Modules Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/modules/ Wed, 10 Jun 2026 10:38:33 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Modules Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/modules/ 32 32 Merge the Duplicates from Account360 Page https://www.insuredmine.com/knowledge-base/merge-the-duplicates-from-account360-page-2/ Wed, 10 Jun 2026 10:16:09 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51044 Release Date: 13 March, 2024 Easily merge duplicate accounts and contacts from Account360 and Contact360 pages for simplified data organization. Use Case: Easily consolidate duplicate entries to maintain organized data in both Account360 and Contact360. To View this Enhancement: From Account360: Navigate to Accounts. Click on an account to open Account360. /*! elementor – v3.23.0 […]

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Release Date: 13 March, 2024

Easily merge duplicate accounts and contacts from Account360 and Contact360 pages for simplified data organization.

Use Case: Easily consolidate duplicate entries to maintain organized data in both Account360 and Contact360.

To View this Enhancement:

From Account360:

  • Navigate to Accounts.
  • Click on an account to open Account360.
  • As shown below, click the Duplicates icon.
  • The Duplicates pop-up appears.
  • Select the checkbox beside the account name you want to merge.
  • Click Merge.
  • The Merge Duplicates panel appears on the right-hand side.
  • Select the Primary Account.
  • Click Merge.
  • A success pop-up, “Merged Successfully,” appears.

Note: To merge duplicate contacts, follow the same steps described above for merging accounts. 

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]]> Unsubscribe in Accounts https://www.insuredmine.com/knowledge-base/unsubscribe-in-accounts-2/ Fri, 05 Jun 2026 10:50:02 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50923 Overview We have introduced an enhancement in the Accounts module that allows users to configure Do Not Contact preferences while managing an account. Users can now select opt-out options for specific communication channels, helping ensure that account communication preferences are accurately maintained. Use Case: This enhancement helps users manage customer communication preferences more effectively by […]

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Overview

We have introduced an enhancement in the Accounts module that allows users to configure Do Not Contact preferences while managing an account. Users can now select opt-out options for specific communication channels, helping ensure that account communication preferences are accurately maintained.

Use Case: This enhancement helps users manage customer communication preferences more effectively by marking accounts as Do Not Contact for specific channels. It supports compliance with communication preferences, prevents unwanted outreach through unsubscribed channels, and helps maintain accurate account records.

To view the enhancement:

    • Navigate to Accounts. 
    • Click on the account to view the account details
    • On the left panel, you will find the option to unsubscribe. 
    • Here, you will get the option do not contact , select the opt out – call option .

A success pop-up, “Call has been opted in,” appears. 

You can also find the “Do not contact” data in the account table.

Note: Automation will not be triggered if a certain mode of contact is unsubscribed. However, direct email or text will still be triggered. 

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]]> Send Schedule Text https://www.insuredmine.com/knowledge-base/send-schedule-text-2/ Thu, 04 Jun 2026 11:07:03 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50877 Release Date: June 10, 2023 Overview InsuredMine allows users to schedule text messages in advance from multiple areas of the platform, including Accounts, Contacts, Deal Cards, Policies, Tasklists, the Header menu, and the Text Module. This feature enables users to compose messages and specify a future date and time for delivery, ensuring timely communication with […]

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Release Date: June 10, 2023

Overview

InsuredMine allows users to schedule text messages in advance from multiple areas of the platform, including Accounts, Contacts, Deal Cards, Policies, Tasklists, the Header menu, and the Text Module. This feature enables users to compose messages and specify a future date and time for delivery, ensuring timely communication with clients without requiring manual follow-up.

Use Case : This feature helps agents and agency staff plan client communications ahead of time by scheduling text messages for future delivery. It is useful for sending appointment reminders, policy renewal notifications, follow-up messages, payment reminders, and other time-sensitive communications. 

By scheduling texts in advance, users can maintain consistent client engagement, improve response rates, and reduce the need for manual message management. 

To View the Enhancement: 

  • Navigate to Accounts
  •  Click on Account to view Account 360
  • Click on the Communications tab and select Text.
  • As shown below, click on Send Text.
  • The Send Text Message Panel appears.
  • Click the drop-down arrow beside the Send button and select Schedule Send. 
  • Click on the Calendar icon to select the date and time to schedule the text.
  • Select the date and time to schedule the text and click on Schedule.

Note: You can also view scheduled text in the Accounts > Communications > Text section.

  •  In the Communications Tab, when a clock icon is visible, the text is scheduled
  • Scheduled text can also be seen by clicking on the Text Messages Icon. Scheduled text icons disappear once the text is sent.

Note:

The option to send a scheduled text is also available under:

  • Contact  
  • Deal card
  • Policy
  • Tasklist
  • Header
  • Text Module 

Note: To schedule and view text messages from Contacts, follow the same steps outlined above for Accounts. 

Header

  • Navigate to the Header Section.
  • Click on the plus button.
  • Select Send Text.

Deal Card

Tasklist

From the Tasklist module, you can schedule and send text messages using the Task Title or the Send SMS icon.

Policies

  • Navigate to Policies.
  • Click on the Mobile No.
  • The Send Text Message panel appears.

Texting

. 

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]]> AI Voice Agent – Multi-Telephony Support (Twilio + External Providers) https://www.insuredmine.com/knowledge-base/ai-voice-agent-multi-telephony-support-twilio-external-providers/ Thu, 04 Jun 2026 08:33:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50851 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 […]

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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:

Log in to InsuredMine.

  • 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

  1. A user or automation initiates an AI Voice call.
  2. InsuredMine validates that the AI Voice Agent is enabled and that a Twilio number is configured.
  3. The call is initiated through Twilio.
  4. The AI Voice Agent manages the conversation.
  5. 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.

 

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]]> Multiple select and action in Text Conversation – Delete/Close/Read/Unread https://www.insuredmine.com/knowledge-base/multiple-select-and-action-in-text-conversation-delete-close-read-unread/ Thu, 04 Jun 2026 07:56:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50840 Release Date: June 3,  2026 This enhancement is available to all users. Overview We have introduced new bulk conversation management options in the Text Messages section under the Header menu. Agents can now quickly manage multiple conversations using the newly added actions: Mark Read, Mark Unread, Close, and Delete.  These options help agents efficiently organize […]

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Release Date: June 3,  2026

This enhancement is available to all users.

Overview

We have introduced new bulk conversation management options in the Text Messages section under the Header menu. Agents can now quickly manage multiple conversations using the newly added actions: Mark Read, Mark Unread, Close, and Delete. 

These options help agents efficiently organize conversations, update conversation status, and maintain a clean messaging workspace.

Use Case: This enhancement enables agents to manage multiple client conversations at once without opening each thread individually.

This improves productivity, keeps the conversation panel organized, and ensures accurate tracking of active and completed client interactions.    

To view the Enhancement:

  • Navigate to the Header menu.
  • Click on the Text Messages icon.
  • The Open Conversation panel appears on the left-hand side.
  • As shown below, click on the preferred name and a box icon appears beside the name.

To archive Mark Read, Mark Unread, Close, and Delete: 

  • Select the preferred contacts by checking the boxes next to their names.
  • Click on the preferred options among the given options(e.g, Mark Unread)
  • As shown below, the newly added options — Mark Read, Mark Unread, Close, and Delete — appear.
  • Click on Mark Unread.

Note: You can select multiple contacts at once.

  • A confirmation pop-up: “Are you sure you want to mark 2 conversation(s) as unread appears.
  • Click on Yes.

Note:  After clicking any of the bulk action options (Mark Read, Mark Unread, Close, or Delete), a confirmation pop-up appears to verify the action before it is applied to the selected conversations.

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]]> Filter Google Reviews by Date Range https://www.insuredmine.com/knowledge-base/filter-google-reviews-by-date-range/ Thu, 04 Jun 2026 07:34:14 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50829 Release Date: June 3, 2026 This enhancement is available to all users Overview We have introduced a new enhancement in the Reputation module under Google Reviews that allows users to filter reviews based on a selected date range. Users can choose from available date options or use the Custom Range option to view reviews received […]

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Release Date: June 3, 2026

This enhancement is available to all users

Overview

We have introduced a new enhancement in the Reputation module under Google Reviews that allows users to filter reviews based on a selected date range. Users can choose from available date options or use the Custom Range option to view reviews received within a specific period.

Use Case: This enhancement helps users quickly access and analyze Google Reviews from a specific timeframe. By filtering reviews based on date, users can review relevant feedback more efficiently without manually searching through all reviews.

To view the enhancement:

  • Navigate to Reputation.
  • Click on Google Reviews.
  • As shown below, a Date Filter option has been added.
  • Click on the Date Filter.

From the dropdown, select the preferred date range.

Note: You can also use the Custom Range option to select a specific date range based on your requirements.

To View the Result:

  • Scroll down the page to view Google Reviews received within the selected date range.

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]]> Call Forwarding https://www.insuredmine.com/knowledge-base/call-forwarding-2/ Thu, 04 Jun 2026 06:52:03 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50819 Release Date: June 3 2026 This enhancement is available to all users. Overview We have introduced a new Call Forwarding feature under the Call Settings section in the Settings module. This enhancement allows Admins and Agents to choose between Forward Immediately and Ring First, Then Forward call forwarding modes. With this feature, important calls can […]

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Release Date: June 3 2026

This enhancement is available to all users.

Overview

We have introduced a new Call Forwarding feature under the Call Settings section in the Settings module. This enhancement allows Admins and Agents to choose between Forward Immediately and Ring First, Then Forward call forwarding modes.

With this feature, important calls can be redirected to a designated phone number, helping users stay connected and ensuring that calls are not missed even when away from the office.

Use Case: This enhancement helps insurance agents and agencies maintain accessibility by forwarding calls to mobile devices or alternate office numbers. It improves client communication, ensures better call handling, and allows users to answer calls before they are forwarded when using the Ring First, Then Forward option, helping them respond to important calls more efficiently. 

To View the Enhancement:

  • Navigate to the Settings Module.
  • Within Configuration, click on ‘Call Settings’.
  • The Call Settings page has been displayed. 
  • Select the preferred option: ‘Forward immediately’ or Ring First, Then Forward ‘.

To set up Call Forwarding:

  • Add the Phone Number.
  • Select either:
    • Forward Immediately
    • Ring First, Then Forward
  • Click on Save 
  • A success message, “Updated call forwarding successfully,” appears.

Note:

  • Forward Immediately: Calls are directly forwarded to the configured number without ringing the primary number first.
  • Ring First, Then Forward: The primary number rings first. If the call is not answered or disconnected, it is forwarded to the configured number.

Ring First, Then Forward

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]]> Add Commission Filter on Policy Module https://www.insuredmine.com/knowledge-base/add-commission-filter-on-policy-module/ Fri, 29 May 2026 10:57:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50663 Release Date: 28 May 2026 We have introduced a new Estimated Commission filter in the Policy module. This filter allows users to filter data based on commission ranges for the policies. Users can efficiently view Active, Inactive, Cancelled, and Future policies-related information.  Use Case: The Estimated Commission filter helps users quickly filter policy data based […]

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Release Date: 28 May 2026

We have introduced a new Estimated Commission filter in the Policy module. This filter allows users to filter data based on commission ranges for the policies. Users can efficiently view Active, Inactive, Cancelled, and Future policies-related information. 

Use Case: The Estimated Commission filter helps users quickly filter policy data based on commission ranges. 

This makes it easier to access relevant policy records and identify high-value policies without manually reviewing the entire dataset, thereby reducing manual effort and saving time 

Note: This feature is available only for Epic Agency. 

To View the Enhancement:

  • Navigate to Policy.
  • Click on the Filter icon.
  • The Filter panel appears on the right-hand side.
  • As shown below, a Commission filter has been added.

To View the Result:

  • As shown below, enter the required Commission range.
  • Click on Apply. 
  • Policies data are displayed based on the selected Commission range. 

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]]> Provide Agency Filter in the Master Report https://www.insuredmine.com/knowledge-base/provide-agency-filter-in-the-master-report/ Fri, 29 May 2026 10:27:02 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50646 Release Date: 28 May 2026 We have introduced a new Agency filter under the Dashboard module (Pipeline Dashboard > Master Report), allowing users to refine report data based on selected agencies. This enhancement helps users quickly view and analyze data for one or multiple agencies.  Use Case: The Agency filter enables users to segment pipeline […]

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Release Date: 28 May 2026

We have introduced a new Agency filter under the Dashboard module (Pipeline Dashboard > Master Report), allowing users to refine report data based on selected agencies. This enhancement helps users quickly view and analyze data for one or multiple agencies. 

Use Case: The Agency filter enables users to segment pipeline data based on agencies, helping them focus on relevant records more efficiently. 

 It helps analyze performance across agencies, track deals more effectively, and improve decision-making by allowing users to view only the required data instead of the entire dataset, reducing manual effort and saving time. 

Note: This feature is available only for Epic agencies. 

To view the enhancement:

  • Navigate to Dashboard.
  • From the dropdown, select Pipeline Dashboard.
  • From the Pipeline Dashboard dropdown, select Master Report.
  • Click on + Add Filter.
  • The Select Filter dropdown appears.
  • Select Agency from the dropdown.

To view the result:

  • As shown below, select the desired Agency, or use the Select All option to choose all agencies.
  • Click on Apply.
  • Based on the selected agency, the data is displayed in the report, including details from Deal Name to Branch. 

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]]> Add Commission Filter to the Carriers Module https://www.insuredmine.com/knowledge-base/add-commission-filter-to-the-carriers-module/ Fri, 29 May 2026 08:16:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50635 Release Date: 28 May 2026 We have introduced a new Estimated Commission filter in the Carriers module. This filter allows users to filter data based on commission ranges for the Carriers. Users can efficiently view carrier-related information such as premium, commission, and other associated details.  Use Case: The Estimated Commission filter helps users to filter […]

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Release Date: 28 May 2026

We have introduced a new Estimated Commission filter in the Carriers module. This filter allows users to filter data based on commission ranges for the Carriers. Users can efficiently view carrier-related information such as premium, commission, and other associated details. 

Use Case: The Estimated Commission filter helps users to filter down the Carriers data based on commission ranges. 

This makes it easier to analyze carrier performance, access relevant records, and focus on high-value commission data without manually reviewing the entire dataset, reducing manual effort and saving time. 

Note: This feature is available only for Epic Agency. 

To View the Enhancement:

  • Navigate to Carriers.
  • Click on the Filter icon.
  • The Filter panel appears on the right-hand side.
  • As shown below, a Commission filter has been added.

To View the Result:

  • As shown below, enter the required Commission range.
  • Click on Apply. 
  • Carriers data are displayed based on the selected Commission range. 

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]]> Provide Agency Filter in the Carrier Module https://www.insuredmine.com/knowledge-base/provide-agency-filter-in-the-carrier-module/ Fri, 29 May 2026 07:59:27 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50626 Release Date: 28 May 2026 We have introduced a new Agency filter in the Carriers module. This filter allows users to refine Carrier Name data based on selected agencies. Users can efficiently analyze carrier-related information such as premium, commission, and other associated details. Use Case: The Agency filter helps users narrow down Carrier Name data […]

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Release Date: 28 May 2026

We have introduced a new Agency filter in the Carriers module. This filter allows users to refine Carrier Name data based on selected agencies. Users can efficiently analyze carrier-related information such as premium, commission, and other associated details.

Use Case: The Agency filter helps users narrow down Carrier Name data for specific range of commission. This reduces manual effort, saves time, and makes it easier to access relevant records, compare carrier performance, and analyze important data efficiently. 

Note: This feature is available only for Epic Agency.  

To View the Enhancement:

  • Navigate to Carriers.
  • Click on the Filter icon.
  • The Filter panel appears on the right-hand side.
  • A new Agency filter has been added.

To View the Result:

  • As shown below, select the desired Agency, or use the Select All option to choose all Agencies.
  • Click on Apply.
  • Carrier Name results are displayed based on the selected Commission. 

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]]> Collapse Pipeline Stages Based on User Preference https://www.insuredmine.com/knowledge-base/collapse-pipeline-stages-based-on-user-preference/ Fri, 29 May 2026 07:26:15 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50615 Release Date: 28 May 2026 This enhancement is available to the following users:  Admins Managers Agents CSRs Overview We have introduced a new enhancement in the Pipeline module that allows users to hide or collapse pipeline stages based on user-level visibility preferences. This enhancement helps users customize their pipeline view by minimizing unnecessary stages and […]

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Release Date: 28 May 2026

This enhancement is available to the following users: 

  • Admins
  • Managers
  • Agents
  • CSRs

Overview

We have introduced a new enhancement in the Pipeline module that allows users to hide or collapse pipeline stages based on user-level visibility preferences. This enhancement helps users customize their pipeline view by minimizing unnecessary stages and focusing only on relevant stage pipeline card information. 

Use Case: This enhancement helps users customize their pipeline view by collapsing unnecessary stages and focusing only on relevant deals. It improves visibility, reduces screen clutter, and allows agents to manage pipeline activities more efficiently based on their preferences without confusion. 

To view the enhancement:

  • Navigate to Pipeline.
  • As shown below, a new Collapse Stage icon has been added.

To Collapse a Stage: 

  • Click on the Collapse icon for the preferred stage.
  • As shown below, the selected stage(Lead Stage) is collapsed (hidden).
  • Click on Expand Stage to unhide the stage.

Note: Users can select and collapse multiple stages based on their preference.

Note: The collapsed stage view is user-specific. Stages collapsed by an agent are visible only to that agent and not to other agents.

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