Pipeline Automation and Workflow Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

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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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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Pipeline Stage Configuration Enhancement Implemented for [X Date] Cards

Arzoo Kiran — Mon, 22 Jun 2026 12:32:01 +0000

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.

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Create a new Deal Card from an Existing Quote within the Current Deal Card

Arzoo Kiran — Mon, 22 Jun 2026 12:13:48 +0000

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.

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Add “No Label” and “No Stamp” Filter Conditions in Pipelines Module

Arzoo Kiran — Mon, 22 Jun 2026 10:16:41 +0000

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.

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Add Agency Filter in Pipeline – Epic

Arzoo Kiran — Tue, 16 Jun 2026 11:14:29 +0000

Release Date: June 15, 2026

This enhancement is available only to Admins.

Overview

We have introduced a new Agency filter in the Pipeline module. This enhancement allows users to filter deal cards based on the selected agency, making it easier to view and manage agency-specific pipeline data.

Use Case: This enhancement helps users quickly identify and focus on deals associated with a specific agency. By filtering deal cards based on agency, users can streamline pipeline management, reduce the time spent searching through records, and improve visibility into agency-specific opportunities.

Note: This feature is applicable to only Epic agencies.

To view the enhancement:

Navigate to Pipeline
As shown below, click the Filter icon
The Filter panel appears on the right-hand side.
A new filter, Agency, has been added.

How to Apply the Agency Filter:

From the Agency dropdown, select the preferred agency.
Click Apply.

Note: You can also use the Select All option to choose all agencies from the dropdown.

Deal cards associated with the selected agency are displayed.

The post Add Agency Filter in Pipeline – Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline – Create Task Status Filters – Tasks Done, Tasks Pending & No Tasks

Arzoo Kiran — Fri, 17 Apr 2026 12:42:31 +0000

Release Date: 17 April 2026

We have introduced a new enhancement in the Pipeline module. A new filter Task Status has been introduced with the following options:

No Task
Pending
Done

This enhancement enables users to quickly view and manage Pipeline Cards based on their associated task status, improving visibility and workflow efficiency.

Use Case: This enhancement helps users quickly identify Pipeline Cards based on task progress. It improves visibility by allowing users to filter deals with completed tasks, pending tasks, or no tasks assigned, enabling better tracking and follow-ups.

To view the enhancement:

Navigate to Pipeline.
As shown below, click on the Filter

A Filter panel appears on the Right side.
Scroll down to view the newly added filter, Task Status.

How to apply the Filter:

Select the preferred Status (e.g, No Task)
Click on Apply.

After applying the filter, the page will display all pipeline cards based on the selected task status.
Click on the preferred Pipeline card.
Click on Task.
As shown below, no task is assigned to the Pipeline Cards.

To view Pipeline Cards with Tasks Pending or Tasks Done, follow the same steps.

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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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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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Service Pipeline Nylas Email handling

Arzoo Kiran — Wed, 11 Mar 2026 08:09:49 +0000

Release Date: 6 January 2026

We have introduced a new enhancement in the Service Pipeline to provide greater control and flexibility in email handling. With this feature, users can either integrate their own email address or use an InsuredMine managed inbox, allowing incoming service-related emails to automatically create deal cards in the Service Pipeline.

This enhancement ensures that no service request is missed, improves response time, and maintains a clear and organized record of all client communications.

Use Case: This feature allows every incoming service email automatically creates a deal card, ensuring no service requests are missed. This enables faster response times, clear visibility into ongoing service issues, accurate client identification, and a complete record of service communications, helping teams track issues efficiently, prioritize work accurately, and deliver better service outcomes.

To view the enhancement:

Navigate to Pipelines.
From the Pipelines dropdown, click Create New Pipeline.

You are redirected to the Create New Pipeline page.
From the Pipeline Types, select Service.
Add the preferred policy category.
Fill in the required mandatory fields.
Click Save & Continue.

You are redirected to the 2 Pipeline Stages page.
Add your preferred stage.
From the dropdown, select the Win Probability.
Click Save & Continue.

You are redirected to the Service Configuration page.
As shown below, select Integrate Your Own Email Box from the available options.
The Email Inbox panel appears.
Fill in the required fields.
Click Save.

As shown below, the Email Inbox panel is displayed, allowing you to configure the email address, service category, service priority, pipeline placement, customer assignment, and Notification Email.

Note: There is an additional enhancement available on the Service Request Configuration page that allows users to select InsuredMine Managed Inbox in the Service Pipeline. This enables the use of an already verified email address, which must first be verified under Pipeline Settings → Forwarding Email. Once verified, the email can be reused in the Service Pipeline, providing greater flexibility and control compared to the earlier forwarding email setup.

As shown below, just by clicking on it, an Email Inbox panel appears, and Users can also configure service category, service priority, stage selection, assignment rules, notification email, and due date settings from this section.

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AI Voice Agent in Pipeline Automation

Arzoo Kiran — Wed, 25 Feb 2026 08:40:15 +0000

Release Date:- 24 February, 2026

A new AI Voice Agent option has been added under the Pipeline Module Automation section. This enhancement allows users to trigger automated AI voice calls to clients directly from pipeline stages using configured scripts under the “AI Voice Agent” module. The triggered calls are recorded and displayed in the Pipeline Cards Communication and automation tabs for easy tracking.

Use Case: This feature enables agencies to automate client outreach (such as follow-ups, reminders, or notifications) when a pipeline card reaches a specific pipeline stage.

It helps ensure timely communication, reduces manual calling effort, and allows users to track all AI-triggered calls within the deal record.

To view the Enhancement:

Navigate to Pipeline.
Click on the three dots and select Automation from the dropdown.

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

You are redirected to the Add Automation page.
As shown below, a new option, AI Voice Agent, has been added.
Click on AI Voice Agent.

You will be redirected to the AI Voice Agent pipeline automation setup page.
As shown below, from the Script dropdown, select the preferred script.
Fill in the required mandatory fields.
Click on Save.

You are redirected to the Automation page.
As shown below, an AI Voice Agent is immediately displayed.

As shown below, in the Add Pipeline Card.
Fill in the required mandatory fields marked with a red asterisk.
Click on Save.

Note: Contact Mobile is a mandatory field to trigger the AI Voice call to the client.

An Automation pop-up appears.
A success pop-up: “Card Created Successfully appears.”
As shown below, click on Apply.

A success pop-up appears based on the automation time, and the automation will be triggered.

Note: You can also view the AI Voice Agent automation trigger displayed in the Pipeline cards details page.

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Dealboard Card AI Summary

Arzoo Kiran — Mon, 24 Nov 2025 10:23:10 +0000

Release Date:- November 24th 2025

We have introduced a new enhancement in the Deal Card. You can now generate a Deal Card Summary based on all the activities performed within a Deal Card.

This provides a quick overview of the overall performance and progress of the deal.

Use Case: Agents can use the Deal Card summary to quickly assess the overall performance and progress of a deal by reviewing key updates and actions performed on it, from major to minor activities, without going through the entire timeline manually.

To view the enhancement:

Navigate to Pipeline.
Click on the preferred Deal card whose summary you want to view.

As shown below, perform any activity in the Deal Card .
Click on Summarize.

Note: The Deal Summary is generated based on all activities recorded in the timeline. Any action performed on the Deal Card will appear in the timeline and be included in the summary.

Get the DealCard Summary of all activities with a single click.

From the dropdown, select a time range for Dealcard Summarization.
Check the Generated Date of the Dealcard Summary.
View the Sentiment of the Dealcard summary (Positive,Negative, or Neutral).
View the AI suggested action based on the summarized Dealcard.

As shown below, Re-Generate the Account Summary anytime by clicking on the Icon.

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