Modules Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/modules/ Tue, 21 Jul 2026 10:30:25 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 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 Servicing Roles Filter in Workflow (EPIC) https://www.insuredmine.com/knowledge-base/servicing-roles-filter-in-workflow-epic/ Fri, 17 Jul 2026 12:16:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52249 Release Date: July 15, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Engagement module that allows users to apply Servicing Roles as a filter in Workflow Automation. Users can now select the required servicing roles while configuring filters  Use Case: This enhancement helps agencies create […]

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Release Date: July 15, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement in the Engagement module that allows users to apply Servicing Roles as a filter in Workflow Automation. Users can now select the required servicing roles while configuring filters 

Use Case: This enhancement helps agencies create more targeted workflow automations by allowing users to filter records based on specific servicing roles. By selecting the relevant servicing roles, users can ensure that workflow actions and communications are applied only to records associated with the chosen roles, improving workflow accuracy and reducing manual effort. 

Note: This feature applies only to EPIC agencies.

To view the enhancement:

  • Navigate to Engagement.
  • From Automation, click Create.
  • The  Engagement > Workflow page appears.
  • Select the desired Workflow type.
  • Click  Customize.
  • The Workflow Details page appears.
  • Click Filter.
  • The Filter panel appears on the right-hand side.
  • As shown below, a new Servicing Roles filter has been added.

How to Apply the Servicing Roles Filter?

  • From the Servicing Roles dropdown, select the preferred servicing role by clicking the (+) icon.
  • The available options for the selected servicing role are displayed.
  • Select the required option, or click Select All to include all available options.
  • Click Save.

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]]> No Assignee Filter for the Pipeline Board and Pipeline Automation https://www.insuredmine.com/knowledge-base/no-assignee-filter-for-the-pipeline-board-and-pipeline-automation/ Thu, 16 Jul 2026 08:44:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52189 Release Date: July 15, 2026 Overview We have introduced a new No Assignee option in the Assignee filter within the Pipelines module. This enhancement allows users to quickly identify pipeline cards that do not have an assigned agent. Additionally, the No Assignee option is available in Pipeline Automation, enabling users to configure automation rules that […]

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Release Date: July 15, 2026

Overview

We have introduced a new No Assignee option in the Assignee filter within the Pipelines module. This enhancement allows users to quickly identify pipeline cards that do not have an assigned agent. Additionally, the No Assignee option is available in Pipeline Automation, enabling users to configure automation rules that are triggered only when the associated pipeline has no assignee. 

Use Case: This enhancement helps users quickly identify unassigned pipeline cards and configure automation rules specifically for pipeline cards whose associated pipeline has no assignee. This enables users to track and process unassigned pipeline cards more efficiently. 

To view the enhancement.

  • Navigate to Pipelines.
  • Click Filter.
  • A Filter panel appears on the right-hand side.
  • A new No Assignee option is available in the Assignee dropdown.

To apply the filter:

  • Select the No Assignee checkbox.
  • Click Apply.

All pipeline cards that do not have an assigned agent are displayed.

For Pipeline Automation:

  • As shown below, click the three-dot icon and select Automation.
  • The Automation page appears.
  • Click Add New Automation Stage.
  • An Add Automation page appears.
  • Configure the required automation (for example, Email, Task, Move, eSignature, and other available actions).

To configure Move automation:

    • Click the Move tab.
    • Enter the required details.
    • From the Assignee Filter, select No Assignee.
    • Click Save.

Note: The automation is triggered only for pipeline cards without an assignee.

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]]> Access Contact 360, Account 360, and Pipeline Cards from eSignature Completion Emails https://www.insuredmine.com/knowledge-base/access-contact-360-account-360-and-pipeline-cards-from-esignature-completion-emails/ Thu, 16 Jul 2026 07:58:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52166 Release Date: July 15, 2026 Overview We have introduced a new enhancement in the eSignature module. Based on the record from which the eSignature request is sent (Contact, Account, or Pipeline Card), the Signed Completed email notification sent to the agent includes an Open Contact, Open Account, or Open Pipeline Card. Clicking the link redirects […]

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Release Date: July 15, 2026

Overview

We have introduced a new enhancement in the eSignature module. Based on the record from which the eSignature request is sent (Contact, Account, or Pipeline Card), the Signed Completed email notification sent to the agent includes an Open Contact, Open Account, or Open Pipeline Card. Clicking the link redirects the sender directly to the associated record. 

Why this matters

Use this enhancement to:

    • Access the associated Contact, Account, or Pipeline Card directly from the Signed Completed email notification.
    • Quickly review the record after an eSignature request is completed.
    • Reduce the time required to locate the related record manually.

To view the enhancement:

  • Navigate to eSignature.
  • Click eSign Document.
  • The eSignature > Add Document page appears.
  • Click the + icon to upload PDF files.
  • Click Next.
  • The eSignature > Add Signer page appears.
  • Under the Add Signer section, select Contact.
  • Enter the required contact details.
  • Click Add.
  • After adding the signer, click Next.
  • The Place Fields page appears.
  • Drag and drop the required fields onto the document from the Auto-fill Fields panel.
  • Click Next.
  • The eSignature > Send page appears.
  • Enter the subject and message for the recipient.
  • Click Send.

Note: After the signer signs the document, the sender(Agent) receives a Signed Completed email notification. Clicking Open Contact Details redirects the sender to the associated Contact 360 record with the eSignature tab open, where the signed document can be viewed. 

View the Enhancement for Account as the eSigner

Note: Follow the same steps described above, but select Account as the signer. After the signer completes the document, the sender can click Open account details in the Signed Completed email to open the associated Account 360 record.

To view the enhancement in Pipeline Card.

  • Navigate to Pipelines.
  • Open the required Pipeline Card.
  • A detailed view of Pipeline Card appears.
  • Click the Files tab.
  • The list of uploaded files is displayed.
  • Select the checkbox next to the file(s) you want to send for eSignature.
  • Click Send Files for eSignature.
  • The eSignature > Add Document page appears.
  • Click Next.

Note: Complete the remaining eSignature steps as described above for sending the document to a Contact for eSignature.

Note: After the signer signs the document, the sender(Agent) receives a Signed Completed email notification. Clicking View Card redirects the sender to the associated Pipeline Card record with the eSignature tab open, where the signed document can be viewed. 

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]]> Reorder Documents While Uploading for eSignature https://www.insuredmine.com/knowledge-base/reorder-documents-while-uploading-for-esignature/ Thu, 16 Jul 2026 06:44:12 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52146 Release Date: July 15, 2026 Available for: Admins and Agents.  Overview We have introduced a new enhancement in the eSignature module that allows users to arrange the order of multiple PDF files while uploading them for eSignature. Users can reorder documents by dragging and dropping them, ensuring recipients view the documents in the intended sequence. […]

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Release Date: July 15, 2026

Available for: Admins and Agents. 

Overview

We have introduced a new enhancement in the eSignature module that allows users to arrange the order of multiple PDF files while uploading them for eSignature. Users can reorder documents by dragging and dropping them, ensuring recipients view the documents in the intended sequence.

Why this matters

Use this enhancement to:

  • Upload multiple PDF files for eSignature.
  • Arrange documents in the preferred order before sending.
  • Send multiple documents together in a single eSignature request.
  • Send files for eSignature directly from a Pipeline Card.

To view the enhancement:

  • Navigate to e-signature.
  • Click esign Document.
  • The eSignature > Add Document page appears.
  • Click the + icon to upload PDF files.

Note: You must upload two or more PDF files to arrange their order.

  • Drag and drop the PDF files to arrange them in the preferred sequence.
  • Click Next.

To view the enhancement in the Pipeline:

  • Navigate to Pipelines.
  • Open the required Pipeline Card.
  • A detailed view of the Pipeline Card appears.
  • Click the Files tab.
  • The list of uploaded files is displayed.
  • Select the checkbox next to the file(s) you want to send for eSignature.
  • Click Send Files for eSignature.

Note: You can also add files by clicking Add Files. The added files appear in the Files section, where you can select them and send them for eSignature.

  • The esignature> Add Document page has been displayed.
  • Click Back.
  • The Add Document page appears with the selected files. 

Note: Whether you upload documents directly in the eSignature module or send files for eSignature from a Pipeline Card, Contacts and Accounts, you can arrange the selected PDF files in the preferred order by dragging and dropping them.

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]]> Generate and Share QR Codes for Forms https://www.insuredmine.com/knowledge-base/generate-and-share-qr-codes-for-forms/ Thu, 16 Jul 2026 06:24:51 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52134 Release Date: July 15, 2026 Available for: Admins and Agents Overview We have introduced a new enhancement in the Forms module that allows users to generate a QR code for any form from the Forms List. The generated QR code can be downloaded or copied and shared with clients through any preferred communication channel, providing […]

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Release Date: July 15, 2026

Available for: Admins and Agents

Overview

We have introduced a new enhancement in the Forms module that allows users to generate a QR code for any form from the Forms List. The generated QR code can be downloaded or copied and shared with clients through any preferred communication channel, providing clients with quick and convenient access to the form.   

Why this matters 

Use this enhancement to:

  • Generate a QR code for any form.
  • Share forms with clients through your preferred communication channel or in printed format.

To view the enhancement: 

    • Navigate to Forms.
    • Select Forms List.
    • Select the required form.
    • Under the Action column, click the three-dot icon.
    • From the dropdown, Select Create QR Code.  
  • The QR Code for the selected Form appears.
  • You can now:
    • Download the QR code.
    • Copy the QR code.
  • If you click Download, a success message, “QR Code Downloaded,” appears.
  • If you click Copy, a success message, “QR Code Copied to Clipboard,” appears.

Note: After downloading or copying the QR code, you can share it with clients through your preferred communication channel, such as email, text message, or other supported platforms.

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]]> Agent Overview Report: View Open, Won, Lost Cards, and Quotes by Agent https://www.insuredmine.com/knowledge-base/agent-overview-report-view-open-won-lost-cards-and-quotes-by-agent/ Mon, 06 Jul 2026 11:18:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52034 Release Date: July 3, 2026 This enhancement is available to Admins Overview We have introduced a new enhancement to the Agent Overview report under the Dashboard module. This enhancement allows users to filter Agent Overview data by Pipeline and Date within the Pipeline Dashboard, providing a consolidated view of key performance metrics such as Open, […]

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Release Date: July 3, 2026

This enhancement is available to Admins

Overview

We have introduced a new enhancement to the Agent Overview report under the Dashboard module. This enhancement allows users to filter Agent Overview data by Pipeline and Date within the Pipeline Dashboard, providing a consolidated view of key performance metrics such as Open, Won, Lost, and Close Rate. Users can also access and download detailed reports directly from the metric counts for deeper analysis. 

Use Case: Admins can use the Agent Overview report to monitor and analyze agent-wise pipeline performance across selected pipelines and date ranges. The report provides a quick summary of key metrics such as Open, Won, Lost, and Close Rate for each agent, while the detailed reports allow admins to review individual deal records, track sales outcomes, and evaluate overall pipeline performance more effectively. 

To view the enhancement:

  • Navigate to Dashboard.
  • From the Dashboard dropdown, select  Pipeline Dashboard.
  • From the Pipeline Dashboard, select Agent Overview.
  • From the Pipeline dropdown, select the desired pipeline type. 
  • You can also select All to view data across all pipelines.
  • From the Date dropdown, select the preferred date range.
  • The results will be displayed based on the selected pipeline and date range, including the following metrics: 
      • Open
      • Won
      • Lost
      • Close Rate
    •  
  • You also have the option to download the detailed report.
  • You can also view and download the detailed report by clicking the number displayed under the Open cards count. 

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]]> Servicing roles in Pipeline card- EPIC https://www.insuredmine.com/knowledge-base/servicing-roles-in-pipeline-card-epic/ Mon, 06 Jul 2026 10:53:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52025 Release Date: July 3, 2026 Overview We have introduced a new enhancement under the Pipeline module that automatically populates the Servicing Roles from the associated Account into the corresponding Pipeline Card. When a new pipeline card is created, the servicing roles configured in the associated account are automatically populated. For existing pipeline cards, the servicing […]

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Release Date: July 3, 2026

Overview

We have introduced a new enhancement under the Pipeline module that automatically populates the Servicing Roles from the associated Account into the corresponding Pipeline Card. When a new pipeline card is created, the servicing roles configured in the associated account are automatically populated. For existing pipeline cards, the servicing roles are also populated based on the account currently associated with each pipeline card. 

Use Case: This enhancement helps agencies maintain consistent servicing role information between the Account and Deal Card. By automatically populating the servicing roles from the synchronized account, it reduces the risk of inconsistencies, and saves time. 

To view the enhancement:

  • Navigate to Pipeline.
  • Open the required Pipeline Card.
  • The Deal Card opens in a new tab.
  • Scroll down to view  the added Servicing Roles.

Pipeline Card Details Page-

Note: The Servicing Role section in the Deal Card displays the same servicing roles that are added to the associated Account.

Account 360 view- 

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]]> Add Access Control and Restriction Options for Pipelines, Checklists, Custom Forms, and Templates Under Agency Groups https://www.insuredmine.com/knowledge-base/add-access-control-and-restriction-options-for-pipelines-checklists-custom-forms-and-templates-under-agency-groups/ Mon, 06 Jul 2026 10:22:05 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52010 Release Date: July 3, 2026 This enhancement is available only to Admins. Overview We have introduced a new enhancement under the User Management Agency Group  now you have more  option to manage Group Name by Manage by Pipelines, Manage by Checklist, Manage by Custom Forms, Manage by Templates  Use Case: This enhancement helps Admins efficiently […]

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Release Date: July 3, 2026

This enhancement is available only to Admins.

Overview

We have introduced a new enhancement under the User Management Agency Group  now you have more  option to manage Group Name by Manage by Pipelines, Manage by Checklist, Manage by Custom Forms, Manage by Templates 

Use Case: This enhancement helps Admins efficiently manage access to pipelines, checklists, custom forms, and templates for different agency groups. By assigning permissions at the group level, admins can ensure that all users within the selected group have access to the appropriate resources. 

To view the enhancement:

  • Navigate to Profile Settings from the header.
  • Click User Management.
  • The User Management page appears.
  • Click Agency Groups.
  • In the Action column, click the three-dot (More Options) icon for the required agency group.
  • A drop-down menu appears with the following newly added  options:
    • Manage Pipelines
    • Manage Checklist
    • Manage Custom Forms
    • Manage Templates

To apply the configuration

  • Click the preferred management option (for example, Manage Pipelines).
  • A Manage Pipelines panel appears on the right-hand side.
  • Select the preferred pipeline(s) or click Select All.
  • Click Update.
  • A success message, “Group Updated Successfully,” appears.

Note: All agents assigned to the selected agency group will have access to the configured pipeline(s).

Note: Follow the same steps to configure Manage Checklist, Manage Custom Forms, and Manage Templates.

 

Enhancement - July 15, 2026

Note: Any restriction configured under User Management > Agency Groups is applied to all Agents (users) belonging to that Group Name. If a user’s individual restriction settings under Settings > Restrictions differ from the agency group configuration, the agency group restrictions override the individual user restrictions. 

 User Management > Agency Groups

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]]> Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold https://www.insuredmine.com/knowledge-base/automatically-create-pipeline-cards-for-auto-no-home-and-home-no-auto-policies-based-on-the-configured-probability-threshold/ Mon, 06 Jul 2026 09:52:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52000 Release Date: July 3, 2026 Overview We have introduced a new automation enhancement under the Opportunities module for Auto No Home and Home No Auto policies. This enhancement allows to automatically create pipeline cards by configuring the pipeline, stage, ownership, and probability threshold. Pipeline cards are created only for policies whose probability falls within the […]

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Release Date: July 3, 2026

Overview

We have introduced a new automation enhancement under the Opportunities module for Auto No Home and Home No Auto policies. This enhancement allows to automatically create pipeline cards by configuring the pipeline, stage, ownership, and probability threshold. Pipeline cards are created only for policies whose probability falls within the configured threshold range.

Use Case: This enhancement automatically creates pipeline cards for eligible Auto No Home and Home No Auto policies based on the configured probability threshold. It eliminates manual pipeline card creation and ensures opportunities are created in the appropriate pipeline, stage, and assigned to the selected agent.

To view the enhancement:

  • Navigate to Opportunities.
  • Select Auto No Home or Home No Auto.
  • Click Automation.

An Automation Setting panel appears on the right-hand side.

Steps to Set the Automation For Auto No Home:

  • Click Auto No Home
  • Select Yes to enable the Auto No Home setting. 
  • From the Pipeline dropdown, select the required pipeline.
  • From the Stage dropdown, select the stage where the renewal deal card should be created.
  • Under Create Card In, choose whether to create the deal card in the Private or Shared pipeline.
  • In the Preferred Probability Threshold section, specify the minimum and maximum probability values.
  • Under Select Agent who will be assigned to the renewal cards, choose one of the following:
    • Agent of the Policy
    • Select One Agent
  • Click Save.

Note:  Pipeline cards are created only for policies whose probability falls within the configured threshold range. 

A success message: “Setting Updated Successfully” appears.

Note: To set up the automation for Home No Auto, follow the same steps described above for Auto No Home. 

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]]> Group By Servicing Roles in New Business, Cancellation, and Renewed Reports https://www.insuredmine.com/knowledge-base/group-by-servicing-role-in-book-of-business-personal-data-book-epic-2/ Mon, 06 Jul 2026 08:08:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51984 Release Date: July 3, 2026 This enhancement is available to both Admins and Agents. Overview We have introduced a new enhancement to the Reports module. You can now filter data by Servicing Roles in the New Business Report, Cancellation Report, and Renewed Report. Selecting a servicing role allows you to view detailed report data for […]

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Release Date: July 3, 2026

This enhancement is available to both Admins and Agents.

Overview

We have introduced a new enhancement to the Reports module. You can now filter data by Servicing Roles in the New Business Report, Cancellation Report, and Renewed Report. Selecting a servicing role allows you to view detailed report data for that role.

Use Case: This enhancement helps users track how policies, accounts, and contacts are distributed across different servicing roles. It provides better visibility into workload distribution and enables more efficient tracking and performance analysis.

Note: This feature is released only for Epic Integration.

To View the Enhancement:

  • Navigate to Reports.
  • Click New Business Reports.
  • Click Group By, and then select Servicing Roles from the dropdown.
  • As shown below, a new dropdown for different servicing roles is displayed.
  • Click the preferred Servicing Role.
  • The report displays policy counts grouped by Servicing Role for each month.
  • Click the policy count for the required month under the selected servicing role.
  • A detailed report opens, displaying all policies associated with the selected servicing role for that month.

Note: As shown below, you can view complete policy information, including Account Name, Contact Name, Policy Number, Policy Status, and other related details.

Note: To View the Enhancement in Cancellation Reports and Renewed Reports  Follow the same steps described above for the New Business Report. Apply the required filters to view data for your preferred Servicing Role.

Cancellation Report:

Renewed Report:

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]]> Set Up and Use the InsuredMine Connector with Claude https://www.insuredmine.com/knowledge-base/set-up-and-use-the-insuredmine-connector-with-claude/ Thu, 02 Jul 2026 10:58:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51855 Release Date:  July 2, 2026 Overview The InsuredMine Connector enables you to securely connect your InsuredMine account to Claude, granting Claude access to your InsuredMine data and allowing it to provide personalized insights, ultimately helping you work more efficiently.  With the InsuredMine Connector, you can: Get personalized AI insights based on your InsuredMine contacts, accounts, […]

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Release Date:  July 2, 2026

Overview

The InsuredMine Connector enables you to securely connect your InsuredMine account to Claude, granting Claude access to your InsuredMine data and allowing it to provide personalized insights, ultimately helping you work more efficiently. 

With the InsuredMine Connector, you can:

  • Get personalized AI insights based on your InsuredMine contacts, accounts, policies, deals, and other CRM data using Claude.
  • Visualize your data using charts and graphs generated from your InsuredMine records with Claude.
  • Create and update CRM records, including contacts and deals, directly from the Claude conversation. (Availability is scheduled for Phase 2.)
  • Log activities such as tasks, notes, and other CRM updates without leaving Claude.
  • Analyze customer engagement history, including emails, calls, meetings, tasks, and notes, to generate actionable insights and recommendations using Claude.
  • Take action faster by using Claude to retrieve information, answer questions about your CRM data, and perform supported InsuredMine actions through natural language.

The InsuredMine Connector transforms Claude into an AI-powered assistant that helps you search, analyze, and act on your CRM data, all through simple conversations.

Prerequisites

Before configuring the connection, ensure that you have:

  • Admin access to InsuredMine.
  • An active Claude account.
  • Access to Claude Connectors.

Note: Only InsuredMine Admin can generate connector credentials.

Configuring the InsuredMine connector with Claude

Step 1: Copy Your InsuredMine Credentials 

  1. Sign in to InsuredMine with an Admin account.
  2. Go to Settings → Integrations.
  3. In the AI Connector section, click View Details.

Copy the following values using the Copy icon next to each field:

  • Application Name
  • Application URL
  • Client ID
  • Client Secret

Step 2: Add a Custom Connector in Claude 

  1. Sign in to your Claude account.
  2. Go to Customize → Connectors. 

3. Click the + (Add)  icon.

4. Select Add custom connector.

Step 3: Configure the Connector 

  1. In the Name field, paste the Application Name copied from InsuredMine.
  2. In the Remote MCP Server URL field, paste the Application URL.
  3. Expand Advanced settings.
  4. Paste the copied values into the following fields:
    1. OAuth Client ID → Client ID
    2. OAuth Client Secret → Client Secret
  • Click Connect to complete the setup.

Before You Get Started

Please keep the following in mind when using the InsuredMine Connector with Claude:

  1. Rate Limit: The connector supports up to 60 requests per minute across all users. If this limit is reached, wait a few moments before trying again.
  2. Exercise Caution with AI Output: Since Claude may produce inaccurate or incomplete data, it is essential to double-check and validate all AI-generated information before finalizing CRM updates or making strategic business decisions.

Note: Currently, we are launching Phase 1, with Phase 2 scheduled for upcoming releases.

  • The following table outlines the functionalities available in the initial Phase 1 (read-only) launch.

Object

Phase 1 (Read)

Phase 2 (Create & Update)

Account

✓

✓

Contact

✓

✓

Policy

✓

✓

Carrier

✓

✓

Categories (LOB)

✓

✓

Pipeline

✓

✓

Pipeline Cards

✓

✓

Calls (Twilio/RingCentral)

✓

✓

Text Messages (SMS)

✓

✓

Emails

✓

✓

Tasks

✓

✓

Files

✓

✓

Notes

✓

✓

Users

✓

✓

What Can You Ask Claude

Use Claude to search, summarize, and analyze your InsuredMine data using natural language.

  • Policies – Find policies by carrier, status, premium, renewal date, or agent.
    • Example: “Show policies expiring next month.”
  • Accounts – Search business accounts by agent, location, or lead source.
    • Example: “Show referral accounts.”
  • Contacts – Find contacts by name, email, phone, or assigned agent.
    • Example: “Find Jane Smith.”
  • Pipelines & Deals – View opportunities, deal values, stages, and pipeline performance.
    • Example: “Show my open deals.”
  • Calls – Review RingCentral or Twilio call history.
    • Example: “Show missed calls this week.”
  • SMS & Emails – Search communication history.
    • Example: “Find emails about renewals.”
  • Notes & Tasks – View notes, follow-ups, and overdue tasks.
    • Example: “Show my overdue tasks.”
  • Files – Find documents attached to accounts or contacts.
    • Example: “Show files for ABC Corp.”
  • Agents – Look up agency users and team members.
    • Example: “List all agents.”

Tip: Combine filters for more specific results, such as “Show commercial policies assigned to Sarah that renew next month.”

Security and Permissions

The InsuredMine Connector respects all existing user permissions.

Claude can access only the information that the authenticated user is authorized to view.

For example:

  • Agents can access their assigned accounts.
  • Users cannot access administrator-only modules.
  • Agency permissions remain unchanged.
  • Authentication is performed using secure OAuth credentials.

Can Claude hallucinate or provide inaccurate data? What can customers do to protect against that?

Yes. Like any AI assistant, Claude can occasionally generate incorrect, incomplete, or misleading information. To help ensure the responses generated using the InsuredMine Connector are accurate and reliable, we recommend the following best practices:

  • Keep your InsuredMine data up to date and accurate.
  • Review, verify, and refine Claude’s responses before taking action.
  • Ask Claude to reference the records or data it used to generate its response so you can easily verify the information in your InsuredMine account.
  • Use AI-generated responses as a productivity aid, not as the sole basis for important business decisions. Always validate critical information before relying on it.

 

The post Set Up and Use the InsuredMine Connector with Claude appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Set Up and Use the InsuredMine Connector with ChatGPT https://www.insuredmine.com/knowledge-base/set-up-and-use-the-insuredmine-connector-with-chatgpt/ Thu, 02 Jul 2026 10:34:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51852 Release Date: July 2, 2026 Overview The InsuredMine Connector allows you to securely connect your InsuredMine account to ChatGPT, granting it access to your InsuredMine data so it can provide more relevant insights and help you complete CRM tasks more efficiently.  With the InsuredMine Connector, you can: Get personalized AI insights based on your InsuredMine […]

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Release Date: July 2, 2026

Overview

The InsuredMine Connector allows you to securely connect your InsuredMine account to ChatGPT, granting it access to your InsuredMine data so it can provide more relevant insights and help you complete CRM tasks more efficiently. 

With the InsuredMine Connector, you can:

  • Get personalized AI insights based on your InsuredMine contacts, accounts, policies, deals, and other CRM data.
  • Visualize your data using charts and graphs generated from your InsuredMine records.
  • Create and update CRM records, including contacts and deals, directly from the ChatGPT conversation. (Availability is scheduled for Phase 2)
  • Log activities such as tasks, notes, and other CRM updates without leaving ChatGPT.
  • Analyze customer engagement history, including emails, calls, meetings, tasks, and notes, to generate actionable insights and recommendations.
  • Take action faster by using ChatGPT to retrieve information, answer questions about your CRM data, and perform supported InsuredMine actions through natural language.

Prerequisites

Before configuring the connection, ensure that you have:

  • Admin access to InsuredMine.
  • An active ChatGPT account.
  • Access to ChatGPT Connectors..

Note: Only InsuredMine Admin can generate connector credentials.

Configuring the InsuredMine connector with ChatGPT

Step 1: Copy Your InsuredMine Credentials 

  1. Sign in to InsuredMine with an Admin account.
  2. Go to Settings → Integrations.
  3. In the AI Connector section, click View Details.

Copy the following values using the Copy icon next to each field:

  • Application Name
  • Application URL
  • Client ID
  • Client Secret

Step 2: Create the Connection in ChatGPT 

  1. Sign in to your ChatGPT account.
  2. Click your Profile icon and select Settings.

3. Go to Apps.

4. Click Advanced Settings.

5. Select Create App.

Step 3: Configure the App 

  1. Paste the Application Name from InsuredMine into the Name field.
  2. Paste the Application URL into the Connection field.
  3. Under Authentication, select OAuth.
  1. Expand Advanced OAuth Settings.
  2. Paste the following credentials:
    • Client ID into the OAuth Client ID field.
    • Client Secret into the OAuth Client Secret field.
  3. Review the requested permissions.
  4. Select  I understand and want to continue.
  5. Click Create.

Your InsuredMine account is now connected to ChatGPT and ready to use.

Once your MCP connector has been integrated, you can access your connected data in ChatGPT by following these simple steps:

  1. Open ChatGPT and start a New Chat.
  2. Click the + icon next to the message box.
  3. Select your MCP Connector (for example, InsuredMine – QA Agent Portal).
  4. Type your question in natural language and press Enter.

Examples:

  • Show me my active clients.
  • How many active accounts do I have?
  • Find policies renewing this month.
  • Show commercial accounts in California.

Note: After the connector is attached, ChatGPT will use it automatically for relevant requests throughout the conversation. If you start a new chat, simply attach the MCP connector again using the + menu.

Before You Get Started

Please keep the following in mind when using the InsuredMine Connector with ChatGPT:

  • Rate Limit: The connector supports up to 60 requests per minute across all users. If this limit is reached, wait a few moments before trying again.
  • Exercise Caution with AI Output: Since ChatGPT may produce inaccurate or incomplete data, it is essential to double-check and validate all AI-generated information before finalizing CRM updates or making strategic business decisions.

Note: Currently, we are launching Phase 1, with Phase 2 scheduled for upcoming releases.

Object

Phase 1 (Read)

Phase 2 (Create & Update)

Account

✓

✓

Contact

✓

✓

Policy

✓

✓

Carrier

✓

✓

Categories (LOB)

✓

✓

Pipeline

✓

✓

Pipeline Cards

✓

✓

Calls (Twilio/RingCentral)

✓

✓

Text Messages (SMS)

✓

✓

Emails

✓

✓

Tasks

✓

✓

Files

✓

✓

Notes

✓

✓

Users

✓

✓

What Can You Ask ChatGPT?

Use ChatGPT to search, summarize, and analyze your InsuredMine data using natural language.

  • Policies – Find policies by carrier, status, premium, renewal date, or agent.
    • Example: “Show policies expiring next month.”
  • Accounts – Search business accounts by agent, location, or lead source.
    • Example: “Show referral accounts.”
  • Contacts – Find contacts by name, email, phone, or assigned agent.
    • Example: “Find Jane Smith.”
  • Pipelines & Deals – View opportunities, deal values, stages, and pipeline performance.
    • Example: “Show my open deals.”
  • Calls – Review RingCentral or Twilio call history.
    • Example: “Show missed calls this week.”
  • SMS & Emails – Search communication history.
    • Example: “Find emails about renewals.”
  • Notes & Tasks – View notes, follow-ups, and overdue tasks.
    • Example: “Show my overdue tasks.”
  • Files – Find documents attached to accounts or contacts.
    • Example: “Show files for ABC Corp.”
  • Agents – Look up agency users and team members.
    • Example: “List all agents.”

Tip: Combine filters for more specific results, such as “Show commercial policies assigned to Sarah that renew next month.”

Security and Permissions

The InsuredMine Connector respects all existing user permissions.

ChatGPT can access only the information that the authenticated user is authorized to view.

For example:

  • Agents can access their assigned accounts.
  • Users cannot access administrator-only modules.
  • Agency permissions remain unchanged.
  • Authentication is performed using secure OAuth credentials.

Can ChatGPT hallucinate or provide inaccurate data? What can customers do to protect against that?

Yes. Like any AI assistant, ChatGPT can occasionally generate incorrect, incomplete, or misleading information. To help ensure the responses generated using the InsuredMine Connector are accurate and reliable, we recommend the following best practices:

  • Keep your InsuredMine data up to date and accurate.
  • Review, verify, and refine ChatGPT’s responses before taking action.
  • Ask ChatGPT to reference the records or data it used to generate its response so you can easily verify the information in your InsuredMine account.
  • Use AI-generated responses as a productivity aid, not as the sole basis for important business decisions. Always validate critical information before relying on it.

The post Set Up and Use the InsuredMine Connector with ChatGPT appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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