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

Enhancement to Deal Report by Labels with Label Mapped Date Filtering (Pipeline Dashboard)

Arzoo Kiran — Tue, 04 Aug 2026 10:06:34 +0000

Release Date: July 28, 2026

This enhancement is available to Agents and Admins

Overview

We have introduced a new Label Mapped Date option in the Deal Report By Health/Labels/Lead Source report within the Pipeline Dashboard. This enhancement allows users to view and analyze Pipeline Cards label data based on the date a label was mapped to a deal card, providing more accurate insights into labeling Pipeline cards over a selected period.

Use Case: Users can track when labels were applied to Pipeline cards and generate reports based on label assignment dates rather than deal creation dates, enabling more accurate performance and activity analysis.

To view the enhancement:

Navigate to Dashboard.
From the Dashboard dropdown, select Pipeline Dashboard.

From the Pipeline Dashboard, Select Deal Report By Health/ Labels/ Lead Source.
As shown below, a new option, Label Mapped Date, has been added.

How to see the Label Mapped Date Filter?

Click Label Mapped Date.
Click the Date Filter dropdown in the top-right corner.
Select the preferred date range.

Note: The Label Mapped Date filter allows you to view Pipeline cards based on the date a label was mapped to them, helping you analyze label activity within a specific time period.

The Deal Report by Labels is displayed based on the selected Date.
You also have the option to download the Detailed Report of the Deal Card.

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X-Date Workflow Enhancements

Arzoo Kiran — Mon, 03 Aug 2026 12:52:27 +0000

Release Date: 23 July, 2026

Overview

The X-Date Workflow has been enhanced to provide greater flexibility and improve workflow accuracy.

Two key enhancements have been introduced:

X-Date Source Selection: Users can now configure workflows to evaluate X-Dates from either the Contact or Account level.
Policy Validation Before Triggering: Before executing an X-Date workflow, the system checks whether a policy of the same category already exists with an effective date within ±15 days of the X-Date. If a matching policy is found, the workflow will not trigger.

These enhancements help ensure that communications are sent to the appropriate recipients while preventing duplicate or unnecessary outreach.

Use Case: Many agencies store X-Date information at the Account level instead of the Contact level, especially for commercial accounts. The new X-Date Source option allows workflows to be configured based on where the X-Date information is maintained.

Additionally, validating existing policies before triggering a workflow helps avoid sending renewal or marketing communications to customers who have already purchased coverage for the same policy category.

Configure the X-Date Workflow

Navigate to the engagement module.
Under Automation, select Customize X-Date Automation or open an existing Custom Workflow.

- Create a new workflow or edit an existing one.
- Select the X-Date Source:
  - Contact
  - Account

Complete the remaining workflow configuration and save the workflow.
When the workflow is evaluated:
- If Contact is selected, the system checks X-Dates and policies associated with the Contact.
- If the Account is selected, the system checks X-Dates and policies associated with the Account.

Before the workflow is triggered, the system validates whether a policy with the same category exists and has an effective date within ±15 days of the X-Date. If a matching policy is found, the workflow is skipped.

Notes

Existing X-Date workflows will continue to use Contact as the default X-Date source.
Policy validation is performed automatically before the workflow is triggered.
A workflow is suppressed only when a policy with the same category exists, and its effective date falls within ±15 days of the configured X-Date.
This enhancement helps reduce duplicate communications and improves the relevance of automated outreach.

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Ability to Select a Default Sender Email Address in the Sender List

Arzoo Kiran — Mon, 03 Aug 2026 12:35:06 +0000

Release Date: July 23, 2026

Availability

This enhancement is available to all users. The default sender email preference is configured at the user level, allowing each user to choose their own default sender email address.

Overview

Previously, automation emails were sent using the first verified email address available in the Sender List. As a result, users had to archive or rearrange their verified email addresses to control which email address was used for automated communications.

With this enhancement, users can now explicitly designate a default sender email address from their list of verified sender emails. Once selected, all automation emails initiated by that user will be sent using the chosen default sender email, eliminating the dependency on the order of verified email addresses.

Use Case: Many users maintain multiple verified sender email addresses for different purposes, such as personal communication, department-specific emails, or branch-level communications. Previously, changing the sender email for automation required managing the order of verified email addresses, which was inconvenient and could lead to unintended sender selections.

The new Make Default option allows users to easily select their preferred sender email, ensuring that automation emails are consistently sent from the intended email address without modifying the sender list.

Set a Default Sender Email Address

Navigate to Settings.
Under System Preferences, select Senders List.
Review the list of your verified sender email addresses.
Locate the email address you want to use as the default sender.
Enable the Make Default toggle for that email address.
A success message will appear confirming that the default sender email has been updated.

After the default sender is selected, all automation emails initiated by that user will use the designated email address by default.
- Screenshot Placeholder: Senders List → Make Default toggle

Notes

Only verified sender email addresses can be designated as the default sender.
Each user can have one default sender email address at a time.
Changing the default sender updates the email address used for future automation communications only.
This setting is maintained per user and does not impact other users within the agency.

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Add “Account” as a Recipient Type in Pipeline Automation for Account-Level Communication

Arzoo Kiran — Mon, 03 Aug 2026 12:11:20 +0000

Release Date: July 23, 2026

Overview

Pipeline Automation previously allowed communication recipients to be selected using Contact, Lead Source, or Custom Email. With this enhancement, Account has been introduced as a new recipient type for communication automations.

This provides greater flexibility for agencies that maintain communication details at the account level instead of the contact level. When a pipeline automation is triggered, the system can now send the configured communication to the email address or phone number associated with the linked account on the pipeline card.

Use Case: Many agencies, especially those managing commercial insurance clients, maintain a single email address or phone number at the account level rather than under individual contacts. Previously, admins had to rely on contact information or manually specify recipients, which limited automation in these scenarios.

With the new Account recipient type, agencies can automate emails and text messages directly using the communication details stored on the associated account, making pipeline automations more flexible and reducing manual effort.

Configure the Account Recipient Type

Navigate to Pipeline.
Click the three-dot (⋮) menu for the desired pipeline.
Select Automation.

Create a new automation or edit an existing automation.
Add or edit an Email or Text communication action.
Under Recipient Type, select Account.
Complete the remaining automation configuration as required.
Save the automation.

Note: When a pipeline card reaches the configured stage or satisfies the automation trigger conditions, the communication will be sent using the email address or phone number available on the associated account linked to that pipeline card.

Notes

The Account recipient type is available for communication actions such as Email and Text within Pipeline Automation.
Communications will be sent using the contact information stored on the associated account linked to the pipeline card.
If the associated account does not contain the required email address or phone number, the communication will not be delivered.
This enhancement is particularly beneficial for agencies that primarily manage commercial clients or maintain account-level communication details.

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Master Report – Download Enhancement

Arzoo Kiran — Mon, 03 Aug 2026 11:20:46 +0000

Release Date: July 23, 2026

Availability

This enhancement is available to Admins, Managers, and Agents who have access to the Master Report.

Overview

The Master Report allows users to customize the report view using the Select Table Columns option, enabling them to display only the columns relevant to their workflow. By default, when the report is downloaded, only the currently selected table columns are included in the exported file.

With this enhancement, a new Include Every Table Column checkbox has been added to the report download window. When selected, the exported report will include all available Master Report columns, regardless of the columns currently selected in the table view.

This gives users the flexibility to maintain a simplified on-screen view while still downloading a comprehensive report whenever needed.

Use Case: Users often customize the Master Report to display only the columns they use regularly. While this improves day-to-day usability, there are situations where a complete report is required for management reviews, audits, client reporting, or further analysis.

The Include Every Table Column option eliminates the need to first modify the table view before exporting the report, allowing users to generate a complete report with a single click.

Download the Master Report with All Columns

Navigate to Dashboard.
Switch to the Pipeline Dashboard.
Open the Master Report.

Click the Download icon.
Enter the email address where you want to receive the report.
To export every available column, select the Include Every Table Column checkbox.
Click Download.

If the checkbox is not selected, the downloaded report will contain only the columns currently displayed based on the Select Table Columns configuration.
If the checkbox is selected, the downloaded report will include all available Master Report columns, regardless of the selected table view.

Notes

By default, downloaded reports include only the columns selected under Select Table Columns.
Selecting Include Every Table Column overrides the current table view for the exported report only.
This enhancement does not change the columns displayed within the Master Report; it affects only the downloaded file.
The report will be delivered to the email address entered during the download process.

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Add File to a Specific Folder in EPIC

Arzoo Kiran — Thu, 30 Jul 2026 08:10:03 +0000

Release Date: July 22, 2026

Available for: Admins and Agents

Overview

We have introduced an enhancement that allows users to select a folder while uploading files from anywhere within the InsuredMine portal.

Users can now choose the preferred folder from the Folder dropdown while adding a file. This helps organize documents in the appropriate folder and ensures the uploaded file is also available in the corresponding account in EPIC under Attachments within the selected folder.

Use Case: This enhancement helps users organize account documents by allowing them to upload files directly into the appropriate folder. This makes documents easier to locate, reduces the time spent searching for files, and minimizes the need for manual file organization.

To View the Enhancement

Navigate to Accounts. (Navigate to any section of the InsuredMine portal where the Add File option is available )
Click the preferred Account to open Account 360
From Account 360, click the Files tab.
Click Add File
The Add File panel appears on the right-hand side of the screen.

To Upload a File to a Folder

In the Add File panel, select the desired folder from the Folder Name dropdown.
Add the file you want to upload.
Click Upload.

A success message, “File Uploaded Successfully,” is displayed.

Result

The file is uploaded to the selected folder in InsuredMine.
The same file is also synced to the corresponding account in EPIC under Attachments within the selected folder.

Notes

If no folder is selected while uploading a file, the document is uploaded to the default folder configured under Settings > Configuration > AMS Sync Fields.
If no default folder is configured in AMS Sync Fields and no folder is selected during upload, the file is uploaded only under Attachments in EPIC and is not associated with any folder.

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Servicing Roles Filter in Workflow (EPIC)

Arzoo Kiran — Fri, 17 Jul 2026 12:16:20 +0000

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

Arzoo Kiran — Thu, 16 Jul 2026 08:44:26 +0000

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

Arzoo Kiran — Thu, 16 Jul 2026 07:58:36 +0000

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

Arzoo Kiran — Thu, 16 Jul 2026 06:44:12 +0000

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

Arzoo Kiran — Thu, 16 Jul 2026 06:24:51 +0000

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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Release Notes – July 2026

Arzoo Kiran — Mon, 06 Jul 2026 12:05:11 +0000

3rd July 2026

Reports – Group by Servicing roles in New Business, Cancellation and Renewed
Dashboard – Agent Overview Report – Open/Won/Lost Cards & Quote by Agent
Header Menu – Add Access Control Options for Pipelines, Checklists, Custom Forms, and Templates Under Agency Groups
Opportunities – Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold
Pipelines – Servicing roles in Pipeline card- EPIC
Settings – Set Up and Use the InsuredMine Connector with ChatGPT
Settings – Set Up and Use the InsuredMine Connector with Claude

15th July 2026
Forms – Generate and Share QR Codes for Forms
esignature – Reorder Documents While Uploading for eSignature
Engagement – Account Active Premium, Account Active Commission, and Agency Filters in Workflows (EPIC)
esignature – Access Contact 360, Account 360, and Pipeline Cards from eSignature Completion Email
Pipelines – No Assignee Filter for the Pipeline Board and Pipeline Automation
Engagement – Servicing Roles Filter in Workflow (EPIC)
23rd July2026
Dashboard – Master Report – Download Enhancement
Engagement – X-Date Workflow Enhancements
Settings – Ability to Select a Default Sender Email Address in the Sender List
28th July 2026
Accounts – Account Sync from IM to HS
Accounts – Add File to a Specific Folder in EPIC

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