Policy section.

Use Case: This feature ensures that all policy-related items now sync directly to Policy, allowing the agent to quickly view and manage activities for the correct policy without confusion.

To view the Enhancement:

Navigate to HawkSoft AMS.

Search for the client/account that you want to view.

Under the Account, navigate to the Policy section. Under Policy Details, click on Logs.
As shown below, all the policy-related information is visible in the separate Policy section.

The post HawkSoft – Policy-Level Sync Logs Enhancement appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

QuoteRush Carrier Selection Setting on Renewal Pipeline Automation

Arshad Hussain — Fri, 26 Sep 2025 12:55:44 +0000

Release Date : April 7, 2025

With our latest enhancement, we are eliminating the manual efforts required by agents to rate policies. With QuoteRush, policies will now automatically sync to the quoting platform. Earlier, agents had to manually enter and quote policies in InsuredMine. Now, with the help of QuoteRush bot, policies will be quoted automatically, removing the need for agents to access the quoting platform and rate them manually, simplifying the process for greater efficiency.

Use Case: With QuoteRush 2 way sync feature, any agent creating a new lead.

Note:

The auto-quoting feature applies only when policies are synced via renewal automation (cron).
If a user manually syncs a policy, the auto-quoting process will not be triggered.

To View the Enhancement:

Step 1: Enable the Rater Settings:

Navigate to the Settings Module.
Within Configuration, Click on ‘Rater Settings.’

Step 2: Select the Carriers (Auto/Home)

Note : If no carriers are selected, the policy will not be submitted for auto-quoting and will follow the previous process.

Navigate to QuoteRush Carrier Settings within the settings configuration menu.
Select the Auto & Home Carrier options.
Click Save.

Step 3: Set Conditions within the Renewal Pipeline Settings

Navigate to Pipeline Settings> Renewal Pipeline.
Set the condition to “Yes” if you want to sync policies with raters.
Set the number of days prior to sync before creating a renewal card.
Policies expiring within the specified days will be synced to the quoting platform.

Note : This sync action runs daily at 4 PM as part of the scheduled cron job. The system will automatically pick up expiring policies and sync them to the quoting platforms. Additionally, when a renewal card is created, it will retrieve the dates from QuoteRush and attach them to the deal card so only the part where the user has to rate it manually will be automated.

QuoteRush View:

Earlier, when policies were quoted manually, they were only displayed on the homepage. Now, once quotes are submitted for Auto-Quoting, they will be visible on both the QuoteRush homepage and the Bot Queue as shown in the image below:

Deal Card Getting Created within IM:

Navigate to the Pipeline Module.
Select the Deal Card.

Within the Deal Card details view, scroll down to the bottom until you find the Rater Quotes option.
Next, click on the ‘View QuoteRush Quote.’

You will be able to view all the auto-synced quotes within IM, as shown in the image above.

The post QuoteRush Carrier Selection Setting on Renewal Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Canopy Connect 2 Way Sync

Arshad Hussain — Wed, 17 Sep 2025 10:41:47 +0000

Release Date: September 5, 2025

The Canopy Connect 2-Way Sync feature allows real-time data exchange between InsuredMine and Canopy Connect. Policy, quote, and client information remain consistent and up to date across both platforms, helping agents work more efficiently while reducing manual data entry.

Use Case: The Canopy Connect 2-Way Sync feature automatically transfers lead details from Canopy Connect to InsuredMine, eliminating the need for manual entry. This automation helps agents save time, minimize errors, and improve overall workflow efficiency.

Note: This integration setup can only be performed by an Admin. To establish it, you must have a Canopy Connect plan that supports integration (Agency Plus, Complete, or Pro) and an active InsuredMine account.

Now, InsuredMine automatically creates a form for the agency when it connects to Canopy Connect.Therefore, it is mandatory for all agencies to disconnect and reconnect to Canopy Connect. Only after doing so will InsuredMine create the Canopy Connect Form under the Form List.

Additionally, agents must enable Form Automation — this step is also mandatory.

Steps to Follow

Enable Form Automation via More Actions in the Form List.

2.Enable Create Deal Card, enter the required details, and click Save.

Note: Form Automation must be enabled to allow the creation of Accounts, Contacts, and Deal Cards.

Now,

3.Log in to the Canopy Connect platform with your credentials.

4.From the left navigation menu, click Submissions.

5.Select a lead, then go to More Actions and choose Open Submission Page.

6.You will be redirected to the lead’s information page.

7.Scroll down and click Send to InsuredMine.

8. A success message will appear confirming that the information has been sent to InsuredMine.

9. At the same time, the lead information will open in a new tab within the form.

You can verify the information by matching the Pull ID from the Canopy Connect platform URL with the Pull ID in the InsuredMine form.

When you open the Deal Card, you will see that the Account has been created.

Clicking on the Account will take you to the Account 360 page, where you can view both the Contact and the Deal Card.

You can also view the form under ‘View Responses’ in the Canopy Connect Form within the Forms module.

Note: If an agent later disconnects from Canopy Connect, the responses and deal cards will still appear under the existing Canopy Connect form.

Upon reconnecting, InsuredMine will not create a duplicate form; instead, it will map to the same Canopy Connect Form where the previous responses and deal cards were recorded.

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LSV – Incoming call log mapping for same number accounts

Arshad Hussain — Mon, 25 Aug 2025 06:54:56 +0000

We have introduced a new enhancement under LightSpeed that improves visibility and tracking of customer calls. With this update, the agent who received the customer’s call will now be automatically mapped in the Call Log section.
This ensures better accountability, faster issue resolution, and a clear record of agent-customer interactions.
Use Case: The Call Log will now automatically display the agent who received the call, making it easy for supervisors and managers to identify which agent interacted with the customer. This enhancement improves tracking of conversations, follow-ups, and overall performance monitoring.

To View the Enhancement:

Navigate to the Settings
Click on Integrations

When any client calls on a number assigned to multiple agents (for example, Agents with IDs 101 and 102), the call will ring for both agents.

Now, a call comes in to both agents with IDs 101 and 102

Agent with ID 101 receives the call

To verify this:

Click on the Call Log to view the Call History.
The name of the agent who addressed the call will be mapped in the call history, along with details such as date, time, direction, duration, and status.

The post LSV – Incoming call log mapping for same number accounts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Xanatek – Claims in Policy details

Arshad Hussain — Sat, 26 Jul 2025 11:28:55 +0000

We have introduced a new enhancement in the Policies module. Under each policy detail, a Claims section has been added, which displays data integrated from Xanatek.

Use Case: This enhancement allows users to view all associated claims directly within each policy detail, improving accessibility and context.

It streamlines workflows by integrating Xanatek claim data into the Policies module.

To View the Enhancement:

Navigate to the Policies module.
Under Policies select any Policy.
Click on Claims.

Here, you can see the claims information

Claims data originating from Xanatek is now being integrated and displayed within InsuredMine, ensuring seamless access to relevant information.

The post Xanatek – Claims in Policy details appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

IM -> Epic Sync Attachments (Epic)

Arshad Hussain — Fri, 25 Jul 2025 11:02:54 +0000

Release Date: July 25, 2025

We’ve introduced a new enhancement in the Add File section of Policy, Account360 and Contact360. Now, any file uploaded after the account is synced will automatically sync with Applied Epic.

While folders can be uploaded, they will appear as separate files in Applied Epic rather than as a single folder.

Note: Files uploaded before the account was synced will not sync automatically and will need to be synced manually.

To View the Enhancement:

Navigate to any Policies/Account/Contact module.
Open a Policy/Account/Contact.

File sync with Accounts/Contacts

Open an Account in the Account360 view and navigate to the Files section.

Note: File is synced automatically as there is no option to manual sync.

You can also view the synced file directly in Applied Epic

You can also use the Download from Epic option to fetch all files uploaded to Applied Epic for this account.

Note: All files from last 2 years will be accessible within InsuredMine once you click on Download from Epic for that particular account.

Here, you can see the files downloaded from Applied Epic

When you add a file to a policy in Applied EPIC, it will automatically appear in InsuredMine, linked to the corresponding policy number

You can also view the same file associated with the policy number in InsuredMine under Account360, Contact360, and within the Policy section.

File sync with Policies

Adding a file to a synced policy

File uploaded

You can view the synced file on Applied Epic

Default Activity (Meeting) creation when attaching a file from Account360, Contact360, Dealcard, Notes and Tasks.

Attaching a file in Account360

An Activity (Meeting) is created under Meetings with Title as Activity: New File Added and under note you can see the attached file name.

You can view the Default activity created in the Epic with the code mentioned in the InsuredMine

Attaching a file on Notes

Default Activity (Meeting) has been created under Meetings with Title as Activity: New File Added and under note you can see the attached file name.

You can view the Default activity created in the Epic with the code mentioned in the InsuredMine

Note: This will work for any file uploaded in Account360, Contact360, Dealcard, Notes and Tasks.

Default activity Code

Default activity code will be shown as mentioned in the InsuredMine-
InsuredMine->Settings->Configuration->Auto/Manual Sync

Note: 1. Attachment will be synced Auto/Manual on what settings have been chosen on the IM under Auto/manual sync option shown above.
2.The code for default activities will be derived from the Auto/Manual Sync settings.
The sync option (always Auto for default activity), status, and code are defined in this section. The same code configured in InsuredMine will be displayed accordingly in Epic as well.

The post IM -> Epic Sync Attachments (Epic) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

QuoteRush 2 Way Sync

Arshad Hussain — Tue, 22 Jul 2025 13:23:18 +0000

QuoteRush 2-Way Sync enables seamless data exchange between InsuredMine and QuoteRush, ensuring real-time synchronization of policy, quote, and client information. This ensures that data stays consistent and current across both platforms—boosting agent efficiency and reducing manual entry.

Use Case: With the QuoteRush 2-Way Sync feature, agents no longer need to manually enter lead details into InsuredMine when they’ve already been created in QuoteRush. This automation saves time, reduces errors, and enhances overall workflow efficiency.

Note: This feature is only active when enabled in the Rater Settings within InsuredMine.

Sync Frequency: Any updates to existing leads in QuoteRush are automatically reflected in InsuredMine through a cron job that runs every 5-7 minutes.

How to Set Up and Use the 2-Way Sync ?

First, go to Settings > Integrations and select Connect QuoteRush.

Step 1: Enable Rater Settings in InsuredMine

Go to the Settings module in InsuredMine.
Under Configuration, click on Rater Settings.
Enable QuoteRush 2-Way Sync.
Select the Combined Auto and Home Form in which you would like to sync the data.

5.Click on Save.

A success message will appear in the top-right corner, and the form name will be displayed under QuoteRush 2-Way Sync.

Step 2: Create a Lead in QuoteRush

Log in to the QuoteRush Portal.
Navigate to Home, then click on New Lead.

3. In the popup, select either Home or Auto as the lead type, and click Next.

4. Fill in the required fields with appropriate information and click Submit.

5. Open the newly created lead and click Edit.

6. Complete the required fields with the relevant details and then select Submit.

Note: Click Save Lead to trigger a confirmation popup. Click OK to complete the update.

Step 3: Verify in InsuredMine

Navigate to the Forms module in InsuredMine.
Open the selected form and check the latest response.

You’ll see that the lead created in QuoteRush is automatically reflected in InsuredMine.

Automation Tip: If Form Automation is enabled in InsuredMine, a Deal Card, Accounts and Contacts will be automatically created. The agent will be able to view quotes under the Intake Form within the Deal Card.

Note: Any new lead—whether Home, Auto, or Combined—will appear under the Combined Form selected in the Rater Settings.

The post QuoteRush 2 Way Sync appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Account Sync Changes – (AMS360 Users)

Avinash Barik — Mon, 03 Feb 2025 15:39:56 +0000

Feature release Date: 1st Feb 2025

To prevent duplicates in InsuredMine, if you now try syncing an different account with the same name or contact, the system will check for existing data. If a match is found, a popup will display the names in use. Choosing “Sync with AMS” will merge the selected contact and account with the existing one, creating a new account and archiving the old one while merging related activities into the master account.

Use Case: Prevent duplicates by merging newly added contact or accounts with the older one

To View the Enhancement:

Click on the ‘Sync’ option for the newly added contact.

A Panel will appear to allow syncing with your AMS.
InsuredMine will search for duplicate data, if any, such as names or contacts and showcase them.

If you select any particular contact and chose to Sync with AMS.

The contact will be then synced to AMS successfully.

The selected contact will then be merged with the existing account, creating a new account and archiving the older one. Additionally, all related activities from the old account will be consolidated into the master account.”

The post Account Sync Changes – (AMS360 Users) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Applied Epic Integration

Arshad Hussain — Fri, 10 Jan 2025 08:56:51 +0000

Sync from Applied Epic to Insuredmine

Accounts and Contacts can be synced in both ways: from Applied Epic to InsuredMine and from InsuredMine to Epic. However currently, Policies have a one-way sync, which is from Applied Epic to InsuredMine.

Daily AMS sync option from Applied Epic to Insuredmine

Note: Our daily sync option runs automatically twice a day, which helps bring data from Applied Epic to Insuredmine, even though you won’t do it manually.

Fields that are synced under Accounts between Applied Epic and Insuredmine:

Accounts

Both Personal and Commercial account types are synced with Insuredmine. Below mentioned are the fields synced under Accounts between Applied Epic and InsuredMine:

Account name
First name
Middle name
Last name
Account Type – Personal/ Commercial
Address – State, City, Street, Zip
Phones
Emails
Servicing Roles – Producer/CSR

Add Account in Applied Epic

Click on Accounts from the left side-bar
Choose the “+” symbol to add account details.

Enter account details and scroll down to click on Continue.

Note – The fields marked in Red are mandatory fields

Note – When an Account is created with Applied Epic, an associated activity is triggered.

Fill in the details of the Activity and click on Finish.

This data will be reflected in Insuredmine under the Accounts module.

Contacts

Below mentioned are the fields synced under Contacts between Applied Epic and InsuredMine:

First name
Middle name
Last name
DOB
Address – State, City, Street, Zip
Emails
Phones
Primary Contact
Servicing Roles – Producer/CSR
Organization – Agency

Add Contact in Applied Epic

Click on Contact from the left sidebar and choose the “+” symbol to add a new contact.

Enter the contact information and click on Finish.

Note – Insuredmine maps only the Producer and the CSR fields during the sync.

This data will be reflected in InsuredMine under the Contacts module.

Policies

These fields are synced from Applied Epic to InsuredMine in this one-way sync:

Policy Number
Policy start date/ Effective On
Policy end date/ Expiration on
Policy Lines
Policy Type
Issuing Company
Premium Payable company
Policy Renewal Status – New/Canceled/Marketing etc
Policy Premium
Servicing roles – Producer/CSR
Organization – Agency

Add Policy in Applied Epic

Click on Policy from the left side-bar and choose the “+” symbol to add policy Information.

A dashboard will appear asking you to provide mandatory details for adding a Policy on Applied Epic.
Then, click on Finish.

A new Policy has been created.

Navigate to Account360 for the same account.
If the account is already synced, you can retrieve the policy details in insuredine by simply clicking on the refresh option within the account.
Click on the Policy to view details.

A new dashboard will appear where you can view all your policy details.

Sync from Insuredmine to Applied Epic

Accounts

Add Account in InsuredMine

Navigate to Accounts from the sidebar and click on Add Account.

A window will appear from the right where it will ask you to fill all the mandatory details.

Enter the mandatory fields before hitting save otherwise it won’t sync with Applied Epic.
- Address should always be entered to sync with Epic
Then, click on Save.

Hence, a new account will be created.

To manually sync, you can click on ‘Applied Epic not Sync’ from this menu, as shown.

Or, you can also do it manually through navigating to Account360 of that account.
Click on the Applied Epic Not Synced option.

A window will appear from the right asking you to fill out all marked fields such as Agency and Branch.
Then, click on Sync with AMS.

Note: You can view your data under the Account Detail option after successful synchronization.

Tasks

Navigate to Tasklist from the sidebar and click on Add Task.

Enter the task details and click on Save.

The tasks will be added to the Activity section in Applied Epic

Contacts

The details mentioned below are synced from InsuredMine to Applied Epic.

Account name
First name
Middle name
Last name
Address – State, City, Street, Zip
Phones
Emails
Date of Birth

Sync Contact

New contact and edits in an existing contact will be synced with Applied Epic

You can manually sync a contact from Insuredmine to Epic by clicking on the AMS Sync option directly from here.

Or, you can navigate to the Contacts 360 page of the contact by clicking on the Applied Epic Not Sync option.

How to distinguish a primary contact and a secondary contact within an Account?

For primary contact, only a star symbol will appear next to the contact’s name, denoting it as a primary contact.

Sync a primary contact:-

Click on the Sync option for the contact.

A window will appear asking you to choose your Agency & Branch.
Click on sync with AMS.

Sync a secondary contact:-

Click on the Sync Option.

A window will appear, stating it as a secondary contact.
Click on “Sync with AMS.”

Note: You can view your data under Contacts option after successful synchronization.

Generate Lookup code in Applied Epic while creating a new account

Click on the plus ‘+’button.

Add your necessary details in the Add Account Page.
Click the “Generate Code” button to create a unique lookup code for your account.

Generate a lookup code for an account in insuredmine

Note: The lookup code serves as an identifier, allowing for precision and accuracy in distinguishing between accounts or contacts with similar names.

View your Lookup code in Insuredmine

If you want to generate a lookup code in insuredmine, your account must be synced with Applied Epic.

After syncing your account with Applied Epic, refresh this page to view the lookup code for the account.

View your Look up code within Applied Epic

Navigate to Applied Epic and locate our name.
Your account will be then displayed with a Lookup code.

Navigate to your Account details and then refresh the page.
Lookup code will be visible under account details when you refresh the page.

Refresh Option:

Once your account has been synced with Applied Epic, if you are modifying or adding new details or adding a new policy in Applied Epic, you may bring that data to insuredmine by clicking the Refresh button.

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

SIC & NAICS Code Sync from IM to Epic

Avinash Barik — Thu, 09 Jan 2025 10:30:48 +0000

Feature Release Date: 27 December, 2024

With our latest enhancement, you can sync industry codes from InsuredMine to Applied Epic. While adding a primary contact for a commercial account in InsuredMine, just enter the SIC and NAICS codes. After clicking the sync button, the SIC and NAICS codes added from InsuredMine will sync directly to Applied Epic.

Use Case: Ability to sync SIC and NAICS codes within the primary contact for the commercial account type from InsuredMine to Applied Epic.

Data Shared Between IM and Applied Epic:

SIC and NAICS codes for the primary contacts associated with commercial account type will be easily synced and displayed in Applied Epic.

To View the Enhancement:

Step 1: Add SIC & NAICS Codes While Adding a Primary Contact :-

Create a Contact by selecting ‘Commercial’ as the account type.
Fill in Mandatory Fields.
Input the SIC & NAICS Codes, then click ‘Save.

Step 2: View the NAICS and SIC Codes in Epic After Sync:-

NAICS and SIC codes will be displayed for the contact after syncing with Applied Epic.

The post SIC & NAICS Code Sync from IM to Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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

Epic Activities – Create & View

Overview

How Sync Works

Add a New Epic Activity

Field Reference — Add Epic Activity

View Epic Activities

Quick Reference Summary

Epic Activities – Create & View

Overview

How Sync Works

Add a New Epic Activity

Field Reference — Add Epic Activity

View Epic Activities

HawkSoft – Policy-Level Sync Logs Enhancement

QuoteRush Carrier Selection Setting on Renewal Pipeline Automation

Step 2: Select the Carriers (Auto/Home)

Step 3: Set Conditions within the Renewal Pipeline Settings

QuoteRush View:

Canopy Connect 2 Way Sync

LSV – Incoming call log mapping for same number accounts

Xanatek – Claims in Policy details

IM -> Epic Sync Attachments (Epic)

File sync with Accounts/Contacts

File sync with Policies

Default Activity (Meeting) creation when attaching a file from Account360, Contact360, Dealcard, Notes and Tasks.

QuoteRush 2 Way Sync

How to Set Up and Use the 2-Way Sync ?

Account Sync Changes – (AMS360 Users)

Feature release Date: 1st Feb 2025​

To View the Enhancement:

Applied Epic Integration

Sync from Applied Epic to Insuredmine

Daily AMS sync option from Applied Epic to Insuredmine

Accounts

Add Account in Applied Epic

Contacts

Add Contact in Applied Epic

Policies

Add Policy in Applied Epic

Sync from Insuredmine to Applied Epic

Accounts

Tasks

Contacts

Sync Contact

Sync a primary contact:-

Sync a secondary contact:-

Generate Lookup code in Applied Epic while creating a new account

Generate a lookup code for an account in insuredmine

Refresh Option:

SIC & NAICS Code Sync from IM to Epic

Feature Release Date: 27 December, 2024

To View the Enhancement:

Feature release Date: 1st Feb 2025