Opportunity filters Archives - 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.

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.

Utilizing Grouping Options in X-Date for Agents, Executives, and Representatives within Opportunities

Arshad Hussain — Thu, 04 Jan 2024 10:56:44 +0000

An enhancement has been made to the Opportunities section, introducing the capability to group by X-Date based on Agent, Executive, and Representative roles. This allows users to conveniently categorize X-dates according to these specific criteria.

Navigation:

Go to the Opportunities tab.
Select X-dates from the options available.
Click on the Group by feature to organize X-dates by Agent, Executive, or Representative roles.

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Apply Filters in Contacts and Opportunities

InsuredMine — Mon, 25 Sep 2023 03:52:07 +0000

In this article, you will learn:

Contacts

The Contacts module is updated with new filters for Rating, City, Country, Gender, and Do-Not-Contact. These filters will help you segment-specific contacts for improved communication.

The following filters are available on the Contacts Module, by clicking the filter icon.

Tags: Use tags to filter particular agent contacts list based on the tags.
Rating: Filter contact list on the basis of 1-5 star ratings.
Gender: Male or Female contacts can be segmented with this filter
City: Contacts for a specific US city can be segmented
States: Contacts of a particular state can be filtered for correspondence
Do not contact: There is an option to check or uncheck calls, emails, and text messages for discrete data on contacts for productive impact.
Created Date: Filter the contacts based on date when the contacts were created.
Lead Sources: Sort the contacts based on lead sources to know the top sources for further business reference.
X dates: Filter contacts for targeting prospects based on months of their X-dates.
Disposition: Contacts can be exclusively viewed on the basis of assigned actions in their dispositions.
Agent: Filter the contacts based on agents who are handling those contacts.

And /Or Operator buttons in Contacts filters

A and B

And functionality: It allows you to view contacts fulfilling for two or more criteria simultaneously. The records must be valid for all conditional filters applied. For example, You apply a filter for State Tx and Disposition as Call back 2. It displays all contact records of tx state having disposition as call back 2.

A or B

Or Functionality: It allows you to view contact records for either of the valid conditions selected in the filters. Suppose you set a filter of State Tx, Tag test, and Disposition Call back 4. The contact records will be displayed if the condition is valid for any of the aforesaid criteria.

Removing or altering filter criteria of And/Or Conditions.

To remove the filter criteria in the contact records click on the close (x) icon on the condition tabs above the displayed contact record list.

Opportunities

a. Renewal

Set filters for Line of business and carriers in the Renewal segment of the Opportunities module. Fetch details of policies for renewal on their relative importance as per your requirements.

To access filter for Line of business and Carriers follow the steps mentioned below:

Goto Opportunities tab, click on the filter icon on the right-hand side of your screen as shown in the image below

2. On clicking the filter icon, the drop-down with the Policy Category and Policy Carrier options appears. Choose from these categories and click the Filter tab at the end as seen in the image below.

b. Cross-Sell

Mentioned below are filters for cross-selling to specific clients based on their policy carriers. This filter helps the agents to selectively capture an advantageous opportunity with deals and discounts offered by carriers.

How to access this filter?

Simply open the opportunities module, click on the filter icon towards the right as seen in the image below.

2. A dropdown will appear, choose the Policy carriers and click on the filter button.

Date range filter added in Opportunities for Renewal and Cross sell.

You can select a specific time period to target accounts for easy access. Suppose you wish to see records from the last 31st March to 5th June. You need not count days instead just select the From and To date and view relevant records displayed on your screen.

Enhancement! August 2020

CSR list filter added in Contacts and Opportunities.

CSR List – Customer Service Representatives list has been added to filter contacts to view contacts associated with specific CSR.

Consider the case when you wish to view contacts added by Henry Johns, a CSR. You simply have to click on the filter icon, click CSR list tab on the filter pop up and Select Henry Johns. The other related and/ or functionality will work as discussed above.

The CSR field is added in table column of Policies, Contacts, Lists and Opportunities for NowCerts, Ezlynx, QQ Catalyst and AMS360.

Enhancement! September 2021

Group by Filter

In Opportunities, you can filter your data by : Agents, Carriers and Categories. These filters are available in all four sections- Renewals, X-dates, Cross Sell and Win Back.

Once you select the filter the detailed chart will be available in table format.

You can also apply other filters by clicking on filter.

Contact Filter Enhancement

In Contacts, the Missing Details filter has been added and you can also view the total number of filters added.

Here you can find the total number of the filters added:

Click on the filtered contact to see the filters added. You will also get the Reset option to reset the filters.

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Line of Business (LOB) Filter for X-dates in the Opportunity Module

Arshad Hussain — Thu, 21 Sep 2023 10:00:03 +0000

In this latest update, a noteworthy enhancement has been introduced to facilitate the selection of Line of Business (LOB) filters within the Opportunity module. Users can now conveniently choose between two distinct filtering options: the ‘Include Policy Filter’ and the ‘Exclude Policy Filter.’

Use Case: With these improvements, managing LOB filters in the Opportunity module becomes more user-friendly and efficient, allowing for greater flexibility and precision in policy selection.

Navigation:

Begin by navigating to the Opportunities module.
Select the ‘X-Dates‘ option.

3.Then, proceed to click on the ‘Filters’ tab.

By following these steps, you can easily take advantage of the improved LOB filter options, enabling more effective policy selection.

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