User Preferences and Settings Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

AI-Powered Renewal Risk Prediction on the Pipeline Card

Arshad Hussain — Thu, 17 Sep 2026 13:39:13 +0000

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

Scan the badge first. Elevated and High Risk cards are the ones that need attention before Low Risk cards.
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.
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.
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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Rename The Files While Uploading

Arshad Hussain — Fri, 04 Sep 2026 10:31:07 +0000

Release Date: 08/27/2026

Overview

InsuredMine now allows users to rename a file while uploading it. This gives users the flexibility to update the file name before it is saved in the system, making files easier to identify and organize.

This feature is available in the following modules:

- Account 360
- Contact 360
- Pipeline Card
- Policies
- eSignature

How to Rename a File While Uploading

Step 1: Upload a File

Navigate to the Files section of the supported module and upload a file.

Once the file is selected, the uploaded file will be displayed with its current file name.

Step 2: Edit the File Name

Click the Edit icon next to the uploaded file.

The file name will become editable.

Step 3: Enter the New File Name

Update the file name as required.

For example:

Original: sample
Renamed: Insuredmine Test

Click the ✓ (Confirm) icon to save the new file name.

Alternatively, click the ✕ (Cancel) icon to discard the changes.

Step 4: Complete the Upload

Once the file name has been confirmed, proceed with the upload.

The file will be saved using the updated file name.

Important Behavior

When the Edit icon is clicked:

The file name becomes editable.
The Upload button is disabled.
The user must either confirm the changes (✓) or cancel the editing (✕).
The Upload button remains disabled until the editing action is completed.

eSignature

In eSignature, the rename option is available after uploading the document and before clicking Next.

Steps:

Upload the PDF document.
The uploaded document will appear on the screen.
Click the Edit icon below the document.
Modify the document name.
Click ✓ to confirm the new name or ✕ to cancel.
Once the name is confirmed, click Next to continue with the eSignature process.

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Ability to Filter using Servicing Roles in Pipeline

Arshad Hussain — Fri, 04 Sep 2026 10:12:39 +0000

Release Date: 08/25/2026
This enhancement is available to Admins and Agents.

Overview

The Servicing Roles filter in the Pipeline module allows users to filter deal cards based on the servicing role associated with the account.

If servicing role information is available at the account level and a deal card has been created for that account, users can use the Servicing Roles filter to quickly identify the relevant deal cards.

Steps to Use the Servicing Roles Filter

Navigate to the Pipeline module.

2. Open the Pipeline where you want to filter the deal cards.

3.Click on Filters.

4. Locate the Servicing Roles filter.
5. Select the required servicing role(s).

6. Apply the filter.

The Pipeline will display the deal cards associated with the selected servicing role(s).

Prerequisites

For the Servicing Roles filter to return the expected results:

The servicing role should be present on account level.
The corresponding deal card must be created for the account in the Pipeline..

Example

For example, if an account has a servicing role such as Producer, or another configured servicing role, users can select that role from the Servicing Roles filter.

The Pipeline will then show the relevant deal cards associated with accounts where that servicing role is present.

Key Benefit

This enhancement provides a more efficient way to locate and manage Pipeline opportunities based on servicing responsibilities, without having to manually review individual deal cards.
Note: The available servicing roles in the filter are based on the servicing role information present in the accounts.

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Sales Goal – Multiple Pipeline Selection

nikhil sharma — Wed, 26 Aug 2026 12:53:42 +0000

Overview

The Sales Goal dashboard previously allowed users to select and view sales goals for only one pipeline at a time.

When an agent was part of multiple pipelines, users could not view the agent’s combined sales goal across all assigned pipelines.

To address this limitation, the Sales Goal dashboard has been enhanced to allow users to select multiple pipelines and view the agent’s combined sales goal and actual performance across the selected pipelines.

Enhancement

Users can now select multiple pipelines from the pipeline filter in the Sales Goal dashboard.

When multiple pipelines are selected:

The selected pipelines are displayed in the pipeline filter.
The Sales Goal for an agent is combined across all selected pipelines.
The agent’s Goal and Actual values are calculated based on the selected pipelines.
Users can view the combined sales performance without checking each pipeline separately.

How It Works

Navigate to Dashboard → Sales Goal.
Select the required time period, such as Monthly or Yearly.
Select the required month/year.
Click the Pipeline dropdown.
Select one or more pipelines.
Click Show to view the results.
The Sales Goal dashboard will display the agent’s combined goal and actual values for all selected pipelines.

Example

Suppose an agent is assigned to:

Test – 1
Test – 2

Previously, the user had to select each pipeline separately to view the agent’s sales goal.

With the new enhancement, both pipelines can be selected together. The Sales Goal dashboard will then display the agent’s combined goal and actual values from both pipelines.

Benefit

This enhancement provides a consolidated view of an agent’s sales performance when the agent is assigned to multiple pipelines, eliminating the need to check each pipeline individually.

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Awaiting Reply Indicator for Email & Awaiting Reply Filter

Arshad Hussain — Sat, 22 Aug 2026 08:49:11 +0000

Overview

The Awaiting Reply Indicator helps agencies quickly identify customer email conversations that are waiting for a response. Instead of manually monitoring inboxes, users can identify records requiring follow-up directly within InsuredMine.

With this feature, users can view the Awaiting Reply indicator and use the Clients Awaiting Reply filter across Pipeline, Contacts, and Accounts.

Automatic Response Detection

Incoming client emails are automatically detected and marked as Awaiting Reply.

Flagging Logic:

Pipeline email: Deal Card, Contact, and Account
Contact email: Contact and Account
Account email: Account only

Note: Effective from August 21, 2026, new client/customer replies will be detected and flagged as Awaiting Reply.

Client Awaiting Reply Filters

Each supported module includes a Client Awaiting Reply filter that displays only records currently waiting for an agency response.

Available in:

Pipeline
Contacts
Accounts

This helps agents prioritize customer follow-ups without searching through their inbox.

Automatic Status Management

The Awaiting Reply status is automatically maintained.

A flag is created when:

A customer replies to an existing email conversation.

The flag is removed when:

An agency user replies to the customer.
A user manually marks the conversation as resolved.

If multiple conversations are open for the same record, the indicator remains until all pending conversations have been resolved.

Intelligent Thread Synchronization

For enhanced visibility, the Communication tab utilizes Intelligent Thread Synchronization to prioritize the latest incoming message at the top of the list. By clicking the indicator icon on a record, users are immediately presented with the most current client response for efficient review.

Benefits

Quickly identify customers waiting for a response
Reduce missed follow-ups
Improve visibility across Pipeline, Contacts, and Accounts
Eliminate manual inbox monitoring
Lay the groundwork for AI-assisted email workflows

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Collapse Pipeline Stages Based on User Preference

Arzoo Kiran — Fri, 29 May 2026 07:26:15 +0000

Release Date: 28 May 2026

This enhancement is available to the following users:

Admins
Managers
Agents
CSRs

Overview

We have introduced a new enhancement in the Pipeline module that allows users to hide or collapse pipeline stages based on user-level visibility preferences. This enhancement helps users customize their pipeline view by minimizing unnecessary stages and focusing only on relevant stage pipeline card information.

Use Case: This enhancement helps users customize their pipeline view by collapsing unnecessary stages and focusing only on relevant deals. It improves visibility, reduces screen clutter, and allows agents to manage pipeline activities more efficiently based on their preferences without confusion.

To view the enhancement:

Navigate to Pipeline.
As shown below, a new Collapse Stage icon has been added.

To Collapse a Stage:

Click on the Collapse icon for the preferred stage.

As shown below, the selected stage(Lead Stage) is collapsed (hidden).
Click on Expand Stage to unhide the stage.

Note: Users can select and collapse multiple stages based on their preference.

Note: The collapsed stage view is user-specific. Stages collapsed by an agent are visible only to that agent and not to other agents.

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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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Renewal Process Change – Policy Type

Arshad Hussain — Tue, 06 Jan 2026 13:30:02 +0000

Release Date:- January 6th 2026

We’ve introduced a new enhancement in the Pipeline module under the Renewal Pipeline section. This update provides additional options in the Renewal to select policy types, allowing agents to create renewal deal cards more accurately and manage renewals more efficiently.

Use Case: This enhancement helps agents easily select the correct policy type while creating renewal deal cards, ensuring hassle-free and accurate renewal management. This flexibility streamlines renewal workflows and reduces manual adjustments during deal creation.

Note: This functionality is available for all EPIC and will only be set-up by the Admin.

To View the Enhancement:

Navigate to the Pipeline.
Click on the three dots and from the dropdown, select Pipeline Settings.

From the Pipeline Setting Menu, select Renewal Pipeline, the Renewal Automation page appears.
Select By Policy Type.
As shown below, new policy types from Agriculture to Administrative have been added.

To create the Renewal card:

Select the preferred policy type
For example, if Agriculture is selected, the Agriculture policy type settings are displayed.
Fill in the required information.
Click Save Settings.

A successful pop-up, ‘Settings updated successfully,’ appears.

Note: The Others policy type will not work automatically. You must set up renewals for the specific policy types that were previously configured under Others

Additional Update

Another update available in Renewal Settings: Do you want to create single renewal card per account?

When enabled, renewal cards are created per policy type under an account.

If an account has multiple policies of the same policy type, they will be grouped into one renewal card.

If an account has multiple policy types, separate renewal cards will be created for each policy type.

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Assign card as per servicing roles in renewal pipeline automation

Arshad Hussain — Mon, 25 Aug 2025 08:24:17 +0000

We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent Owner, Producer). This ensures that the right team member is responsible for the renewal process of the policy, improving accountability and efficiency.

Use Case: Suppose a renewal card is created in the pipeline. With this enhancement, the card will be automatically assigned to the designated servicing role (such as the assigned Agent Owner or Producer), eliminating manual assignment and reducing delays in follow-up.

Note: This feature is for Epic Agencies.

To View the Enhancement:

Navigate to the Pipeline
From the dropdown ,select the Pipeline Settings

You will be redirected to the Pipeline Settings page. From here, select Renewal Pipeline.

You will be redirected to the Renewal Pipeline page.

Scroll down to view the Select Servicing Role dropdown.

From the dropdown, select the preferred servicing role.
Click on Save Settings

Note: The card will be assigned to the selected servicing role.

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Sort by Activity Date in pipeline

Arshad Hussain — Mon, 28 Jul 2025 07:23:56 +0000

With our latest enhancement, we’ve introduced a new “Sort by Activity Date” option in the Pipeline module, giving users better visibility into recently updated deal cards.

What is the Activity Date?

Activity Date refers to the most recent interaction or action performed on a deal card, such as:

Adding a note
Uploading a file
Logging a call
Creating a task
Any other form of recorded activity

What’s New?

You can now sort your pipeline by Activity Date, which will:

Bring recently active deal cards to the top
Push deal cards with no recent activity to the bottom

This helps sales, service, and operations teams prioritize active deals and stay on top of what’s currently in motion.

To View The Enhancement:

Step 1: Go to Pipeline Module

Navigate to the Pipeline section from the main menu.

Step 2: Locate Sort Options

In the top-right corner of the pipeline view, click on the Sort By dropdown.

Step 3: Select Activity Date

Choose “Sort by Activity Date” from the list.

Step 4: View Sorted Cards

Deal cards with the most recent activity (e.g., note added, file uploaded) will appear on top.
Deal cards with no or older activity will appear further down.

Example

If you add a note to Deal A and upload a file to Deal B today, and Deal C hasn’t had any activity in the last 2 weeks:
- After sorting by Activity Date:
  1. Deal B (latest file uploaded)
  2. Deal A (recent note)
  3. Deal C (inactive)

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Lead Source – Deal Cards Count along with Lead Count

Arshad Hussain — Wed, 02 Jul 2025 11:01:30 +0000

We’ve introduced an enhancement to the Lead Source section under the Pipeline module. You can now view Deal Card counts alongside Lead counts directly under Actions. This update also allows you to click and view the associated deals, giving you a more complete picture of your lead sources in one place.

Use Case: Users can now view Deal Card counts alongside Lead counts within the Pipeline module’s Lead Source section. This update provides quick access to associated deals, offering a more comprehensive view of lead sources in one place.

To View the Enhancement:

Navigate to the Pipeline module.
Go to the Action button and click on Lead Source

Here, you can see the Deal Cards Count along with Leads Count

To view the Deal Cards under Deal Cards Count, click on any number and a complete view of Deals associated with that Lead source will appear.

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Pipeline – Need the option to download the report of Child Lead Source report from the Lead Source

Arshad Hussain — Wed, 02 Jul 2025 10:56:34 +0000

We have introduced a new enhancement in the Pipeline module under the Lead Source section. You can now download the Child Lead Source and Deal’s Count Report directly from the Lead Source for improved data analysis and reporting.

Use Case:

Users can now view and download the Child Lead Source and Deal card’s Count Report from Lead Source to track lead source performance. This helps in better understanding and managing lead distribution.

To View the Enhancement:

Navigate to the Pipeline module.
Go to Actions and click on Lead Source.

In the opened window, you can see the Lead Sources, Child Lead Sources and Dealcard’s count. Click on Download to download the report.

You can see the Child Lead Source and Deal’s Count data in the downloaded report

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