Workflow Automation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

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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Add Servicing role as Sender’ Email in workflow- EPIC

Arzoo Kiran — Mon, 22 Jun 2026 12:53:37 +0000

Release Date: June 22, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, enabling more personalized and role-based communication.

Use Case: This enhancement helps agencies route automated communications through the appropriate servicing role assigned to a record. By using the servicing role’s email address as the sender, agencies can improve communication consistency, provide clients with a relevant point of contact, and maintain role-based ownership throughout the workflow process.

Note: This feature is available to EPIC.

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.
Fill in the required fields.
Click Begin.

The Drip Workflow page appears.
As shown below, multiple servicing role options are available in the Sender Email dropdown.
From the Sender Email dropdown, select the preferred servicing role.
Click Next.

Note: When a Servicing Role is selected as the sender, the workflow automation emails are triggered using the email address associated with the selected servicing role assigned to the record.

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Account Active Premium, Account Active Commission, and Agency Filters in Workflows (EPIC)

Arzoo Kiran — Mon, 22 Jun 2026 11:42:10 +0000

Release Date: June 22, 2026

Available for: Admins and Agents.

Overview

We have introduced new Account Active Premium Range, Account Active Commission Range, and Agency filters in Workflow Automation for Applied Epic agencies. These filters allow users to configure workflow automations based on an account’s active premium, active commission, and agency. By applying these filters, users can target specific account segments and trigger workflows only for accounts that meet the defined premium, commission, or agency criteria.

Use Case: This enhancement helps agencies automate engagement, renewal, and retention activities by targeting accounts based on Agency, Active Premium, and Active Commission values. Users can create more targeted workflows for specific agencies and account segments, reducing manual effort and improving automation efficiency.

Note: This is available for all Workflows.

To view the enhancement:

Navigate to Engagement.
From Automation, Click create.
The Engagement > Workflow page appears.
Select the desired Workflow type.
Click Customize.

- The Policy Renewal Workflow Details page appears.
- Click Filter.
- The Filter panel appears on the right-hand side.
- As shown below, two new filters have been added:
  - Account Active Commission Range
  - Account Active Premium Range.

How to Apply the Active Premium and Active Commission Filters:

Account Active Premium Range:

Enter the preferred premium range in the From and To fields.
Click Save.

Account Active Commission Range :

Enter the preferred commission range in the From and To fields.
Click Save.

Note: Only accounts whose Premium or Commission amounts fall within the specified range will qualify for the workflow.

Apply the Agency Filter:

From the Agency dropdown, select the preferred agency.
To include all agencies, select All.
Click Save.

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Add Producer’s Email as a Sender Email Option in Workflows (All AMS Except EPIC)

Arzoo Kiran — Mon, 22 Jun 2026 09:36:25 +0000

Release Date: June 22, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced a new Producer’s Email option in the Sender Email dropdown under the Engagement module within Workflow Automation. This enhancement allows users to configure automated emails to be sent using the assigned producer’s email address, enabling more personalized and relevant communication with recipients.

Use Case: This enhancement helps agencies improve client communication by sending workflow automation emails from the assigned producer’s email address instead of a default sender email. This creates a more personalized experience for recipients, increases email recognition, and helps maintain consistent communication between producers and their clients.

Note: This feature applies to all AMS integrations except EPIC.

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.
Fill in the required fields.
Click Begin.

The Drip Workflow page appears.
As shown below, a new Producer’s Email option has been added to the Sender Email dropdown.
Select Producer’s Email.
Click Next.

Note: When Producer’s Email is selected in the Sender Email field, the automation is triggered using the assigned producer’s email address as the sender. If a producer email is available for the record, emails are sent from that address instead of the default sender email.

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Agency Filter in the Renewal & New Policy Workflow (Epic)

Arzoo Kiran — Thu, 07 May 2026 07:57:16 +0000

Release Date: May 5, 2026

A new Agency Filter has been added to the Policy Renewal and New Policy Workflows. This enhancement allows users to filter and refine workflow audiences by specific agencies, enabling more targeted and organised engagement.

Use Case: The Agency Filter allows users to segment and target workflows based on specific agencies.

This helps organise data more effectively, run agency-specific campaigns, and improve workflow efficiency by focusing on relevant and preferred agencies.

Note: This feature is available only for Epic Agency.

To view the enhancement:

Navigate to Engagement.
Under Automation, click on Create.

The Engagement > Workflow > Select page appears.
Under the Policy Renewal and New policy, the Agency Filter has been added.

To view the Filter in Policy Renewal:

Click on Customize.

From Engagement > Workflow > Select > Name, click on the Filter icon.
The Filter panel appears on the right-hand side.
Scroll down to view the newly added Agency filter.

Note: To view the Agency filter in the New Policy Workflow, follow the same steps as for Policy Renewal.

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Estimated Commission Filter in the Renewal & New Policy Workflow (EPIC)

Arzoo Kiran — Thu, 07 May 2026 07:15:18 +0000

Release Date: May 5, 2026

A new Estimated Commission filter has been added to the Policy Renewal and New Policy workflows. This enhancement allows agents to refine workflow audiences based on projected commission values, enabling more targeted and data-driven engagement.

Use Case: This feature helps agencies prioritize and segment accounts based on their potential revenue.

With the Estimated Commission filter, users can target high-value clients for renewals and new policy workflows, segment accounts based on preferred commission ranges, focus on revenue-generating opportunities, and create more personalized and effective engagement strategies.

Note: This feature is available only for Epic Agency.

To view the enhancement:

Navigate to Engagement.
Under Automation, click on Create.

The Engagement > Workflow > Select page appears.
Under the policy renewal and New policy, the Estimated commission Filter has been added

To view the Filter in Policy Renewal:

Click on Customize.

From Engagement > Workflow > Select > Name page, click on the Filter icon.
The Filter panel appears on the right-hand side.
Scroll down to view the newly added Estimated Commission filter.

Note: To view the Estimated Commission filter in the New Policy Workflow, follow the same steps as for Policy Renewal.

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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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Voice Agent in Workflow Automation

Arzoo Kiran — Tue, 23 Dec 2025 09:18:19 +0000

Release Date:- December 16th 2025

We are excited to introduce a new enhancement in InsuredMine’s Workflow Automation: Voice Agent.
This addition enables users to incorporate automated outbound voice calls as part of their workflow sequences, expanding communication capabilities beyond email, text, and other existing channels.

What’s New?

With the new Voice Agent option, users can now configure automated voice calls within workflows, enabling seamless communication for various scenarios.

This enhancement allows you to automate multiple types of communication—such as welcome calls, birthday greetings, cross-sell messages, appointment reminders, renewal reminders, and more—through outgoing voice calls.

Use Case: This feature ensures that the agency can set up automated workflows in the Engagement module so that these voice messages are delivered automatically at the right time. This helps the agency maintain timely and consistent communication while saving time and ensuring clients receive important updates without manual effort.

Note: This feature is currently available only for Twilio users.

To view the enhancement:

Navigate to Engagement.
From Automation, Click on Create.

You are redirected to the Engagement > Workflow page.
Select the workflow you want to trigger (e.g., Say Happy Birthday).
Click Customize.

You are redirected to the Engagement > Workflow >Select page.
As shown below,check the box voice Agent in Select the mode to send the Workflow.
Fill in the required details.
Fields marked with a red asterisk (*) are mandatory.
Fields marked with a red asterisk (*) are mandatory.
Click Begin.

You are redirected to the Engagement > Workflow >Select >Name page.
Click Next.

You can also select the Agents from whom you want to trigger this workflow automation.

A success message — “Your Automation has been started” — appears.

Note: The Analytics section provides agencies with measurable insights into how the new Voice Agent communication mode and workflow automations are performing. It helps teams monitor effectiveness, identify trends, and optimize client engagement strategies.

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Request to Include “Cancelled Date” Tag in cancellation workflow automation for all AMS

Arshad Hussain — Sat, 11 Oct 2025 10:28:45 +0000

Release Date : 11th October 2025

We have introduced a new enhancement under the Engagement Module → Automation for Policy Cancellation. A new “Cancelled Date” tag has been added to the Policy Cancellation workflow automation for all AMS.This tag automatically captures and updates the cancellation date when a policy is marked as cancelled.

Use Case: This feature ensures that agents can easily track when a policy was cancelled. For example, when a cancellation workflow is triggered, the “Cancelled Date” tag automatically fetches the date, it has been introduced in all AMS of IM

To view the enhancement:

Navigate to Engagement
Under Automation, click on create

You will be redirected to Engagement > Workflow > Select page.
Scroll down to view Policy Cancellation

As shown below, click on the customize

You will be redirected to Engagement > Workflow > Select > Name page.
Fill in the required Fields
Click on Begin

In the Merge Fields search box, type “Cancelled” to view the Cancelled Date tag.

Tag will fetch the data and gives the result

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Bill Method filter on Workflow

Avinash Barik — Mon, 03 Mar 2025 10:15:18 +0000

Release Date: March 1, 2025

With our latest enhancement, AMS users can now leverage the Bill Method Filter in Workflow Automation to trigger policy-related workflows based on specific billing methods such as ‘Agency Bills’ or ‘Direct Bill’. This update ensures that once the workflows are triggered only for policies that match the selected Bill Method criteria, improving automation precision and efficiency.

Use Case: Use the Bill Method filter to trigger workflow automation only when the selected billing method (Agency Bill, Direct Bill, or All) condition matches.

To View the Enhancement:

Navigate to the Engagement module.
Create an Automation to trigger one.

Click on any automation related to policies we will have implemented. The new filter option Bill method can be used and trigger now.

Next, click on the Filter option.

A minimized panel will open displaying all filters.
Click on the Bill Method filter to select Agency Bill, Direct Bill, or All.
Click save.

You can view the applied Filter successfully over here and if the condition matched with the Filter the Workflow will trigger as shown in the image above.

View the sent analytics for the workflow to see detailed information about the automation you triggered.

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Agent Address Tag

Avinash Barik — Sat, 10 Aug 2024 11:15:06 +0000

Now you can add the Agent Address Tag throughout the portal, wherever tags can be added. This includes email campaigns, bulk texts, running any automation such as pipeline or workflow automation, or you can manually type the tag to fetch data for a particular agent.

Use Case: Easily personalize communications while running any automation by using the Agent Address Tag across the portal.

To View the Enhancement:

While Sending an Email:

Bulk Text:

Above is an example of applying the address tag , then after the email campaign is triggered, you will receive the agent’s address via email.

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Cross Sales: Automation

Avinash Barik — Wed, 31 Jul 2024 13:11:33 +0000

Transform your cross-selling strategy with our Cross Sales Automation feature, designed to simplify integration into your engagement workflow. This feature enables insurance agencies to efficiently target and engage existing clients with personalized cross-sell campaigns. Automate the process of identifying and reaching out to clients who would benefit from additional policies, thereby boosting your sales and enhancing customer satisfaction.

Use Case: Cross- Sales Automation is perfect for insurance agencies aiming to maximize their cross-sell opportunities. By automating outreach efforts, agents can focus on delivering personalized service while ensuring no cross-sell opportunity is missed.

To View the Enhancement:

Navigate to the Engagement Module.
Next, click on Create Automation.

Next,click on the customize ‘Cross-Sell.’

Enter the Workflow details.
Select the mode for which you want to send the workflow Email , Text Messages , Post card/ Letter/ Notecard (Thanks.io), Reminder, NPS.
Next Select the Contact Type as Active Client or you can choose to filter that according to Account type, Age Group, Branch, City, County etc.

Create a Filter by Adding the Policy Category and Carrier:

While creating a workflow for cross-sell you can see selected more than one policy categories to include or can put “OR” condition so that if the client has any one of the policy categories selected will get the triggered workflow.

Enter the Stage details before triggering the cross-sell automation.
Then, click Next.

Review your workflow on the details you have added prior starting the process (Cross-Sell Automation)

For Agent:

You can either select all agents or choose a specific agent, and they will receive an email notification before the first stage trigger.

Automation Analytics:

You can then view the live running cross-sell workflow within the analytics section.

Once the condition is satisfied, the workflow will trigger and send the information to the customer. You can view the analytics in the ‘Send’ section, as well as in ‘Contact’ and ‘Account 360′ like shown in the image below.

Contact 360:

Account 360:

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