add deal 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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Add Deal, and Task from Account360 and Account Name Field in Tasklist

Anjali Kapadia — Sat, 30 Sep 2023 21:07:08 +0000

Release Date: September 30, 2023

In this article you will learn:

You can add deals and tasks from the account 360 section and while adding deals or tasks the account and contact name will get pre-populated.

Overview

We have introduced an enhancement that allows users to create deals and tasks directly from Account360. When creating a deal or task, the associated Account Name and Contact Name are automatically pre-populated, reducing manual data entry and improving efficiency.

Use Case: This enhancement helps users quickly create deals and tasks from Account360 without manually entering the Account Name and Contact Name. By automatically populating these fields, users can save time, reduce data entry errors, and streamline their workflow.

How to add a deal from account 360?

Navigate to accounts.
Click on any account to view the account360.
Click on Add Deal button to add a deal card.

While adding a personal deal card there will be a contact name whereas while adding a commercial deal card you will have a business name along with a contact name ( here contact name is optional).
If any personal account is having a contact already, so while adding a deal card, the contact name will be pre-populated.

For commercial accounts, the business name will be pre-populated and if this account has contacts added then you will be able to select the contact associated with the account or any other contact linked to the account.

How to add tasks from account 360 and contact 360?

Navigate to account 360 of any account.
Click on add task option
While adding a task from the account 360 section the account name will get pr-populated.

Similarly while adding a task from contact 360, the contact and account details will get pre-populated.

Account field in tasklist:

If you navigate to the task list page and click on the table column you will find the account name is unselected by default. If you select it the account details will be displayed in the table.

Account search option in task section:

If you click on any task you will find the account column there, you can search and add an account.

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Ability to make custom fields mandatory for adding a deal

Neelima Gayathri — Mon, 10 Apr 2023 07:43:02 +0000

Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card through the overall portal.

This feature will enable you to add important fields while adding a deal card.

Generally, custom fields are visible by clicking on more options, but if you mark these fields as mandatory, these fields will be visible before clicking more options like other non-mandatory fields.

To view the enhancement from Pipeline:

Navigate to Pipelines
Click on Create or Edit new Pipeline
Once you come to the Deal Data Fields, you need to fill in the fields that you want to mark as mandatory.
These mandatory marked fields will be visible while adding a deal card manually.

The post Ability to make custom fields mandatory for adding a deal appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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’.

The post How to Add Deal from Pipelines? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline Filters and views

InsuredMine — Tue, 22 Nov 2022 15:58:52 +0000

Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View.
Filter– You can set filters, to view your deal cards based on those filters. In Pipelines , you can view your deal cards based on the following filters- (deal) status, assignee, label, category, deal health, due date, created date, task due date, account type, won/lost date, and last activity date.
Add Deal– You can add a deal card to the selected Pipeline by clicking on the add icon.
Refresh– Click on refresh to view the updated deal cards.

The post Pipeline Filters and views appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Workflow and SMS sync up in AMS360

InsuredMine — Thu, 25 Aug 2022 17:10:58 +0000

In this article, you will learn:

For initiating the workflow and SMS sync up between AMS360 and InsuredMine,you need to log in to both the portal of AMS360 and InsuredMine.

Note: You can see the AMS and IM sync up only if the contact is available in both IM and AMS portal.

For InsuredMine login- There is a separate sync-up credential in IM. You need to log in through that.

This separate login in InsuredMine, has all the contacts that are also available in AMS.

If it is not available, then you have to sync-up before performing the task.

As there is two-way integration between AMS and InsuredMine, so the contacts can be synced up from two portals.

Note: All the contacts that are available in the IM contact section will be available in the AMS portal and vice versa. You can add customer/ contact from the IM portal and also from the AMS portal.

Enhancements!- January 2021

Changes in Add Deal section for AMS 360

Sync up of account and contacts between InsuredMine and AMS 360

The sole motto of the 2-way integration between InsuredMine and AMS360 is to provide a better user experience to the users without double entry.

Now sync up of account and contacts will take place between AMS360 and InsuredMine, while adding deals in InsuredMine portal.

If the user tries to add a commercial deal in InsuredMine, with a new account and an existing IM contact, while there is no contact in AMS360, then this process will also create a new account and a new contact with existing IM contact details in AMS360.

If the user tries to add a commercial deal in InsuredMine on new contact under an existing account in IM and AMS360, then this process will create a new contact within IM but not in AMS360 Catalyst as creating additional contact api is not available in AMS360.

Enhancements!- February 2021

Learn about Campaign from the agent mapped to contact (exclusively for AMS360 users)

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QQ Catalyst Integration

InsuredMine — Thu, 18 Aug 2022 13:13:26 +0000

In this article, you will learn:

Initial setup:

Login into IM portal with admin credentials and click setting option from the top right corner
Select Connect your AMS option from left side of the screen

3. Add QQ username and password

4. Click on connect button

Note: Our client success team will take of the data onboarding further .

8. Now you can go to the dashboard from left side panel, click on Daily sync up button at the top and sync past one-day data.

Data Sync:

Overnight: Data will be synced on a daily basis. It contains all policies and customer data.
1. Policy fields
  - Policy Expiration date
  - Policy Effective date
  - QQ Policy Id
  - User
  - Policy Number
  - Policy Start Date
  - Policy End Date
  - Premium Amount
  - Agent
  - CSR
  - LOB
  - Carrier
2. Customer Fields
  - Firstname
  - Last Name
  - CreatedOn
  - AgentName
  - CSR
  - PrimaryContact
  - Phone
  - Gender
  - DOB
  - Customer Since
  - Email
  - City
  - State
  - County
  - Zip
  - Status
  - ContactType

Additional Contacts

Additional Contact

Additional Contact

First name
Middle Name
Last name
Relationship
Relationship to Primary

Few more data points that are getting synced from QQ Catalyst to InsuredMine are:

House Owners – House details
Coverages of the below types:

Personal Auto Liability coverages
Home Owners coverages
Auto Physical damage coverages
Professional liability additional coverages

2. Realtime: To sync any newly added prospect, Customer and policy data – click on the refresh button in the header bar available for every user account.

a) When you add a new prospect into IM System

i) Insert IM user with user Info

Search for customers by their name and if there is no result then select Add Contact To AMS. It will map the customer’s data to QQ.

ii) Update IM user with existing QQ user Info

Search for the customer by its name and if a customer is found then select Sync Contact With Your AMS from QQ to IM

b) When a new prospect has been added into the QQ System.

i) If you want to sync up a newly added prospect within a day, then you have to press the sync up icon which is visible in the header bar.

Integration between Insuredmine and QQ catalyst for actions

All the actions performed under the Quick actions segment of the Pipeline manager of Insuredmine agent portal are automatically synced with the corresponding Activities in QQ catalyst. Every time you add a task, note, etc. in IM, it gets updated in QQcatalyst immediately. The list of Actions in Insuredmine with their sync response in QQ catalyst and vice versa is discussed below:

Task and Notes 2 way sync: When a note or task is added in the expanded pipeline card of Insuredmine, the preview of the task or note is available in the Pipeline Timeline. This note is displayed in the Contacts overview module of QQ catalyst. To view the added note in the QQ Catalyst, open the contacts overview and click on Tasks/Notes Tab, select Notes or Task from right Navigation.

The data points that gets synced in QQ Catalyst are:

Add
View
Update

When a note or task is added in QQ Catalyst, it appears in the Insuredmine Contacts module. By navigating to Contact 360 >Events> Past you can view the task or note.

The data points that get synced in QQ Catalyst are:

Add
View
Update

2. Email sync from Insuredmine to QQ Catalyst : For Email, there is only one way to sync-up from InsuredMine to QQ Catalyst. When an email to contact is sent from Insuredmine pipeline card, it appears as an EML file in Contacts overview of QQ catalyst. Click the filename to view/Print option . The email file is downloaded to be viewed. Click on the saved file to view the file and document links of attached files in the email.

3. Activity from Insuredmine to QQ Catalyst : For Activity, there is only one way to sync-up from InsuredMine to QQ Catalyst. When activity is added in Insuredmine, it is displayed as a Task with subject Activity under Contact overview in QQ Catalyst. View the sample image shared below for more clarity.

4. Files 2 way sync : When a file is added in the expanded pipeline card of Insuredmine, it is reflected in the Files segment under Contacts overview of QQ catalyst.

When a File is added in QQ Catalyst, it appears in Insuredmine, in the Documents under Contact 360.

Same file at both Insuredmine and QQ Catalyst locations can be seen in the images below:

The data points that gets synced in QQ Catalyst are:

View
Upload

5. SMS from Insuredmine to QQ Catalyst : For SMS, there is only one way to sync-up from InsuredMine to QQ Catalyst.When SMS is sent from Insuredmine, it appears in QQ catalyst under Notes of Contact Overview.

6. New policy information added in QQ catalyst for Vehicle, driver and Coverage sync to Insuredmine : For Policy, there is only One Way to sync-up from QQ Catalyst to InsuredMine.When a New Policy is created under a contact with Vehicle, driver and coverage inputs , the same policy can be viewed in Contacts module of Insuredmine. The Contact 360 segment contains the basic policy information. You can click on policy number for an insight into policy details displaying coverage information.

Policy added in QQ Catalyst for Contact name – Test 007

Test 007 reflecting in Contacts Module of Insuredmine

Contact 360 view for the policy in Insuredmine. Click on Policy number to jump screen to Policies Module.

Policies Module in Insuredmine displaying the details of the respective Policy .

The data points that get synced in Policy section are:

Category
Policy Number
Policy Period
Agent
CSR

For Driver Details, there is only one way to sync-up from QQ Catalyst to InsuredMine. Action performed in the QQ Catalyst platform gets updated in the InsuredMine portal. The data points that gets synced are:

Driver Name
DOB
Gender
Relation

For Vehicles, there is only one way to sync-up from QQ Catalyst to InsuredMine. Action performed in the QQ Catalyst platform gets updated in the InsuredMine portal. The data points that gets synced are:

Year
Make
Model
Usage
VIN

For Coverage, there is only one way to sync-up from QQ Catalyst to InsuredMine. Action performed in the QQ Catalyst platform gets updated in the InsuredMine portal. The data points that gets synced are:

Coverage
Amount

Enhancements!- January 2021

Changes in Add Deal section for QQ Catalyst

Sync up of account and contacts between InsuredMine and QQ Catalyst

The sole motto of the 2-way integration between InsuredMine and QQ Catalyst is to provide a better user experience to the users.

Now sync up of account and contacts will take place between QQ Catalyst and InsuredMine, while adding deals in InsuredMine portal.

If the user tries to add a commercial deal in InsuredMine, with a new account and an existing IM contact, while there is no contact in QQ Catalyst, then this process will create a new account and a new contact with existing IM contact details in QQ Catalyst.

If the user tries to add a commercial deal in InsuredMine on new contact under an existing account in IM and QQ, then this process will create a new contact within IM but not in QQ Catalyst as creating additional contact api is not available in QQ.

Note: While syncing from InsuredMine portal to QQ Catalyst

All Events and Contacts Can be added From Dealboard and sync.
Tasks can be synced from Tasklist, Overall add and Dashboard.
Email Campaign and Text Campaign will be synced where Email and Text are Syncing.

Enhancements!- June 2021

Primary Contacts, Relationships & Policy Handling

Mapping of Relationship datapoint from AMS

Enhancements!- July 2021

Business account sync change for email address, phone, address

Enhancements!- October 2021

Manual sync doc, tasks & notes

The post QQ Catalyst Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Unsubscribe Option in Add deal

Anjali Kapadia — Wed, 03 Aug 2022 18:46:34 +0000

You can now select the options for do not contact even while adding a deal card.

To view the enhancement:

Navigate to Pipeline Manager
Click on Add Deal
Click on More Options

You will get the option to select or deselect the mode of contact

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