Lightspeed Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/lightspeed/ Tue, 20 Jan 2026 12:16:48 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Lightspeed Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/lightspeed/ 32 32 LSV – Incoming call log mapping for same number accounts https://www.insuredmine.com/knowledge-base/lsv-incoming-call-log-mapping-for-same-number-accounts/ Mon, 25 Aug 2025 06:54:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47367 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 […]

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

]]>

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.

]]> LightSpeed Call Recording, Details, and Pop-Up Features https://www.insuredmine.com/knowledge-base/lightspeed-call-recording-details-and-pop-up-features/ Tue, 24 Dec 2024 12:18:35 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43424 Earlier, Lightspeed Voice and Lightspeed Text were two  separate integrations within InsuredMine. But with the latest enhancement, now, they have been combined into one integration. This allows you to manage both inbound and outbound calls, send and receive text messages, and access call details and recordings directly within Lightspeed. Use Case: This enhancement offers a […]

The post LightSpeed Call Recording, Details, and Pop-Up Features appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Earlier, Lightspeed Voice and Lightspeed Text were two  separate integrations within InsuredMine. But with the latest enhancement, now, they have been combined into one integration. This allows you to manage both inbound and outbound calls, send and receive text messages, and access call details and recordings directly within Lightspeed.

Use Case: This enhancement offers a unified communication experience, making it easier to track, record, and manage calls and texts, all from a single platform.’

Note: If you are a Lightspeed user, ensure that you log into both InsuredMine and the Lightspeed Portal at the same time to receive and make calls.

To View the Enhancement:

  • Navigate to the Settings module.
  • Within the Integrations section, search for Lightspeed and click Connect.
  • You will be redirected to the Lightspeed browser page where you need to enter your email address and password.
  • Next Log-in.
  • Insuredmine is requesting access to your account. Do you want to authorize this application.
  • Click to Authorize.
  • Lightspeed Voice will be then connected successfully.

Click to Map Number to Lightspeed Voice:

  • Click to Map Number.
  • Add the Number to Connect.
  • Hit, Save.
  • Now while mapping the number you wil get two option to either enable texting or calling for that number in LightSpeed.
  • Next, click Save.

Outbound Calls in Lightspeed:

  • Click the Call button to initiate a call.
  • After initiating a call in InsuredMine, a call pop-up will appear on the Lightspeed page.
  • Click the “Accept” option to initiate a call to InsuredMine. Once you click the “Answer” button, the timer will start in InsuredMine.
  • Once you answer the call, the timer will start in Lightspeed, and the call will be received within InsuredMine as shown  in the image below .👇

Access Call Recordings after the call is Disconnected​

  • In the Recordings tab, click the Play button to listen to the call recordings.
  • You will be redirected to the Lightspeed page, where you can access the call recordings.
  • Access the Timeline in Lightspeed to view the recordings.

Inbound Calls in Lightspeed:

  • You will receive calls within the Lightspeed Portal.
  •  Click to Accept the call.
  • Once you Accept the Call, you will be connected to the recipient and the timer will show in Lightspeed as well as in InsuredMine.
  • Once you accept the call within Lightspeed, the incoming call pop-up will show in InsuredMine as Call “in Progress.”
  • If there are Multiple Entries Found with the Phone, you can select any one name and the Call Id will be mapped and displayed within the InsuredMine as Call in Progress with the name you have selected.
  • To disconnect the call, simply select “Hang Up” in the Lightspeed Portal & the call will also be disconnected from InsuredMine.
Note for LSV Connection: 

 

  • When you connect LSV, it enables both calling and texting functionalities simultaneously.
  • Mapping the phone number is essential to ensure both calling and texting features work correctly.
  • Each agent must connect their own LSV account to use  calling and texting features.
  • If Twilio is already connected and you connect LSV, neither calling nor texting will function. Ensure only one integration is active at a time.

The post LightSpeed Call Recording, Details, and Pop-Up Features appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Lightspeed Texting https://www.insuredmine.com/knowledge-base/lightspeed-texting/ Tue, 15 Oct 2024 14:31:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=41761 Earlier, we could make calls through Lightspeed, but now you can enhance your communication further with the Lightspeed Texting integration in InsuredMine. With this feature, you can enable texting, allowing for simplified interactions with clients. Lightspeed Texting lets you manage conversations effortlessly, making your communication process more intuitive. Use Case: Integrating Lightspeed with InsuredMine enhances […]

The post Lightspeed Texting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Earlier, we could make calls through Lightspeed, but now you can enhance your communication further with the Lightspeed Texting integration in InsuredMine. With this feature, you can enable texting, allowing for simplified interactions with clients. Lightspeed Texting lets you manage conversations effortlessly, making your communication process more intuitive.

Use Case: Integrating Lightspeed with InsuredMine enhances communication efficiency through texting, providing a simplified and user-friendly experience.

To View the Enhancement:

  • Navigate to the Settings module.
  • Within settings, select Integrations.
  • Scroll down the integrations list until you find Lightspeed Texting.
  • You will be redirected to the Lightspeed browser page where you need to enter your email address and password.
  • Next Log-in.
  • InsuredMine will need to authorize your account with Lightspeed. 

  • Click on Authorize.

  • You will receive a success message saying: “Lightspeed Text connected successfully.”

To Connect a Number:

  • Click on Map Number.
  • Enter the Number.
  • Hit Save.
  • Once you have received the number, you can text directly from the texting module.

Note: Since Twilio and RingCentral are used for texting, Lightspeed integration will also function similarly once it is connected to InsuredMine.

The post Lightspeed Texting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Lightspeed Voice Integration https://www.insuredmine.com/knowledge-base/lightspeed-voice-integration/ Thu, 15 Jun 2023 17:21:38 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5789 In this article, you will learn: When the call is received from a contact When call is made to contact Lightspeed Integration Configuration Lightspeed Voice, a voice calling application, facilitates making calls from the Agent portal. The InsuredMine and Lightspeed integration enables quick access to the client information while on call. It is possible to […]

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

]]>

In this article, you will learn:

Lightspeed Voice, a voice calling application, facilitates making calls from the Agent portal. The InsuredMine and Lightspeed integration enables quick access to the client information while on call. It is possible to call clients directly from anywhere in the portal where the Call Log is available, if the number is mapped in InsuredMine.

How does Lightspeed’s Voice with Insuredmine work?

  • When the call is received from a contact
  • When the call is made to contact

When the call is received from a contact.

When there is an incoming call, the client entry related to the phone number is displayed if the data is available in the records. After the call is received or not received, that will be mapped in the communication section in Contact 360. 

1 . Contact link

The first screen that shows up while receiving a call can be seen below. Click on the orange right arrow icon to directly open the Contact 360 view of the client who is calling.

Note: If multiple contact is mapped with the same no then only this pop-up appears to map this contact to call log .

Lightspeed Voice Configuration

You can configure the lightspeed connection for your agency as an Admin. Follow the instructions mentioned below to connect agent lightspeed numbers for calling. 

  1. Navigate to Settings in Insuredmine, make sure you have logged in as Admin. 
  2. In the bottom left, click on the Lightspeed Voice option. 
  3. In the dialog box enter the Server name and click Continue, your server will be connected and all registered agent details can be viewed.  

You can see the Agent Name, Username and Password for all agents registered with Lightspeed Voice as all phone numbers are mapped to their ID. 

 In the Action column, you can click on the edit icon(pen) to change agent information and disconnect(x) icon to disable agent connection in Insuredmine. 

In case you want to disable the server configuration, click on the Disconnect button. 

Click the link below to watch the video tutorial of Insuredmine and Lightspeed Integration.

An initial setup is required to Integrate Lightspeed Voice with Insuredmine. Click on the link below to see the instructions.

 

When LightSpeed Voice is connected.

  • Navigate to Settings in InsuredMine. 
  • From the System Preferences dropdown, select Integrations.
  • Under LightSpeed Voice, click on Upgrade your account.

 

  • As shown, the mapped contact information is displayed.
  • You can enable the Texting and Calling options as required.
  • When both Texting and Calling are enabled, their respective icons are visible on the page.
  • Click on Save.

 

  • A success message: ‘’Configuration Updated Successfully” appears.

 

Note: If the Texting or Calling option is disabled, its corresponding icon is not visible. When both options are enabled, both icons are displayed.

 

To call:

  • After clicking on the Call icon, the Call Log page appeared.
  • Click on the Keypad.

     

 

  • A Enter Number to Call panel appears.
  • Enter the preferred Number to call
  • Click on Call

 

A success pop-up ‘’Call is Initiated appears’’ appears.

 

  • As shown below, the call is sent to the LightSpeed Portal to accept or decline.

Note: According to the LightSpeed Voice Portal, when a call is accepted, it is transferred to the agent. If the call is declined, the agent does not receive the call.

 

  • As shown below, the call is redirected to the agent.

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

]]>