Pipelines Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/pipelines2/ Tue, 03 Nov 2026 08:55:31 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Pipelines Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/pipelines2/ 32 32 Business Days – Based Trigger for Pipeline Automation https://www.insuredmine.com/knowledge-base/business-days-based-trigger-for-pipeline-automation/ Tue, 03 Nov 2026 08:46:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53988 Release Date: 09/11/2026 Prerequisites The Business Days option is available only to Admins. Admin access is required to create or edit Pipeline Automations. The Business Days option is available when configuring the day-based trigger for a Stage Automation. To exclude holidays, Skip Holidays must be enabled in Settings. Overview Pipeline Automation now supports Business Days […]

The post Business Days – Based Trigger for Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: 09/11/2026

Prerequisites
  • The Business Days option is available only to Admins.
  • Admin access is required to create or edit Pipeline Automations.
  • The Business Days option is available when configuring the day-based trigger for a Stage Automation.
  • To exclude holidays, Skip Holidays must be enabled in Settings.
Overview

Pipeline Automation now supports Business Days as a scheduling option.

Previously, automation timelines could be calculated using calendar days or by skipping weekends. With the new Business Days option, automation triggers are calculated based on working days.

When Business Days is selected:

  • Monday through Friday are counted as business days.
  • Saturday and Sunday are automatically excluded.
  • Configured holidays can also be excluded when Skip Holidays is enabled.
  • The automation trigger is executed on the applicable business day based on the configured number of days.

This helps agencies schedule automated follow-ups, tasks, communications, and other pipeline actions according to their normal working schedule.

How to Configure Business Days

Go to Pipeline Module → Automation → Create Stage Automation.

  1. Select After as the trigger.

      2. Enter the number of days after which the automation should execute.

      3. Select Business Days as the day calculation option.

      4. Configure the required automation action and other conditions.

      5. Save the automation.

Once configured, the system calculates the trigger date using business days instead of calendar days.

Calendar Days vs. Business Days

The day calculation option determines how the automation trigger date is calculated.

Calendar Days

When Calendar Days is selected, the system counts consecutive calendar days.

For example, if an automation is configured for 3 Calendar Days starting Monday:

  • Friday→ Day 1
  • Saturday→ Day 2
  • Sunday→ Day 3 → Trigger Executes

The Admin may select the Skip weekend option; any automations scheduled for Saturday or Sunday will run on Monday alongside Monday’s scheduled automations.

Business Days

When Business Days is selected, Saturday and Sunday are not counted.

For example, if an automation is configured for 3 Business Days starting Thursday:

  • Thursday → Day 1
  • Friday → Day 2
  • Saturday → Skipped
  • Sunday → Skipped
  • Monday → Day 3 → Trigger Executes
Weekend Handling

When Business Days is selected, Saturdays and Sundays are automatically skipped.

No business-day count is applied to Saturday or Sunday, and the automation continues counting from the next available business day.

For example:

Friday → Day 1 → Saturday/Sunday skipped → Monday → Day 2

This is particularly useful for workflows that should not be scheduled based on non-working days.

Skip Holidays

Tip: To exclude configured holidays from the Business Days calculation, go to Settings and enable Skip Holidays.

When enabled, a configured holiday is skipped in the same way as a weekend, and the automation continues from the next available business day.

Existing Automations

Existing Pipeline Automations will continue to work without changes.

Automations configured using Calendar Days or the existing Skip Weekend option will retain their current behavior.

The Business Days option can be selected when creating or updating an automation where the trigger needs to follow business-day calculations.

Example Use Case

An agency wants to send a follow-up communication 6 working days after a pipeline stage change.

The automation is configured as:

  • Trigger: After
  • Days: 6
  • Day Type: Business Days
  • Action: Send Communication

If the stage change occurs on Monday, the system calculates the schedule as:

Monday → Tuesday → Wednesday → Thursday → Friday → Weekend skipped → Monday

The communication is triggered on the following Monday, which is the sixth business day.

This allows agencies to align pipeline automation with their operational working schedule instead of triggering actions based purely on calendar days.

  1. Select After as the trigger.
  2. Enter the required number of days.
  3. Change Day to Business Day.

The post Business Days – Based Trigger for Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Enable or Disable Email Notifications for Checklists and Templates https://www.insuredmine.com/knowledge-base/enable-or-disable-email-notifications-for-checklists-and-templates/ Wed, 28 Oct 2026 11:00:38 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53882 Release Date: 10/23/2026 Overview InsuredMine now allows its users to enable or disable email notifications when sharing checklists and templates with recipients. This feature gives users greater control over email notifications and helps reduce unnecessary email notifications for routine CRM activities. Users can choose whether a notification email should be sent when a checklist or […]

The post Enable or Disable Email Notifications for Checklists and Templates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: 10/23/2026

Overview

InsuredMine now allows its users to enable or disable email notifications when sharing checklists and templates with recipients.

This feature gives users greater control over email notifications and helps reduce unnecessary email notifications for routine CRM activities. Users can choose whether a notification email should be sent when a checklist or template is shared.

Note: Disabling the email notification does not prevent the recipient from receiving the checklist or template. It only controls whether the notification email is sent.

Prerequisites

Before using this feature, ensure that:

  • You have access to the relevant pipeline to manage checklists.
  • You have access to the Engagement section to manage templates.
  • If you are sharing a template, you are the user who created that template. The share option is available to its creator.
Use Cases

1: Reduce Unnecessary Checklist Notifications: Agents may receive frequent email notifications for checklist-related activities. Users can disable the notification email when sharing a checklist to reduce unnecessary email alerts.

2: Control Template Sharing Notifications: When sharing a template with other users, the template creator can decide whether recipients should receive an email notification.

3: Customize Notification Preferences: Users can choose whether to send an email notification based on their team’s communication preferences and workflow requirements.

Managing Email Notifications for Checklists

Step 1: Navigate to the Pipeline
  1. Log in to your InsuredMine portal.
  2. Navigate to the Pipeline section.
  3. Open the relevant pipeline where you want to manage the checklist.
Step 2: Open the Checklist Option
  1. Locate the Checklist option within the pipeline.
  2. Open it to access the available checklist actions.
  3. Select the option to add or share a checklist, as applicable to the workflow.
Step 3: Configure the Email Notification

Creating and Sharing a New Checklist

  1. Locate the email notification setting in the checklist workflow.
  2. Choose whether the email notification should be enabled or disabled for the recipient.
  3. Review your selection before proceeding with the checklist action.
  • Enable: The recipient receives an email notification.
  • Disable: The recipient does not receive the email notification.
Step 4: Complete the Checklist Action

Proceed with the checklist action using the selected notification preference.

The recipient can still receive the checklist even when the email notification is disabled.

Sharing an Existing Checklist

In addition to adding a checklist, you can use the Share the Checklist option to manage email notification preferences for an existing checklist – 

  1. Locate the checklist you want to share.
  2. Click the Share icon corresponding to the checklist. You will be automatically redirected to the Share Checklist panel.
  3. Locate the email notification setting and choose your preferred option.
  • Enable: The recipient receives an email notification.
  • Disable: The recipient does not receive an email notification.
Managing Email Notifications for Templates

Step 1: Navigate to Engagement
  1. Log in to your InsuredMine portal.
  2. Navigate to the Engagement section.
  3. Open Template.
Step 2: Open or Create a Template
  1. Locate the relevant template.
  2. If you are creating a new template, complete the required template setup.
  3. Ensure you are working with a template you created, as the share option is available to its creator.
Step 3: Open the Template Sharing Option
  1. Open the relevant template.
  2. Locate the option to share the template with other users.
  3. Open the sharing workflow.
Step 4: Configure the Email Notification
  1. Locate the email notification setting in the template-sharing workflow.
  2. Choose whether to send an email notification to the recipients.
  3. Review the selected preference before completing the sharing action.
  • Enable: Recipients receive an email notification about the shared template.
  • Disable: Recipients do not receive the email notification.
Step 5: Complete the Sharing Action

Proceed with sharing the template by opting for Save using the selected notification preference.

Disabling the email notification does not prevent the recipient from receiving the shared template. It only stops notification, not the execution of the action.

Important Notes/ Limitations:
  • The email notification setting controls whether an email notification is sent to the recipient.
  • Disabling the notification does not prevent the checklist or template from being received.
  • The checklist notification option is accessed through the Pipeline section.
  • Template notification settings are accessed through Engagement → Template.
  • The template sharing option is available to only the user who created the template.

Key takeaway: InsuredMine now gives users control over email notifications for checklists and templates, helping teams manage communication without preventing recipients from receiving the shared items.

The post Enable or Disable Email Notifications for Checklists and Templates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Reschedule Pipeline Card Automation – Editable Scheduled Date and Time https://www.insuredmine.com/knowledge-base/reschedule-pipeline-card-automation-editable-scheduled-date-and-time/ Wed, 28 Oct 2026 07:03:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53864 Release Date: 10/23/2026   Overview InsuredMine now allows users to edit the scheduled date and time of an individual automation directly from the Pipeline Card’s Automation tab. Previously, automation schedules were calculated based on the delays configured at the pipeline level. Users could not modify the scheduled date for an individual pipeline card without changing […]

The post Reschedule Pipeline Card Automation – Editable Scheduled Date and Time appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: 10/23/2026

 

Overview

InsuredMine now allows users to edit the scheduled date and time of an individual automation directly from the Pipeline Card’s Automation tab.

Previously, automation schedules were calculated based on the delays configured at the pipeline level. Users could not modify the scheduled date for an individual pipeline card without changing the pipeline-level automation configuration.

With this enhancement, all users can reschedule an automation for a specific pipeline card if they have access without affecting other pipeline cards in the same pipeline stage.


Understanding the Icons
  • Pencil icon: Appears next to the scheduled date and time when the automation is scheduled for a future date and can be rescheduled.
  • Lock icon: Appears when the automation has already been triggered and its scheduled date and time can no longer be edited.
How to Reschedule an Automation
  1. Navigate to Pipelines and open the required Pipeline Card.
  2. Select the Automation tab.
  3. Locate the automation you want to reschedule.
  4. Click the pencil icon next to the scheduled date and time.

     5. In the Reschedule pop-up, update the required Date and Time.

     6. Click Save to apply the changes, or click Cancel to discard them.

Activity Logs

InsuredMine generates timeline logs for each automation action and any rescheduling performed. These logs help users track automation activities and identify changes made to the scheduled date and time.

Important Notes
  • Rescheduling applies only to the selected automation for the specific Pipeline Card.
  • Changes do not modify the pipeline-level automation configuration or affect other deals.
  • Only automations scheduled for the future can be rescheduled.
  • Once an automation has been triggered, its schedule cannot be edited.
Use Cases

This feature is useful in situations such as:

  • Recipient Unavailability: Reschedule an email, SMS, or other follow-up when the recipient is unavailable on the originally scheduled date.
  • Customer Follow-up Requests: Adjust the schedule when a customer requests to be contacted next week or at a more convenient time.
  • Holidays and Weekends: Move an automation to a more appropriate date when the original schedule falls on a holiday or weekend.

The post Reschedule Pipeline Card Automation – Editable Scheduled Date and Time appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Deal Age Automation https://www.insuredmine.com/knowledge-base/deal-age-automation/ Tue, 27 Oct 2026 13:47:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53843 Release Date: 10/23/2026   Overview Deal Age Automation is a new enhancement InsuredMine introduces in its Pipeline Module under automation process. It allows users to configure automated actions based on how long a deal card has existed in a pipeline. Users can set delays to trigger actions such as sending an email or moving a […]

The post Deal Age Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: 10/23/2026

 

Overview

Deal Age Automation is a new enhancement InsuredMine introduces in its Pipeline Module under automation process. It allows users to configure automated actions based on how long a deal card has existed in a pipeline. Users can set delays to trigger actions such as sending an email or moving a deal card to another stage after a specified number of days.

The automation is applied by default when a new card enters the pipeline and continues running even if the card is moved to another stage, unless it is manually stopped.

Prerequisites
  • Access to the Pipeline module.
  • Access to the pipeline’s automation settings.
  • The required automation actions and delay periods should be identified before configuration.
  • Deal Age Automation can be configured only once per pipeline. Multiple Deal Age Automation configurations cannot be created for the same pipeline.
Use Cases:
  • Automated follow-ups: Send an email when a deal reaches a specified age.
  • Stage progression: Move a deal card to another stage after a defined period.
  • Consistent deal management: Apply time-based actions to newly created pipeline cards automatically.
  • Manual automation control: Stop the automation for an individual deal card when necessary.
Navigation

Follow the navigation path below to access Deal Age Automation:

Pipeline Module → Quick Actions → Automations → Deal Age

The Deal Age option is located at the bottom of the Automations section.

Configuration and Step-by-Step Instructions

Step 1: Open Deal Age Automation

  1. Navigate to the Pipeline module.
  2. Open Quick Actions.
  3. Select Automations.
  4. Scroll to the bottom of the available automation options.
  5. Select Deal Age.
Step 4: Verify automation on a deal card
  1. Create or add a new card to the configured pipeline.
  2. Open the deal card.
  3. Locate the Deal Age Automation details.
  4. Verify that the configured actions appear as scheduled.

The automation is enabled by default for a new card entering the pipeline.

Step 5: Stop the automation manually, if required

If the automation should no longer run for a particular deal card:

  1. Open the relevant deal card.
  2. Locate its automation controls.
  3. Select the available Stop option for the automation.

The automation continues running by default unless it is manually stopped.

The post Deal Age Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Stale Deals Feature – Pipeline https://www.insuredmine.com/knowledge-base/stale-deals-feature-pipeline/ Fri, 25 Sep 2026 10:58:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53605 Release Date: 09/25/2026   Overview InsuredMine introduces Stale Deals, a new feature available in the Pipeline Dashboard under the Dashboard module. In the Pipeline module, the Pipeline card becomes stale when no activity occurs for longer than the Inactive days threshold configured for its current stage.  Stale Deals helps Admins and Agents identify pipeline cards […]

The post Stale Deals Feature – Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: 09/25/2026

 

Overview

InsuredMine introduces Stale Deals, a new feature available in the Pipeline Dashboard under the Dashboard module.

In the Pipeline module, the Pipeline card becomes stale when no activity occurs for longer than the Inactive days threshold configured for its current stage. 

Stale Deals helps Admins and Agents identify pipeline cards that have remained inactive beyond the configured inactivity threshold for their current stage. 

The feature provides:

  • Automated inactivity tracking.
  • Visual identification of stale cards.
  • Pipeline, date, and agent-based filtering.
  • A dedicated Stale Deals view in the Pipeline Dashboard.
  • Detailed information for individual stale deals.

Note: If Inactive Days is set to 0 or left blank, stale-deal tracking is disabled for that stage.

Prerequisites:

Before using Stale Deals: 

  1. An Inactive Days threshold should be configured for the relevant pipeline stages.
  2. Only Admins can configure or update the Inactive Days Threshold.
  3. Agents can view Stale Deals only for the pipelines an Admin has granted them access to.
How to Configure Inactive Days

Only Admins can configure the inactivity threshold for each pipeline stage.

Steps
  1. Log in to InsuredMine.
  2. Go to the Pipeline module from the left-side menu.
  3. Open the Pipeline section.
  4. Click the Edit (pencil) icon for the pipeline you want to configure the Inactive Days threshold for.
  5. On Step 2 of the Pipeline Configuration page, enter the number of inactive days for each stage.
  6. Save the pipeline configuration.
How to Access Stale Deals

 

Steps

  1. Log in to InsuredMine.
  2. Go to the Dashboard module from the left-side menu.
  3. Click on Pipeline Dashboard from the dropdown.

      4. Scroll down the left column to locate Stale Deals.

      5. Click on Stale Deals.

The Stale Deals section opens on the right side of the Pipeline Dashboard.

How to Filter Stale Deals

Once the Stale Deals section is open, you can filter the results based on the available options.

1. Select a Pipeline

Select the pipeline for which you want to view stale deals.

2. Select a Date Range

Select a predefined date range or choose a Custom date range.

Note: The date range filters cards based on their Card Created Date. 

3. Select Agents
  • Admins: Can select All Agents or use Select Agents to view stale deals assigned to specific agents.
  • Agents: Can view their assigned cards within pipelines that have been shared with them.
4. Apply Filters

Select Apply to load the stale deals based on the selected filters.

How Stale Deals Are Identified

The system uses the card’s Last Activity Date to determine inactivity.

  1. The system calculates the number of days elapsed since the card’s Last Activity Date.
  2. The system compares the elapsed time with the Inactive Days threshold configured for the card’s current stage.
  3. If the inactivity period exceeds the configured threshold, the card is classified as Stale / Inactive.
  4. Stale cards are highlighted visually in the Pipeline module.
Viewing Stale Deal Details

The Stale Deals dashboard provides a overview of stale deals by stage.

Steps
  1. Open Dashboard → Pipeline Dashboard → Stale Deals.
  2. Select the required pipeline and filters.
  3. Review the stale-deal information displayed in the dashboard.
  4. Select the relevant bar/stage information to view the stale deal present in that stage. 

      5. A table displaying the details of all stale deals will appear. 

      6. Click the Deal Title to open the corresponding pipeline card. 

      7. The stale-deal list can be sorted based on inactive time.

Select Sort to arrange the results in:

  • Ascending order of inactive time
  • Descending order of inactive time
Missing Inactive Days Threshold

If one or more stages do not have an Inactive Days threshold configured, stale-deal information will not be reported for those stages.

The dashboard displays a status message when a stage does not have an inactivity threshold configured.

For example:

1 stage has no inactive days threshold

For Admins, the message includes a link to the pipeline configuration page so the missing threshold can be configured.

Use Case:

Provide automated detection and visibility into inactive deal cards across all sales pipelines based on customizable, stage-specific inactivity thresholds.

  • Cards can sit in a stage with no follow-up, and these dead leads are easy to miss on a busy board.
  • Admins need a single view of inactive cards across agents and pipelines, so they can see who has cards that need attention. Admins can set rules or tasks for when a deal has been inactive too long at each stage. 
  • Agents need a focused list of their own inactive cards so they can act on them. Stale deals are highlighted right on your pipeline board so team members spot them immediately.
  • The report should use a per-stage inactivity limit, because a reasonable wait in one stage may be too long in another.

The post Stale Deals Feature – Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> AI-Powered Renewal Risk Prediction on the Pipeline Card https://www.insuredmine.com/knowledge-base/ai-powered-renewal-risk-prediction-on-the-pipeline-card/ Thu, 17 Sep 2026 13:39:13 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53349 Applicable exclusively to InsuredMine integrated with Applied EPIC and AMS360. What is this feature? Every open card in your Renewal Pipeline is now scored by an AI prediction model. Instead of finding out a renewal is at risk when it’s too late, you’ll see a risk signal directly on the card – with a plain-language […]

The post AI-Powered Renewal Risk Prediction on the Pipeline Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Applicable exclusively to InsuredMine integrated with Applied EPIC and AMS360.

What is this feature?

Every open card in your Renewal Pipeline is now scored by an AI prediction model. Instead of finding out a renewal is at risk when it’s too late, you’ll see a risk signal directly on the card – with a plain-language explanation and specific next steps, not just a number.

Note: This feature is currently available only for agencies using AMS360 and Applied Epic as their integrated CRM. 

What you’ll see on the Renewal Pipeline card

Each scored card displays:

Element

Description

Risk Level badge

Low Risk, Elevated Risk, or High Risk — color-coded for quick scanning

Renewal Chance %

The model’s estimated probability that the policy renews

Lost Risk %

The model’s estimated probability the policy is lost

AI Explanation (expandable)

A plain-language summary of what’s driving the score

Next Best Actions (checklist)

Specific, recommended actions you can check off as you complete them

How to use it

  1. Scan the badge first. Elevated and High Risk cards are the ones that need attention before Low Risk cards.
  2. Expand the explanation. It tells you why the model scored the card the way it did — tenure, account history, pricing changes, engagement gaps, days to expiry, and similar factors.
  3. Work the Next Best Actions checklist. These are recommended, not automatic — the AI never takes action on its own. You decide what to do and check items off as you complete them.
  4. Engage early on Elevated/High Risk cards, ideally well before the expiry date noted in the explanation.

Risk Level thresholds

The Risk Level badge is based on the model’s estimated Renewal Chance %:

Renewal Chance %

Risk Level

Below 70.63%

Very High Risk

70.63% – 78.73%

High Risk

78.73% – 86.86%

Elevated Risk

Above 86.86%

Low Risk

 

Thresholds are set and calibrated by the AI team based on real outcomes, not configured on the frontend — they may be adjusted over time as the model is validated against actual renewal results.

How the score gets calculated and refreshed

  • The prediction is generated by the existing AI prediction service — this feature does not train or change the underlying model.
  • Predictions refresh automatically:
    • On a scheduled cadence of 15 days
  • Once a policy is marked Renewed or the Pipeline card is marked Won or Lost, the Prediction will stop and no longer appear on the card.

FAQ

Does this change how my Renewal Pipeline works? No. This adds the risk score, explanation, and recommended actions to the existing card — the pipeline itself is unchanged.

Can I turn the feature off? Not in Phase 1 — it applies to every active Renewal Pipeline card for AMS360 & Epic agencies.

Will the AI ever contact my customer directly? No. The AI provides scoring and recommendations only. All customer outreach is done by agents, using their existing tools and workflows.

Why don’t I see a score on a card? The card is either new and hasn’t been scored yet, or the prediction service was temporarily unavailable and will resolve automatically on the next refresh.

Is this available on mobile? Not in this release — Phase 1 is web application only.

The post AI-Powered Renewal Risk Prediction on the Pipeline Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Rename The Files While Uploading https://www.insuredmine.com/knowledge-base/rename-the-files-while-uploading/ Fri, 04 Sep 2026 10:31:07 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52869 Release Date: 08/27/2026 Overview InsuredMine now allows users to rename a file while uploading it. This gives users the flexibility to update the file name before it is saved in the system, making files easier to identify and organize. This feature is available in the following modules: Account 360 Contact 360 Pipeline Card Policies eSignature […]

The post Rename The Files While Uploading appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: 08/27/2026

Overview

InsuredMine now allows users to rename a file while uploading it. This gives users the flexibility to update the file name before it is saved in the system, making files easier to identify and organize.

This feature is available in the following modules:

    • Account 360
    • Contact 360
    • Pipeline Card
    • Policies
    • eSignature

How to Rename a File While Uploading

Step 1: Upload a File

Navigate to the Files section of the supported module and upload a file.

Once the file is selected, the uploaded file will be displayed with its current file name.

Step 2: Edit the File Name

Click the Edit icon next to the uploaded file.

The file name will become editable.

Step 3: Enter the New File Name

Update the file name as required.

For example:

Original: sample
 Renamed: Insuredmine Test

Click the ✓ (Confirm) icon to save the new file name.

Alternatively, click the ✕ (Cancel) icon to discard the changes.

Step 4: Complete the Upload

Once the file name has been confirmed, proceed with the upload.

The file will be saved using the updated file name.

Important Behavior

When the Edit icon is clicked:

  • The file name becomes editable.
  • The Upload button is disabled.
  • The user must either confirm the changes (✓) or cancel the editing (✕).
  • The Upload button remains disabled until the editing action is completed.
eSignature

In eSignature, the rename option is available after uploading the document and before clicking Next.

Steps:
  1. Upload the PDF document.
  2. The uploaded document will appear on the screen.
  3. Click the Edit icon below the document.
  4. Modify the document name.
  5. Click ✓ to confirm the new name or ✕ to cancel.
  6. Once the name is confirmed, click Next to continue with the eSignature process.

The post Rename The Files While Uploading appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Ability to Filter using Servicing Roles in Pipeline https://www.insuredmine.com/knowledge-base/ability-to-filter-using-servicing-roles-in-pipeline/ Fri, 04 Sep 2026 10:12:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52849 Release Date: 08/25/2026This enhancement is available to Admins and Agents. Overview The Servicing Roles filter in the Pipeline module allows users to filter deal cards based on the servicing role associated with the account. If servicing role information is available at the account level and a deal card has been created for that account, users […]

The post Ability to Filter using Servicing Roles in Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: 08/25/2026
This enhancement is available to Admins and Agents.

Overview

The Servicing Roles filter in the Pipeline module allows users to filter deal cards based on the servicing role associated with the account.

If servicing role information is available at the account level and a deal card has been created for that account, users can use the Servicing Roles filter to quickly identify the relevant deal cards.

Steps to Use the Servicing Roles Filter

  1. Navigate to the Pipeline module.

   2. Open the Pipeline where you want to filter the deal cards.

  3.Click on Filters.

    4. Locate the Servicing Roles filter.
    5. Select the required servicing role(s).

   6. Apply the filter.

The Pipeline will display the deal cards associated with the selected servicing role(s).

Prerequisites

For the Servicing Roles filter to return the expected results:

  • The servicing role should be present on account level.
  • The corresponding deal card must be created for the account in the Pipeline..
Example

For example, if an account has a servicing role such as Producer, or another configured servicing role, users can select that role from the Servicing Roles filter.

The Pipeline will then show the relevant deal cards associated with accounts where that servicing role is present.

Key Benefit

This enhancement provides a more efficient way to locate and manage Pipeline opportunities based on servicing responsibilities, without having to manually review individual deal cards.
Note: The available servicing roles in the filter are based on the servicing role information present in the accounts.

The post Ability to Filter using Servicing Roles in Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Sales Goal – Multiple Pipeline Selection https://www.insuredmine.com/knowledge-base/sales-goal-multiple-pipeline-selection/ Wed, 26 Aug 2026 12:53:42 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52709 Overview   The Sales Goal dashboard previously allowed users to select and view sales goals for only one pipeline at a time. When an agent was part of multiple pipelines, users could not view the agent’s combined sales goal across all assigned pipelines. To address this limitation, the Sales Goal dashboard has been enhanced to […]

The post Sales Goal – Multiple Pipeline Selection appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>
Overview

 

The Sales Goal dashboard previously allowed users to select and view sales goals for only one pipeline at a time.

When an agent was part of multiple pipelines, users could not view the agent’s combined sales goal across all assigned pipelines.

To address this limitation, the Sales Goal dashboard has been enhanced to allow users to select multiple pipelines and view the agent’s combined sales goal and actual performance across the selected pipelines.

Enhancement

 

Users can now select multiple pipelines from the pipeline filter in the Sales Goal dashboard.

When multiple pipelines are selected:

  • The selected pipelines are displayed in the pipeline filter.
  • The Sales Goal for an agent is combined across all selected pipelines.
  • The agent’s Goal and Actual values are calculated based on the selected pipelines.
  • Users can view the combined sales performance without checking each pipeline separately.

How It Works

 

  1. Navigate to Dashboard → Sales Goal.
  2. Select the required time period, such as Monthly or Yearly.
  3. Select the required month/year.
  4. Click the Pipeline dropdown.
  5. Select one or more pipelines.
  6. Click Show to view the results.
  7. The Sales Goal dashboard will display the agent’s combined goal and actual values for all selected pipelines.

Example

 

Suppose an agent is assigned to:

  • Test – 1
  • Test – 2

Previously, the user had to select each pipeline separately to view the agent’s sales goal.

With the new enhancement, both pipelines can be selected together. The Sales Goal dashboard will then display the agent’s combined goal and actual values from both pipelines.

Benefit

This enhancement provides a consolidated view of an agent’s sales performance when the agent is assigned to multiple pipelines, eliminating the need to check each pipeline individually.

The post Sales Goal – Multiple Pipeline Selection appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Awaiting Reply Indicator for Email & Awaiting Reply Filter https://www.insuredmine.com/knowledge-base/awaiting-reply-indicator-for-email-awaiting-reply-filter/ Sat, 22 Aug 2026 08:49:11 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52599 Overview The Awaiting Reply Indicator helps agencies quickly identify customer email conversations that are waiting for a response. Instead of manually monitoring inboxes, users can identify records requiring follow-up directly within InsuredMine. With this feature, users can view the Awaiting Reply indicator and use the  Clients Awaiting Reply filter across Pipeline, Contacts, and Accounts. Automatic […]

The post Awaiting Reply Indicator for Email & Awaiting Reply Filter appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>
Overview

The Awaiting Reply Indicator helps agencies quickly identify customer email conversations that are waiting for a response. Instead of manually monitoring inboxes, users can identify records requiring follow-up directly within InsuredMine.

With this feature, users can view the Awaiting Reply indicator and use the  Clients Awaiting Reply filter across Pipeline, Contacts, and Accounts.

Automatic Response Detection

Incoming client emails are automatically detected and marked as Awaiting Reply.

Flagging Logic:

  • Pipeline email: Deal Card, Contact, and Account
  • Contact email: Contact and Account
  • Account email: Account only

Note: Effective from August 21, 2026, new client/customer replies will be detected and flagged as Awaiting Reply.

Client Awaiting Reply Filters

Each supported module includes a Client Awaiting Reply filter that displays only records currently waiting for an agency response.

Available in:

  • Pipeline
  • Contacts
  • Accounts

This helps agents prioritize customer follow-ups without searching through their inbox.

Automatic Status Management

The Awaiting Reply status is automatically maintained.

A flag is created when:

  • A customer replies to an existing email conversation.
The flag is removed when:
  • An agency user replies to the customer.
  • A user manually marks the conversation as resolved.

If multiple conversations are open for the same record, the indicator remains until all pending conversations have been resolved.

Intelligent Thread Synchronization

For enhanced visibility, the Communication tab utilizes Intelligent Thread Synchronization to prioritize the latest incoming message at the top of the list. By clicking the indicator icon on a record, users are immediately presented with the most current client response for efficient review.

Benefits
  • Quickly identify customers waiting for a response
  • Reduce missed follow-ups
  • Improve visibility across Pipeline, Contacts, and Accounts
  • Eliminate manual inbox monitoring
  • Lay the groundwork for AI-assisted email workflows

The post Awaiting Reply Indicator for Email & Awaiting Reply Filter appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Add Cards Option to Lost Deal Reason and Deal Conversion on Pipeline Dashboard https://www.insuredmine.com/knowledge-base/add-cards-option-to-lost-deal-reason-and-deal-conversion-on-pipeline-dashboard/ Wed, 19 Aug 2026 11:04:49 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52497 Release Date: August 18, 2026 Overview We have introduced a new enhancement in the Pipeline module: the By Cards option is now available in Lost Deal Reasons and Deal Conversion. This option allows users to view deal data based on the number of Deal Cards, in addition to existing views such as By Quotes, By […]

The post Add Cards Option to Lost Deal Reason and Deal Conversion on Pipeline Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Release Date: August 18, 2026

Overview

We have introduced a new enhancement in the Pipeline module: the By Cards option is now available in Lost Deal Reasons and Deal Conversion. This option allows users to view deal data based on the number of Deal Cards, in addition to existing views such as By Quotes, By Count, By Premium, and By Revenue. 

Use Case: The Cards option helps users analyze deal data based on the actual number of Deal Cards. This provides a more accurate view of the deals represented in Lost Deal Reasons and Deal Conversion, helping users evaluate pipeline activity and deal performance more effectively.

To view the enhancement:

  • Navigate to Pipeline.
  • Click the three-dot (Action) menu.
  • From the dropdown, select Deal Charts.
  • The Deal Charts page appears.
  • From the dropdown, select Lost Deal Reasons.
  • A new By Cards option is available.
  • Select the By Cards option.
  • The chart displays the Deal Card count based on the number of Deal Cards.

Example: If one Deal Card contains two quotes, the Quotes count is displayed as 2, while the By Cards count is displayed as 1, because there is only one Deal Card.

Note: You can also view the By Cards option in Deal Conversion.

The post Add Cards Option to Lost Deal Reason and Deal Conversion on Pipeline Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Add “Account” as a Recipient Type in Pipeline Automation for Account-Level Communication https://www.insuredmine.com/knowledge-base/add-account-as-a-recipient-type-in-pipeline-automation-for-account-level-communication/ Mon, 03 Aug 2026 12:11:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52361 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 […]

The post Add “Account” as a Recipient Type in Pipeline Automation for Account-Level Communication appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

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.

The post Add “Account” as a Recipient Type in Pipeline Automation for Account-Level Communication appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>