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

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 Premium and Account Commission Filters on Workflows (EPIC)

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

Release Date: June 22, 2026

This enhancement is available to Admins and Agents.

Overview

We have introduced two new filters in Workflow Automation for EPIC agencies: Account Premium and Account Commission. These filters allow users to configure workflow automations based on the total premium and commission values associated with an account. By applying these filters, users can target specific account segments and trigger workflows for accounts that meet defined premium or commission criteria.

Use Case: This enhancement helps agencies automate engagement, renewal, and retention activities for specific account segments based on premium and commission values.

By filtering accounts according to their total premium or commission amounts, users can focus on high-value accounts, create more targeted campaigns, and ensure that workflows are triggered only for relevant accounts, reducing manual effort and improving automation efficiency.

Note: This is available for Policy Renewal, and Cross- Sell Workflow.

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.

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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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CSR Scheduler and Signature Tag in all Automation

Avinash Barik — Tue, 30 Jul 2024 13:27:20 +0000

With our latest release, we’ve introduced the CSR Scheduler and Signature Tags for use in all automation processes, including Email Campaigns, Bulk Text, Templates, Single Contact Drip These features are exclusive to AMS users, allowing for seamless integration and enhanced communication in your automated workflows.

Note: This feature is specific to AMS users only.

Use Case: Use CSR Scheduler and Signature Tags to personalize automated enhancing engagement and efficiency for our AMS users.

To View the Enhancement:

Email Campaigns:

While Creating a stage in Email Campaigns:

You can go ahead to the Tags section, and search for the CSR Scheduler and Signature Tag and add them.

Once you add and then trigger the email campaigns, you will receive the mail as a such shown in the image above.

Bulk Text:

You can go ahead to the Tags section within the Send text campaign, and search for the CSR Scheduler and Signature Tag and add them.
Once you add and then trigger the text campaigns, you will receive the mail as such shown in the image above.

Workflow Automation:

You can go ahead to the Tags section while triggering any automation, search for the CSR Scheduler and Signature Tag, and add the tags while triggering the automation

Different stages of automation triggered with csr tags -tags will fetch data and display the result of respective CSR Scheduler add Signature in the triggered Communication(email,Text, task.)
Once you add and then trigger the campaign’s Result where you have received the mail with fetched data shown in the image above.

Templates:

Navigate to the templates section.
Then within templates select any pre-built templates.

Next, click on Add Templates.

Next, click on ‘Text Editor.’

While creating a new template just select Email or Text.
Then, move to the Tags section.
Within the drop-down of tags select CSR to add the tags such as CSR Signature and CSR Scheduler.

The created template with the added quotes will be saved successfully.

The template with the quotes will be added successfully and can use this template in Email and Text from overall portal like SCD,Workflow Automation,Pipeline automation,Bulk text and Email campaign with created Template we can add and fetch the added tag results.

Single Contact Drip:

Navigate to the Engagement Module.
Then, select Single Contact Drip.

Next Click on Create.

Next, create a stage in Create Single Contact Drip.
Then, search for the CSR tags, such as CSR Schedule and CSR Signature.
SCD Created with CSR tags can be used in Contact Automation,Contact ,Account and pipeline,Opportunities, List.

Pipeline Automation:

Now while triggering any pipeline automation you can choose to select CSR tags such as CSR Scheduler and CSR Signature.

CSR Tags Handling in Template Builder

Now while building a template, within dragging and dropping a template you can choose to add tags.

While designing a template, you can add tags just by searching CSR and from the drop- down select CSR Signature & CSR Scheduler.

You can click on the designed template and view the CSR tags that you have attached.

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