User Interface and Navigation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Not Available (NA) Option in the Filter for Deal Health and Due Date in Pipelines

Arzoo Kiran — Tue, 10 Mar 2026 14:57:48 +0000

Release Date: 6 March 2026

We have introduced a new enhancement in the Pipeline module filter section that allows users to filter pipeline cards more effectively with the addition of a Not Available(NA) option in both Deal Health and Due Date filter dropdowns.

In Deal Health, along with the existing options (Hot, Warm, and Cool), the Not Available (NA) option has been added. Similarly, in the Due Date filter, along with the existing options (Past Due, Today, This Week, Next Week), the Not Available (NA)option has also been added.

Use Case: This enhancement helps users easily identify and filter pipeline cards where Deal Health or Due Date information is missing.

It enables better pipeline card management by allowing users to quickly identify deals that require updates or additional information.

To view the Enhancement:

Navigate to Pipelines.
As shown below, click on the Filter icon.

A Filter panel appears on the right side.
As shown below, a new option, NA, has been added in both the Deal Health and Due Date dropdowns.

To view the result based on NA in Deal Health:

Check the Box beside the NA.
Click Apply.

As shown below, pipeline cards with no Deal Health status are displayed.

To view the result based on NA in Due Date:

Select the box beside the NA.
Click Apply

As shown below, pipeline cards with no Due Date assigned are displayed.

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Multiple select and Add Due Date and Deal Health in Pipeline

Arzoo Kiran — Tue, 10 Mar 2026 13:01:51 +0000

Release Date: 6 March 2026

We have introduced a new enhancement in the Pipeline module that allows users to select multiple deal cards at once and update the Due Date and Deal Health in bulk. This enhancement helps users manage and update multiple Pipeline cards more efficiently without having to edit each deal card individually.

Use Case: This enhancement helps users update the Due Date or Deal Health status for multiple Pipeline cards at the same time.

By selecting multiple deal cards and applying the required updates in a single action, users can save time and ensure consistent updates across Pipeline cards, improving overall pipeline management.

To view the Enhancement in Deal Health

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

A Deal Health panel appears on the right side.
Select the preferred Deal Health from the dropdown.
Click Submit.

A successful pop-up “Deal Health updated” appears.

To View the Enhancement in Due Date:

Check the box beside the preferred pipeline cards.
Click on Add Due Date from the Top action buttons.

A Due Date panel appears on the right side.
Select the preferred Due Date from the dropdown.
Click Submit.

A successful pop-up “Due Date updated” appears.

The post Multiple select and Add Due Date and Deal Health in Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

SMS AI Summary in Communication (Account, Contact, and Dealcard)

Arzoo Kiran — Tue, 25 Nov 2025 07:33:10 +0000

Release Date:- November 24th 2025

We have introduced a new enhancement to the Account/Contact 360 View and Deal Card. You can now view an AI-generated SMS Summary based on text messages recorded in the Account/Contact 360 timeline. Additionally, you can get an AI-generated summary for each Deal Card.

These summaries can be filtered by a selected time range and also provide suggested actions based on the summarized content.

Use Case: Instead of reading through multiple text messages, the AI summary provides a concise overview of key discussions and automatically suggests follow-up actions. This helps agents make informed decisions, respond faster, and maintain better client engagement.

To view the enhancement in Accounts:

Navigate to Accounts.
Click on the preferred Account Name (Ariel Walters).

You will be redirected to the Account 360 page.
Click on the Communication.

As shown below, you can view different communication types from All to Workflows.
Select Text to view all Texts related to the Account from one respective Agent.
Click on Summarize SMS.

Get the SMS Summary of all Texts with a single click.

From the dropdown, select a time range for SMS Summarization.
Check the Generated Date of the SMS Summary.
View the Sentiment of the SMS summary (Positive, Negative, or Neutral).
View the AI suggested action based on the summarized SMS content.

As shown below, Re-Generate the Account Summary anytime by clicking on the Icon.

To view the enhancement in Contact:

Note: To view the enhancement in the Contact, follow the same process for SMS Summarization as in the Account 360 view.

To view the enhancement in Deal Card:

Navigate to the Pipeline.
Open the preferred Deal Card.

Note: To view the enhancement in the Deal Card, follow the same process for SMS Summarization as in the Account/Contact 360 view.

The post SMS AI Summary in Communication (Account, Contact, and Dealcard) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Lead Flow – View by Quotes/Cards

Arshad Hussain — Mon, 25 Aug 2025 10:52:01 +0000

We have introduced a new enhancement in the Pipeline Module – Lead Flow. As part of this update, two new options—Quotes and Card—have been added. These options allow agents to view their data more effectively and download it for further tracking, analysis, or reporting.

Use Case: Suppose an agent wants to track how leads are progressing within the pipeline.

With the new Quotes and Card views, the agent can easily access lead-related data in a structured format, download the information for offline use, reporting, or team collaboration, and make better decisions by analyzing lead flow trends and conversion opportunities.

To View the Enhancement:

Navigate to Pipeline
Click on Deal Charts

You will be redirected to the AG-Testing > Deal Charts Page.

From the Dropdown, select Lead Flow.

You will see three added options: Quotes, Cards, and Detailed Report.

To view the data of Quotes, Click on Quotes.

To view the data of Cards, click on Cards.

To download a detailed report, click on the Detailed Report option of your choice.

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Bulk archive pipeline cards

Arshad Hussain — Mon, 25 Aug 2025 08:04:44 +0000

We have introduced an enhancement to the bulk archive functionality from the multiselect option in the Pipelines. With the recent enhancement, users now have the option to “Select All Cards” when archiving dealcards from multiselect. This allows them to archive all cards in the selected stage, regardless of whether they are currently loaded or visible on the screen. This update significantly improves data management, visibility, and accessibility.

Use Case:

The agent selects dealcards from the required stage and clicks Archive via multiselect. We can either select via select all checkbox, or we can select individual dealcards from a single stage or multiple stages . A new option appears: “Select All Cards.” By choosing this option, the system will archive all cards in that stage, regardless of how many are currently visible. This saves time and ensures completeness, improving workflow efficiency and data accuracy.

To View the Enhancement:

Navigate to the Pipeline page ,Select the dealcards using Select All checkbox or by individual dealcard checkboxes and click on archive.

While clicking on the archive we have a “Select all cards” Hyperlink.

When the agent clicks on the “select all cards” hyperlink then the below dialog box will appear and by choosing yes, it will archive all the dealcards from the selected stages.

NOTE: This feature is only available in List View and Card View; it is not supported in Forecast View.

The post Bulk archive pipeline cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Manage Fields and Add Mandatory Fields in Create New Pipeline

Arshad Hussain — Sat, 23 Aug 2025 10:05:47 +0000

With this new enhancement, you can create Pipelines and manage both standard and mandatory fields with ease. Add mandatory fields as needed to match your workflow, and build pipelines tailored to your specific business usage.

Use Case: With the ability to manage and customize fields—making them mandatory or optional based on your needs – teams can ensure essential information is always captured. When creating a Deal Card, required fields must be filled out, helping maintain data quality and consistency across the pipeline. This leads to more accurate reporting, better decision-making, and improved team efficiency.

To View the Enhancement:

Navigate to the Pipeline module.
Select a Pipeline.
Click on Create New Pipeline.

Go to the Manage Fields section, where you can choose which fields are required and which are optional when creating a Deal Card.

Click on Manage Fields – You can also control which fields appear in the Deal Card creation window and decide which ones can be skipped, giving you full flexibility over the deal creation process.

In the opened window, you can select which fields you want to display in the Deal Card creation window, tailoring it to your specific needs.

The post Manage Fields and Add Mandatory Fields in Create New Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline – Direct Navigation to Edit and Create Pipeline Stages

Arshad Hussain — Sat, 23 Aug 2025 09:49:12 +0000

A new enhancement has been introduced in the created pipeline edit process. Now, you can make changes in any of the six stages by simply clicking on that stage name.

Use Case: Now, editing the created pipeline is simple. Instead of going through a long process, the agent can directly edit the existing pipeline by clicking on the respective stage name and updating it. This not only saves time but also makes navigation easy.

To View the Enhancement:

Navigate to the Pipeline.

From the dropdown, find and select the Pipeline by Name that you want to edit.

Click on Edit Pipeline.

You will be redirected to the Update Pipeline page for the selected pipeline.

If you want to update any of the six stages listed below, simply click on the respective stage number.

Make the necessary changes (e.g., updating title, type, board settings, categories,Deal Type).

Finally, click on the Skip and Update icon.

A success pop-up confirming that the pipeline has been updated will appear.

The post Pipeline – Direct Navigation to Edit and Create Pipeline Stages appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipelines – Displaying quote type on the deal card in the pipeline Dealboard view

Arshad Hussain — Mon, 28 Jul 2025 08:01:37 +0000

We’ve introduced a new feature in the Pipeline module where the category (quote type) is now visible directly on each Deal Card. This enhancement helps agents quickly identify and differentiate deal cards based on their respective categories, improving clarity and efficiency in managing pipeline activities.

Use Case:Agents can now view the quote category directly on each Deal Card, allowing for quicker identification. This helps streamline decision-making and improve workflow efficiency.

To View the Enhancement:

Navigate to the Pipeline module.

Here you can see the Category (Quote type) on the deal cards.

The post Pipelines – Displaying quote type on the deal card in the pipeline Dealboard view appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipelines – Selected Filters Holding

Arshad Hussain — Mon, 28 Jul 2025 07:52:43 +0000

We’ve introduced a new feature in the Pipeline module that retains your selected filters, even if you navigate to other modules within InsuredMine. This enhancement helps agents save time by not having to reapply filters repeatedly. The filters will remain active throughout the session and will reset automatically upon logout.

Use Case:
An agent applies filters to view the desired result. So After navigating to the other modules, the filters remain intact when they return to the Pipeline—saving time and clicks during their workflow.

To View the Enhancement:

Navigate to the Pipeline module.
Click on Filter and select the criteria you want to apply.

Here you can see the applied filters-

Navigate to other module-

Now, navigate back to the pipeline module.

Here, you can see the filters are still present on the pipeline.

Note: Filters will be cleared automatically once you log out or reset the filter.

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Pipeline Edit Enhancement: Next and Skip & Update

Arshad Hussain — Mon, 28 Jul 2025 07:41:24 +0000

We’ve introduced a major usability improvement in the Pipeline editing flow to make the experience faster and more intuitive. Now, you can:

Move between stages directly by clicking on the stage names at the top, No need to click “Next” repeatedly.
Use the new “Skip & Update” option to save changes instantly and get redirected back to the Pipeline module.

Earlier:

Users had to move sequentially through each stage using the “Update and Continue” button.
There was no way to skip intermediate stages or jump directly to a later stage.
Editing was time-consuming and repetitive.

Now:

Click on any stage tab at the top to jump directly to that stage.
Use “Skip & Update” to:
- Instantly save your changes, and
- Redirect back to the main Pipeline module.

Use Case:

This is particularly useful when:

You only need to update details in a specific stage.
You want to save time during the edit process.

To View The Enhancement:

Step 1: Go to Pipelines

Navigate to the Pipeline section.
Click on a Pipeline and select Edit.

Step 3: Use “Skip and Update”

After updating the stage or deal details, click on the “Skip and Update” button.
This will:
- Save the changes made in that stage.
- Redirect you back to the main Pipeline module.

The post Pipeline Edit Enhancement: Next and Skip & Update appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline Overview – UI Changes

Arshad Hussain — Sat, 26 Jul 2025 10:39:21 +0000

We’ve updated the Pipeline Overview to deliver a more streamlined and visually appealing experience. The latest improvements include: View Type, Status Indicator, Card Layout – into a unified dropdown menu format. All three sets of options are now accessible through dropdown menus. This consolidation preserves full functionality while significantly reducing visual clutter. We have Added Headers and Footers to each stage for better structure and navigation. These updates are aimed at enhancing the overall look and usability of the interface

Use Case: We’ve made the Pipeline Overview easier to use and nicer to look at. Now you’ll see a new layout, clearer statuses, and added headers and footers for each stage. These changes help you find what you need faster.

To View the Enhancement:

Navigate to the Pipeline present on the left-side of the page.

Click on View Type

Here, you will see a dropdown to select one of the three View Type options – Card View, List View and Forecast View.

Click on Status Type

Here, you will see a dropdown to select one of the four Status Type options – All, Won, Open and Lost.

Click on Card Layout

Here, you will see a dropdown to select one of the three View Types options – Extended Card View, Default Card View and Compact Card View.

Changes in the Header and Footer of the Stages

The post Pipeline Overview – UI Changes appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Commercial Contact mandatory field handling in Add Deal

Arshad Hussain — Sat, 26 Apr 2025 14:10:19 +0000

Release Date: April 26, 2025

We’ve introduced an enhancement in the Pipeline module – now you can make a Contact Name for Commercial Deal cards as a mandatory field.

Use Case: With the new enhancement in the Pipeline module, users can now make the Contact Name field mandatory when creating a Commercial Deal Card. This ensures every deal is linked to a specific contact, improving clarity and accountability.

Additionally, users can create multiple Deal Cards under a single commercial contact, making it easier to manage ongoing or separate opportunities with the same client. This is especially useful for agents handling multiple policies, renewals, or service requests for one business contact.

To View the Enhancement:

Navigate to the Pipeline module.
Select a Pipeline.
Click on Edit or Create New Pipeline.

In the Edit/Create Pipeline section, navigate to Mandatory Fields and set Contact Name (Commercial) as a required field.

Now, create a Commercial Deal Card to verify the enhancement – you’ll see that the Contact Name is now a mandatory field.

The post Commercial Contact mandatory field handling in Add Deal appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.