Modules Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/modules/ Thu, 02 Jul 2026 13:56:03 +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 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, […]

The post Set up and use the Insuredmine connector with Claude appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

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 

  • Sign in to InsuredMine with an Admin account.
  • Go to Settings → Integrations.
  • 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. 
  • Click the + (Add)  icon.
  • 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 You Can 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 OverviewThe InsuredMine Connector allows you to securely connect your InsuredMine account to ChatGPT, granting it access to your InsuredMine data to 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, […]

The post Set up and use the Insuredmine connector with ChatGPT appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

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 to 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.

  • Sign in to InsuredMine with an Admin account.
  • Go to Settings → Integrations.
  • 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.

Paste:

  • Client ID into OAuth Client ID

Client Secret into OAuth Client Secret

 

  • Review the permissions, check that I understand and want to continue, and click Create.

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

Before You Get Started Add Your Heading Text Here

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

  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 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: We are currently 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 You Can 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.”

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.

]]> Save and Schedule Account Reports https://www.insuredmine.com/knowledge-base/save-and-schedule-account-reports-2/ Mon, 29 Jun 2026 07:41:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51769 Release Date: November 23, 2022 Overview We have introduced an enhancement in the Accounts module that allows users to save customized account reports and schedule them to run automatically. Users can define report recipients, access saved reports from the Reports module, and configure report delivery at a preferred date and time. Use Case: This enhancement […]

The post Save and Schedule Account Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: November 23, 2022

Overview

We have introduced an enhancement in the Accounts module that allows users to save customized account reports and schedule them to run automatically. Users can define report recipients, access saved reports from the Reports module, and configure report delivery at a preferred date and time.

Use Case: This enhancement helps users automate the generation and delivery of frequently used account reports. By saving report configurations and scheduling them in advance, users can ensure timely access to account data, reduce manual effort, and keep stakeholders informed through automated report emails.

To view the enhancement:

  • Navigate to Accounts and select the Setting option from the top-right corner.
  • Click on Save as Report.
  • Enter the Report Name 
  • InsuredMine will auto-populate the logged-in agent’s email address under Recipient. You may add other email addresses under Additional Recipient.
  • Click on Save.

  • A success pop-up, “Saving Accounts Report, Once Done We Will Notify you through Email,” appears. 

  • An email will be sent from InsuredMine. Click on Open Report and you will be redirected to the Book of Business under the report module.

To view this Report

  •  Navigate to the Report
  • Click the Saved Reports.
  • As shown below, click Schedule
  • A Saved Report panel appears on the right- hand side
  • You can choose your preferred time to run the report 
  •  Click on Save.
  • You may edit an existing report by clicking on Schedule.
  • Click on Edit to reschedule the report day and time.

The post Save and Schedule Account Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Logs added to Account 360 https://www.insuredmine.com/knowledge-base/logs-added-to-account-360-2/ Thu, 25 Jun 2026 12:33:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51669 Release Date: February 17, 2023 Overview We have introduced a Log section in both Account360 and Contact360 that tracks changes made to account and contact records. Any updates, additions, or removals are recorded in the Log tab, providing users with visibility into record activity and change history. Use Case: This enhancement helps users monitor and […]

The post Logs added to Account 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: February 17, 2023

Overview

We have introduced a Log section in both Account360 and Contact360 that tracks changes made to account and contact records. Any updates, additions, or removals are recorded in the Log tab, providing users with visibility into record activity and change history.

Use Case: This enhancement helps users monitor and review account- and contact-related changes from a centralized location. By maintaining a record of updates in the Log tab, users can track modifications, verify changes, and maintain better visibility into record management activities.

To view the enhancement:

  • Navigate to Accounts.
  • Select the preferred account to open Account360.
  • Click Edit.
  • Make the required changes and save the record.
  • Click the Log tab.
  • Any account-related additions, updates, or removals are displayed in the Log tab.

Note: To view the Log tab for Contacts, follow the same steps described above and open the desired Contact360 record. Any contact-related additions, updates, or removals are displayed in the Log tab. 

The post Logs added to Account 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Download Account Report https://www.insuredmine.com/knowledge-base/download-account-report-2/ Thu, 25 Jun 2026 11:34:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51651 Release Date: August 2, 2023 Overview We have introduced an enhancement in the Accounts module that allows users to download account information into an Excel report. Users can select recipients, apply filters, and generate downloadable reports containing account data for further review and analysis. Use Case: This enhancement helps users export account information for reporting, […]

The post Download Account Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: August 2, 2023

Overview

We have introduced an enhancement in the Accounts module that allows users to download account information into an Excel report. Users can select recipients, apply filters, and generate downloadable reports containing account data for further review and analysis.

Use Case: This enhancement helps users export account information for reporting, auditing, and business review purposes. By downloading account data into an Excel file, users can analyze records more efficiently and share account information with relevant stakeholders.

To view the enhancement:

  • Navigate to Accounts.
  • As shown below, click the three-dot icon.
  • From the dropdown, select Download.
  • A Download Report panel appears.
  • From the Recipient dropdown, select one or more recipients.
  • You also have the option to add an Additional Recipient.
  • InsuredMine sends an email to the selected recipients with a link to download the report.
  • Open the email and click Download to download the Excel report.

Note: You can apply filters such as Active, Prospect, Inactive, Lead, and Others before downloading the report. You can also use the Filter icon to filter records by policy count, agent, tags, and other criteria.

The post Download Account Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Add Servicing role as Sender’ Email in workflow- EPIC https://www.insuredmine.com/knowledge-base/add-servicing-role-as-sender-email-in-workflow-epic/ Mon, 22 Jun 2026 12:53:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51512 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, […]

The post Add Servicing role as Sender’ Email in workflow- EPIC appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, enabling more personalized and role-based communication. 

Use Case: This enhancement helps agencies route automated communications through the appropriate servicing role assigned to a record. By using the servicing role’s email address as the sender, agencies can improve communication consistency, provide clients with a relevant point of contact, and maintain role-based ownership throughout the workflow process.

Note: This feature is available  to EPIC. 

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.
  • Fill in the required fields.
  • Click Begin.
  • The Drip Workflow page appears.
  • As shown below, multiple servicing role options are available in the Sender Email dropdown.
  • From the Sender Email dropdown, select the preferred servicing role.
  • Click Next.

Note: When a Servicing Role is selected as the sender,  the workflow automation emails are triggered using the email address associated with the selected servicing role assigned to the record. 

The post Add Servicing role as Sender’ Email in workflow- EPIC appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Pipeline Stage Configuration Enhancement Implemented for [X Date] Cards https://www.insuredmine.com/knowledge-base/pipeline-stage-configuration-enhancement-implemented-for-x-date-cards/ Mon, 22 Jun 2026 12:32:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51502 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that allows users to configure how lost deal cards are handled based on the X-Date. Users can now automatically reopen a lost deal card before the X-Date and move it to […]

The post Pipeline Stage Configuration Enhancement Implemented for [X Date] Cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement in the Pipeline module that allows users to configure how lost deal cards are handled based on the X-Date. Users can now automatically reopen a lost deal card before the X-Date and move it to a selected pipeline and stage. This helps agencies re-engage prospects at the appropriate time without manual follow-up.

Use Case: This enhancement helps agencies automate the follow-up process for lost opportunities. By configuring a future X-Date and selecting the target pipeline and stage, users can automatically reopen lost deals and return them to the sales process, ensuring renewal and remarketing opportunities are not missed.

To view the enhancement:

  • Navigate to Pipelines.
  • Check the box beside the desired deal card.
  • Click Lost.
    • The Lost Selected Cards panel appears on the right-hand side.
    • Enter the required lost deal information.
    • Enable Set X-Date and select the preferred date.
    • As shown below, a new Open this card automatically option has been added. 
    • Enter the number of days before the X-Date when the card should reopen.
    • Select the preferred Pipeline and Stage from the respective dropdowns. 
    • From the Board Type dropdown, select the preferred board type.
    • Select the required automation options.
    • Click Submit.

A success pop “ Selected Cards marked as successful” appears.

Note: The selected automation is automatically triggered the specified number of days before the X-Date, and the deal card is reopened based on the configured settings.

The post Pipeline Stage Configuration Enhancement Implemented for [X Date] Cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Create a new Deal Card from an Existing Quote within the Current Deal Card https://www.insuredmine.com/knowledge-base/create-a-new-deal-card-from-an-existing-quote-within-the-current-deal-card/ Mon, 22 Jun 2026 12:13:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51491 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that allows users to create a new pipeline card directly from a quote within an existing deal card. When a new pipeline card is created, the selected quote details are automatically […]

The post Create a new Deal Card from an Existing Quote within the Current Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement in the Pipeline module that allows users to create a new pipeline card directly from a quote within an existing deal card. When a new pipeline card is created, the selected quote details are automatically populated into the newly created card, reducing manual data entry and simplifying quote management.

Use Case: This enhancement helps users manage multiple quotes more efficiently by allowing them to create separate pipeline cards for individual quotes within the same deal. By automatically carrying over the selected quote information, users can track, manage, and progress each quote independently while maintaining accurate quote-related data in the pipeline.

To view the enhancement:

  • Navigate to Pipelines.
  • Click on the Deal Card.
  • The Deal Card Details page appears.
  • Scroll down to the Quotes section.
  • As shown below, click on the Add Pipeline Card for the preferred quote for which you want to create a new card.

Note: The Add Pipeline Card option is available only when the deal card contains two or more quotes.

  • A success pop-up, “Card Created Successfully,” appears.
  • A pop-up window appears to enable automation.
  • Click Apply.

Note: The Enable Automation pop-up appears only when automation is active and configured for the selected stage.

  • A new pipeline card is created within the same stage.
  • As shown below, the newly created pipeline card is automatically updated with the details of the selected quote.

Note: All relevant details from the selected quote, such as quote status (Won/Lost), premium, revenue, and other quote information, are automatically updated in the newly created pipeline card, ensuring the card reflects the selected quote’s current status and details. 

The post Create a new Deal Card from an Existing Quote within the Current Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Account Premium and Account Commission Filters on Workflows (EPIC) https://www.insuredmine.com/knowledge-base/add-account-premium-and-account-commission-filters-to-workflows-epic/ Mon, 22 Jun 2026 11:42:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51475 Release Date: June 22, 2026 This enhancement is available to Admins and Agents. Overview We have introduced two new filters in Workflow Automation for EPIC agencies: Account Premium and Account Commission. These filters allow users to configure workflow automations based on the total premium and commission values associated with an account. By applying these filters, […]

The post Account Premium and Account Commission Filters on Workflows (EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced two new filters in Workflow Automation for EPIC agencies: Account Premium and Account Commission. These filters allow users to configure workflow automations based on the total premium and commission values associated with an account. By applying these filters, users can target specific account segments and trigger workflows for accounts that meet defined premium or commission criteria.

Use Case: This enhancement helps agencies automate engagement, renewal, and retention activities for specific account segments based on premium and commission values.

 By filtering accounts according to their total premium or commission amounts, users can focus on high-value accounts, create more targeted campaigns, and ensure that workflows are triggered only for relevant accounts, reducing manual effort and improving automation efficiency.

Note: This is available for Policy Renewal, and Cross- Sell Workflow.

To view the enhancement:

  • Navigate to Engagement.
  • From Automation, Click create.
  • The  Engagement > Workflow page appears.
  • Select the desired Workflow type.
  • Click  Customize.
    • The Policy Renewal Workflow Details page appears.
    • Click Filter.
    • The Filter panel appears on the right-hand side.
    • As shown below, two new filters have been added:
      • Account Active Commission Range
      • Account Active Premium Range.

How to Apply the Active Premium and Active Commission Filters:

Account Active Premium Range:

  • Enter the preferred premium range in the From and To fields.
  • Click Save.

Account Active Commission Range :

  • Enter the preferred commission range in the From and To fields.
  • Click Save.

Note: Only accounts whose Premium or Commission amounts fall within the specified range will qualify for the workflow.

The post Account Premium and Account Commission Filters on Workflows (EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Add “No Label” and “No Stamp” Filter Conditions in Pipelines Module https://www.insuredmine.com/knowledge-base/add-no-label-and-no-stamp-filter-conditions-in-pipelines-module/ Mon, 22 Jun 2026 10:16:41 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51463 Release Date: June 22, 2026 This enhancement is available to: Admins Agents Overview We have introduced a new enhancement in the Pipeline module that adds No Stamp and No Label options to the Card Stamp and Label filters. These options allow users to quickly identify and filter deal cards that do not have a stamp […]

The post Add “No Label” and “No Stamp” Filter Conditions in Pipelines Module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: June 22, 2026

This enhancement is available to:

  • Admins
  • Agents

Overview

We have introduced a new enhancement in the Pipeline module that adds No Stamp and No Label options to the Card Stamp and Label filters. These options allow users to quickly identify and filter deal cards that do not have a stamp or label assigned.

Use Case: This enhancement helps users locate deal cards that have not been categorized with stamps or labels.

 By filtering records with No Stamp or No Label, users can identify incomplete records, maintain data consistency, and ensure deal cards are properly organised for tracking and reporting.

To view the enhancement:

  • Navigate to Pipelines.
  • Click the Filter icon.
  • The Filter panel appears on the right-hand side.
  • The Filter panel appears on the right-hand side. 
  • Expand the Card Stamp section.
  • As shown below, a new No Stamp option has been added.
  • Expand the Label section.
  • As shown below, a new No Label option has been added.

How to Apply the No Stamp Filter:

  • Under Card Stamp, select No Stamp.
  • Click Apply.

Deal cards without any stamp assigned are displayed.

How to Apply the No Label Filter: 

  • Under Label, select No Label.
  • Click Apply.

Deal cards without any Label assigned are displayed.

The post Add “No Label” and “No Stamp” Filter Conditions in Pipelines Module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Add Producer’s Email as a Sender Email Option in Workflows (All AMS Except EPIC) https://www.insuredmine.com/knowledge-base/add-producers-email-as-a-sender-email-option-in-workflows-all-ams-except-epic/ Mon, 22 Jun 2026 09:36:25 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51453 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new Producer’s Email option in the Sender Email dropdown under the Engagement module within Workflow Automation. This enhancement allows users to configure automated emails to be sent using the assigned producer’s email address, enabling more personalized and […]

The post Add Producer’s Email as a Sender Email Option in Workflows (All AMS Except EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new Producer’s Email option in the Sender Email dropdown under the Engagement module within Workflow Automation. This enhancement allows users to configure automated emails to be sent using the assigned producer’s email address, enabling more personalized and relevant communication with recipients. 

Use Case: This enhancement helps agencies improve client communication by sending workflow automation emails from the assigned producer’s email address instead of a default sender email. This creates a more personalized experience for recipients, increases email recognition, and helps maintain consistent communication between producers and their clients.

Note: This feature applies to all AMS integrations except EPIC. 

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.
  • Fill in the required fields.
  • Click Begin.
  • The Drip Workflow page appears. 
  • As shown below, a new Producer’s Email option has been added to the Sender Email dropdown. 
  • Select Producer’s Email.
  • Click Next.

Note: When Producer’s Email is selected in the Sender Email field, the automation is triggered using the assigned producer’s email address as the sender. If a producer email is available for the record, emails are sent from that address instead of the default sender email. 

The post Add Producer’s Email as a Sender Email Option in Workflows (All AMS Except EPIC) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Duplicate Detection Enhancement for Forms https://www.insuredmine.com/knowledge-base/duplicate-detection-enhancement-for-forms/ Tue, 16 Jun 2026 11:40:42 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51374 Release Date: June 15, 2026 Overview We have introduced a new enhancement to duplicate validation in Forms when the Do Not Create Duplicate setting is enabled. With this enhancement, duplicate validation is performed based on the configured deal type (Personal or Commercial). The system can now validate records not only at the Contact but also […]

The post Duplicate Detection Enhancement for Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: June 15, 2026

Overview

We have introduced a new enhancement to duplicate validation in Forms when the Do Not Create Duplicate setting is enabled.

With this enhancement, duplicate validation is performed based on the configured deal type (Personal or Commercial). The system can now validate records not only at the Contact but also at the Account levels, ensuring more accurate duplicate detection and account association.

The validation process follows a predefined matching sequence, prioritizes email matching before phone matching, and automatically uses existing records when a match is found. This helps reduce duplicate record creation and improves data accuracy across Contacts and Accounts.

Use Case: This enhancement is useful for agencies that manage both Personal and Commercial business and store customer information at either the Contact or Account level.

By validating records based on the configured deal type and checking the appropriate Contact and/or Account records, the system can identify existing records more accurately before creating new ones. This helps minimize duplicate record creation and ensures that form submissions are associated with the correct Contact or Account.

To view the enhancement in Personal Deal Type.

  • Navigate to Forms.
  • Click the three dots and select Form Automation.
  • The Form List > Contact Update – New > Create Pipeline Card page appears.
  • Enable Create Pipeline Card.
  • The Create Pipeline Card page appears.
  • From the Deal Type dropdown, select PERSONAL.
  • Fill in the required fields.
  • Scroll down the Create Pipeline Card page and enable Do Not Create Duplicate. 

After enabling Do Not Create Duplicate, duplicate validation for Personal deals follows the sequence below.

  • Personal Deal Validation Flow

Step 1: Contact Email Validation

  • The system checks whether the Contact email already exists.
  • If a match is found:
    • The existing Contact is used.
    • No further validation is performed.

Step 2: Contact Phone Validation

  • If no Contact email match is found, the system checks Contact phone fields.
  • If a match is found:
    • The existing Contact is used.
    • No further validation is performed.

Step 3: Account Email Validation

This validation occurs only when:

  • Contact email is unavailable, and
  • Contact phone is unavailable.

The system then:

  • Checks the Account email.
  • If a match is found:
    • The existing Account is used.
    • No further validation is performed.

Step 4: Account Phone Validation

  • If no Account email match is found, the system checks the Account phone number.
  • If a match is found:
    • The existing Account is used.
    • No further validation is performed.

Step 5: Create New Records

  • If no Contact or Account match is found.
  • A new Contact and Account are created. 

To View the Enhancement for the Commercial Deal Type:

Follow the same steps described above for the Personal Deal Type, but from the Deal Type dropdown, select COMMERCIAL. 

  • After enabling Do Not Create Duplicate, duplicate validation for Commercial deals is performed only at the Account level.

Note: Contact-level validation is skipped for Commercial deals to prevent contacts from being associated with incorrect companies.

Commercial Deal Validation Flow

Step 1: Account Email Validation

  • The system checks whether the Account email already exists.
  • If a match is found:
    • The existing Account is used.
    • No further validation is performed. 

Step 2: Account Phone Validation

  • If no Account email match is found, the system checks the Account phone number.
  • If a match is found:
    • The existing Account is used.
    • No further validation is performed.

Step 3: Create New Records

  • If no Account match is found.
  • A new Account and associated records are created.

The post Duplicate Detection Enhancement for Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>