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

Add File to a Specific Folder in EPIC

Arzoo Kiran — Thu, 30 Jul 2026 08:10:03 +0000

Release Date: July 22, 2026

Available for: Admins and Agents

Overview

We have introduced an enhancement that allows users to select a folder while uploading files from anywhere within the InsuredMine portal.

Users can now choose the preferred folder from the Folder dropdown while adding a file. This helps organize documents in the appropriate folder and ensures the uploaded file is also available in the corresponding account in EPIC under Attachments within the selected folder.

Use Case: This enhancement helps users organize account documents by allowing them to upload files directly into the appropriate folder. This makes documents easier to locate, reduces the time spent searching for files, and minimizes the need for manual file organization.

To View the Enhancement

Navigate to Accounts. (Navigate to any section of the InsuredMine portal where the Add File option is available )
Click the preferred Account to open Account 360
From Account 360, click the Files tab.
Click Add File
The Add File panel appears on the right-hand side of the screen.

To Upload a File to a Folder

In the Add File panel, select the desired folder from the Folder Name dropdown.
Add the file you want to upload.
Click Upload.

A success message, “File Uploaded Successfully,” is displayed.

Result

The file is uploaded to the selected folder in InsuredMine.
The same file is also synced to the corresponding account in EPIC under Attachments within the selected folder.

Notes

If no folder is selected while uploading a file, the document is uploaded to the default folder configured under Settings > Configuration > AMS Sync Fields.
If no default folder is configured in AMS Sync Fields and no folder is selected during upload, the file is uploaded only under Attachments in EPIC and is not associated with any folder.

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Servicing Roles Filter in Workflow (EPIC)

Arzoo Kiran — Fri, 17 Jul 2026 12:16:20 +0000

Release Date: July 15, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced a new enhancement in the Engagement module that allows users to apply Servicing Roles as a filter in Workflow Automation. Users can now select the required servicing roles while configuring filters

Use Case: This enhancement helps agencies create more targeted workflow automations by allowing users to filter records based on specific servicing roles. By selecting the relevant servicing roles, users can ensure that workflow actions and communications are applied only to records associated with the chosen roles, improving workflow accuracy and reducing manual effort.

Note: This feature applies only to EPIC agencies.

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.
Click Filter.
The Filter panel appears on the right-hand side.
As shown below, a new Servicing Roles filter has been added.

How to Apply the Servicing Roles Filter?

From the Servicing Roles dropdown, select the preferred servicing role by clicking the (+) icon.
The available options for the selected servicing role are displayed.
Select the required option, or click Select All to include all available options.
Click Save.

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No Assignee Filter for the Pipeline Board and Pipeline Automation

Arzoo Kiran — Thu, 16 Jul 2026 08:44:26 +0000

Release Date: July 15, 2026

Overview

We have introduced a new No Assignee option in the Assignee filter within the Pipelines module. This enhancement allows users to quickly identify pipeline cards that do not have an assigned agent. Additionally, the No Assignee option is available in Pipeline Automation, enabling users to configure automation rules that are triggered only when the associated pipeline has no assignee.

Use Case: This enhancement helps users quickly identify unassigned pipeline cards and configure automation rules specifically for pipeline cards whose associated pipeline has no assignee. This enables users to track and process unassigned pipeline cards more efficiently.

To view the enhancement.

Navigate to Pipelines.
Click Filter.
A Filter panel appears on the right-hand side.
A new No Assignee option is available in the Assignee dropdown.

To apply the filter:

Select the No Assignee checkbox.
Click Apply.

All pipeline cards that do not have an assigned agent are displayed.

For Pipeline Automation:

As shown below, click the three-dot icon and select Automation.

The Automation page appears.
Click Add New Automation Stage.

An Add Automation page appears.
Configure the required automation (for example, Email, Task, Move, eSignature, and other available actions).

To configure Move automation:

- Click the Move tab.
- Enter the required details.
- From the Assignee Filter, select No Assignee.
- Click Save.

Note: The automation is triggered only for pipeline cards without an assignee.

The post No Assignee Filter for the Pipeline Board and Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Access Contact 360, Account 360, and Pipeline Cards from eSignature Completion Emails

Arzoo Kiran — Thu, 16 Jul 2026 07:58:36 +0000

Release Date: July 15, 2026

Overview

We have introduced a new enhancement in the eSignature module. Based on the record from which the eSignature request is sent (Contact, Account, or Pipeline Card), the Signed Completed email notification sent to the agent includes an Open Contact, Open Account, or Open Pipeline Card. Clicking the link redirects the sender directly to the associated record.

Why this matters

Use this enhancement to:

- Access the associated Contact, Account, or Pipeline Card directly from the Signed Completed email notification.
- Quickly review the record after an eSignature request is completed.
- Reduce the time required to locate the related record manually.

To view the enhancement:

Navigate to eSignature.
Click eSign Document.

The eSignature > Add Document page appears.
Click the + icon to upload PDF files.
Click Next.

The eSignature > Add Signer page appears.
Under the Add Signer section, select Contact.
Enter the required contact details.
Click Add.
After adding the signer, click Next.

The Place Fields page appears.
Drag and drop the required fields onto the document from the Auto-fill Fields panel.
Click Next.

The eSignature > Send page appears.
Enter the subject and message for the recipient.
Click Send.

Note: After the signer signs the document, the sender(Agent) receives a Signed Completed email notification. Clicking Open Contact Details redirects the sender to the associated Contact 360 record with the eSignature tab open, where the signed document can be viewed.

View the Enhancement for Account as the eSigner

Note: Follow the same steps described above, but select Account as the signer. After the signer completes the document, the sender can click Open account details in the Signed Completed email to open the associated Account 360 record.

To view the enhancement in Pipeline Card.

Navigate to Pipelines.
Open the required Pipeline Card.

A detailed view of Pipeline Card appears.
Click the Files tab.
The list of uploaded files is displayed.
Select the checkbox next to the file(s) you want to send for eSignature.
Click Send Files for eSignature.

The eSignature > Add Document page appears.
Click Next.

Note: Complete the remaining eSignature steps as described above for sending the document to a Contact for eSignature.

Note: After the signer signs the document, the sender(Agent) receives a Signed Completed email notification. Clicking View Card redirects the sender to the associated Pipeline Card record with the eSignature tab open, where the signed document can be viewed.

The post Access Contact 360, Account 360, and Pipeline Cards from eSignature Completion Emails appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Reorder Documents While Uploading for eSignature

Arzoo Kiran — Thu, 16 Jul 2026 06:44:12 +0000

Release Date: July 15, 2026

Available for: Admins and Agents.

Overview

We have introduced a new enhancement in the eSignature module that allows users to arrange the order of multiple PDF files while uploading them for eSignature. Users can reorder documents by dragging and dropping them, ensuring recipients view the documents in the intended sequence.

Why this matters

Use this enhancement to:

Upload multiple PDF files for eSignature.
Arrange documents in the preferred order before sending.
Send multiple documents together in a single eSignature request.
Send files for eSignature directly from a Pipeline Card.

To view the enhancement:

Navigate to e-signature.
Click esign Document.

The eSignature > Add Document page appears.
Click the + icon to upload PDF files.

Note: You must upload two or more PDF files to arrange their order.

Drag and drop the PDF files to arrange them in the preferred sequence.
Click Next.

To view the enhancement in the Pipeline:

Navigate to Pipelines.
Open the required Pipeline Card.

A detailed view of the Pipeline Card appears.
Click the Files tab.
The list of uploaded files is displayed.
Select the checkbox next to the file(s) you want to send for eSignature.
Click Send Files for eSignature.

Note: You can also add files by clicking Add Files. The added files appear in the Files section, where you can select them and send them for eSignature.

The esignature> Add Document page has been displayed.
Click Back.

The Add Document page appears with the selected files.

Note: Whether you upload documents directly in the eSignature module or send files for eSignature from a Pipeline Card, Contacts and Accounts, you can arrange the selected PDF files in the preferred order by dragging and dropping them.

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Generate and Share QR Codes for Forms

Arzoo Kiran — Thu, 16 Jul 2026 06:24:51 +0000

Release Date: July 15, 2026

Available for: Admins and Agents

Overview

We have introduced a new enhancement in the Forms module that allows users to generate a QR code for any form from the Forms List. The generated QR code can be downloaded or copied and shared with clients through any preferred communication channel, providing clients with quick and convenient access to the form.

Why this matters

Use this enhancement to:

Generate a QR code for any form.
Share forms with clients through your preferred communication channel or in printed format.

To view the enhancement:

- Navigate to Forms.
- Select Forms List.
- Select the required form.
- Under the Action column, click the three-dot icon.
- From the dropdown, Select Create QR Code.

The QR Code for the selected Form appears.
You can now:
- Download the QR code.
- Copy the QR code.

If you click Download, a success message, “QR Code Downloaded,” appears.

If you click Copy, a success message, “QR Code Copied to Clipboard,” appears.

Note: After downloading or copying the QR code, you can share it with clients through your preferred communication channel, such as email, text message, or other supported platforms.

The post Generate and Share QR Codes for Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Agent Overview Report: View Open, Won, Lost Cards, and Quotes by Agent

Arzoo Kiran — Mon, 06 Jul 2026 11:18:16 +0000

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

Arzoo Kiran — Mon, 06 Jul 2026 10:53:30 +0000

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

Arzoo Kiran — Mon, 06 Jul 2026 09:52:36 +0000

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.

The post Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Group By Servicing Roles in New Business, Cancellation, and Renewed Reports

Arzoo Kiran — Mon, 06 Jul 2026 08:08:26 +0000

Release Date: July 3, 2026

This enhancement is available to both Admins and Agents.

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:

The post Group By Servicing Roles in New Business, Cancellation, and Renewed Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Save and Schedule Account Reports

Arzoo Kiran — Mon, 29 Jun 2026 07:41:19 +0000

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.

The post Save and Schedule Account Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Logs added to Account 360

Arzoo Kiran — Thu, 25 Jun 2026 12:33:37 +0000

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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