Sidebar Menu Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/sidebar-menu/ Mon, 06 Jul 2026 11:41:11 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Sidebar Menu Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/sidebar-menu/ 32 32 Agent Overview Report: View Open, Won, Lost Cards, and Quotes by Agent https://www.insuredmine.com/knowledge-base/agent-overview-report-view-open-won-lost-cards-and-quotes-by-agent/ Mon, 06 Jul 2026 11:18:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52034 Release Date: July 3, 2026 This enhancement is available to Admins Overview We have introduced a new enhancement to the Agent Overview report under the Dashboard module. This enhancement allows users to filter Agent Overview data by Pipeline and Date within the Pipeline Dashboard, providing a consolidated view of key performance metrics such as Open, […]

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Release Date: July 3, 2026

This enhancement is available to Admins

Overview

We have introduced a new enhancement to the Agent Overview report under the Dashboard module. This enhancement allows users to filter Agent Overview data by Pipeline and Date within the Pipeline Dashboard, providing a consolidated view of key performance metrics such as Open, Won, Lost, and Close Rate. Users can also access and download detailed reports directly from the metric counts for deeper analysis. 

Use Case: Admins can use the Agent Overview report to monitor and analyze agent-wise pipeline performance across selected pipelines and date ranges. The report provides a quick summary of key metrics such as Open, Won, Lost, and Close Rate for each agent, while the detailed reports allow admins to review individual deal records, track sales outcomes, and evaluate overall pipeline performance more effectively. 

To view the enhancement:

  • Navigate to Dashboard.
  • From the Dashboard dropdown, select  Pipeline Dashboard.
  • From the Pipeline Dashboard, select Agent Overview.
  • From the Pipeline dropdown, select the desired pipeline type. 
  • You can also select All to view data across all pipelines.
  • From the Date dropdown, select the preferred date range.
  • The results will be displayed based on the selected pipeline and date range, including the following metrics: 
      • Open
      • Won
      • Lost
      • Close Rate
    •  
  • You also have the option to download the detailed report.
  • You can also view and download the detailed report by clicking the number displayed under the Open cards count. 

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]]> Servicing roles in Pipeline card- EPIC https://www.insuredmine.com/knowledge-base/servicing-roles-in-pipeline-card-epic/ Mon, 06 Jul 2026 10:53:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52025 Release Date: July 3, 2026 Overview We have introduced a new enhancement under the Pipeline module that automatically populates the Servicing Roles from the associated Account into the corresponding Pipeline Card. When a new pipeline card is created, the servicing roles configured in the associated account are automatically populated. For existing pipeline cards, the servicing […]

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Release Date: July 3, 2026

Overview

We have introduced a new enhancement under the Pipeline module that automatically populates the Servicing Roles from the associated Account into the corresponding Pipeline Card. When a new pipeline card is created, the servicing roles configured in the associated account are automatically populated. For existing pipeline cards, the servicing roles are also populated based on the account currently associated with each pipeline card. 

Use Case: This enhancement helps agencies maintain consistent servicing role information between the Account and Deal Card. By automatically populating the servicing roles from the synchronized account, it reduces the risk of inconsistencies, and saves time. 

To view the enhancement:

  • Navigate to Pipeline.
  • Open the required Pipeline Card.
  • The Deal Card opens in a new tab.
  • Scroll down to view  the added Servicing Roles.

Pipeline Card Details Page-

Note: The Servicing Role section in the Deal Card displays the same servicing roles that are added to the associated Account.

Account 360 view- 

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]]> Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold https://www.insuredmine.com/knowledge-base/automatically-create-pipeline-cards-for-auto-no-home-and-home-no-auto-policies-based-on-the-configured-probability-threshold/ Mon, 06 Jul 2026 09:52:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52000 Release Date: July 3, 2026 Overview We have introduced a new automation enhancement under the Opportunities module for Auto No Home and Home No Auto policies. This enhancement allows to automatically create pipeline cards by configuring the pipeline, stage, ownership, and probability threshold. Pipeline cards are created only for policies whose probability falls within the […]

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Release Date: July 3, 2026

Overview

We have introduced a new automation enhancement under the Opportunities module for Auto No Home and Home No Auto policies. This enhancement allows to automatically create pipeline cards by configuring the pipeline, stage, ownership, and probability threshold. Pipeline cards are created only for policies whose probability falls within the configured threshold range.

Use Case: This enhancement automatically creates pipeline cards for eligible Auto No Home and Home No Auto policies based on the configured probability threshold. It eliminates manual pipeline card creation and ensures opportunities are created in the appropriate pipeline, stage, and assigned to the selected agent.

To view the enhancement:

  • Navigate to Opportunities.
  • Select Auto No Home or Home No Auto.
  • Click Automation.

An Automation Setting panel appears on the right-hand side.

Steps to Set the Automation For Auto No Home:

  • Click Auto No Home
  • Select Yes to enable the Auto No Home setting. 
  • From the Pipeline dropdown, select the required pipeline.
  • From the Stage dropdown, select the stage where the renewal deal card should be created.
  • Under Create Card In, choose whether to create the deal card in the Private or Shared pipeline.
  • In the Preferred Probability Threshold section, specify the minimum and maximum probability values.
  • Under Select Agent who will be assigned to the renewal cards, choose one of the following:
    • Agent of the Policy
    • Select One Agent
  • Click Save.

Note:  Pipeline cards are created only for policies whose probability falls within the configured threshold range. 

A success message: “Setting Updated Successfully” appears.

Note: To set up the automation for Home No Auto, follow the same steps described above for Auto No Home. 

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]]> Group By Servicing Roles in New Business, Cancellation, and Renewed Reports https://www.insuredmine.com/knowledge-base/group-by-servicing-role-in-book-of-business-personal-data-book-epic-2/ Mon, 06 Jul 2026 08:08:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51984 Release Date: July 3, 2026 Overview We have introduced a new enhancement to the Reports module. You can now filter data by Servicing Roles in the New Business Report, Cancellation Report, and Renewed Report. Selecting a servicing role allows you to view detailed report data for that role. Use Case: This enhancement helps users track […]

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Release Date: July 3, 2026

Overview

We have introduced a new enhancement to the Reports module. You can now filter data by Servicing Roles in the New Business Report, Cancellation Report, and Renewed Report. Selecting a servicing role allows you to view detailed report data for that role.

Use Case: This enhancement helps users track how policies, accounts, and contacts are distributed across different servicing roles. It provides better visibility into workload distribution and enables more efficient tracking and performance analysis.

Note: This feature is released only for Epic Integration.

To View the Enhancement:

  • Navigate to Reports.
  • Click New Business Reports.
  • Click Group By, and then select Servicing Roles from the dropdown.
  • As shown below, a new dropdown for different servicing roles is displayed.
  • Click the preferred Servicing Role.
  • The report displays policy counts grouped by Servicing Role for each month.
  • Click the policy count for the required month under the selected servicing role.
  • A detailed report opens, displaying all policies associated with the selected servicing role for that month.

Note: As shown below, you can view complete policy information, including Account Name, Contact Name, Policy Number, Policy Status, and other related details.

Note: To View the Enhancement in Cancellation Reports and Renewed Reports  Follow the same steps described above for the New Business Report. Apply the required filters to view data for your preferred Servicing Role.

Cancellation Report:

Renewed Report:

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]]> Save and Schedule Account Reports https://www.insuredmine.com/knowledge-base/save-and-schedule-account-reports-2/ Mon, 29 Jun 2026 07:41:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51769 Release Date: November 23, 2022 Overview We have introduced an enhancement in the Accounts module that allows users to save customized account reports and schedule them to run automatically. Users can define report recipients, access saved reports from the Reports module, and configure report delivery at a preferred date and time. Use Case: This enhancement […]

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Release Date: November 23, 2022

Overview

We have introduced an enhancement in the Accounts module that allows users to save customized account reports and schedule them to run automatically. Users can define report recipients, access saved reports from the Reports module, and configure report delivery at a preferred date and time.

Use Case: This enhancement helps users automate the generation and delivery of frequently used account reports. By saving report configurations and scheduling them in advance, users can ensure timely access to account data, reduce manual effort, and keep stakeholders informed through automated report emails.

To view the enhancement:

  • Navigate to Accounts and select the Setting option from the top-right corner.
  • Click on Save as Report.
  • Enter the Report Name 
  • InsuredMine will auto-populate the logged-in agent’s email address under Recipient. You may add other email addresses under Additional Recipient.
  • Click on Save.

  • A success pop-up, “Saving Accounts Report, Once Done We Will Notify you through Email,” appears. 

  • An email will be sent from InsuredMine. Click on Open Report and you will be redirected to the Book of Business under the report module.

To view this Report

  •  Navigate to the Report
  • Click the Saved Reports.
  • As shown below, click Schedule
  • A Saved Report panel appears on the right- hand side
  • You can choose your preferred time to run the report 
  •  Click on Save.
  • You may edit an existing report by clicking on Schedule.
  • Click on Edit to reschedule the report day and time.

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]]> Logs added to Account 360 https://www.insuredmine.com/knowledge-base/logs-added-to-account-360-2/ Thu, 25 Jun 2026 12:33:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51669 Release Date: February 17, 2023 Overview We have introduced a Log section in both Account360 and Contact360 that tracks changes made to account and contact records. Any updates, additions, or removals are recorded in the Log tab, providing users with visibility into record activity and change history. Use Case: This enhancement helps users monitor and […]

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Release Date: February 17, 2023

Overview

We have introduced a Log section in both Account360 and Contact360 that tracks changes made to account and contact records. Any updates, additions, or removals are recorded in the Log tab, providing users with visibility into record activity and change history.

Use Case: This enhancement helps users monitor and review account- and contact-related changes from a centralized location. By maintaining a record of updates in the Log tab, users can track modifications, verify changes, and maintain better visibility into record management activities.

To view the enhancement:

  • Navigate to Accounts.
  • Select the preferred account to open Account360.
  • Click Edit.
  • Make the required changes and save the record.
  • Click the Log tab.
  • Any account-related additions, updates, or removals are displayed in the Log tab.

Note: To view the Log tab for Contacts, follow the same steps described above and open the desired Contact360 record. Any contact-related additions, updates, or removals are displayed in the Log tab. 

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]]> Download Account Report https://www.insuredmine.com/knowledge-base/download-account-report-2/ Thu, 25 Jun 2026 11:34:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51651 Release Date: August 2, 2023 Overview We have introduced an enhancement in the Accounts module that allows users to download account information into an Excel report. Users can select recipients, apply filters, and generate downloadable reports containing account data for further review and analysis. Use Case: This enhancement helps users export account information for reporting, […]

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Release Date: August 2, 2023

Overview

We have introduced an enhancement in the Accounts module that allows users to download account information into an Excel report. Users can select recipients, apply filters, and generate downloadable reports containing account data for further review and analysis.

Use Case: This enhancement helps users export account information for reporting, auditing, and business review purposes. By downloading account data into an Excel file, users can analyze records more efficiently and share account information with relevant stakeholders.

To view the enhancement:

  • Navigate to Accounts.
  • As shown below, click the three-dot icon.
  • From the dropdown, select Download.
  • A Download Report panel appears.
  • From the Recipient dropdown, select one or more recipients.
  • You also have the option to add an Additional Recipient.
  • InsuredMine sends an email to the selected recipients with a link to download the report.
  • Open the email and click Download to download the Excel report.

Note: You can apply filters such as Active, Prospect, Inactive, Lead, and Others before downloading the report. You can also use the Filter icon to filter records by policy count, agent, tags, and other criteria.

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]]> Add Servicing role as Sender’ Email in workflow- EPIC https://www.insuredmine.com/knowledge-base/add-servicing-role-as-sender-email-in-workflow-epic/ Mon, 22 Jun 2026 12:53:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51512 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, […]

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Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, enabling more personalized and role-based communication. 

Use Case: This enhancement helps agencies route automated communications through the appropriate servicing role assigned to a record. By using the servicing role’s email address as the sender, agencies can improve communication consistency, provide clients with a relevant point of contact, and maintain role-based ownership throughout the workflow process.

Note: This feature is available  to EPIC. 

To view the enhancement:

  • Navigate to Engagement.
  • From Automation, click Create.
  • The  Engagement > Workflow page appears.
  • Select the desired Workflow type.
  • Click  Customize.
  • The Workflow Details page appears.
  • Fill in the required fields.
  • Click Begin.
  • The Drip Workflow page appears.
  • As shown below, multiple servicing role options are available in the Sender Email dropdown.
  • From the Sender Email dropdown, select the preferred servicing role.
  • Click Next.

Note: When a Servicing Role is selected as the sender,  the workflow automation emails are triggered using the email address associated with the selected servicing role assigned to the record. 

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]]> Pipeline Stage Configuration Enhancement Implemented for [X Date] Cards https://www.insuredmine.com/knowledge-base/pipeline-stage-configuration-enhancement-implemented-for-x-date-cards/ Mon, 22 Jun 2026 12:32:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51502 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that allows users to configure how lost deal cards are handled based on the X-Date. Users can now automatically reopen a lost deal card before the X-Date and move it to […]

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Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement in the Pipeline module that allows users to configure how lost deal cards are handled based on the X-Date. Users can now automatically reopen a lost deal card before the X-Date and move it to a selected pipeline and stage. This helps agencies re-engage prospects at the appropriate time without manual follow-up.

Use Case: This enhancement helps agencies automate the follow-up process for lost opportunities. By configuring a future X-Date and selecting the target pipeline and stage, users can automatically reopen lost deals and return them to the sales process, ensuring renewal and remarketing opportunities are not missed.

To view the enhancement:

  • Navigate to Pipelines.
  • Check the box beside the desired deal card.
  • Click Lost.
    • The Lost Selected Cards panel appears on the right-hand side.
    • Enter the required lost deal information.
    • Enable Set X-Date and select the preferred date.
    • As shown below, a new Open this card automatically option has been added. 
    • Enter the number of days before the X-Date when the card should reopen.
    • Select the preferred Pipeline and Stage from the respective dropdowns. 
    • From the Board Type dropdown, select the preferred board type.
    • Select the required automation options.
    • Click Submit.

A success pop “ Selected Cards marked as successful” appears.

Note: The selected automation is automatically triggered the specified number of days before the X-Date, and the deal card is reopened based on the configured settings.

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]]> Create a new Deal Card from an Existing Quote within the Current Deal Card https://www.insuredmine.com/knowledge-base/create-a-new-deal-card-from-an-existing-quote-within-the-current-deal-card/ Mon, 22 Jun 2026 12:13:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51491 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that allows users to create a new pipeline card directly from a quote within an existing deal card. When a new pipeline card is created, the selected quote details are automatically […]

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Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement in the Pipeline module that allows users to create a new pipeline card directly from a quote within an existing deal card. When a new pipeline card is created, the selected quote details are automatically populated into the newly created card, reducing manual data entry and simplifying quote management.

Use Case: This enhancement helps users manage multiple quotes more efficiently by allowing them to create separate pipeline cards for individual quotes within the same deal. By automatically carrying over the selected quote information, users can track, manage, and progress each quote independently while maintaining accurate quote-related data in the pipeline.

To view the enhancement:

  • Navigate to Pipelines.
  • Click on the Deal Card.
  • The Deal Card Details page appears.
  • Scroll down to the Quotes section.
  • As shown below, click on the Add Pipeline Card for the preferred quote for which you want to create a new card.

Note: The Add Pipeline Card option is available only when the deal card contains two or more quotes.

  • A success pop-up, “Card Created Successfully,” appears.
  • A pop-up window appears to enable automation.
  • Click Apply.

Note: The Enable Automation pop-up appears only when automation is active and configured for the selected stage.

  • A new pipeline card is created within the same stage.
  • As shown below, the newly created pipeline card is automatically updated with the details of the selected quote.

Note: All relevant details from the selected quote, such as quote status (Won/Lost), premium, revenue, and other quote information, are automatically updated in the newly created pipeline card, ensuring the card reflects the selected quote’s current status and details. 

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]]> Account Premium and Account Commission Filters on Workflows (EPIC) https://www.insuredmine.com/knowledge-base/add-account-premium-and-account-commission-filters-to-workflows-epic/ Mon, 22 Jun 2026 11:42:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51475 Release Date: June 22, 2026 This enhancement is available to Admins and Agents. Overview We have introduced two new filters in Workflow Automation for EPIC agencies: Account Premium and Account Commission. These filters allow users to configure workflow automations based on the total premium and commission values associated with an account. By applying these filters, […]

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Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced two new filters in Workflow Automation for EPIC agencies: Account Premium and Account Commission. These filters allow users to configure workflow automations based on the total premium and commission values associated with an account. By applying these filters, users can target specific account segments and trigger workflows for accounts that meet defined premium or commission criteria.

Use Case: This enhancement helps agencies automate engagement, renewal, and retention activities for specific account segments based on premium and commission values.

 By filtering accounts according to their total premium or commission amounts, users can focus on high-value accounts, create more targeted campaigns, and ensure that workflows are triggered only for relevant accounts, reducing manual effort and improving automation efficiency.

Note: This is available for Policy Renewal, and Cross- Sell Workflow.

To view the enhancement:

  • Navigate to Engagement.
  • From Automation, Click create.
  • The  Engagement > Workflow page appears.
  • Select the desired Workflow type.
  • Click  Customize.
    • The Policy Renewal Workflow Details page appears.
    • Click Filter.
    • The Filter panel appears on the right-hand side.
    • As shown below, two new filters have been added:
      • Account Active Commission Range
      • Account Active Premium Range.

How to Apply the Active Premium and Active Commission Filters:

Account Active Premium Range:

  • Enter the preferred premium range in the From and To fields.
  • Click Save.

Account Active Commission Range :

  • Enter the preferred commission range in the From and To fields.
  • Click Save.

Note: Only accounts whose Premium or Commission amounts fall within the specified range will qualify for the workflow.

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]]> Add “No Label” and “No Stamp” Filter Conditions in Pipelines Module https://www.insuredmine.com/knowledge-base/add-no-label-and-no-stamp-filter-conditions-in-pipelines-module/ Mon, 22 Jun 2026 10:16:41 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51463 Release Date: June 22, 2026 This enhancement is available to: Admins Agents Overview We have introduced a new enhancement in the Pipeline module that adds No Stamp and No Label options to the Card Stamp and Label filters. These options allow users to quickly identify and filter deal cards that do not have a stamp […]

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Release Date: June 22, 2026

This enhancement is available to:

  • Admins
  • Agents

Overview

We have introduced a new enhancement in the Pipeline module that adds No Stamp and No Label options to the Card Stamp and Label filters. These options allow users to quickly identify and filter deal cards that do not have a stamp or label assigned.

Use Case: This enhancement helps users locate deal cards that have not been categorized with stamps or labels.

 By filtering records with No Stamp or No Label, users can identify incomplete records, maintain data consistency, and ensure deal cards are properly organised for tracking and reporting.

To view the enhancement:

  • Navigate to Pipelines.
  • Click the Filter icon.
  • The Filter panel appears on the right-hand side.
  • The Filter panel appears on the right-hand side. 
  • Expand the Card Stamp section.
  • As shown below, a new No Stamp option has been added.
  • Expand the Label section.
  • As shown below, a new No Label option has been added.

How to Apply the No Stamp Filter:

  • Under Card Stamp, select No Stamp.
  • Click Apply.

Deal cards without any stamp assigned are displayed.

How to Apply the No Label Filter: 

  • Under Label, select No Label.
  • Click Apply.

Deal cards without any Label assigned are displayed.

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