Policies Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/policies/ Fri, 29 May 2026 11:08:17 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Policies Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/policies/ 32 32 Add Commission Filter on Policy Module https://www.insuredmine.com/knowledge-base/add-commission-filter-on-policy-module/ Fri, 29 May 2026 10:57:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50663 Release Date: 28 May 2026 We have introduced a new Estimated Commission filter in the Policy module. This filter allows users to filter data based on commission ranges for the policies. Users can efficiently view Active, Inactive, Cancelled, and Future policies-related information.  Use Case: The Estimated Commission filter helps users quickly filter policy data based […]

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Release Date: 28 May 2026

We have introduced a new Estimated Commission filter in the Policy module. This filter allows users to filter data based on commission ranges for the policies. Users can efficiently view Active, Inactive, Cancelled, and Future policies-related information. 

Use Case: The Estimated Commission filter helps users quickly filter policy data based on commission ranges. 

This makes it easier to access relevant policy records and identify high-value policies without manually reviewing the entire dataset, thereby reducing manual effort and saving time 

Note: This feature is available only for Epic Agency. 

To View the Enhancement:

  • Navigate to Policy.
  • Click on the Filter icon.
  • The Filter panel appears on the right-hand side.
  • As shown below, a Commission filter has been added.

To View the Result:

  • As shown below, enter the required Commission range.
  • Click on Apply. 
  • Policies data are displayed based on the selected Commission range. 

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]]> Issuing Location Filter in Policy and Book of Business Module – Epic https://www.insuredmine.com/knowledge-base/issuing-location-filter-in-policy-and-book-of-business-module-epic/ Mon, 02 Feb 2026 06:03:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=49085 Release Date: January 22, 2026  A new enhancement has been introduced in the Policies and Reports modules with the addition of a new filter and table column option called Issuing Location. This enhancement allows users to filter, view, and analyze policy data based on issuing locations across the Policies section and the Book of Business […]

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Release Date: January 22, 2026

 A new enhancement has been introduced in the Policies and Reports modules with the addition of a new filter and table column option called Issuing Location. This enhancement allows users to filter, view, and analyze policy data based on issuing locations across the Policies section and the Book of Business report.

Use Case: Users can filter policies to view location-specific data, customize table views to include issuing locations, and generate more accurate reports in the Book of Business. It improves visibility, reporting accuracy, and decision-making by allowing teams to understand policy distribution across different locations.

Note: This feature is applicable only for Epic Agency.

To view the Enhancement in the Policies Filter section:

  • Navigate to Policies.
  • Click on Filter.
  • A Filters Panel appears.
  • As shown below, a new option Issuing locations, has been added.
  • From the Issuing location dropdown, select the preferred location or select all to view policies details.
  • Click on Apply.

 

  • As shown below, policies are displayed based on the selected Issuing locations.

 

To view the enhancement in Policies, select Table Columns:

  • Navigate to Policies.
  • Click on Select Table Columns.
  • A Select Table Columns Panel appears.
  • As shown below, a new option, Issuing locations has been added.
  • Check the box next to Issuing location.
  • Click on Save.
  • A success pop-up: ‘’Table Columns Saved Successfully’’ appears.

To View the Enhancement in Reports:

  • Navigate to Reports.
  • From the Reports dropdown, select Book of Business.
  • Click on the Filter icon.
  • A Filter panel appears.
  • From the issuing locations filter, select the preferred location or select all 
  • Click on Apply.

 

To View the Result:

  • Click on the policies count.
  • As shown below, issuing location data is displayed along with other policy details.

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]]> QQ Policy Sync https://www.insuredmine.com/knowledge-base/qq-policy-sync/ Wed, 28 Jan 2026 10:14:42 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=49046 Release Date:- 13 January, 2026 We have introduced a new enhancement that allows policies created in InsuredMine to automatically sync to QQ. Previously, only Accounts, Contacts, and Activities could be synced from InsuredMine to QQ. With this update, policy data is now included, ensuring better data consistency across systems. Use Case: This feature helps sync […]

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Release Date:- 13 January, 2026

We have introduced a new enhancement that allows policies created in InsuredMine to automatically sync to QQ. Previously, only Accounts, Contacts, and Activities could be synced from InsuredMine to QQ. With this update, policy data is now included, ensuring better data consistency across systems.

Use Case: This feature helps sync policy data from InsuredMine to QQ without manual effort, reducing duplicate work, double entry, saving time, and preventing data mismatches, while ensuring both systems reflect the most up-to-date policy information. 

This improves operational efficiency and maintains accurate records across both platforms.

To view the enhancement:

  • Navigate to Policies.
  • Click  Add Policy.
  • The Add Policy panel appears.
  • Select the preferred Insurance Type.
  • Fill in the required details.
  • Choose one of the following options, as shown below:
    Save
    Save and New
    Add New for the Same Client

 

  • A success message, “Policy Added Successfully”, appears.

Policy Sync Confirmation

  • As shown below, you can also view the added policy on the Home page with the policy number, confirming that the policy has been synced to QQ.

Notes:

  • Personal Insurance Types:

Policy information from InsuredMine will sync to QQ only if the following details are already synced to QQ:
Account Name
Contact Name
Policy Details (Category/LOB and Carrier)
Agent

  • Commercial Insurance Types:

Policy information from InsuredMine will sync to QQ only if the Account Name is already synced to QQ.

  • Premium Amount:

The premium amount entered in InsuredMine will not automatically sync to QQ. You must manually enter the gross premium amount in QQ for the respective account.

Sync Configuration Requirement:

 To use this feature, the sync setting must be configured to Manual.

Steps to Configure Auto/ Manual Sync:

  • Navigate to Settings.
  • From the Configuration dropdown, select Auto/Manual Sync.

  • You are redirected to the Restricted Activities Sync with AMS – Auto/Manual Sync page.
  • Enable the preferred Auto or Manual Sync option.

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]]> Data Enrichments with EMS for AMS360 https://www.insuredmine.com/knowledge-base/data-enrichments-with-ems-for-ams360/ Fri, 17 Oct 2025 09:37:22 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=48187 We have introduced a new enhancement to the Policy section. The EMS section has been added to the Policies page to provide a consolidated view of policy-related information. Use Case: This feature helps users to view all policy data in one place, saving time and making the review of policy details more efficient. To view […]

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We have introduced a new enhancement to the Policy section. The EMS section has been added to the Policies page to provide a consolidated view of policy-related information.

Use Case: This feature helps users to view all policy data in one place, saving time and making the review of policy details more efficient.

To view the enhancement of EMS in policy:

  • Navigate to Policies.
  • Click on the Policy Number  to view policy Details.
  • You will be redirected to the Policies page.
  • A new section EMS, has been  added.
  • Click on EMS to view the Policy Information.
  • As shown below, you can view policy data from Policy Additional Information to Policy Line of Business.

Note: You can also view the EMS section on the Account 360 page and click EMS to see the EMS details.

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]]> Policy Details: Coverage Sync from Epic to InsuredMine https://www.insuredmine.com/knowledge-base/policy-details-coverage-sync-from-epic-to-insuredmine/ Fri, 17 Oct 2025 07:52:51 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=48174 “We have introduced a new enhancement under the Policies section. Now, any details added in Coverage or Vehicle & Driver policies in Epic will automatically sync and appear in the Policies section of the corresponding account in InsuredMine.“ Use Case: Agents can easily bring new Coverage or Vehicle & Driver policies details added in Epic […]

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“We have introduced a new enhancement under the Policies section. Now, any details added in Coverage or Vehicle & Driver policies in Epic will automatically sync and appear in the Policies section of the corresponding account in InsuredMine.“

Use Case: Agents can easily bring new Coverage or Vehicle & Driver policies details added in Epic into InsuredMine, saving time and ensuring data consistency.

To View the Enhancement:

Navigate to Policies.

Click on Policy Details.

Click on Coverage to view the added coverage in Epic.

Click on Vehicle and Driver to view the policy details added in Epic.

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]]> Claims detail on policy page for Sagitta https://www.insuredmine.com/knowledge-base/claims-detail-on-policy-page-for-sagitta/ Thu, 16 Oct 2025 07:20:05 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=48107 We have introduced a new enhancement: any claim details added for the Policy in Sagitta will now sync to InsuredMine Accounts. It is a one-way sync from Sagitta to InsuredMine. Use Case: Suppose an agent wants to quickly access a client’s claim history while preparing for a renewal discussion. Instead of logging into Sagitta separately, […]

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We have introduced a new enhancement: any claim details added for the Policy in Sagitta will now sync to InsuredMine Accounts. It is a one-way sync from Sagitta to InsuredMine.

Use Case: Suppose an agent wants to quickly access a client’s claim history while preparing for a renewal discussion. Instead of logging into Sagitta separately, the agent can now view the claims details directly in the InsuredMine account. This saves time, provides a unified view of client information, and helps the agent make more informed decisions.

To View the Enhancement: 

  • Navigate to the Sagitta Account
  • Click on policies
  • You will be redirected to the Policies page.
  • Double Click on Policy Number
  • You will be redirected to the Policy Details Page
  • Click on Claims

You can now View, Add and Edit Policy claims as per your preference.

Fill in the required details of the policies claims.

Note: Loss ID is your Claim Number in Insurdmine

As shown below, you can enter the claim details up to the Settlement stage.

To view your claim details in Insuredmine Accounts:

  • Navigate to Accounts 
  • Click on the Account Name (for which you added policy claim details)
  • You will be redirected to the account 360 page.
  • Click on Policies to see the details of  the added policy

Click on the Policy Number to view the claims added in Sagitta.

  • You will be redirected to the Policy Details page.
  • Click on Claims

The Claim Refresh button is used to sync claim details for the respective policy from Sagitta into InsuredMine.

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]]> Notes Summary in Account360,Contact360,and Deal Cards https://www.insuredmine.com/knowledge-base/notes-summary-in-account360-contact360-dealcards/ Mon, 25 Aug 2025 13:46:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47582 We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal Cards — allowing you to quickly capture and summarize important notes. Use Case: Helps you quickly capture and organize all notes into concise summaries for easy reference, share key insights […]

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We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal Cards — allowing you to quickly capture and summarize important notes.

Use Case: Helps you quickly capture and organize all notes into concise summaries for easy reference, share key insights with your team, improve collaboration, and speed up decision-making.

To View the Enhancement of Account 360:

  • Navigate to the Account
  • Click view profile of your preferred Accounts Name
  • You will be redirected to Account 360 page
  • On the account 360, click Notes.

Click on Add Note to add New Note

  • Add Note also you can Drag and drop your files and get a summary on the basis of that added file and notes.
  • Click on the Save Icon.

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in one click.

You can re-summarize your notes anytime by clicking on the icon, as shown below.

You also have the option to select a Time Range for Notes summarization

To View the Enhancement of Contacts 360:

  • Navigate to the Contacts
  • Click view profile of your preferred Contacts Name
  • You will be redirected to Contact 360 page 
  • Click Notes.

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in just one click.

You can re-summarize your notes anytime by clicking on the, icon as shown below

You also have the option to select a Time Range for Notes summarization

To View the Enhancement of Deal Card360:

  • Navigate to the Pipeline
  • Click  Deal Cards
  • You will be redirected to this page
  • On the deal card page, click Notes

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in one click.

You can re-summarize your notes anytime by clicking on the icon,as shown below

You also have the option to select a Time Range for Notes summarization

The post Notes Summary in Account360,Contact360,and Deal Cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Need Filter for Policy Status https://www.insuredmine.com/knowledge-base/need-filter-for-policy-status/ Mon, 30 Dec 2024 12:01:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43684 Feature Release Date: 28 December, 2024 This enhancement will now allow users to filter policies based on their status, making it easier to view specific policy details. Use Case: Users can quickly narrow down and check the status of policies, improving efficiency and visibility. Note: This enhancement is specifically developed for Applied Epic AMS users […]

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Feature Release Date: 28 December, 2024

This enhancement will now allow users to filter policies based on their status, making it easier to view specific policy details.

Use Case: Users can quickly narrow down and check the status of policies, improving efficiency and visibility.

Note: This enhancement is specifically developed for Applied Epic AMS users only.

To View the Enhancement:

  • Navigate to the Policy Module.
  • Then, click on the Filter option present in the top right corner.
  • A short panel will slide in from the right, displaying all available filters.
  • Click on the Status Filter to select a filter and check the policy status.
  • Click Apply.
  • Policy status will then be displayed on the main page as shown in the image above 👆

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]]> Claims Detail on Policy page for Epic SDK https://www.insuredmine.com/knowledge-base/claims-detail-on-policy-page-for-epic-sdk/ Mon, 21 Oct 2024 09:37:29 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=41901 Epic users can now conveniently access claim information directly on the Policy Page. Also have the ability to view all policy claims associated with an account within the Account 360 page, or can access claim information for a particular policy on the Policy Details Page. This enhancement ensures that when a claim is made on […]

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Epic users can now conveniently access claim information directly on the Policy Page. Also have the ability to view all policy claims associated with an account within the Account 360 page, or can access claim information for a particular policy on the Policy Details Page. This enhancement ensures that when a claim is made on an insurance policy, only the relevant details related to the claim for that particular policy are displayed. This simplified approach provides a more user-friendly experience, allowing for quick and easy access to essential information.

Use Case: This enhancement simplifies access to policy-specific claim details, boosting efficiency, improving decision-making, and delivering a smoother user experience.

Note: All policies that have claims filed will only display relevant claim details.
To View the Enhancement:

View Claim Details on Policy Module Page as mentioned in the image below 👇:

  • Navigate to the Policy Module.
  • Click on the Policy No to redirect to the Policy details page.
  • Now, select the Claims tab to check the claim details of the policy.

All claims associated with the policy will be visible within Account 360 view of the Account:

Policies claim details on Account 360 Page of the Account as mentioned in the image below 👇:

  • Click on the Account Name to navigate to its account 360 details.
  • Next, select the Claims tab to view the claims of the policies associated within the Account.

The post Claims Detail on Policy page for Epic SDK appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Sync with Rater from policy (TR, PL, QR) – Auto/Home https://www.insuredmine.com/knowledge-base/sync-with-rater-from-policy-tr-pl-qr-auto-home/ Sat, 19 Oct 2024 13:03:33 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=41836 With our latest update, easily sync Auto/Home category policies with raters like TurboRater, PL Rater, and QuoteRUSH directly from the policy module. Use Case: Sync Auto/Home policies with leading raters, enabling quick, accurate quotes directly from the policy module. Note: For policies we are syncing -> AccountDetails, ContactDetails, Coverages, Drivers, Vehicles and Home Related Info. […]

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With our latest update, easily sync Auto/Home category policies with raters like TurboRater, PL Rater, and QuoteRUSH directly from the policy module.

Use Case: Sync Auto/Home policies with leading raters, enabling quick, accurate quotes directly from the policy module.

Note: For policies we are syncing -> AccountDetails, ContactDetails, Coverages, Drivers, Vehicles and Home Related Info.

To View the Enhancement:

  • Navigate to the settings module 
  • Then, within Configurations, click on Rater settings.
  • By Default, PL Rater, QuoteRUSH & Turborater will be on disabled
  • Click to Enable.
  • After clicking on Enable, a side panel will appear saying Form Settings for PL Rater, Turborater or QuoteRUSH.
  • We need to select existing forms for Auto/Home. These forms are available in the forms module.
  • Once you enable the Home/Auto form settings within the rater settings, a success message will appear, stating: ‘Settings are enabled.
  • Now go to the Policies Module

Policy category is set to Auto:

  • Click on the action button and from the drop-down, you can select either to sync it with PL Rater, QuoteRUSH or Turborater.
  • Once you click sync with either PL Rater , QuoteRUSH or Turborater.
  • A pop-up will be displayed saying :Success submitted to quoting platform.

Policy category is set to Home:

  • Click on the action button and from the drop-down, you can select either to sync it with PL Rater, QuoteRUSH or Turborater.
  • A pop-up will be displayed saying :Success submitted to quoting platform.

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]]> Executive and Representative options when adding/syncing policy with AMS https://www.insuredmine.com/knowledge-base/executive-and-representative-options-when-adding-syncing-policy-with-ams/ Sun, 07 Apr 2024 06:07:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=37268 Previously, when syncing a policy, the same accounts and contact executive and representative were automatically applied. Now, users have the flexibility to select different executives and representatives before syncing the policy. This ensures that the chosen executive and representative are mapped for the policy and synced within AMS360. Use Case: Choosing different executives and representatives […]

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Previously, when syncing a policy, the same accounts and contact executive and representative were automatically applied. Now, users have the flexibility to select different executives and representatives before syncing the policy. This ensures that the chosen executive and representative are mapped for the policy and synced within AMS360.

Use Case: Choosing different executives and representatives makes policies fit better, organizing them neatly for easy management in AMS.

Note: If executives and representatives are not selected before syncing, the policy will be mapped to the available executive and representative for the contact and account.

To View the Enhancement:

  • Create a policy and click on it to view the policy details.
  • Next, click on ‘AMS360 not synced’ to sync the policy details with the AMS360.
  • Select the exec and rep before syncing the policy with AMS.
  • Click on “Sync.”

While adding Quotes from the Deal Card:

  • Select a deal card, then click on the deal category.
  • When adding a quote, choose the executive and representative before syncing with AMS.

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]]> ICO and PPC Customization for Applied Epic https://www.insuredmine.com/knowledge-base/ico-and-ppc-customization-for-applied-epic/ Sat, 03 Feb 2024 15:03:47 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=36099 In Epic, when agencies come on board, they’re given the choice to select their primary carrier type—either ICO or PPC. Let’s take a quick look at how these details appear in InsuredMine, making it easy and personalized. Note: For example, if an agency initially selects an issuing company but later decides to switch to the […]

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In Epic, when agencies come on board, they’re given the choice to select their primary carrier type—either ICO or PPC. Let’s take a quick look at how these details appear in InsuredMine, making it easy and personalized.

Note: For example, if an agency initially selects an issuing company but later decides to switch to the premium payable as their primary carrier, this transition is possible. However, it’s important to know that it may take some time due to backend data refresh.

  • While onboarding an agency in Epic,  we give them the option to choose what they want as their primary carrier whether ICO or PPC.
  • Click on the refresh button to manually sync the policy details with Insuredmine.

Now after syncing carrier details with InsuredMine, let’s understand how it appears within InsuredMine once the onboarding agency chooses its primary carrier type.

To view the enhancement:

When ICO (Issuing company) is the Primary Carrier type for an Agency:

  • Navigate to the Policies module.
  • Agencies that have selected the Issuing Company type as their primary carrier will be displayed upfront.
  • On the policy details page, users can confirm the agency’s preference for an ‘issuing company’ carrier.

When PPC (Premium Payable Company) is the Primary Carrier type for an Agency:

  • Navigate to the Policies module.
  • Agencies that prefer the Premium Payable type as their primary carrier will be visible upfront.
  • Click on the policy number to view policy details.
  • On the policy details page, users can confirm the agency’s preference for a ‘premium payable’ carrier.

Carrier details can also be viewed from Accounts and Contacts:

From Account360

  • Go to Account 360.
  • Click on policy details to view agencies’ carrier details, whether Premium Payable or Issuing Company carrier details.

 From Contact 360

  • Navigate to contact360 of the contact.
  • Click on policy details to view agencies’ carrier details, whether premium payable or issuing company

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