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

Addition of Premium Range Filter across All Opportunity Types in Opportunities Module

Arzoo Kiran — Tue, 24 Feb 2026 12:00:14 +0000

Release Date:- 24 February, 2026

We have introduced a new Premium Range filter in the Renewal, X- dates, cross sell, Monoline, Auto No Home, and Home No Auto section under Opportunities Module.

This enhancement allows users to filter opportunities based on a selected premium range and view detailed policy information for the filtered results.

Use Case: This feature helps agents quickly identify opportunities within a specific premium range.

It enables better prioritization of high-value renewals, simplifies policy analysis, and improves decision-making by providing clear visibility into premium amounts assigned to each contact.

To view the Enhancement:

Navigate to Opportunities.
Click on Renewal.
Click on Filter.

An Apply Filter panel appears on the right-hand side.
As shown below, a new option, Premium Range, has been added.
From the Premium Range dropdown, enter the preferred amount range.
Click Apply.

Here, you can view the Renewal Opportunities page with filtered results.
Click on the Policies Count.

You will see the detailed view of the policies within the selected premium range.

Note: The Premium Range option is also available in Select Table Columns.

How to add the Premium column using Select Table Columns:

Click the Select Table Columns icon on the Renewal detailed policies page.

A Select Table Columns panel appears on the right-hand side.
As shown below, a new option, Premium, has been added.
Check the box beside Premium.
Click on Apply.

As shown below, the Premium column is displayed along with other data points.

Note: The same steps can be used to apply the Premium Range filter and Select Table Columns for X-Date, Monoline, and Cross-Sell.

To view the enhancement in Auto No Home:

Click on Auto No Home.
Click on Filter.

An Apply Filter panel appears on the right-hand side.
As shown below, a new option, Premium Range, has been added.
From the Premium Range dropdown, enter the preferred amount range.
Click Apply.

You can now view the filtered Auto No Home Opportunities page.
Click on the preferred Account Name whose premium you want to view.

You will be redirected to the Account 360 page, where you can view the premium of policies within the selected premium range.

Note: Follow the same steps to apply the Premium Range filter in Auto No Home.

The post Addition of Premium Range Filter across All Opportunity Types in Opportunities Module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Assign Drip Option in the X-dates, Auto NO Home & Home No Auto

Arzoo Kiran — Fri, 13 Feb 2026 15:20:30 +0000

Release Date:- 13 February, 2026

A new enhancement has been introduced under the Opportunity Module within the X-Date, Auto No Home, and Home No Auto sections. With this update, users can now assign a SCD campaign and select a preferred Contacts/Accounts to send to the respective client directly from these sections.

Use Case: This enhancement enables agencies to quickly assign SCD campaigns directly from the X-Date, Auto No Home, and Home No Auto sections. It streamlines targeted outreach by allowing users to select specific Contacts or Accounts and send relevant campaigns efficiently from the Opportunities module.

To view the enhancement:

Navigate to Opportunities.
Click on X-dates.
Click on X- dates Count.

Select the preferred Contact Name.
Check the box beside the Contact Name.
Click on Assign Drip.

Note: You also have the option to select multiple contacts or all contacts when assigning a drip.

An Assign Drip Panel appears.
From the available options, select the preferred Drip.
Click on Assign.

A success message appears: “Campaign assigned successfully”.

To View the Assigned Drip

Click on the contact name to which you have assigned the drip.

You will be redirected to Contact360.
Click on Communication.
Click on Single Contact Drips.
As shown below, the assigned campaign name is displayed.

To view the enhancement in Auto No Home.

Navigate to Opportunities.
Click on Auto No Home.

Select the preferred Account Name.
Check the box beside the Account Name.
Click on Assign Drip.

An Assign Drip Panel appears.
From the available options, select the preferred Drip.
Click on Assign.

A success message appears: “Campaign assigned successfully”.

To View the Assigned Drip

Click on the account name to which you have assigned the drip.

You will be redirected to Account360.
Click on Communication.
Click on Single Contact Drips.
As shown below, the assigned campaign name is displayed.

To view the enhancement in Home No Auto, follow the same steps as described for Auto No Home.

The post Add Assign Drip Option in the X-dates, Auto NO Home & Home No Auto appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Opportunity Phone and Email Table Columns Changes

Arshad Hussain — Sat, 11 Oct 2025 11:01:36 +0000

Release Date : 11th October 2025

We have introduced a new enhancement under the Opportunities Module. A new column for Email and Phone has been added on the policies details page, and these columns can also be viewed in the Select Table Column.

Use Case: This feature provides quick access to Email and Phone details, eliminating the need to search for important information and improving communication efficiency.

To view the enhancement:

Navigate to Opportunities.
From Renewal to Monoline, you can view the Email and Phone data.

Select the preferred days of the policies to filter results.
Click on the Name of the preferred policy.

As shown below, on the Policy Details page, a new column for Email and Phone is displayed.

To enable or disable the columns Email and Phone:

Click on the Select Table column

A Select Table Column panel appears on the right side
To enable a column, tick the box; to disable, untick the box.
Click Apply

The post Opportunity Phone and Email Table Columns Changes appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Branches Filter in Auto No Home and Home No Auto

Arshad Hussain — Sat, 11 Oct 2025 09:41:36 +0000

Release Date : 11th October 2025

We have introduced a new enhancement under Opportunities Module → Auto, No Home, No Auto. A new Branch filter has been added, allowing you to apply it to view specific data.

Use Case: This feature allows users to filter data by Branches, enabling quick access to specific information, improving efficiency, and supporting better decision-making.

Note: This feature is implemented in AMS 360 and Epic.

To view the enhancement:

Navigate to Opportunities
Click on Auto No Home/ Home No Auto

Click on Filters

A Filter panel appears on the right-hand side.
In the Filter, a Branches section has been added.

From the drop drown,Select the Preferred Branches
Click on Apply

As shown below, the results are displayed based on the applied Branches.

As shown below, the results can also be viewed for the selected days.

The post Branches Filter in Auto No Home and Home No Auto appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Prediction Filter in Auto No Home and Home No Auto

Arshad Hussain — Mon, 25 Aug 2025 12:52:18 +0000

A new enhancement has been introduced in the Opportunities Module—Filters and Columns related to the Prediction feature.

This feature helps agents quickly assess the likelihood of converting an opportunity into a successful sale, enabling better prioritization and follow-up strategies.

Use Case: By using the Filter, they can instantly identify the top priorities with the highest conversion probability, focus on them first, and significantly increase their sales — all without spending hours manually reviewing each case.

To View the Enhancement:

Navigate to the Opportunities

You will be redirected to the Opportunities page

Click on Auto No Home

Click on Filter

In the Filter panel, go to the Prediction filter options.

Select the desired prediction criteria (e.g., Last 90 Days) to narrow your results based on predicted conversion timelines, and click Apply.

View the probability results to decide your next course of action.

To View the Enhancement:

Click on Home No Auto

Click on Filter

In the Filter panel, go to the Prediction filter options.

Select the desired prediction criteria (e.g., Last 180 Days) to narrow your results based on predicted conversion timelines, and click Apply.

View the probability results to decide your next course of action.

The post Prediction Filter in Auto No Home and Home No Auto appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Pipeline Card & Task in Auto No Home AI and Home No Auto AI

Arshad Hussain — Sat, 26 Jul 2025 11:50:03 +0000

You can now add pipeline cards and tasks directly from AutonoHome and HomenoAuto AI from the multi selection option.

Use Case: Easily add Pipeline Cards and tasks from the Opportunities module to keep your workflow organized. This helps prioritize efforts and improves your pipeline management efficiency.

To View the Enhancement:

Navigate to the Opportunities module from the left-hand menu.
Click on the Auto No Home AI/Home No Auto.

For Auto No Home AI- Click on multi select option- Adding Pipeline Cards

Click on Auto No Home AI and select the accounts for which you want to create Pipeline Cards.
Click on Add Pipeline Card.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Pipeline Cards

Adding Tasks

Click on Auto No Home AI and select the accounts for which you want to create Tasks.
Clicks on Add Task.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Tasks

For Home No Auto AI

Adding Pipeline Cards

Click on Home No Auto AI and select the accounts for which you want to create Pipeline Cards.
Click on Add Pipeline Cards.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Pipeline Cards

Adding Tasks

Click on Auto No Home AI and select the accounts for which you want to create Tasks.
Click on Add Task.
Field the required details in the pop-up.
Click Save.

Here, you can see the created Tasks

The post Add Pipeline Card & Task in Auto No Home AI and Home No Auto AI appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Filter AI Auto No Home and Home No Auto List

Arshad Hussain — Wed, 02 Jul 2025 11:31:51 +0000

We’ve introduced a new enhancement in the Opportunities module – you can now filter the Auto No Home and Home No Auto lists using the Expiring filter.
This allows you to view accounts based on the expiration dates of their existing policies and use that information for internal analysis or potential cross-sell opportunities.

Use Case: Users can filter the Auto No Home and Home No Auto lists by policy expiration dates.This helps in organizing and reviewing accounts for timely follow-up and internal planning.

To View the Enhancement:

Navigate to the Opportunities module from the left-hand menu.
Select the AutoNoHome/HomeNoAuto.

Click on the Filter option and you can filter out Accounts by the Days or by a Custom Expiration date range.

Select Days or Custom Expiration date range and click on Apply.

Here, you can see the Filtered Accounts.

The post Filter AI Auto No Home and Home No Auto List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Download AI Auto No Home and Home No Auto List

Arshad Hussain — Wed, 02 Jul 2025 11:27:00 +0000

We’ve added a new enhancement to the Opportunities module – you can now download the Auto No Home and Home No Auto lists. This update allows you to easily view and analyze these lists for cross-sell opportunities.

Use Case: “Auto No Home” list helps to identify clients with auto policies but no home coverage, enabling targeted cross-sell campaigns.

Similarly, the “Home No Auto” list helps identify home policyholders who may benefit from bundled auto insurance.

To View the Enhancement:

Navigate to the Opportunities module from the left-hand menu.
Select the AutoNoHome/HomeNoAuto.

Click on Download and the list will get downloaded.

The post Download AI Auto No Home and Home No Auto List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Cross sell prediction modal on Account level

Arshad Hussain — Sat, 26 Apr 2025 14:18:37 +0000

Release Date: April 26, 2025

In the Opportunity section, we offer two options: “Auto No Home” and “Home No Auto.” The “Auto No Home” option displays the probability of selling a Home policy, while the “Home No Auto” option shows the probability of selling an Auto policy. As part of our recent enhancement, we have now added the corresponding selling probability percentage field to the Account 360 page for improved visibility and decision-making.

Use Case:

Enable users to quickly assess cross-sell opportunities by displaying the probability of selling complementary policies directly on the Account 360 page.

To View the Enhancement:

Navigate to the Opportunity section and click on “Auto No Home” to view the probability displayed next to each account

In Account 360 page “Cross sell opportunity” field is Mentioned.

Navigate to the Opportunity section and click on “Home to Auto ” to view the probability displayed next to each account

The post Cross sell prediction modal on Account level appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Group by CSR and CSR Filter in the Opportunities Module

Avinash Barik — Mon, 30 Dec 2024 07:09:48 +0000

Feature Release Date: 28 December, 2024

A new CSR option has been added to the Group By feature within the Opportunities module for Renewals, X-Dates, Cross-Sell, and Monoline across all AMSs.

Use Case: Simplifies opportunity management by enabling grouping with the new CSR option across all AMSs.

To View the Enhancement:

Navigate to Opportunities Module.
For Renewals, X-Dates, Cross Sell & Monoline
Under the group by feature, select CSR.

Now click on the count displaying.

Access an extended view of Renewals, X-Dates, Cross-Sell, and Monoline opportunities.
Utilize options to Download, Save to Reports, or Save as List for simplified management.

CSR List Filter:

A dedicated CSR filter has been added to the Opportunities Module, allowing you to filter data by CSR. Use this Filter to retrieve a list of data associated with a specific CSR.

Opportunities Module>Filters>CSR List.

Select the CSR.
Click Apply.

The post Group by CSR and CSR Filter in the Opportunities Module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Renewed/Pending Renewal Column in Opportunities Renewals Tab

Avinash Barik — Mon, 16 Sep 2024 08:34:27 +0000

Within the Opportunities module, we’ve introduced two new columns: Renewed and Non-Renewed. These columns will help users better track and manage renewal statuses for deals, offering more clarity and insight into the lifecycle of each opportunity.

Use Case: Enables agents to organize and manage deals more effectively by categorizing them based on their renewal status.

To View the Enhancement:

Navigate to the Opportunities module.
Select Renewals.
We have added two new columns: ‘Renewed’ and ‘Pending Renewal.’

Note: Renewal is the process of extending a policy beyond its original term, involving reviewing terms, sending renewal notices, and updating records once the policyholder accepts. Pending renewal refers to policies approaching their expiration date and awaiting action, such as client confirmation or required documentation.

You will be able to view the list of polices that are already Renewed.
Click on them to view the policies.

So for Renewed policies, you will be able to view stamp filter added as ‘Renewed.’

List of policies yet to get renewed.

The post Renewed/Pending Renewal Column in Opportunities Renewals Tab appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Agent/Producer/CSR Column in Opportunities Table

Avinash Barik — Sat, 13 Jul 2024 07:18:18 +0000

Within the Opportunities module we have now included an additional feature within the select table columns interface, enabling users to view and manage pertinent data regarding Producer Name, Agent Name, and CSR directly from the table interface.

Use Case: Able to view and manage data regarding Producer Name, Agent Name, and CSR within the table column.

To View the Enhancement:

Navigate to the Opportunities Module.
Sort the names within the opportunities list by Renewal, X-date, Cross -Sell, and Monoline.

Click on any name and then select the table column to view data such as Producer Name, Agent Name, and CSR.

A window will now appear from the right, where we have added Producer Name, Agent Name, and CSR.
Now, choose to checkmark all three or any three according to your preference.
Click on Save.

After Clicking Save, you will be able to view the data for Producer Name, Agent Name and CSR.

The post Agent/Producer/CSR Column in Opportunities Table appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.