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.

The post Issuing Location Filter in Policy and Book of Business Module – Epic appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Benefit: Assists in giving agents references for remarketing

Process:

Note – the loss date data point is marked in the pipeline, accounts, and policies modules.

For pipelines

• Navigate to the pipeline module. Click on a deal card for an extended view.
• View the claim loss date on the left side of the window.

For policies

• Navigate to the policies module. Click on a policy for an extended view. Go to the claims tab. The first column is the loss date datapoint.

For accounts

• Navigate to the accounts module. Click on a count to go to account 360. Go to the claims tab. The first column is the loss date datapoint.

The post Loss date datapoint in claim pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy data if the deal card is created for an active client

When a deal card is created for an active client, the policy data will be reflected in the policy data section, in the left panel. This feature will help the agents to view the policy data from the deal card itself.

Note: An active client is the one who has an active deal

The post Policy Data in the Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Count of active, inactive, and future policies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Segment your books of business by insurance type via policy count or premium amount. Click on the count or premium to preview the list or click the list or click the email icon to send a campaign to the segment.

Click on the total policy count to navigate to the policy page

Click on the message icon to set and send a text or email campaign.

The post Policies by Insurance Type- Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policies by line of business charts is available under Agency Dashboard:

With this donut chart widget, you can visualize your book of business by line to understand what percentage of total business does a particular line represent.

Now you can segment your books of business by the line of business via policy count or premium amount. Click on the expand icon and then click on count or amount to preview the list or click the list or click the email icon to send a campaign to the segment.

The post Policies by Line of Business Charts: Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy by Expiration is available under Agency dashboard:

This stacked bar chart allows you to plan your cash-flow based on renewal premium, and work your renewals for the month by sending an email or series of emails directly from this screen. See your renewals broken down by line of business, the premium amount by month, etc.

The post Policy By Expiration: Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy by Branch widget is available under Agency Dashbaord:

This dashboard widget will help you to view the total number of policies for each branch. If you hover the cursor over the bars representing each branch you can find the total number of policies and their total premium value.

If you click on the total policy number you will navigate to policy page

If you click on the message icon beside total premium value it will take you to create list page under the engagement module, where you can set email or text campaign.

The post Policy Count by Branch- Dashboard appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Description – See the number of policies associated with an account in the report module.

Use case – Easy navigation of Accounts having policies mapped to it user can view and download easily from here 

Navigation-

 

• Navigate to the Reports module. Go to the tab Policy per new account.

• You can see the account name and the number of policies for that specific account. To view the policies, click on the policy count .
• You may also download the policies by clicking on the download button.

The post Policy per new account Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

If you click on the number, you will be navigated to the policy detail section where you will be able to download the report.

The post Policy Transaction Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AMS 360

In AMS 360, you will find – Cancellation confirmation, New business, Renewal policy, and Rewrite. 

Similarly in QQCatalyst and HawkSoft, you will find these added sections and transaction details under reports.

The post Policy Status report in Time Series appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.