Policy Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Notes Summary in Account360,Contact360,and Deal Cards

Arshad Hussain — Mon, 25 Aug 2025 13:46:48 +0000

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

Avinash Barik — Mon, 30 Dec 2024 12:01:50 +0000

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

The post Need Filter for Policy Status appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Claims Detail on Policy page for Epic SDK

Avinash Barik — Mon, 21 Oct 2024 09:37:29 +0000

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.

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Sync with Rater from policy (TR, PL, QR) – Auto/Home

Avinash Barik — Sat, 19 Oct 2024 13:03:33 +0000

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

Arshad Hussain — Sun, 07 Apr 2024 06:07:30 +0000

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.

The post Executive and Representative options when adding/syncing policy with AMS appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy Premium Range Filter

Arshad Hussain — Thu, 04 Jan 2024 11:01:12 +0000

Now in the Policy Module, you can filter policies based on their premium amount range. By inputting values in the ‘From’ and ‘To’ fields, users can easily filter policies and view only those that match the specified premium range.

Navigation:

Navigate to the Policies section.
Click on the Filters option.

3. Select the desired range by specifying the ‘From’ and ‘To’ amounts.

4. Apply the filter.

The post Policy Premium Range Filter appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Sync/Not Sync filter in policy list

Arshad Hussain — Thu, 30 Nov 2023 13:38:42 +0000

The policy filter now includes a new feature allowing users to view the list of policies categorized by their synchronization status.

Navigation:

Go to the “Policies” section.
Click on the filter option.
Choose the “AMS sync Filter.”

4. Select the preferred synchronization status to view the corresponding policy list.

Note: Upon selecting the filter, the results will display according to the chosen synchronization status.

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Pipeline cards on Policy360

Arshad Hussain — Wed, 18 Oct 2023 11:45:26 +0000

With this latest feature, users now have the ability to view pipeline cards within Policy360 when their policy is associated with specific deal cards.

Navigation:

Access the Policy Module.

2. Select Policy360 from the menu.

3. Click on Pipeline Cards from the available options.

Note: Only deal cards associated with your policies will be visible in Policy360

The post Pipeline cards on Policy360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add Notes in Policy

Neelima Gayathri — Fri, 25 Aug 2023 07:01:36 +0000

Update – The new update enables you to add notes under the policy.

Application – Log updates and details as Notes to the policy

Process:

Navigate to Policies
Click on Add Note
Click Save

Note: The Notes added from there will be synced with AMS for AMS360, HawkSoft, QQ Catalyst, and NowCerts integrated agencies

The post Add Notes in Policy appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add policy from the quote of the card.

Nidhi mhendhiratta — Wed, 23 Aug 2023 18:12:41 +0000

Description: Adding a quote will automatically create a policy in the deal card.

Benefit: Creating a policy is now quicker, automated, and more efficient.

Navigation –

Navigate to the Pipeline module. Click on a deal card.
Scroll down to the quotes section.
Click on Edit.

Select Add Quote. Click on More Options.

After filling in the desired requirements, click on Submit.

A success message will appear.

Note: Click the Policy not added button to add the policy. Once the policy is added, a success message will appear.

You can view the added policy in the Existing Policies section.

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Add policy number to eSign signed doc for AMS360

Nidhi mhendhiratta — Sun, 20 Aug 2023 11:00:39 +0000

Description: Agents can include the policy number when sending documents for eSignature.

Benefit: Agents can track which policies are associated with the documents sent for eSignature.

Navigation –

Navigate to the eSignature module. Click on Sign Document.
Select a file. Click on Next.

Add signers. Click on Next.

Place fields where they are required. Click on Next.

From the drop-down menu, choose the Policy number. Scroll down to select Send.

Note: The policies visible in the drop-down are the ones that have already been added to the corresponding contact sent for eSignature.

You can track the documents sent for an eSign policy once the file has been sent for eSignature.
Sign in to the AMS portal. Open the contact to whom the eSignature documents were sent.
Go to the Activity section to view the eSign document

The post Add policy number to eSign signed doc for AMS360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add X-dates policy

InsuredMine — Fri, 18 Aug 2023 18:26:47 +0000

In this article, you will learn:

Add X-date policy/data through the InsuredMine agency portal by following the steps mentioned below.

1. Add & Save Policy

Go to Policies from the left navigation bar and click on Add Policy

Fill in the details and save the policy.

2. Adding X-Date to Policy

Select the policy/ policies and click on Add X-date

3. View Policy

Once you have saved the X dates policy with the required information, you can view them in the list form in the policy section. You can filter the policies which have X-date added to it. For this navigate to filter and click on x-date and select yes.

Enhancement: May 2021

Filters in Policies and Add Xdates

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