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

eSignature as an Action in Pipeline Automation

Arzoo Kiran — Fri, 03 Apr 2026 13:49:44 +0000

Release Date: 3 April 2026

We have introduced a new enhancement in the Pipeline module that allows you to send an eSignature in Pipeline Automation. This enables agents to automatically send documents for eSignature as part of their workflow, reducing manual steps and ensuring faster processing.

Use Case: This ensures that necessary documents are sent for signature without delay, helping agents streamline the process.

To view the enhancement:

Note: Before configuring eSignature automation in Pipeline Automation, create the template in the eSignature Module that will be used to send for eSignature.

Steps to create the Template:

Navigate to the eSignature.
Click on Template.
Click on Add Templates.

You will be redirected to the Add Document Page.
Click on Add files.
Click on Next.

In the Add recipient role section, enter the recipient role name in the Role field and click Add.
After adding the role, click Next to proceed.

You will be redirected to the place fields page.
An Auto- fill fields panel appears on the right-hand side.
From there, drag and drop the required fields onto the file.
Click on Next.

You will be redirected to the Save Template Page.
Here, you enter the subject and message for the recipients.

Steps to configure eSignature in Pipeline Automation:

Navigate to the Pipeline.
Select the Pipeline in which you want to set the Automation.
Click on Automation.

You will be redirected to the Automation Page
Select the Stage in the left corner in which you want to set the Automation.
Then, Click on the Add New Automation Stage.

You will be redirected to the Add Automation page.
Click on the eSignature.

You will be redirected to the eSignature Automation page.

From the dropdown, you can select your saved templates, which have been created in eSignature Templates.

As shown below, you have the option to move or copy the deal card once the eSignature is completed.

“Select the Move/Copy action and choose the Pipeline and Stage where you want the deal card to be moved or copied once the document is completed. After this action is set, the deal card will automatically move or copy to the selected Pipeline and Stage upon completion of the eSignature document.”
Fill in the required mandatory fields and click Save.

Once saved, the eSignature automation will be configured.

Create a deal Card and add the details.

Finally, to trigger the e-signature automation, create or move the deal card in which the e-signature automation has been set. A pop-up will appear—click Apply.

You can view the e-signature status by clicking on the deal card detail.

Note: After the automation is applied, once the client signs the document, the card automatically moves to the configured stage.

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Premium Filter in the Cross Sell Workflow

Arzoo Kiran — Fri, 03 Apr 2026 12:17:14 +0000

Release Date: 3 April 2026

We have introduced a new enhancement in the Engagement module under Automation > Cross Sell Workflow. A new Policy Premium filter has been added, allowing users to send workflows based on a preferred policy premium range.

Use Case: This enhancement helps agencies target cross-sell workflows more effectively by filtering contacts based on policy premium values, enabling more relevant communication for specific premium segments.

To view the enhancement:

Navigate to Engagement.
Under Automation, click Create.

You are redirected to the Engagement > Workflow > Select page.
Under Cross Sell, click Customize.

You are redirected to the Engagement > Workflow > Select > Name page.
Fill in the required details.
Select preferred Exclude Policy category and Carrier.
As shown below, click the Filter icon.

A Filter panel appears on the right side.
Scroll down to view the newly added Policy Premium filter.
Select the preferred Policy Premium range.
Click Save.
Finally, click Begin (Example: Save as Draft).

A successful pop-up for automation appears.
Click Return to Your Automation to view the automation created for the trigger.

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Daily AMS Sync – Restriction Controls

Arzoo Kiran — Fri, 03 Apr 2026 11:02:23 +0000

Release Date: 3 April 2026

Module
Settings> Configuration> Restrictions & Users

Access Level
Admin Only

Applies To
Individual Agent & Manager role users

Overview

A new enhancement has been introduced under the Settings module in the Restrictions and Users section. Admins can now restrict agents from accessing Daily AMS Sync through both Agent Account Restrictions and Agency Group Restrictions, providing granular operational control over sync permissions.

Use Case: This enhancement helps address the need to control Daily AMS Sync access at multiple levels:

Grant daily sync permissions only to authorised users.
Prevent unauthorised updates to AMS data
Improve operational control across individual agents and groups.

Part 1- Individual agent/user Restrictions

Admins can restrict Daily AMS Sync access for individual agents directly from the Restrictions page.

To view the enhancement:

Navigate to Settings
Under Configuration, click on Restrictions.
You will be redirected to the Restrictions page.
Scroll down to view the Daily AMS Sync toggle added under Agent Account Restrictions.

Use the toggle button to enable or disable Daily AMS Sync for agents.

Note: You can also use Select All to apply the restriction to all listed agents at once.

Expected Behavior

Disabling the toggle revokes Daily AMS Sync access for the selected agent.
A success pop-up appears confirming that access is revoked successfully for the agent.
The Daily AMS Sync icon will no longer be visible in the restricted agent’s interface.

How to use it?

Disable the toggle button to revoke access to Daily AMS Sync for the preferred agent.
A successful pop-up confirms that access has been revoked.
The Daily AMS Sync icon is no longer visible for the restricted agent.

Part 2 - Agency Group Restrictions

Admins can also restrict Daily AMS Sync for an entire Agency Group. All agents belonging to that group will be restricted once the setting is applied.

To View the Enhancement in Users:

Navigate to Settings.
Under Configuration, click Users.
You are redirected to the User Management page.
Click Agency Groups and select the preferred group name.
Click on the three dots (⋯) beside the preferred group name.
From the dropdown menu, select Restrictions.
A Restriction panel appears on the right side.
Disable the toggle beside Daily AMS Sync.
Click Update.

Note: All agents added to that group will be restricted from using the Daily AMS Sync icon once the group restriction is applied.

Expected Behavior

A successful pop-up message “Group Updated successfully” appears after saving.
The Daily AMS Sync icon is hidden for all agents in the restricted group.

Summary: Restriction Methods

Restriction Type	Navigation Path	Scope
Individual agent/user Restrictions	Settings › Configuration › Restrictions	Individual agent
Agency Group Restriction	Settings › Configuration › Users › Agency Groups › Restrictions	All agents in the group

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IM Agent Mobile APP Overview

Arzoo Kiran — Wed, 01 Apr 2026 11:27:32 +0000

The IM Agent Mobile App is a user-friendly, all-in-one platform designed to help agents manage daily activities anytime and anywhere. It allows users to track performance, stay updated with tasks and client interactions, and access essential modules such as Contacts, Accounts, Pipelines, Policies, and Performance Tracking – all from a single, clean, and easy-to-use interface.

Built for on-the-go usage, the IM Agent Mobile App helps agents manage activities, track performance, and stay updated from anywhere.

How to Use the App

Download the IM Agent App from the Play Store/App Store
After downloading, a Sign In pop-up appears.
Enter your email address and password.
Click Sign In.

Note: A pop-up appears asking: Allow IM Agent to send notifications so you never miss updates.

Dashboard Overview

Once logged in, you will land on the Dashboard, which provides a real-time snapshot of key metrics, including:

Number of Active Policies.
Premium Generated.
Revenue Performance.

At the top of the Dashboard:

Smart Search helps quickly find Contacts, Accounts, and Policies.
A dropdown allows selection between Accounts, Contacts, and Policies.
A Month selection option is also available for reviewing data of respective months.
Create an account or contact instantly by scanning a business card using the provided Scanning icon.

A Pipeline dropdown is also available, allowing users to switch between different pipelines quickly.

Daily Highlights Section

Swipe first left to view Daily Highlights, which shows key activities and pending actions:

Meetings Scheduled – Number of meetings scheduled
Task Due – Number of pending tasks
Pipeline Cards Due – Cards requiring follow-up
Policies Expiring – Number of policies expiring
Campaigns Scheduled – Planned marketing campaigns
To-do – Number of tasks added to the to-do list

Conclusion:
The Daily Highlights section helps prioritise daily work efficiently.

Activity Today Section

Swipe left again to view Activity Today, which shows daily interactions:

Files – Number of files accessed or added
Notes – Notes created or updated
Tasks – Tasks handled during the day
Emails – Sent or received
Texts – Messages exchanged
Calendar Events – Scheduled events

Conclusion:
The Activity Today section provides a detailed view of daily productivity and interactions.

Main Navigation Tabs:

At the bottom of the screen, you will find the main navigation tabs:

Today

Dashboard overview of daily activities and highlights.

Pipelines

Manage, view, and track sales progress
Select Private or Shared category
Choose the preferred pipeline
Click the + icon to create a new pipeline card
View complete pipeline card details.

Add Deal screen –

Deal View Screen –

Contacts

Access, manage, and create contacts by using the +icon.
View contact types: Active, Prospect and Leads.
View complete Contact detailss.

Add contact Screen –

Contact created –

Accounts

Switch from Contacts to Accounts from the top
Access, manage, and create accounts using the + icon
View accounts categories: Active, Prospect, and Leads
View complete account details.

Account created –

Text

View and send messages to clients using the + icon.

More:

Redirects users to the My Profile page, where they can access Tasklist, Policy, Set/Reset PIN, Support, and Logout options.

Tasklist:

Tasklist allows users to view and manage tasks under Pending and Done tabs, filter them by priority (High, Medium, Normal, Low, All), and create a new task using the + icon.

Policy:

Access, manage, and create policy using the + icon.
View policy category: Active, Expired, and Future.

Add policy page –

Final Conclusion:

The IM Agent Mobile App Dashboard is designed to give agents complete visibility into their workflow, helping them track sales and daily activities efficiently.

Stay organised and manage CRM seamlessly at your fingertips!

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Provide Branch Filter on Master Report

Arzoo Kiran — Fri, 27 Mar 2026 13:51:48 +0000

Release Date: 27 March 2026

We have introduced a new enhancement in the Dashboard module under Pipeline Dashboard. A new Branch filter has been added to the Master Report, allowing users to view complete deal card details for selected branches.

Use Case: This enhancement helps agencies quickly filter pipeline reports branch-wise, making it easier to analyze data and access branch-specific deal card details for better tracking and reporting.

Note: This feature applies only to Epic Agency.

To view the Enhancement:

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

You are redirected to the Pipeline. Dashboard page.
From the Pipeline Dashboard dropdown, select Master Report.
The Master Report page appears.
Click Add Filter.
A Select Filter box appears, as shown below.

As shown below, a new Branch filter has been added.
From the Select Filter dropdown, select Branch.

Select one or multiple branches from the dropdown list.
Click Apply

Note: Use Select All to choose all branches at once, or Clear All to remove selections.

As shown below, Deal Names are displayed based on the selected branches.
You also have the option to download or save to Reports.
Click on the preferred Deal Name to view the complete details of the deal card (e.g., Ascend Test)

The Branch associated with the selected pipeline card is displayed under the General section of the deal card.

Note: To display branch data in the report table, the Branch option has also been selected and applied under the Select Table Column.

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Multi Select Pipeline Cards and Assign Task

Arzoo Kiran — Fri, 27 Mar 2026 13:25:50 +0000

Release Date: 27 March 2026

We have introduced a new enhancement in the Pipeline module that allows users to add tasks to multiple pipeline cards at once using the Add Task option.

Earlier, tasks had to be added individually to each deal card, but with this enhancement, users can now select multiple pipeline cards and assign tasks in a single action. This helps streamline overall task management within the pipeline.

Use Case: This enhancement allows users to assign tasks to multiple pipeline cards in a single action, without opening each deal card individually.

It saves time, improves task management, and ensures follow-up activities are tracked efficiently across selected deals.

To view the Enhancement:

Navigate to Pipelines.
Check the box beside the preferred pipeline. cards.
Click on Add Task from the Top action buttons.

An Add Task panel appears on the right side.
Fill in the required mandatory fields
Click Save.

A success pop-up: “Task added successfully” appears.

Note: The added task will appear as pending in the Task section of the deal card.

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Group by Servicing Role in Book of Business & Personal Data Book (EPIC)

Arzoo Kiran — Thu, 19 Mar 2026 14:44:10 +0000

Release Date: 19 March 2026

We have introduced a new enhancement under the Reports module. Now, you can filter your data based on Servicing Roles in the Book of Business and Personal Data Book sections.

This enhancement allows you to easily identify which policies are associated with each servicing role in Book Of Business, and also accounts/ contact which are associated with each servicing role in Personal Book Account, related to how many policies are linked to them.

Note: This feature is released only for Epic Integration.

Use Case: This feature helps users easily track how policies and accounts/contacts are divided among different servicing roles for better workload visibility and management, enabling efficient tracking and performance analysis.

To view the enhancement:

Navigate to Reports.
From the Reports, click on Book of Business.

The Book of Business page appears.
As shown below, click on Group by and from the dropdown select Servicing Roles.

As shown below, the Customer Service Representatives(CSRs) data appears
Click on the policy number of your preferred CSR to view the complete policy data.

As shown below, view complete policy information from Account Name to Policy Status.

Note: The Policy data is displayed only when you have added a policy along with the preferred Servicing Role.

To view the Enhancement in the Personal Data Book:

Navigate to Reports.
From the dropdown, select Personal Data Book.
As shown below, click on Group by, and from the dropdown, select Servicing Roles.

Note: Follow the same process as in the Book of Business to view the data for your preferred servicing roles.

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Need Option to Edit or Delete the Scheduled Text in Contact/Account/Deal – Texting

Arzoo Kiran — Thu, 19 Mar 2026 14:14:37 +0000

Release Date: 19 March 2026

New Edit and Archive options have been introduced for text messages in the Communication section of the Contact module.

This enhancement allows users to modify existing scheduled SMS content or archive conversations directly from the message options menu, improving message management and record maintenance.

Use Case: This feature enables agents to correct or update SMS content after scheduling, or archive completed or irrelevant text conversations from Contact 360.

It helps keep communication records accurate, organized, and clutter-free while maintaining a clear interaction for each contact.

To View the Enhancement:

Navigate to Contacts.
Click on the preferred contact to view Contact 360.

You are redirected to the Contact 360 page.
Click on Communication.
Click on Text.
Click on the three dots .
As shown below, two options Edit and Archive are available.

To Edit:

Click on Edit.
An Edit Scheduled SMS panel appears.
Click Update.

A success pop-up: “Scheduled SMS Updated Successfully” appears.

To Archive:

Click on Archive
An Archive pop-up appears.

A success pop-up: “SMS archived successfully”appears.

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Servicing Role Edit Option – Account 360 Page

Arzoo Kiran — Thu, 19 Mar 2026 13:50:10 +0000

Release Date: 19 March 2026

We’ve enhanced the Accounts module, specifically the Account 360 page, to allow users to edit and update servicing roles directly. Previously, servicing roles could only be added during the initial creation of an account in Epic. Once an account was created and synced with Epic AMS, there was no option to add or modify these roles.

Now, if the account is synced with Epic, users have the flexibility to edit or update servicing roles directly from the Account 360 page in IM.

Use Case: This feature allows users to update servicing roles for synced Epic accounts directly from the Account 360 page. It improves flexibility in account management and ensures that servicing role information remains accurate and up to date.

Users can easily edit or update account servicing roles according to their preference without any hassle.

To view the enhancement:

Navigate to Accounts.
Click on the preferred Account Name to view the Account 360 page.

You will be redirected to the Account 360 page.
As shown below, click on the Edit icon.

An Edit Account panel appears on the right-hand side.
Scroll to the Servicing Roles section.
As shown below, edit the Description, Servicing Role, and Employee fields.
Click Add New to add an additional servicing role if required.
Once the changes are completed, click Update.

A success pop-up, “Account is updated successfully,” appearss.

As shown below, the updated Servicing Roles are displayed on the Account 360 page.

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Epic Activities – Create & View

Arzoo Kiran — Thu, 19 Mar 2026 13:24:46 +0000

Release Date: 19 March 2026

Overview

The Epic Activities feature in InsuredMine allows you to log and view activity records directly from an Account 360 or Policy Detail page, with those activities synced in real time with your Epic system of record. This gives your entire team a shared, up-to-date history of every customer interaction without leaving InsuredMine

Activities can include policy changes, account additions, follow-ups, and more. Each activity is stamped with a code, description, priority, owner, and start date, and can be associated with either a Policy or an Account.

How Sync Works

Your InsuredMine account is synced to Epic, so you never have to enter activities twice. Whatever you create here shows up in Epic automatically, and anything logged in Epic appears here just the same. Look for the “Applied Epic / Synced” label on the account/ policy to confirm your sync is active.

Add a New Epic Activity

You can create a new activity directly from the Epic Activities tab. The activity will be synced to Epic automatically after saving.

Click Add Activity: In the top-right corner of the Epic Activities section, click the orange Add Activity button.
Select an Activity Category: From the Activity Category dropdown, choose the category that best describes the activity (e.g., policy change, account update).
Choose a Code and enter a Description: Code is required, select it from the Code dropdown. Then type a Description in the adjacent text field to give more context.
Set Priority: Choose the priority level from the Priority dropdown: Normal, High, or Low.
Assign an Owner: Select the Owner Name from the dropdown. This corresponds to the Epic user responsible for the activity.
Set Activity Status: Under the Status section, select either Open or Closed using the radio buttons.
Fill in Additional Details (optional): Optionally complete: Issuing Company, Premium Payable Type, Premium Payable Name, Amount Qualifier, Amount, and Note Content.
Complete Who To Contact: The Name field is pre-filled with the account holder. Set the Contact Via method (e.g., Email) and provide the contact Value.
Save the Activity: Click the orange Save button at the bottom of the form. The activity will appear in the list and sync to Epic.

Field Reference — Add Epic Activity

Field	Required?	Description
Activity Category	Optional	Broad grouping for the activity type.
Code	Required	Epic activity code. Must be selected from the predefined list.
Description	Required	Free-text description of what the activity represents.
Priority	Optional	Urgency level: Normal (default), High, or Low.
Owner Name	Required	The Epic user is responsible for this activity.
Activity Status	Required	Open = in progress; Closed = completed.
Issuing Company	Optional	The carrier or company issuing the related policy.
Premium Payable Type	Optional	How the premium is structured for payment.
Premium Payable Name	Optional	Name associated with the premium payment method.
Amount Qualifier	Optional	Qualifier for the amount field (e.g., Estimated, Actual).
Amount	Optional	Monetary amount associated with the activity. Defaults to 0.
Note Content	Optional	Free-text notes or internal comments about the activity.
Who To Contact — Name	Optional	Pre-filled with the account holder’s name.
Contact Via	Optional	Method of contact: Email, Phone, etc.
Value	Optional	The contact value (e.g., email address or phone number).

View Epic Activities

The Epic Activities tab displays all activity records associated with the account or policy. Here is how to navigate to it.

Open an Account or Policy: Navigate to Accounts (or Policies) from the left sidebar and select the desired record.
Go to the Epic Activities tab: On the Account 360 or Policy Detail page, click the Epic Activities tab.
Review the list: The table shows activities with details including #, Code, Description, Priority, Who/Owner, Follow Up/Start Date, End Date, Association, and a View button.
View details: Click the orange View button to see the full activity details.

Quick Reference Summary

Action	How to Start	Result
Add Activity	Click the orange Add Activity button	New activity created and synced to Epic
View Activities	Open Account 360 or Policy Detail > Epic Activities tab	See all activities synced from Epic

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Provide an Agency Filter across Accounts, Contacts & Policies – Epic

Arzoo Kiran — Thu, 19 Mar 2026 12:42:18 +0000

Release Date : 19 March 2026

We have introduced a new enhancement in the Accounts, Contacts, and Policies modules. A new Agency Filter has been added in the Filter section, allowing users to filter records based on the preferred agency.

Users can select one or multiple agencies to quickly narrow down the displayed data.

Use Case: This enhancement helps users easily view and manage data agency-wise across Accounts, Contacts, and Policies.

It improves data visibility, makes filtering faster, and helps users focus only on records relevant to the selected agency for better analysis and management.

Note: This feature is available only for Epic Agency.

To view the Enhancement in Accounts:

Navigate to Accounts.
Click on the Filter icon.

A Filter panel appears on the right-hand side.
As shown below, a new option, Agency Filter has been added.
Check the box to select the preferred agency.
Click Apply.

Note: You also have the option to Select All from the dropdown.

As shown below, the account names are displayed based on the selected agency.

Note: To view the enhancement in Contacts and Policies and see the results, follow the same steps as mentioned above for Accounts.

Contacts:

Policies:

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Group by Option in all Reports (same as BOB)

Arzoo Kiran — Thu, 19 Mar 2026 08:14:31 +0000

Release Date: 19 March 2026

We have introduced a new enhancement under the Reports module in the New Business Reports, Cancellation Reports, and Renewed Reports sections. Users can now group report data using the additional options in the Group By dropdown.

The Group By dropdown includes multiple grouping options such as Agents, Insurance Type, Effective Month, Issuing Company, Categories, CSR, and more, allowing users to organize report data based on their preferred criteria.

Use Case: This enhancement helps users analyze report data more effectively by organizing records based on multiple specific business parameters. It improves report readability, supports better comparison, and allows faster access to meaningful insights for decision-making.

To view the Enhancement in New Business Reports:

Navigate to Reports.
From Reports, select New Business Reports.
You will be redirected to the New Business Reports page.
As shown below, click on the Group By dropdown.
A dropdown list appears, displaying multiple grouping options.

To view the result:

Select the preferred Group By option (e.g., Expiration Month).
As shown below, the report data for Expiration Month is displayed based on the selected grouping criteria.

Note: To view the enhancement and apply the Group By options in Cancellation Reports and Renewed Reports, follow the same steps as mentioned above for New Business Reports.

Cancellation Reports:

Renewed Reports:

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