add deal card Archives - 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.

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Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌

InsuredMine — Tue, 18 Apr 2023 17:43:24 +0000

Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement will help you do that easily.

When creating a deal card for an active contact, all the policies associated with that contact will be available in the dropdown list to select from.

Once an agent selects an existing policy from the dropdown list, the details of that policy will then show under the Quotes section.

And if any automation has been set for that deal card, and has policy tags in it, it will map the details from the first quote.

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Create contact and/or Deal Card from an Email Campaign

Anjali Kapadia — Thu, 23 Mar 2023 10:14:53 +0000

In the Engagement Module, you can create a list from your contacts in InsuredMine or by uploading a list of contacts. When the list is created via an uploaded CSV file, the contacts are not stored in your InsuredMine Account. Now, you can add the contacts and create deal cards to InsuredMine from an email campaign created with a CSV.

To view the enhancement:

Navigate to the engagement section
Click on analytics under email campaign
Scroll down and click to view the detailed analytics of the campaign sent using the uploaded list.
Click the campaign to see the expanded view

Beside each contact name, you will find the option to add contact and add pipeline card

When adding a contact, the name and email will be pre-populated and while adding the deal card, in case the contact is not created, it will create the contact while adding the deal card. If the contact already exists it will create a deal card in the pipelines. If the contact has already been created, you will get the option to add a pipeline card.

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How to Add Deal from Pipelines?

InsuredMine — Sat, 18 Mar 2023 15:38:53 +0000

In this article, you will learn:

You can add a deal card to the selected pipeline from Pipelines. To add a deal card, click on the Add icon (+) from the top right of the Pipelines section to open the add deal card section.

How to add Deal from Pipelines?

You can add personal, commercial, benefit, life and health deal cards.

Fill in the contact name, email id, mobile number, deal title, agent to whom the card is to be assigned, pipeline name, deal category, stage where you want the deal card to be, set the deal health, deal source, due date and expected closing date. Click on save to lodge the deal card.

Note: In case of adding a commercial deal card, the only difference is that you need to add the Business name.

Description Field

The description field in the add deal form is a place when you can quickly add your notes you are receiving from your clients so this becomes an easy spot to check for additional information

Select Label while adding a deal card

Adding a label while creating a deal card has been made easier! Now you can add and select labels from the drop-down while adding a deal. And the linked automation will start immediately.

Click on start ‘add deal’ automation to set automation

Note: Contact email address is required to start the automation

Enhancement: May 2021

More option in add deal

Now you will get more options while adding a deal through Pipelines.

Once you navigate to add a deal you will get more options to fill such as the Expected Premium of each deal category. You will also get the option to fill in the Date of Birth, and Full Address.

Enhancement: December 2021

Retention Changes in Add Deal

For every policy as per agent setting retention card gets created in the pipeline prior to expiring, the default time is 60 days prior to expiring. Now, if any agent chooses the same retention policy while adding a deal he can make sure that the same policy card does not get created again. This enhancement will help to avoid any duplicacy.

To view the enhancement:

Navigate to pipelines
Click on add deal
Type and select the customer you would like to create a deal card for.
Once you select the policy you will get the option to fill in the details and check the box beside ‘don’t create retention card for selected policy’.

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