Release Date: June 18, 2025​

We have enhanced the Work Email section by introducing a new “Track Your Failed Emails” feature. By clicking on this option, you can view a list of all emails that failed to send. Each failed email includes a three-dot menu on the right-hand side, offering two options: View Email and Resend.

• Selecting View Email allows you to see the detailed content of the email.
  Choosing Resend will reattempt to send the failed email. .

Use Case:- 

The “Track Your Failed Emails” feature allows users to easily identify, review, and resend undelivered emails to ensure effective communication.

To View the Enhancement:-

Navigate to the Work Email  “Track Your Failed Emails” section to view a list of all emails that failed to send.

• Click the three-dot menu on the right side of any failed email to access two options: View Email and Resend.

• Selecting View Email allows you to view the full content of the failed email.

• Choosing Resend will reattempt sending the email, after which it will appear in the “Track Your Sent Emails” section and under the communication tab.

The post Failed “Sent Email” tracking list appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Release Date: February 6, 2025

With our latest enhancement, we’ve recently upgraded to a new Email API version to ensure optimal performance for your email, calendar, and scheduling services. With this update, scheduler links have been updated to a new format that you should take note of.

Use Case: Latest version for the Email API will result in faster response times and more reliable scheduling services, significantly enhancing overall user satisfaction.

Note: If you already have scheduler links and used them in the emails, signatures, campaigns, etc, please copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

But, if you’re using scheduler tags in templates, signatures, campaigns, pipeline automation, or SCD, no changes are necessary within InsuredMine. The updated scheduler tags will be automatically retrieved and will continue to function as expected.

Why It's Important?:

• The new scheduler link in v3 API offers improved performance. Using the updated link ensures that agents benefit from the latest updates and functionalities.
• Keeping all links updated will maintain consistency across platforms, preventing any confusion for clients or users trying to access the scheduler.
• Using the old links may lead to errors or issues that can affect scheduling efficiency and client interactions.

What Agents Need to Do?

1.Copy the New Link: Agents must access the new version of the scheduler and copy the updated link provided.

2. Update Existing Links: Review all previous instances where the old scheduler link was used this includes emails, websites, and any other platforms and replace them with the new link.

3. Test the New Link: After updating, it’s important to test the new links to ensure they function correctly and provide the expected user experience.

What has been Changed?

A new and more improved UI for creating scheduler links.

Old Format Scheduler Page (UI):

New Format Scheduler Page (UI):

How to Generate a Scheduler Link?

• Navigate to the Calender Module.
• Then, click on Scheduler.

• A pop-up window will appear, allowing you to create and manage Scheduler Links to easily share your real-time calendar availability with prospects and clients.
• If you have no  scheduled events available on the scheduler page as shown in the above image, click to  ‘Create New.’

• Add the Event Information details such as Title, Duration, Meeting or Location.
• Then click, Create.

• You will be redirected to the next page, where you can fill in any additional details if needed.
• Click Save Changes.
• After saving, the created scheduler list will be visible on this page.

• The created scheduler is listed as shown in the image above. Click the three dots and select Preview to review it.

• Once you click on Preview, you will see the date and time, which you can send to the client for booking based on their availability.

How to Copy New Scheduler Links and

• Next, once you have scheduled the event on the page, copy the scheduler  link to share it.
• Copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.

• After you have shared the link, the client will need to click on it and book a meeting based on their availability, as shown above.

• Next, they need to enter the name, email, and any guest details if any, then click “Book Now.”

•  An email confirmation will be received at the provided email address, which can later be canceled or rescheduled based on availability and preferences.

The post Insuredmine G Suite Version Update (Personal Gmail, Email, Calendar & Scheduler) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Now you will be able to track the exact delivery time and date of an email that was scheduled to send within the workemail.

Use Case: Easily track scheduled emails with precise delivery date and time, improving accountability and ensuring timely communication.

Note: If you have scheduled the Email from anywhere within the portal, you will be able to track the delivery time within ‘Track Your Sent Emails.’

To View the Enhancement:

• Navigate to the Work Email.
• Then, click on Compose.

• Fill in the details such as the body and subject of the email.
•  Then, click on ‘Schedule Send.’

• Please specify the date and time you’d like the email to be scheduled and sent.
• Then, click on Schedule Send.

• You will then get a Success Notification: ‘Email Sent Successfully.’

• Next, track your scheduled emails by clicking on ‘Track your sent emails’

• In the ‘Sent’ column of the work email, the displayed time will reflect the scheduled time when the email was sent.

The post Work Email Track Email Changes in Delivery Time appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• Navigate to trash

• Click to open the email that has been moved here

• Click to move to folder and select the folder

• Once done you will get a notification saying:

The post Delete Email from work email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Benefit: Outdated emails that were significant at various points in time can be deleted when no longer required.

Process:

• Navigate to the Work Email Module.

• Navigate the Important folder.

•   Select mail by selecting the checkbox. Click on the Delete icon. The selected email will be deleted.

Note: You can delete multiple emails by checking the boxes next to each one.

The post Delete restricted emails  appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Easier to view contacts mapped to the sender’s and receivers’ emails.

Process:

• Navigate to Work Email
• Click on the View Contacts icon next to any listed email.

• The list of contacts will appear in the right pane.

The post View contacts in work email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Important emails can be managed by segregating emails into folders. 

Process –

• Navigate to the Work Email module.
• Choose the email you want to move and click on Move to folder on the right-hand pane.

• Select the folder where you want to add the selected emails.

• A confirmation message will pop up.

Note – You can access the email by accessing the folder where the email was moved.

The post Move emails to the folder appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case-Easy to edit contact from Work email. Edit contact from contact or contact 360 changes will be reflected in Work Email, and changes will be reflected even when done vice versa.

Process-

• Navigate to the Work email module. 
• Click on View Contacts.

• Click on Edit.

• Add details of the Contact and click on Update.

Note- The changes made here will be visible under Contact 360. The changes done to contact in Contact 360 will also be reflected here.

The post Edit contact in work email contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Adding an email to a deal card will help you to enhance your communication process. Following these steps, you can map one email conversation with a deal card.

• Navigate to Work Email inbox
• Select the particular email and go to the details of the email.
• Click on map email to save email to card

• A pop-up window will open where you need to Select the Pipeline and the deal card from the dropdown with which you want to map the email.
• Click on Map Email.

• You will get a notification saying:

• Navigate back to Pipeline Manager
• Select the Pipeline and the deal to which you have mapped the mail.
• You can find the email in the deal card activity section.

The post Mapping email to existing deal card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Contacts, and Deal cards are prepopulated to the work email module for easy access.

Process:

• Navigate to the Work Email to choose any mail and click on Expand.

• Scroll down to see the linked pipeline cards and linked contact section.
• All the linked deal cards and contact will be visible in these sections for the recipients present in the email chain. 

• You may use the Smart Search option to search recipients. Choose Select search type, Select search by and click on Search.
• The linked deal cards and contact will be displayed.

Note: The search query for the logged in agent details will not be visible. All other participants’ details will be visible.

The post Linked Pipeline Cards and Contacts. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• Select the desired folders and click on save.

• You will get a message saying: Updated successfully.

• Navigate to work email where you will find the selected folders displayed along with the default folders- outbox, contacts, and track your email folders.

The post Folder Selection for work email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Connecting your work email​

With the work email feature, you can sync your work email address with your agent portal. This feature will enable you to send and receive emails without switching to your actual email service provider.

Use Case: Send and receive emails directly within your InsuredMine portal that saves both your time and effort.

To start accessing your work email, you need to connect your email with the InsuredMine portal.

To connect:

• Navigate to work email.
• Click on connect your  email.

• You will be then redirected to the settings page where you will need to click on connect your email.

• Update your email ID for which you want to connect your work email and click on sign in.

• Insuredmine would like to integrate with your email account.

• Log in with your Gmail account.

• Or you can choose a different email provider according to your preference.For instance, we are using Gmail.
• Grant the required permissions to access the email. If it shows the app isn’t verified, then click on advanced or go to nylas.com.

• This feature works exactly like your inbox.

What all you can do?

• You can use pre-designed templates while sending emails to your clients.
• Search throughout your inbox 
• Mark any email as important.
• Mark any email as read/ unread.
• View attachment in Email.
• Track your sent Emails.

Note: To use this feature, make sure you have connected your email to your agent portal.

Functionalities within work email

• Navigate to the work email module.There, you will find following options related to: compose, delete items, drafts, inbox, trash, sent mail, outbox, contacts and track your email.

• Once you have selected an email, the functionalities that can be performed from each message will be on the right side panel.
• Click on the add task button to add a task.
• Click on create a deal to find an existing contact to create a deal or create a new deal.
• Click on map email to save email to an existing deal card.

• Click on one of the options available from the right sidebar to add email to existing contact as shown above.

• Click on the 3-dots icon, to reply, reply to all, forward and Delete.

• Use the “Move to Folder” option to transfer any email from your inbox to your preferred folder.

Track your sent Emails

• You can  track your sent emails from the track your emails option as shown in the screenshot.

• The email dashboard will open with all the details of sent email- Recipient, Subject Sent, Open Count, Latest Open, Latest Clicked & View Email.

Add Deal into Pipeline from Email

• To add a deal, simply click on the options located on the right side of the email interface.

Forward emails from work email

• On the ‘Send Email’ screen, simply make the edits you want, add recipients, and then click ‘Send.’

Work Email Contacts Sync

Connect your work email contacts to InsuredMine for easy communication and deal management. You can quickly add deals, check details, and communicate better with everything in one place. Your work contacts are visible in the Contacts section of InsuredMine, making it easy to find and use email addresses when you need them.

“Add contact” option in work email contact section

• Click on Contacts.
• Click on the 3-dots icon (…) under the Action section beside the contact you select.
• The add contact window will open with all the pre-filled fields.

Create Deal from Work email contact

Note: InsuredMine’s work email feature lets you connect your work email to your agent portal. This means you can send and get emails without having to switch to your regular email provider.

To Create a Deal:

• Click on the work email contacts.

• A dashboard will then appear as shown in the screenshot. Click on the 3-dots icon of a specific work email contact.
• From the drop down select “Create deal card.”

• Click “Save” after adding the following details.

Delete unwanted email

• The delete option in your work email on InsuredMine helps you get rid of emails you don’t need, making your inbox less crowded with things you don’t want.

Auto-saving of Work Email Draft

• Now your email draft gets auto-saved even if you need to navigate to any other section of the portal until you refresh/ reload the page.

To check this enhancement:

• Navigate to work email.
• Click on the Draft email option.
• Select the email id and write the subject line and mail body.

• Close the page.
• Navigate to any other tab of the portal.
• Get back to the email section following the same process, you will find the draft where you left off.
• You will locate the email in the draft area once you have drafted it, specified the email address to send it to, and scheduled it.

You will find the email draft, so you can pick up from where you have left.

Work Email Tracking

Scheduling an Email

Scheduling an email means setting it up to be sent at a specific date and time in the future. This is useful if you want to plan ahead and send an important email later. You can do this by clicking the “add” button or from a deal card.

To view the enhancement:

• Click on the arrow mark near the send button.

• Now select the option schedule send.

• A pop-up window will open where you need to pick the date and time.
• Either you can select from the given options or can pick the desired date and time. 
• Click on schedule send.

To view, update or cancel the scheduled email:

• Navigate to work email.
• Click on outbox, you will find the scheduled email.
• Click on the 3-dots icon where you will get the option to update time or to cancel.
• You will also get the pending status as the email is scheduled.

• When the email will be sent, it will be available in the sent email folder.

Map email to the existing deal card and existing contact in Work Email

• Select any email from your inbox and open it.

• Click to map to the existing deal card.

• Select the pipeline and search the card.
• Click on map email.

Add Email to an existing Contact

• Choose any mail from your inbox and then select Add email to existing contact from the  bar on the right side.

• A minimized window will then appear. Type and select the name that you want to add.
• Click on Save.

• Once done you will get a notification saying Success.

• Navigate back to Contact 360
• In the Logs section, you can view the email that has been mapped.

Attach a task to a work email

If an agent adds any task through their work email, that email will be linked to the task on your task list. This improvement helps people connect an email to a specific task in the task section.

To check the enhancement:

• Navigate to work email.
• Select the mail.
• Click on add task.

• Fill in all the details related to the task that you’re adding.
• Click to save.
• You will get a notification saying: Task Added.

• Navigate to the tasklist
• In the tasklist you will find the newly added task from your work email.

• Fill in all the details related to the task that you’re adding.
• Mark as Done.

Search Option in Work Email

• You can search an email by typing the name, subject, or email id in the search box. Scroll down to select all results. You can navigate back by clicking on the Inbox folder.

• The total count of messages under one email thread will be now visible.

Note: When you map an email to a contact or deal card, all the threads related to that email are linked together which  helps to keep track of all communication in one place for that contact or deal card.

The post Work Email 101 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.