Sidebar Menu Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/sidebar-menu/ Tue, 03 Nov 2026 08:55:31 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 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 Business Days – Based Trigger for Pipeline Automation https://www.insuredmine.com/knowledge-base/business-days-based-trigger-for-pipeline-automation/ Tue, 03 Nov 2026 08:46:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53988 Release Date: 09/11/2026 Prerequisites The Business Days option is available only to Admins. Admin access is required to create or edit Pipeline Automations. The Business Days option is available when configuring the day-based trigger for a Stage Automation. To exclude holidays, Skip Holidays must be enabled in Settings. Overview Pipeline Automation now supports Business Days […]

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Release Date: 09/11/2026

Prerequisites
  • The Business Days option is available only to Admins.
  • Admin access is required to create or edit Pipeline Automations.
  • The Business Days option is available when configuring the day-based trigger for a Stage Automation.
  • To exclude holidays, Skip Holidays must be enabled in Settings.
Overview

Pipeline Automation now supports Business Days as a scheduling option.

Previously, automation timelines could be calculated using calendar days or by skipping weekends. With the new Business Days option, automation triggers are calculated based on working days.

When Business Days is selected:

  • Monday through Friday are counted as business days.
  • Saturday and Sunday are automatically excluded.
  • Configured holidays can also be excluded when Skip Holidays is enabled.
  • The automation trigger is executed on the applicable business day based on the configured number of days.

This helps agencies schedule automated follow-ups, tasks, communications, and other pipeline actions according to their normal working schedule.

How to Configure Business Days

Go to Pipeline Module → Automation → Create Stage Automation.

  1. Select After as the trigger.

      2. Enter the number of days after which the automation should execute.

      3. Select Business Days as the day calculation option.

      4. Configure the required automation action and other conditions.

      5. Save the automation.

Once configured, the system calculates the trigger date using business days instead of calendar days.

Calendar Days vs. Business Days

The day calculation option determines how the automation trigger date is calculated.

Calendar Days

When Calendar Days is selected, the system counts consecutive calendar days.

For example, if an automation is configured for 3 Calendar Days starting Monday:

  • Friday→ Day 1
  • Saturday→ Day 2
  • Sunday→ Day 3 → Trigger Executes

The Admin may select the Skip weekend option; any automations scheduled for Saturday or Sunday will run on Monday alongside Monday’s scheduled automations.

Business Days

When Business Days is selected, Saturday and Sunday are not counted.

For example, if an automation is configured for 3 Business Days starting Thursday:

  • Thursday → Day 1
  • Friday → Day 2
  • Saturday → Skipped
  • Sunday → Skipped
  • Monday → Day 3 → Trigger Executes
Weekend Handling

When Business Days is selected, Saturdays and Sundays are automatically skipped.

No business-day count is applied to Saturday or Sunday, and the automation continues counting from the next available business day.

For example:

Friday → Day 1 → Saturday/Sunday skipped → Monday → Day 2

This is particularly useful for workflows that should not be scheduled based on non-working days.

Skip Holidays

Tip: To exclude configured holidays from the Business Days calculation, go to Settings and enable Skip Holidays.

When enabled, a configured holiday is skipped in the same way as a weekend, and the automation continues from the next available business day.

Existing Automations

Existing Pipeline Automations will continue to work without changes.

Automations configured using Calendar Days or the existing Skip Weekend option will retain their current behavior.

The Business Days option can be selected when creating or updating an automation where the trigger needs to follow business-day calculations.

Example Use Case

An agency wants to send a follow-up communication 6 working days after a pipeline stage change.

The automation is configured as:

  • Trigger: After
  • Days: 6
  • Day Type: Business Days
  • Action: Send Communication

If the stage change occurs on Monday, the system calculates the schedule as:

Monday → Tuesday → Wednesday → Thursday → Friday → Weekend skipped → Monday

The communication is triggered on the following Monday, which is the sixth business day.

This allows agencies to align pipeline automation with their operational working schedule instead of triggering actions based purely on calendar days.

  1. Select After as the trigger.
  2. Enter the required number of days.
  3. Change Day to Business Day.

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]]> Servicing Role Filter in Master Report https://www.insuredmine.com/knowledge-base/servicing-role-filter-in-master-report/ Tue, 03 Nov 2026 08:35:38 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53980 Release Date: 09/11/2026 Overview We have released a new enhancement in the Master Report that allows users to filter report data based on Servicing Roles. With this enhancement, users can select a Servicing Role and the relevant employee while adding filters to the Master Report. Users can also add multiple Servicing Role filters to view […]

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Release Date: 09/11/2026

Overview

We have released a new enhancement in the Master Report that allows users to filter report data based on Servicing Roles.

With this enhancement, users can select a Servicing Role and the relevant employee while adding filters to the Master Report. Users can also add multiple Servicing Role filters to view data associated with different servicing roles.

The filtered Servicing Role information will also be included in the downloaded Excel report as a separate column.

Prerequisites
  • User should have access to the Pipeline Dashboard.
  • User should have access to the Master Report.
  • Servicing Roles should be configured and available in the system.
How to Use Servicing Role Filter

Go to Pipeline Dashboard → Master Report.
1. Click + Add Filter.

2. Select Servicing Roles from the filter dropdown.

3. Select the required Servicing Role.

4. Select the relevant Employee.

5. To add another Servicing Role, click + Add Filter again.

6. Select Servicing Roles and select the additional Servicing Role and Employee.

Users can repeat the same process to add multiple Servicing Roles as required.

7. Click Apply.

8. The Master Report will display the data based on the selected Servicing Role(s), Employee(s), and other applied filters.

Downloaded Excel Report

When the filtered Master Report is downloaded in Excel format, the Servicing Role information will also be included as a column in the downloaded report.

This allows users to identify the Servicing Role associated with each record directly from the downloaded report.

Benefit

The Servicing Role Filter makes it easier to:

  • Filter Master Report data based on Servicing Roles.
  • Select the relevant employee associated with a Servicing Role.
  • Apply multiple Servicing Role filters.
  • Combine Servicing Role filters with other available Master Report filters.
  • Quickly review role-specific pipeline data.
  • Identify Servicing Roles in the downloaded Excel report.

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]]> Epic: Fetch Attachment by Policy https://www.insuredmine.com/knowledge-base/epic-fetch-attachment-by-policy/ Mon, 02 Nov 2026 12:10:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53963 Release Date: 10/30/2026 Overview The Download from Epic feature now extends to the Policy Module, letting users to fetch and sync files attached to policies in Applied Epic directly into the corresponding Policy Files section in InsuredMine CRM. Previously, this functionality lived only in the Files section of the Account module. Now users access policy-related […]

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Release Date: 10/30/2026

Overview

The Download from Epic feature now extends to the Policy Module, letting users to fetch and sync files attached to policies in Applied Epic directly into the corresponding Policy Files section in InsuredMine CRM.

Previously, this functionality lived only in the Files section of the Account module. Now users access policy-related attachments through the Policy module with no manual downloading or uploading.

Users can retrieve files categorized under Policy and Lines in Applied Epic; they appear in the corresponding policy’s Files section in InsuredMine CRM.

Prerequisites
  • The account must be synced with Applied Epic.
  • The corresponding policy must be available in both Applied Epic and InsuredMine.
  • The required files must be attached to the corresponding account or policy in Applied Epic.
  • The attachment type must be correct when uploading the file in Applied Epic.
Use Cases
  • Access Policy Documents: Retrieve policy-related documents directly from Applied Epic into InsuredMine.
  • Simplify File Management: Eliminate manual downloads and re-uploads between Applied Epic and InsuredMine.
  • Access Line-Related Attachments: Retrieve files categorized under Lines in Applied Epic through the Policy Files section.
  • Centralized Document Access: View policy-related attachments from policy and account sections in InsuredMine.
Steps to Download Policy Files from Applied Epic

Step 1: Navigate to the Policy Module in InsuredMine

Log in to InsuredMine CRM.

Open the account and policy containing the uploaded attachment.

Click the Policy to open it

Go to the Files section under the Policy details.

Step 2: Click on Download from Epic

In the Policy Files section, click the Download from Epic button.

InsuredMine fetches policy-related attachments from the policy in Applied Epic.

 

Step 3: View the Downloaded Files

Fetched files appearin the Policy Files section in InsuredMine.

Access the downloaded files directly from the policy.

Note: If a newly attached file categorized under Lines does not appear immediately, refresh manually to view the updated file list.

File Categorization and Visibility

InsuredMine displays Applied Epic files by their selected attachment type.

File visibility across the Account and Policy modules:

Attachment Type in Applied Epic

Account Files in InsuredMine

Policy Files in InsuredMine

Account

Yes

No

Policy

Yes

Yes

Important: Account-level attachments do not appear in Policy Files, but policy-related attachments are accessible from both the Account Files and Policy Files sections.

Supported File Formats

Download from Epic supports different file formats attached in Applied Epic.

Examples demonstrated during the knowledge transfer session include:

  • PDF files
  • Excel files
  • Screenshots and image files
  • GIF files

The attachment type selected in Applied Epic determines where the file appears in InsuredMine, regardless of the file format.

Important Notes/Limitations:
  • This functionality applies only to accounts synced with Applied Epic.
  • The Download from Epic button appears in both the Account Files and Policy Files sections.
  • Attach files to the corresponding account or policy in Applied Epic before fetching into InsuredMine.
  • Select the correct attachment type in Applied Epic so files appear in the intended section.
  • Files categorized under Lines are policy-related attachments and appear in the Policy Files section.
  • Newly attached Line-related files require a manual refresh to display.

In Summary: The Download from Epic feature in the Policy module lets users retrieve policy and line-related attachments directly from Applied Epic into InsuredMine, simplifying policy document access and management.

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]]> Assign Pipeline Cards Using Servicing Roles in Workflows https://www.insuredmine.com/knowledge-base/assign-pipeline-cards-using-servicing-roles-in-workflows/ Wed, 28 Oct 2026 13:17:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53914 Release Date: 10/22/2026   1. Overview InsuredMine now supports assigning Pipeline Cards to users based on the servicing roles configured at the account level when a Pipeline Card is created through a workflow. This feature allows users to select a servicing role in the workflow automation. When the Pipeline Card is created, the system checks […]

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Release Date: 10/22/2026

 

1. Overview

InsuredMine now supports assigning Pipeline Cards to users based on the servicing roles configured at the account level when a Pipeline Card is created through a workflow.

This feature allows users to select a servicing role in the workflow automation. When the Pipeline Card is created, the system checks the selected servicing role against the servicing roles configured on the associated account and assigns the card to the corresponding user, provided that the user exists in InsuredMine.

If the user assigned to the servicing role is not present in InsuredMine, the Pipeline Card will be assigned to the House Account.

This functionality helps streamline workflow-based assignments and ensures that Pipeline Cards are routed to the appropriate users.

2. How to Configure Servicing Role Assignment

Follow the steps below to create a Pipeline Card through a workflow using a servicing role.

Step 1: Navigate to the Engagement Module

  1. Log in to InsuredMine.
  2. Navigate to the Engagement module.
  3. Open Automation.
  4. Select the workflow in which you want to create the Pipeline Card.

For example, you can select a Renewal Workflow.

Step 2: Select Pipeline Card

  1. Open the selected workflow.
  2. On the first page of the workflow configuration, select Pipeline Card.
  3. Click Begin to proceed to the next page.
Step 3: Select the Servicing Role in the Assignee Field

  1. On the next page, locate the Assignee field.
  2. Select the servicing role you want to use for assigning the Pipeline Card.

For example, if you want the Pipeline Card to be assigned to the user designated as the EB Financial Analyst at the account level, select the corresponding servicing role from the Assignee field.

       3. Complete the remaining workflow configuration as required.

3. How Does the Assignment Work?

Once the workflow creates the Pipeline Card, InsuredMine determines the assignee based on the selected servicing role and the associated account.

The assignment process works as follows:

  1. Identify the account: The system identifies the account associated with the Pipeline Card being created.
  2. Check the servicing role: The system checks the selected servicing role against the servicing roles configured on that account.
  3. Identify the assigned user: If a user is assigned to that servicing role and the user exists in InsuredMine, the Pipeline Card is assigned to that user.
  4. Apply the fallback assignment: If the user assigned to the servicing role does not exist in InsuredMine, the Pipeline Card is assigned to the House Account.
5. Important Notes

  • The servicing role must be selected in the workflow’s Assignee field.
  • The assignment is determined by the servicing role configured at the account level
  • If the user assigned to the selected servicing role does not exist in InsuredMine, the Pipeline Card is assigned to the House Account.
  • This functionality applies to Pipeline Cards created through the configured workflow.
6. Summary

With account-level servicing role-based assignment, InsuredMine enables workflow-created Pipeline Cards to be assigned automatically to the appropriate user based on the servicing roles configured on the associated account. This reduces manual assignment efforts and provides a consistent assignment process, with the House Account serving as the fallback when the servicing-role user is not available in InsuredMine.

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]]> Enable or Disable Email Notifications for Checklists and Templates https://www.insuredmine.com/knowledge-base/enable-or-disable-email-notifications-for-checklists-and-templates/ Wed, 28 Oct 2026 11:00:38 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53882 Release Date: 10/23/2026 Overview InsuredMine now allows its users to enable or disable email notifications when sharing checklists and templates with recipients. This feature gives users greater control over email notifications and helps reduce unnecessary email notifications for routine CRM activities. Users can choose whether a notification email should be sent when a checklist or […]

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Release Date: 10/23/2026

Overview

InsuredMine now allows its users to enable or disable email notifications when sharing checklists and templates with recipients.

This feature gives users greater control over email notifications and helps reduce unnecessary email notifications for routine CRM activities. Users can choose whether a notification email should be sent when a checklist or template is shared.

Note: Disabling the email notification does not prevent the recipient from receiving the checklist or template. It only controls whether the notification email is sent.

Prerequisites

Before using this feature, ensure that:

  • You have access to the relevant pipeline to manage checklists.
  • You have access to the Engagement section to manage templates.
  • If you are sharing a template, you are the user who created that template. The share option is available to its creator.
Use Cases

1: Reduce Unnecessary Checklist Notifications: Agents may receive frequent email notifications for checklist-related activities. Users can disable the notification email when sharing a checklist to reduce unnecessary email alerts.

2: Control Template Sharing Notifications: When sharing a template with other users, the template creator can decide whether recipients should receive an email notification.

3: Customize Notification Preferences: Users can choose whether to send an email notification based on their team’s communication preferences and workflow requirements.

Managing Email Notifications for Checklists

Step 1: Navigate to the Pipeline
  1. Log in to your InsuredMine portal.
  2. Navigate to the Pipeline section.
  3. Open the relevant pipeline where you want to manage the checklist.
Step 2: Open the Checklist Option
  1. Locate the Checklist option within the pipeline.
  2. Open it to access the available checklist actions.
  3. Select the option to add or share a checklist, as applicable to the workflow.
Step 3: Configure the Email Notification

Creating and Sharing a New Checklist

  1. Locate the email notification setting in the checklist workflow.
  2. Choose whether the email notification should be enabled or disabled for the recipient.
  3. Review your selection before proceeding with the checklist action.
  • Enable: The recipient receives an email notification.
  • Disable: The recipient does not receive the email notification.
Step 4: Complete the Checklist Action

Proceed with the checklist action using the selected notification preference.

The recipient can still receive the checklist even when the email notification is disabled.

Sharing an Existing Checklist

In addition to adding a checklist, you can use the Share the Checklist option to manage email notification preferences for an existing checklist – 

  1. Locate the checklist you want to share.
  2. Click the Share icon corresponding to the checklist. You will be automatically redirected to the Share Checklist panel.
  3. Locate the email notification setting and choose your preferred option.
  • Enable: The recipient receives an email notification.
  • Disable: The recipient does not receive an email notification.
Managing Email Notifications for Templates

Step 1: Navigate to Engagement
  1. Log in to your InsuredMine portal.
  2. Navigate to the Engagement section.
  3. Open Template.
Step 2: Open or Create a Template
  1. Locate the relevant template.
  2. If you are creating a new template, complete the required template setup.
  3. Ensure you are working with a template you created, as the share option is available to its creator.
Step 3: Open the Template Sharing Option
  1. Open the relevant template.
  2. Locate the option to share the template with other users.
  3. Open the sharing workflow.
Step 4: Configure the Email Notification
  1. Locate the email notification setting in the template-sharing workflow.
  2. Choose whether to send an email notification to the recipients.
  3. Review the selected preference before completing the sharing action.
  • Enable: Recipients receive an email notification about the shared template.
  • Disable: Recipients do not receive the email notification.
Step 5: Complete the Sharing Action

Proceed with sharing the template by opting for Save using the selected notification preference.

Disabling the email notification does not prevent the recipient from receiving the shared template. It only stops notification, not the execution of the action.

Important Notes/ Limitations:
  • The email notification setting controls whether an email notification is sent to the recipient.
  • Disabling the notification does not prevent the checklist or template from being received.
  • The checklist notification option is accessed through the Pipeline section.
  • Template notification settings are accessed through Engagement → Template.
  • The template sharing option is available to only the user who created the template.

Key takeaway: InsuredMine now gives users control over email notifications for checklists and templates, helping teams manage communication without preventing recipients from receiving the shared items.

The post Enable or Disable Email Notifications for Checklists and Templates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Reschedule Pipeline Card Automation – Editable Scheduled Date and Time https://www.insuredmine.com/knowledge-base/reschedule-pipeline-card-automation-editable-scheduled-date-and-time/ Wed, 28 Oct 2026 07:03:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53864 Release Date: 10/23/2026   Overview InsuredMine now allows users to edit the scheduled date and time of an individual automation directly from the Pipeline Card’s Automation tab. Previously, automation schedules were calculated based on the delays configured at the pipeline level. Users could not modify the scheduled date for an individual pipeline card without changing […]

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Release Date: 10/23/2026

 

Overview

InsuredMine now allows users to edit the scheduled date and time of an individual automation directly from the Pipeline Card’s Automation tab.

Previously, automation schedules were calculated based on the delays configured at the pipeline level. Users could not modify the scheduled date for an individual pipeline card without changing the pipeline-level automation configuration.

With this enhancement, all users can reschedule an automation for a specific pipeline card if they have access without affecting other pipeline cards in the same pipeline stage.


Understanding the Icons
  • Pencil icon: Appears next to the scheduled date and time when the automation is scheduled for a future date and can be rescheduled.
  • Lock icon: Appears when the automation has already been triggered and its scheduled date and time can no longer be edited.
How to Reschedule an Automation
  1. Navigate to Pipelines and open the required Pipeline Card.
  2. Select the Automation tab.
  3. Locate the automation you want to reschedule.
  4. Click the pencil icon next to the scheduled date and time.

     5. In the Reschedule pop-up, update the required Date and Time.

     6. Click Save to apply the changes, or click Cancel to discard them.

Activity Logs

InsuredMine generates timeline logs for each automation action and any rescheduling performed. These logs help users track automation activities and identify changes made to the scheduled date and time.

Important Notes
  • Rescheduling applies only to the selected automation for the specific Pipeline Card.
  • Changes do not modify the pipeline-level automation configuration or affect other deals.
  • Only automations scheduled for the future can be rescheduled.
  • Once an automation has been triggered, its schedule cannot be edited.
Use Cases

This feature is useful in situations such as:

  • Recipient Unavailability: Reschedule an email, SMS, or other follow-up when the recipient is unavailable on the originally scheduled date.
  • Customer Follow-up Requests: Adjust the schedule when a customer requests to be contacted next week or at a more convenient time.
  • Holidays and Weekends: Move an automation to a more appropriate date when the original schedule falls on a holiday or weekend.

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]]> Deal Age Automation https://www.insuredmine.com/knowledge-base/deal-age-automation/ Tue, 27 Oct 2026 13:47:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53843 Release Date: 10/23/2026   Overview Deal Age Automation is a new enhancement InsuredMine introduces in its Pipeline Module under automation process. It allows users to configure automated actions based on how long a deal card has existed in a pipeline. Users can set delays to trigger actions such as sending an email or moving a […]

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Release Date: 10/23/2026

 

Overview

Deal Age Automation is a new enhancement InsuredMine introduces in its Pipeline Module under automation process. It allows users to configure automated actions based on how long a deal card has existed in a pipeline. Users can set delays to trigger actions such as sending an email or moving a deal card to another stage after a specified number of days.

The automation is applied by default when a new card enters the pipeline and continues running even if the card is moved to another stage, unless it is manually stopped.

Prerequisites
  • Access to the Pipeline module.
  • Access to the pipeline’s automation settings.
  • The required automation actions and delay periods should be identified before configuration.
  • Deal Age Automation can be configured only once per pipeline. Multiple Deal Age Automation configurations cannot be created for the same pipeline.
Use Cases:
  • Automated follow-ups: Send an email when a deal reaches a specified age.
  • Stage progression: Move a deal card to another stage after a defined period.
  • Consistent deal management: Apply time-based actions to newly created pipeline cards automatically.
  • Manual automation control: Stop the automation for an individual deal card when necessary.
Navigation

Follow the navigation path below to access Deal Age Automation:

Pipeline Module → Quick Actions → Automations → Deal Age

The Deal Age option is located at the bottom of the Automations section.

Configuration and Step-by-Step Instructions

Step 1: Open Deal Age Automation

  1. Navigate to the Pipeline module.
  2. Open Quick Actions.
  3. Select Automations.
  4. Scroll to the bottom of the available automation options.
  5. Select Deal Age.
Step 4: Verify automation on a deal card
  1. Create or add a new card to the configured pipeline.
  2. Open the deal card.
  3. Locate the Deal Age Automation details.
  4. Verify that the configured actions appear as scheduled.

The automation is enabled by default for a new card entering the pipeline.

Step 5: Stop the automation manually, if required

If the automation should no longer run for a particular deal card:

  1. Open the relevant deal card.
  2. Locate its automation controls.
  3. Select the available Stop option for the automation.

The automation continues running by default unless it is manually stopped.

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]]> Stale Deals Feature – Pipeline https://www.insuredmine.com/knowledge-base/stale-deals-feature-pipeline/ Fri, 25 Sep 2026 10:58:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53605 Release Date: 09/25/2026   Overview InsuredMine introduces Stale Deals, a new feature available in the Pipeline Dashboard under the Dashboard module. In the Pipeline module, the Pipeline card becomes stale when no activity occurs for longer than the Inactive days threshold configured for its current stage.  Stale Deals helps Admins and Agents identify pipeline cards […]

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Release Date: 09/25/2026

 

Overview

InsuredMine introduces Stale Deals, a new feature available in the Pipeline Dashboard under the Dashboard module.

In the Pipeline module, the Pipeline card becomes stale when no activity occurs for longer than the Inactive days threshold configured for its current stage. 

Stale Deals helps Admins and Agents identify pipeline cards that have remained inactive beyond the configured inactivity threshold for their current stage. 

The feature provides:

  • Automated inactivity tracking.
  • Visual identification of stale cards.
  • Pipeline, date, and agent-based filtering.
  • A dedicated Stale Deals view in the Pipeline Dashboard.
  • Detailed information for individual stale deals.

Note: If Inactive Days is set to 0 or left blank, stale-deal tracking is disabled for that stage.

Prerequisites:

Before using Stale Deals: 

  1. An Inactive Days threshold should be configured for the relevant pipeline stages.
  2. Only Admins can configure or update the Inactive Days Threshold.
  3. Agents can view Stale Deals only for the pipelines an Admin has granted them access to.
How to Configure Inactive Days

Only Admins can configure the inactivity threshold for each pipeline stage.

Steps
  1. Log in to InsuredMine.
  2. Go to the Pipeline module from the left-side menu.
  3. Open the Pipeline section.
  4. Click the Edit (pencil) icon for the pipeline you want to configure the Inactive Days threshold for.
  5. On Step 2 of the Pipeline Configuration page, enter the number of inactive days for each stage.
  6. Save the pipeline configuration.
How to Access Stale Deals

 

Steps

  1. Log in to InsuredMine.
  2. Go to the Dashboard module from the left-side menu.
  3. Click on Pipeline Dashboard from the dropdown.

      4. Scroll down the left column to locate Stale Deals.

      5. Click on Stale Deals.

The Stale Deals section opens on the right side of the Pipeline Dashboard.

How to Filter Stale Deals

Once the Stale Deals section is open, you can filter the results based on the available options.

1. Select a Pipeline

Select the pipeline for which you want to view stale deals.

2. Select a Date Range

Select a predefined date range or choose a Custom date range.

Note: The date range filters cards based on their Card Created Date. 

3. Select Agents
  • Admins: Can select All Agents or use Select Agents to view stale deals assigned to specific agents.
  • Agents: Can view their assigned cards within pipelines that have been shared with them.
4. Apply Filters

Select Apply to load the stale deals based on the selected filters.

How Stale Deals Are Identified

The system uses the card’s Last Activity Date to determine inactivity.

  1. The system calculates the number of days elapsed since the card’s Last Activity Date.
  2. The system compares the elapsed time with the Inactive Days threshold configured for the card’s current stage.
  3. If the inactivity period exceeds the configured threshold, the card is classified as Stale / Inactive.
  4. Stale cards are highlighted visually in the Pipeline module.
Viewing Stale Deal Details

The Stale Deals dashboard provides a overview of stale deals by stage.

Steps
  1. Open Dashboard → Pipeline Dashboard → Stale Deals.
  2. Select the required pipeline and filters.
  3. Review the stale-deal information displayed in the dashboard.
  4. Select the relevant bar/stage information to view the stale deal present in that stage. 

      5. A table displaying the details of all stale deals will appear. 

      6. Click the Deal Title to open the corresponding pipeline card. 

      7. The stale-deal list can be sorted based on inactive time.

Select Sort to arrange the results in:

  • Ascending order of inactive time
  • Descending order of inactive time
Missing Inactive Days Threshold

If one or more stages do not have an Inactive Days threshold configured, stale-deal information will not be reported for those stages.

The dashboard displays a status message when a stage does not have an inactivity threshold configured.

For example:

1 stage has no inactive days threshold

For Admins, the message includes a link to the pipeline configuration page so the missing threshold can be configured.

Use Case:

Provide automated detection and visibility into inactive deal cards across all sales pipelines based on customizable, stage-specific inactivity thresholds.

  • Cards can sit in a stage with no follow-up, and these dead leads are easy to miss on a busy board.
  • Admins need a single view of inactive cards across agents and pipelines, so they can see who has cards that need attention. Admins can set rules or tasks for when a deal has been inactive too long at each stage. 
  • Agents need a focused list of their own inactive cards so they can act on them. Stale deals are highlighted right on your pipeline board so team members spot them immediately.
  • The report should use a per-stage inactivity limit, because a reasonable wait in one stage may be too long in another.

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]]> Filter Search and Sort Enhancement https://www.insuredmine.com/knowledge-base/filter-search-and-sort-enhancement/ Fri, 18 Sep 2026 11:19:27 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53443 Release Date: 09/09/2026 This enhancement is available to Admins and Agents. Overview The Sort and Search enhancement improves how users interact with filters across multiple modules. Users can now search within a filter’s option list to quickly find the value they need, instead of scrolling through a long list. Additionally, all filter options are now […]

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Release Date: 09/09/2026

This enhancement is available to Admins and Agents.

Overview

The Sort and Search enhancement improves how users interact with filters across multiple modules. Users can now search within a filter’s option list to quickly find the value they need, instead of scrolling through a long list. Additionally, all filter options are now sorted alphabetically (A-Z), making it easier to locate specific values.

This enhancement applies to filters in the following modules:

  • Opportunities
  • Accounts
  • Contacts
  • Policies
  • Pipeline
  • Tasklist
  • Carrier 
  • Category
  • Reports


Use Case: As an Admin or Agent, when they open Filters inside a module (e.g., Carrier, Accounts, Pipeline), they can search for a specific filter value using the search box and view all filter options sorted alphabetically, so they can quickly find and apply the value they need without scrolling through a long list.

Steps to Use the Sort and Search Filter

  1. Navigate to the module where you want to apply a filter (e.g., Accounts, Pipeline, Reports).
  2. Click on Filters.

     3. Select the filter field you want to use.

     4. Use the Search box within the filter on top to type the value you are looking for.

     5. The filter list will narrow down to matching results as you type.

     6. All available options in the filter list are displayed in alphabetical order by default.

     7. Select the required value(s) from the filtered list.

     8. Apply the filter.

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]]> AI-Powered Renewal Risk Prediction on the Pipeline Card https://www.insuredmine.com/knowledge-base/ai-powered-renewal-risk-prediction-on-the-pipeline-card/ Thu, 17 Sep 2026 13:39:13 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53349 Applicable exclusively to InsuredMine integrated with Applied EPIC and AMS360. What is this feature? Every open card in your Renewal Pipeline is now scored by an AI prediction model. Instead of finding out a renewal is at risk when it’s too late, you’ll see a risk signal directly on the card – with a plain-language […]

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Applicable exclusively to InsuredMine integrated with Applied EPIC and AMS360.

What is this feature?

Every open card in your Renewal Pipeline is now scored by an AI prediction model. Instead of finding out a renewal is at risk when it’s too late, you’ll see a risk signal directly on the card – with a plain-language explanation and specific next steps, not just a number.

Note: This feature is currently available only for agencies using AMS360 and Applied Epic as their integrated CRM. 

What you’ll see on the Renewal Pipeline card

Each scored card displays:

Element

Description

Risk Level badge

Low Risk, Elevated Risk, or High Risk — color-coded for quick scanning

Renewal Chance %

The model’s estimated probability that the policy renews

Lost Risk %

The model’s estimated probability the policy is lost

AI Explanation (expandable)

A plain-language summary of what’s driving the score

Next Best Actions (checklist)

Specific, recommended actions you can check off as you complete them

How to use it

  1. Scan the badge first. Elevated and High Risk cards are the ones that need attention before Low Risk cards.
  2. Expand the explanation. It tells you why the model scored the card the way it did — tenure, account history, pricing changes, engagement gaps, days to expiry, and similar factors.
  3. Work the Next Best Actions checklist. These are recommended, not automatic — the AI never takes action on its own. You decide what to do and check items off as you complete them.
  4. Engage early on Elevated/High Risk cards, ideally well before the expiry date noted in the explanation.

Risk Level thresholds

The Risk Level badge is based on the model’s estimated Renewal Chance %:

Renewal Chance %

Risk Level

Below 70.63%

Very High Risk

70.63% – 78.73%

High Risk

78.73% – 86.86%

Elevated Risk

Above 86.86%

Low Risk

 

Thresholds are set and calibrated by the AI team based on real outcomes, not configured on the frontend — they may be adjusted over time as the model is validated against actual renewal results.

How the score gets calculated and refreshed

  • The prediction is generated by the existing AI prediction service — this feature does not train or change the underlying model.
  • Predictions refresh automatically:
    • On a scheduled cadence of 15 days
  • Once a policy is marked Renewed or the Pipeline card is marked Won or Lost, the Prediction will stop and no longer appear on the card.

FAQ

Does this change how my Renewal Pipeline works? No. This adds the risk score, explanation, and recommended actions to the existing card — the pipeline itself is unchanged.

Can I turn the feature off? Not in Phase 1 — it applies to every active Renewal Pipeline card for AMS360 & Epic agencies.

Will the AI ever contact my customer directly? No. The AI provides scoring and recommendations only. All customer outreach is done by agents, using their existing tools and workflows.

Why don’t I see a score on a card? The card is either new and hasn’t been scored yet, or the prediction service was temporarily unavailable and will resolve automatically on the next refresh.

Is this available on mobile? Not in this release — Phase 1 is web application only.

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]]> Policy Sync from IM to HS – CMSMTF Process https://www.insuredmine.com/knowledge-base/policy-sync-from-im-to-hs-cmsmtf-process/ Fri, 04 Sep 2026 10:48:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52891 Release Date: 09/01/2026 Overview We have introduced an enhancement that allows users to synchronize policies directly from InsuredMine with HawkSoft. Users can initiate policy synchronization manually from the Policy Details page, import the policy into HawkSoft using the HawkSoft Importer, and verify the synchronization status in InsuredMine.  Use Case: This enhancement helps users reduce manual […]

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Release Date: 09/01/2026

Overview

We have introduced an enhancement that allows users to synchronize policies directly from InsuredMine with HawkSoft. Users can initiate policy synchronization manually from the Policy Details page, import the policy into HawkSoft using the HawkSoft Importer, and verify the synchronization status in InsuredMine. 

Use Case: This enhancement helps users reduce manual data entry and maintain consistent policy records between InsuredMine and HawkSoft while providing visibility into the synchronization status. 

Note: The Account must be synced before the Policy can be synced from InsuredMine to HawkSoft.

Policy auto-sync is supported only for the first Policy associated with an Account. When the Account is synced, the first Policy will automatically be synced to HawkSoft. For any additional Policies under the same Account, users will need to manually trigger the CMSMTF sync process.

Steps to Sync Policies IM to HawkSoft:

  • Navigate to Policy.
  • Click on Add Policy.
  • Fill in the required details.
  • Click on Save.
  • As shown below, from the Policy Details, click on the Not Synced
  • A successful pop-up of the file is created, and a downloaded file appears
  • Click on the downloaded File

Note: Log in to Hawksoft using your credentials.

  • The Hawksoft Importer pop-up opens automatically.
  • Select Existing Customers.
  • Click on Next.
  • A Policy Information pop-up appears to map data.
  • Click on Next

How to verify Policy Sync in IM:

  • Click on the Policy No.
  • As shown below, the status is displayed as Synced.

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]]> Download Google Review from Reputation Module https://www.insuredmine.com/knowledge-base/download-google-review-from-reputation-module/ Fri, 04 Sep 2026 10:37:18 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52877 Release Date: 08/27/2026   Overview The Reputation module now allows you to download google review  in an Excel file based on selected date range and review type filters. This makes it easier to export and analyze review data based on specific requirements. How to Download Review Results Navigate to the Reputation module. /*! elementor – […]

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Release Date: 08/27/2026

 

Overview

The Reputation module now allows you to download google review  in an Excel file based on selected date range and review type filters.

This makes it easier to export and analyze review data based on specific requirements.

How to Download Review Results
  1. Navigate to the Reputation module.

    2. Select the required date range using the date filter.

 

    3. Select the required Review Type:

    • Internal
    • Unhappy

    4. Apply the filters to view the required review results.

    5. Click the Download option to export the results.

    6. The filtered review results will be downloaded as an Excel file.

Downloaded File Details

The Excel file will include the following columns:

Column

Description

Account Name

Name of the account associated with the review

Account Type

Type of account

Contact Name

Name of the contact

Created On

Date the review was created

Agent

Agent associated with the account

Review Rating

Rating provided for the review

Review Type

Type of review, such as Internal or Unhappy

 
Key Benefit

You can now easily export filtered google review based on a specific date range and review type for further analysis, reporting, or record keeping.

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