deal cards Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Merge Duplicate Accounts in Deal Cards

Arshad Hussain — Sat, 26 Apr 2025 12:41:45 +0000

Release Date: April 26, 2025

We’ve introduced an enhancement in the Pipeline’s Deal Card details – the ability to merge duplicate accounts seamlessly.

This update ensures a cleaner, more organized workflow with complete visibility – all in one place.

Use Case: This update allows you to instantly see how many accounts are linked by phone number or email.
By merging duplicate accounts, you can:

Eliminate redundancies
Maintain cleaner data
Prevent mismatches across your records

It’s a simple step toward more accurate, streamlined account management.

To View the Enhancement:

Navigate to the Pipelines module from the left-hand menu.
Select the desired Deal Card.

Open the Deal Card in a new tab for easier access.

In the opened Deal Card, locate the “Duplicates Found” tag in the Deal Card details section.

Click the Duplicates Found tag. A pop-up will appear displaying all potential duplicate accounts based on Phone Number and Email.

Select the account(s) you want to merge.

A second pop-up will open, allowing you to choose a Master Account.

The master account will pull in and consolidate all associated data, including Contacts, Policies, Files, Communications, Tasks, and more.

Note – The Master Account must be synced with an AMS (Agency Management System).

These fields will be merged in the master account- Contacts, Policies, Pipeline cards, Files, Communications (Emails, Texts, Calls, Single Contact Drip, Workflows), Tasks, Notes, Activities, Account Logs, eSignatures, Timelines.

The post Merge Duplicate Accounts in Deal Cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Create Custom Forms

InsuredMine — Fri, 01 Sep 2023 06:15:37 +0000

In this article, you will learn:

Users can build a custom form from the form list section.

Use Case – You can build specific quote request forms (Commercial Insurance) for specific Pipelines (Commercial Insurance Pipeline) so that once a prospect fills in the details it goes to a specific pipeline and gets assigned to a specific agent.

In the form list section, you can find all the forms that have been created, either you can set a pipeline from the previously built forms or can create a new form and set a pipeline for that form.

How to customize form settings to create a dealcard?

Go to Form
Click on the Form list
Click on Form Settings
A right panel will open to Create Deal Card In

Make following selections

Visibility(Private/Shared) board
Pipeline (dropdown)
Stage (dropdown)
Agents whom to be assigned (Multiple selection)
Agents to get an email notification for card created (Multiple selection)
Click Save

Enhancement: January 2021

Option to create deal card in Pipeline

Now agents will get an option to select whether they want to create a deal card against the form received in Pipeline or not.

To check the enhancement:

Click on forms
Click on forms list
Click on Form Settings of any particular form you want to use
A right panel will open to Create Deal Card In
Click on the Pipeline Setting option
In the top you can find a sliding button beside Create Deal Card
You can slide right to create a deal card or you can slide left to omit the step.
Once you deselect it, there will be a notification saying “no deal card will be created for this form.”
Click on the dropdown to select agents to get notification on form submission.
Click on save

Enhancement: January 2021

Update Contact info via Custom Form

Use Case – Sometimes we may have basic information missing from the client profile. Either we can manually add them or an easy way is to send them a form to confirm current information and add missing information. This way we don’t have to chase them individually or update it manually. This can be accomplished by using the custom form and selecting the option to let the custom form update the contact information.

To update contact via custom form:

Prepare the Form Using this Predefined Template in Form Template

Edit the Logo of your Agency and Save the Template

Click on forms
Click on forms list
Click on Form Settings
A right panel will open to Create Deal Card In
Click on Contact Update
Slide the button to enable/ disable the contact update form.
Once you select it, the tag will get auto-filled
Click to copy the tag
A confirmation popup will generate saying: tag copied
Click on save
A confirmation popup will generate saying: For settings updated

To email the custom form to collect the missing information:

Prepare the Email Template in template builder and Hyperlink the copied tag with button or you can add tag directly to emails:

Example: Missing Info for Sabaresh Contact:

Now send the email to the client to collect information using the Send Email options:

Email can be send either from contact 360 section

From the contacts

Go to the contacts
Select the contact and click on the 3 ellipses (…) under the action tab
Click on send email
A window will open to form the email, fill in the details such as email id, subject line and paste the tag that you copied or can choose the template from the contact update folder that you have created.

Click on send
A popup notification will appear for email sent successfully.

The client will receive an email with the custom form tag in it. He needs to click on it and fill in the missing details.

Once the email receiver opens the mail, he will find the link. Clicking on the link will open the form. He can fill up the details and click on submit. The contact form will get updated in the IM portal.

Note: The custom form which the client will receive will have pre filled data from Contact 360 and others will represent blank. These blank data will be filled by the client.

Once the client fills in the data, it would look like this:

Once the missing fields are filled up by the client (example: Sabaresh- User) in the form, the form is received from Agent

The user will also receive confirmation email on submission

At the same time the Agent will also received email notification on Contact Update

To view the response and the contact update log:

Navigate to forms
Click on form list

Select the form that was sent, and click on view tab to open the form

The filled form from client will look like this:

In the Contact 360 section you will find the missing info is updated.

Looks of Before/After filling up the form

You can also view the form response via logs.

Click on logs to see the updated contact.

The log view will be something like this:

Important Points:

Form tags are handled in Agent Level example: Form Prepared by Agent1 , he can use the Form tag to collect his missing user info
Contact Updated will be in InsuredMine level, Team is working on enhancement for AMS Sync

For Assistance or Support on this feature: Please email at support@insuredmine.com

The post Create Custom Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Life Ins. Intake form

InsuredMine — Sun, 31 May 2020 00:56:28 +0000

In this article, you will learn:

Generate and receive life Insurance Intake form right into your dealcards. Empower your team with a proficient and comprehensive life insurance In take form.

You can use this Intake form to get all information quickly from your clients. You can collect personal information for example name, address, number, email, birth date, marital status, social security number (SSN), other life plan information by using this insurance quote form template. This life insurance quote form allows asking some questions about Family history, professional hobbies, previous medical diagnoses. In addition, your clients can add additional comments and questions by using this insurance quote form.

Life Insurance Intake Form

How to insert life Insurance Intake form in dealcard?

Go to the Pipeline in the pipeline manager module and select the pipeline where you have the deal card for Life Insurance
Select the deal card for the pipeline
In the import form segment on the right, Click on Import Intake form.

4. Select category Life and click update intake form.

5. Click ‘yes’ on the confirmation screen, to import the Life quote sheet.

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