Sidebar Menu Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline – Create Task Status Filters – Tasks Done, Tasks Pending & No Tasks

Arzoo Kiran — Fri, 17 Apr 2026 12:42:31 +0000

Release Date: 17 April 2026

We have introduced a new enhancement in the Pipeline module. A new filter Task Status has been introduced with the following options:

No Task
Pending
Done

This enhancement enables users to quickly view and manage Pipeline Cards based on their associated task status, improving visibility and workflow efficiency.

Use Case: This enhancement helps users quickly identify Pipeline Cards based on task progress. It improves visibility by allowing users to filter deals with completed tasks, pending tasks, or no tasks assigned, enabling better tracking and follow-ups.

To view the enhancement:

Navigate to Pipeline.
As shown below, click on the Filter

A Filter panel appears on the Right side.
Scroll down to view the newly added filter, Task Status.

How to apply the Filter:

Select the preferred Status (e.g, No Task)
Click on Apply.

After applying the filter, the page will display all pipeline cards based on the selected task status.
Click on the preferred Pipeline card.
Click on Task.
As shown below, no task is assigned to the Pipeline Cards.

To view Pipeline Cards with Tasks Pending or Tasks Done, follow the same steps.

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Profit Centre Filter on the Create List

Arzoo Kiran — Fri, 17 Apr 2026 12:15:47 +0000

Release Date: 17 April 2026

We have introduced a new enhancement in the Engagement module that allows users to filter contacts and accounts using the Profit Centre filter while creating a list. This helps refine contact and account selection based on specific business units in the Contacts and Accounts Policies section.

Use Case: This feature enables users to segment contacts and accounts based on their associated Profit Centre, making it easier to run targeted campaigns, manage lists efficiently, and improve communication with specific groups.

Note: This feature is available only for Epic Agency.

To view the enhancement:

Navigate to Engagement.
Click on the Lists.

An Engagement > Create List page is displayed.
As shown below, from the source dropdown select the preferred option (e.g, Contact)

Note: You can select only Accounts and Contacts from the source dropdown to apply the Profit Centre filter.

After applying the filter, the Contact Filters page is displayed.
Scroll down to view the newly added filter, Profit Centre.

How to Apply the Filter:

As shown below, select the preferred Status and fill in the required details.
Select the preferred Profit Centre or Select All from the dropdown.
Click on Apply.

Contact names are displayed below the page based on the applied Profit Centre filter.
Click on the Preferred contact name to view the Profit Centre in policy.

View the Profit Centre of your preferred contact based on the applied filter.

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Lead Quoted Stage

Arzoo Kiran — Thu, 16 Apr 2026 06:48:17 +0000

Release Date: 16 April 2026

We have introduced an enhancement in the Pipeline Settings that allows users to configure the Lead Quoted Stage. This helps in tracking leads that have been quoted and improves visibility in the dashboard.

Use Case: This feature helps users monitor the number of leads that have reached the quoted stage and analyze conversion progress.

It provides better insights into pipeline performance by displaying lead distribution across stages.

To view the enhancement:

Navigate to Pipeline.
As shown below, click on the three dots.
From the dropdown, select Pipeline Settings.

From the Pipeline Settings dropdown, select Lead Quoted Stage.
A Lead Quoted page is displayed.
As shown below, fill in the required details to set up the Lead Quoted Stage.
Click on Update.
A success pop-up for the Lead Quoted Stage updated appears.

To view the result:

Navigate to Dashboard.
From the dropdown, select the preferred pipeline for which you have configured the stage.
The results for Leads, Quoted, and Closed, along with percentages, are displayed.

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eSignature as an Action in Pipeline Automation

Arzoo Kiran — Fri, 03 Apr 2026 13:49:44 +0000

Release Date: 3 April 2026

We have introduced a new enhancement in the Pipeline module that allows you to send an eSignature in Pipeline Automation. This enables agents to automatically send documents for eSignature as part of their workflow, reducing manual steps and ensuring faster processing.

Use Case: This ensures that necessary documents are sent for signature without delay, helping agents streamline the process.

To view the enhancement:

Note: Before configuring eSignature automation in Pipeline Automation, create the template in the eSignature Module that will be used to send for eSignature.

Steps to create the Template:

Navigate to the eSignature.
Click on Template.
Click on Add Templates.

You will be redirected to the Add Document Page.
Click on Add files.
Click on Next.

In the Add recipient role section, enter the recipient role name in the Role field and click Add.
After adding the role, click Next to proceed.

You will be redirected to the place fields page.
An Auto- fill fields panel appears on the right-hand side.
From there, drag and drop the required fields onto the file.
Click on Next.

You will be redirected to the Save Template Page.
Here, you enter the subject and message for the recipients.

Steps to configure eSignature in Pipeline Automation:

Navigate to the Pipeline.
Select the Pipeline in which you want to set the Automation.
Click on Automation.

You will be redirected to the Automation Page
Select the Stage in the left corner in which you want to set the Automation.
Then, Click on the Add New Automation Stage.

You will be redirected to the Add Automation page.
Click on the eSignature.

You will be redirected to the eSignature Automation page.

From the dropdown, you can select your saved templates, which have been created in eSignature Templates.

As shown below, you have the option to move or copy the deal card once the eSignature is completed.

“Select the Move/Copy action and choose the Pipeline and Stage where you want the deal card to be moved or copied once the document is completed. After this action is set, the deal card will automatically move or copy to the selected Pipeline and Stage upon completion of the eSignature document.”
Fill in the required mandatory fields and click Save.

Once saved, the eSignature automation will be configured.

Create a deal Card and add the details.

Finally, to trigger the e-signature automation, create or move the deal card in which the e-signature automation has been set. A pop-up will appear—click Apply.

You can view the e-signature status by clicking on the deal card detail.

Note: After the automation is applied, once the client signs the document, the card automatically moves to the configured stage.

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Premium Filter in the Cross Sell Workflow

Arzoo Kiran — Fri, 03 Apr 2026 12:17:14 +0000

Release Date: 3 April 2026

We have introduced a new enhancement in the Engagement module under Automation > Cross Sell Workflow. A new Policy Premium filter has been added, allowing users to send workflows based on a preferred policy premium range.

Use Case: This enhancement helps agencies target cross-sell workflows more effectively by filtering contacts based on policy premium values, enabling more relevant communication for specific premium segments.

To view the enhancement:

Navigate to Engagement.
Under Automation, click Create.

You are redirected to the Engagement > Workflow > Select page.
Under Cross Sell, click Customize.

You are redirected to the Engagement > Workflow > Select > Name page.
Fill in the required details.
Select preferred Exclude Policy category and Carrier.
As shown below, click the Filter icon.

A Filter panel appears on the right side.
Scroll down to view the newly added Policy Premium filter.
Select the preferred Policy Premium range.
Click Save.
Finally, click Begin (Example: Save as Draft).

A successful pop-up for automation appears.
Click Return to Your Automation to view the automation created for the trigger.

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Daily AMS Sync – Restriction Controls

Arzoo Kiran — Fri, 03 Apr 2026 11:02:23 +0000

Release Date: 3 April 2026

Module
Settings> Configuration> Restrictions & Users

Access Level
Admin Only

Applies To
Individual Agent & Manager role users

Overview

A new enhancement has been introduced under the Settings module in the Restrictions and Users section. Admins can now restrict agents from accessing Daily AMS Sync through both Agent Account Restrictions and Agency Group Restrictions, providing granular operational control over sync permissions.

Use Case: This enhancement helps address the need to control Daily AMS Sync access at multiple levels:

Grant daily sync permissions only to authorised users.
Prevent unauthorised updates to AMS data
Improve operational control across individual agents and groups.

Part 1- Individual agent/user Restrictions

Admins can restrict Daily AMS Sync access for individual agents directly from the Restrictions page.

To view the enhancement:

Navigate to Settings
Under Configuration, click on Restrictions.
You will be redirected to the Restrictions page.
Scroll down to view the Daily AMS Sync toggle added under Agent Account Restrictions.

Use the toggle button to enable or disable Daily AMS Sync for agents.

Note: You can also use Select All to apply the restriction to all listed agents at once.

Expected Behavior

Disabling the toggle revokes Daily AMS Sync access for the selected agent.
A success pop-up appears confirming that access is revoked successfully for the agent.
The Daily AMS Sync icon will no longer be visible in the restricted agent’s interface.

How to use it?

Disable the toggle button to revoke access to Daily AMS Sync for the preferred agent.
A successful pop-up confirms that access has been revoked.
The Daily AMS Sync icon is no longer visible for the restricted agent.

Part 2 - Agency Group Restrictions

Admins can also restrict Daily AMS Sync for an entire Agency Group. All agents belonging to that group will be restricted once the setting is applied.

To View the Enhancement in Users:

Navigate to Settings.
Under Configuration, click Users.
You are redirected to the User Management page.
Click Agency Groups and select the preferred group name.
Click on the three dots (⋯) beside the preferred group name.
From the dropdown menu, select Restrictions.
A Restriction panel appears on the right side.
Disable the toggle beside Daily AMS Sync.
Click Update.

Note: All agents added to that group will be restricted from using the Daily AMS Sync icon once the group restriction is applied.

Expected Behavior

A successful pop-up message “Group Updated successfully” appears after saving.
The Daily AMS Sync icon is hidden for all agents in the restricted group.

Summary: Restriction Methods

Restriction Type	Navigation Path	Scope
Individual agent/user Restrictions	Settings › Configuration › Restrictions	Individual agent
Agency Group Restriction	Settings › Configuration › Users › Agency Groups › Restrictions	All agents in the group

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Provide Branch Filter on Master Report

Arzoo Kiran — Fri, 27 Mar 2026 13:51:48 +0000

Release Date: 27 March 2026

We have introduced a new enhancement in the Dashboard module under Pipeline Dashboard. A new Branch filter has been added to the Master Report, allowing users to view complete deal card details for selected branches.

Use Case: This enhancement helps agencies quickly filter pipeline reports branch-wise, making it easier to analyze data and access branch-specific deal card details for better tracking and reporting.

Note: This feature applies only to Epic Agency.

To view the Enhancement:

Navigate to Dashboard.
From the Dashboard dropdown, select Pipeline Dashboard.

You are redirected to the Pipeline. Dashboard page.
From the Pipeline Dashboard dropdown, select Master Report.
The Master Report page appears.
Click Add Filter.
A Select Filter box appears, as shown below.

As shown below, a new Branch filter has been added.
From the Select Filter dropdown, select Branch.

Select one or multiple branches from the dropdown list.
Click Apply

Note: Use Select All to choose all branches at once, or Clear All to remove selections.

As shown below, Deal Names are displayed based on the selected branches.
You also have the option to download or save to Reports.
Click on the preferred Deal Name to view the complete details of the deal card (e.g., Ascend Test)

The Branch associated with the selected pipeline card is displayed under the General section of the deal card.

Note: To display branch data in the report table, the Branch option has also been selected and applied under the Select Table Column.

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Multi Select Pipeline Cards and Assign Task

Arzoo Kiran — Fri, 27 Mar 2026 13:25:50 +0000

Release Date: 27 March 2026

We have introduced a new enhancement in the Pipeline module that allows users to add tasks to multiple pipeline cards at once using the Add Task option.

Earlier, tasks had to be added individually to each deal card, but with this enhancement, users can now select multiple pipeline cards and assign tasks in a single action. This helps streamline overall task management within the pipeline.

Use Case: This enhancement allows users to assign tasks to multiple pipeline cards in a single action, without opening each deal card individually.

It saves time, improves task management, and ensures follow-up activities are tracked efficiently across selected deals.

To view the Enhancement:

Navigate to Pipelines.
Check the box beside the preferred pipeline. cards.
Click on Add Task from the Top action buttons.

An Add Task panel appears on the right side.
Fill in the required mandatory fields
Click Save.

A success pop-up: “Task added successfully” appears.

Note: The added task will appear as pending in the Task section of the deal card.

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Group by Servicing Role in Book of Business & Personal Data Book (EPIC)

Arzoo Kiran — Thu, 19 Mar 2026 14:44:10 +0000

Release Date: 19 March 2026

We have introduced a new enhancement under the Reports module. Now, you can filter your data based on Servicing Roles in the Book of Business and Personal Data Book sections.

This enhancement allows you to easily identify which policies are associated with each servicing role in Book Of Business, and also accounts/ contact which are associated with each servicing role in Personal Book Account, related to how many policies are linked to them.

Note: This feature is released only for Epic Integration.

Use Case: This feature helps users easily track how policies and accounts/contacts are divided among different servicing roles for better workload visibility and management, enabling efficient tracking and performance analysis.

To view the enhancement:

Navigate to Reports.
From the Reports, click on Book of Business.

The Book of Business page appears.
As shown below, click on Group by and from the dropdown select Servicing Roles.

As shown below, the Customer Service Representatives(CSRs) data appears
Click on the policy number of your preferred CSR to view the complete policy data.

As shown below, view complete policy information from Account Name to Policy Status.

Note: The Policy data is displayed only when you have added a policy along with the preferred Servicing Role.

To view the Enhancement in the Personal Data Book:

Navigate to Reports.
From the dropdown, select Personal Data Book.
As shown below, click on Group by, and from the dropdown, select Servicing Roles.

Note: Follow the same process as in the Book of Business to view the data for your preferred servicing roles.

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Need Option to Edit or Delete the Scheduled Text in Contact/Account/Deal – Texting

Arzoo Kiran — Thu, 19 Mar 2026 14:14:37 +0000

Release Date: 19 March 2026

New Edit and Archive options have been introduced for text messages in the Communication section of the Contact module.

This enhancement allows users to modify existing scheduled SMS content or archive conversations directly from the message options menu, improving message management and record maintenance.

Use Case: This feature enables agents to correct or update SMS content after scheduling, or archive completed or irrelevant text conversations from Contact 360.

It helps keep communication records accurate, organized, and clutter-free while maintaining a clear interaction for each contact.

To View the Enhancement:

Navigate to Contacts.
Click on the preferred contact to view Contact 360.

You are redirected to the Contact 360 page.
Click on Communication.
Click on Text.
Click on the three dots .
As shown below, two options Edit and Archive are available.

To Edit:

Click on Edit.
An Edit Scheduled SMS panel appears.
Click Update.

A success pop-up: “Scheduled SMS Updated Successfully” appears.

To Archive:

Click on Archive
An Archive pop-up appears.

A success pop-up: “SMS archived successfully”appears.

The post Need Option to Edit or Delete the Scheduled Text in Contact/Account/Deal – Texting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Servicing Role Edit Option – Account 360 Page

Arzoo Kiran — Thu, 19 Mar 2026 13:50:10 +0000

Release Date: 19 March 2026

We’ve enhanced the Accounts module, specifically the Account 360 page, to allow users to edit and update servicing roles directly. Previously, servicing roles could only be added during the initial creation of an account in Epic. Once an account was created and synced with Epic AMS, there was no option to add or modify these roles.

Now, if the account is synced with Epic, users have the flexibility to edit or update servicing roles directly from the Account 360 page in IM.

Use Case: This feature allows users to update servicing roles for synced Epic accounts directly from the Account 360 page. It improves flexibility in account management and ensures that servicing role information remains accurate and up to date.

Users can easily edit or update account servicing roles according to their preference without any hassle.

To view the enhancement:

Navigate to Accounts.
Click on the preferred Account Name to view the Account 360 page.

You will be redirected to the Account 360 page.
As shown below, click on the Edit icon.

An Edit Account panel appears on the right-hand side.
Scroll to the Servicing Roles section.
As shown below, edit the Description, Servicing Role, and Employee fields.
Click Add New to add an additional servicing role if required.
Once the changes are completed, click Update.

A success pop-up, “Account is updated successfully,” appearss.

As shown below, the updated Servicing Roles are displayed on the Account 360 page.

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Provide an Agency Filter across Accounts, Contacts & Policies – Epic

Arzoo Kiran — Thu, 19 Mar 2026 12:42:18 +0000

Release Date : 19 March 2026

We have introduced a new enhancement in the Accounts, Contacts, and Policies modules. A new Agency Filter has been added in the Filter section, allowing users to filter records based on the preferred agency.

Users can select one or multiple agencies to quickly narrow down the displayed data.

Use Case: This enhancement helps users easily view and manage data agency-wise across Accounts, Contacts, and Policies.

It improves data visibility, makes filtering faster, and helps users focus only on records relevant to the selected agency for better analysis and management.

Note: This feature is available only for Epic Agency.

To view the Enhancement in Accounts:

Navigate to Accounts.
Click on the Filter icon.

A Filter panel appears on the right-hand side.
As shown below, a new option, Agency Filter has been added.
Check the box to select the preferred agency.
Click Apply.

Note: You also have the option to Select All from the dropdown.

As shown below, the account names are displayed based on the selected agency.

Note: To view the enhancement in Contacts and Policies and see the results, follow the same steps as mentioned above for Accounts.

Contacts:

Policies:

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