Quoterush Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/quoterush/ Fri, 26 Sep 2025 13:09:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Quoterush Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/quoterush/ 32 32 QuoteRush Carrier Selection Setting on Renewal Pipeline Automation https://www.insuredmine.com/knowledge-base/quoterush-carrier-selection-setting-on-renewal-pipeline-automation/ Fri, 26 Sep 2025 12:55:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47838 Release Date : April 7, 2025 With our latest enhancement, we are eliminating the manual efforts required by agents to rate policies. With QuoteRush, policies will now automatically sync to the quoting platform. Earlier, agents had to manually enter and quote policies in InsuredMine. Now, with the help of QuoteRush bot, policies will be quoted […]

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Release Date : April 7, 2025

With our latest enhancement, we are eliminating the manual efforts required by agents to rate policies. With QuoteRush, policies will now automatically sync to the quoting platform. Earlier, agents had to manually enter and quote policies in InsuredMine. Now, with the help of QuoteRush bot, policies will be quoted automatically, removing the need for agents to access the quoting platform and rate them manually, simplifying the process for greater efficiency.

Use Case: With QuoteRush 2 way sync feature, any agent creating a new lead.

Note: 💡

  • The auto-quoting feature applies only when policies are synced via renewal automation (cron).
  • If a user manually syncs a policy, the auto-quoting process will not be triggered.

To View the Enhancement:

Step 1: Enable the Rater Settings:

  • Navigate to the Settings Module.
  • Within Configuration, Click on ‘Rater Settings.’
Step 2: Select the Carriers (Auto/Home)

Note 💡: If no carriers are selected, the policy will not be submitted for auto-quoting and will follow the previous process.

  • Navigate to QuoteRush Carrier Settings within the settings configuration menu.
  • Select the Auto & Home Carrier options.
  • Click Save.
Step 3: Set Conditions within the Renewal Pipeline Settings
  • Navigate to Pipeline Settings> Renewal Pipeline.
  • Set the condition to “Yes” if you want to sync policies with raters.
  • Set the number of days prior to sync before creating a renewal card.
  • Policies expiring within the specified days will be synced to the quoting platform.

Note 💡 : This sync action runs daily at 4 PM as part of the scheduled cron job. The system will automatically pick up expiring policies and sync them to the quoting platforms. Additionally, when a renewal card is created, it will retrieve the dates from QuoteRush and attach them to the deal card so only the part where the user has to rate it manually will be automated.

QuoteRush View:

Earlier, when policies were quoted manually, they were only displayed on the homepage. Now, once quotes are submitted for Auto-Quoting, they will be visible on both the QuoteRush homepage and the Bot Queue as shown in the image below:

Deal Card Getting Created within IM:

  • Navigate to the Pipeline Module.
  • Select the Deal Card.
  • Within the Deal Card details view, scroll down to the bottom until you find the Rater Quotes option.
  • Next, click on the ‘View QuoteRush Quote.’
  • You will be able to view all the auto-synced quotes within IM, as shown in the image above.

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]]> QuoteRush 2 Way Sync https://www.insuredmine.com/knowledge-base/quoterush-2-way-sync/ Tue, 22 Jul 2025 13:23:18 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46882 QuoteRush 2-Way Sync enables seamless data exchange between InsuredMine and QuoteRush, ensuring real-time synchronization of policy, quote, and client information. This ensures that data stays consistent and current across both platforms—boosting agent efficiency and reducing manual entry. Use Case: With the QuoteRush 2-Way Sync feature, agents no longer need to manually enter lead details into […]

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QuoteRush 2-Way Sync enables seamless data exchange between InsuredMine and QuoteRush, ensuring real-time synchronization of policy, quote, and client information. This ensures that data stays consistent and current across both platforms—boosting agent efficiency and reducing manual entry.

Use Case: With the QuoteRush 2-Way Sync feature, agents no longer need to manually enter lead details into InsuredMine when they’ve already been created in QuoteRush. This automation saves time, reduces errors, and enhances overall workflow efficiency.

💡Note: This feature is only active when enabled in the Rater Settings within InsuredMine.

🔄 Sync Frequency: Any updates to existing leads in QuoteRush are automatically reflected in InsuredMine through a cron job that runs every 5-7 minutes.

How to Set Up and Use the 2-Way Sync ?

First, go to Settings > Integrations and select Connect QuoteRush.

Step 1: Enable Rater Settings in InsuredMine

  1. Go to the Settings module in InsuredMine.

  2. Under Configuration, click on Rater Settings.

  3. Enable QuoteRush 2-Way Sync.

  4. Select the Combined Auto and Home Form in which you would like to sync the data.

         5.Click on Save.

A success message will appear in the top-right corner, and the form name will be displayed under QuoteRush 2-Way Sync.

Step 2: Create a Lead in QuoteRush

  1. Log in to the QuoteRush Portal.
  2. Navigate to Home, then click on New Lead.

3. In the popup, select either Home or Auto as the lead type, and click Next.

4. Fill in the required fields with appropriate information and click Submit.

5. Open the newly created lead and click Edit.

6. Complete the required fields with the relevant details and then select Submit.

📝 Note: Click Save Lead to trigger a confirmation popup. Click OK to complete the update.

Step 3: Verify in InsuredMine

  1. Navigate to the Forms module in InsuredMine.
  2. Open the selected form and check the latest response.

You’ll see that the lead created in QuoteRush is automatically reflected in InsuredMine.

💡 Automation Tip: If Form Automation is enabled in InsuredMine, a Deal Card, Accounts and Contacts will be automatically created. The agent will be able to view quotes under the Intake Form within the Deal Card.

📝Note: Any new lead—whether Home, Auto, or Combined—will appear under the Combined Form selected in the Rater Settings.

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]]> QuoteRUSH Integration 2-Way Sync https://www.insuredmine.com/knowledge-base/quoterush-integration-2-way-sync/ Mon, 12 Aug 2024 11:20:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=40759 Improve your workflow with the seamless 2-way sync integration between InsuredMine and QuoteRUSH. This feature enables agents to easily sync data of the forms across both platforms, ensuring up-to-date information and enhanced efficiency. Use Case: Enhance your form’s data sync with InsuredMine and QuoteRUSH’s 2-way sync, ensuring accurate updates to your form data. Note: The […]

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Improve your workflow with the seamless 2-way sync integration between InsuredMine and QuoteRUSH. This feature enables agents to easily sync data of the forms across both platforms, ensuring up-to-date information and enhanced efficiency.

Use Case: Enhance your form’s data sync with InsuredMine and QuoteRUSH’s 2-way sync, ensuring accurate updates to your form data.

Note: The agent should have the QuoteRUSH login credentials to use this two-way sync feature.

To View the Enhancement:

  • Navigate to the Settings module.
  • Select Integrations.
  • From the Integrations page, find QuoteRush and click Connect.
  • After clicking connect, a login pop-up will appear asking the agent to add their User ID and password.
  • Next, if check-marked on then All agent will use different QuoteRUSH credentials then all the agents will login using different creds.
  • Next, click Connect.

After you click connect, a success pop-up will then appear saying: Success QuoteRUSH enabled Successfully.

Get a Form Template:

Note: You won’t be able to edit those fields in the form templates. 

All the data points that you will fill in the form will be able to sync to QuoteRUSH to IM and IM to QuoteRUSH.

  • We have Now 2 Forms: Auto & Home.

  • Once you fill the Form and click on submit for both Auto and Home form.
  • Then click on the Overview , then select All Leads.
  • Next all your data will appear that has been synced from InsuredMine to QuoteRUSH.
  • Next, click on the Client to get all the additional details you have added  earlier and submitted in the form.

Note: Now if you edit the Form in QuoteRUSH, the added details will also be reflected in the Intake Forms in InsuredMine.

  • Now, if i change the Email Address to a different one within QuoteRUSH.
  • Then the given data will also be changed within Intake Forms in InsuredMine.

Bring your Rater data (Premiums) straight into InsuredMine:

  • You can visualize the premium data as shown in the image above.
  • Within the deal card, click on the ‘View Auto/Home Quote.’
  • A side panel will open where you can view the premium data within the deal card in InsuredMine.

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]]> QuoteRush Rater Integration https://www.insuredmine.com/knowledge-base/quoterush-rater-integration/ Mon, 01 Feb 2021 00:55:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5821 QuoteRush is a rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. Recently InsuredMine has integrated with QuoteRush and InsuredMine is having the ability to pass on data to QuoteRush. Currently, for three deal categories – HomeOwners, Auto, and Flood, integration is taking place. Note: If […]

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QuoteRush is a rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. Recently InsuredMine has integrated with QuoteRush and InsuredMine is having the ability to pass on data to QuoteRush. Currently, for three deal categories – HomeOwners, Auto, and Flood, integration is taking place. 

Note: If All agents will use different QuoteRUSH credentials is checked, then the agent can connect to QuoteRUSH, if not checked then only the admin can connect to QuoteRUSH.

 

Make sure you have already signed up for QuoteRush rating tool prior to setting up the integration.

To enable QuoteRUSH:

  • Navigate to Settings
  • Click on Integrations
  • Click on QuoteRUSH to connect
  • Fill in the user ID and Password
  • Click to Connect

 

Note: This checkbox option will be visible to admin only. If it is checked, all agents will connect QuoteRUSH with different credentials, if not checked, all agents will use the same QuoteRUSH credentials provided by the admin.

 
 
Once done, you will get a success notification saying:
 
If ‘All agents will use different QuoteRUSH credentials’ is checked, then agent can connect to QuoteRUSH with their own agent login.


Integrations of Fields in IM Quotesheet 

Whenever you sent an intake form to client, you will get the option to save the form to QuoteRush. If you select the option the form will get uploaded and saved in QuoteRush too.

Note: This integration of data will be possible only if the client has QuoteRush login credentials.

Note:

  • Quoterush is NOT integrated with Custom Forms made in InsuredMine
  • Quoterush integration is not available for Commercial Lines or Life Ins.; we integrate Quoterush only for PL

To view the enhancement:

  • Navigate to Pipelines
  • Select intake form
  • Add the form
  • Scroll down and select Save to QuoteRush

Insuredmine Quote Sheet Sample:


Once the data is filled and saved in the InsuredMine Quote Sheet, it gets reflected in QuoteRush too.

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