forms Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Need the option of filter in task list and task update in the form – Task List and forms

Arshad Hussain — Wed, 23 Apr 2025 06:03:57 +0000

We have updated the “Pipeline” filter in the Tasklist section, renaming it to “Task Relation” for better clarity. Additionally, we have enhanced the filtering capabilities by introducing two new options: “Related to Forms” and “Not Related to Forms.”

Tasks created through forms can now be filtered using the “Related to Forms” option.
Tasks not created via forms can be filtered using the “Not Related to Forms” option.

Use Case:
This enhancement improves data visibility and accessibility, enabling users to quickly identify and manage tasks based on their origin—whether generated through forms or not.

To View the Enhancement:

1.Navigate to Tasklist page

2.Filter

3.Tasklist Relation

Manage your results easily by using the filter as mentioned below.

Click on Task Relation in the filter section to view two more options below.

Below is the filtered task by selecting the “Related to Forms” option.

Clicking a task shows “New task created via Forms” in the activity section.

Below is the filtered task by selecting the “Not Related to Forms” option.

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Share Form with Read/Write access

Anjali Kapadia — Sun, 10 Sep 2023 16:05:41 +0000

Whenever you share forms with any of the users, you will have the option to give only read or read/write access. If you give read access only, then the user will not have the option to edit the form. When you allow read/write access to the user/agent, they will be able to edit the form.

The delete option will be available only for the agent who has created it.

To view the enhancement:

Navigate to Forms
Click on the three-dots icon below the action section
Click on Share

Select the access- Read or Read/Write
Select the agent
Click on Share

Note: If you have already shared the form before with any agent, it will be marked as previously shared with the access details beside the agent’s name.

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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

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Edit restriction for PL Rating, QuoteRUSH, and TurborRater forms.

Nidhi mhendhiratta — Thu, 23 Mar 2023 10:41:24 +0000

Description Edit restrictions are placed on forms created using the PL Rating, QuoteRush, and TurboRater form templates.

Benefit- The new feature of edit restrictions on forms created using PL Rating, QuoteRush, and TurboRater form templates helps prevent unintentional changes or accidental deletion of important information.

Navigation –

Navigate to the Forms module.
Go to the Templates tab. Choose any PL rater, QuoteRush, Turborater, or HS contact form template. Click on three dots and select Edit.

Create the form by the requirements, and select Save.
Click on save after entering the form\’s name.

Go to the Forms list.
Under the Action column, the edit sign will be visible. If you click the edit button, the popup will show that ‘You only have read access.’

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Send notification to contact after form submission.

Nidhi mhendhiratta — Fri, 27 Jan 2023 11:21:33 +0000

Description – The feature will send an email notification to the contact and the response when a form is submitted.

Use Case – The contact can refer to the form submission if required anytime later.

Process–

Navigate to the Forms Module. Click on Forms List.

Note – You can add forms by changing the already built templates. Created forms will be visible under the Form List section.

Click on the three dots for the form you want to respond to the contact. Click on Form Automation.

Click on the Drop Down present along with After Form Submission. Select Send Response to Contact.

Toggle the button to Enable response to contact. Then, click on the Save button.

Navigate to the Contacts Module. Click on a contact, and add a deal.

Scroll down to view the Intake form and click on Add.

Select the form from the drop-down. Then, click on Import Intake Form.

The form is imported successfully. You can preview, edit and share the form.

The preview of the form looks like this.

Note- The available information will be auto-populated in the form preview.

Click on the Send Button to send the form to contact. You can send the form by email or text.

Note – If the form is sent by email. The contact email is auto-populated. If the form is sent by text, Contact’s Phone number is auto-populated to complete the task.

An email with the response will be sent to the email present in the selected contact.

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New fields in Form Automation

Anjali Kapadia — Sun, 25 Dec 2022 15:56:36 +0000

In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now add multiple agents in Email Notification who will receive the notification.

To view the enhancement:

Navigate to Forms
Click on three dots under the action section
Select Form Automation
Click on Pipeline Setting

In the pipeline settings, if you select the lead source, the mapping fields will be disabled. If you remove the lead source, the lead source mapping section will be enabled.

Similarly for contact status: if you select the contact status, then the mapping fields for contact will be disabled.

Deal Title and Full Name fields have been made mandatory in pipeline settings under From Automation.

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Form Builder

InsuredMine — Thu, 25 Feb 2021 08:53:30 +0000

In this article, you will learn:

Integrate customized forms on your agency website and connect with your leads efficiently. Build online forms using Drag and Drop from the builder functionality. No need for technical expertise. Utilize the field type appropriately to make the form easy and hassle-free.

How to add an X-date from the Contact section?

There are 19 pre-built form templates that you can use instantly or can edit as required.

Actions that you can perform in the Form module

Through Form Builder you can :

For each response you receive, you will get an email notification.

There are 3 important functionalities related to forms in Insuredmine.

Link Share from the Custom forms (Public intake form): When the above link is copied to the website and a lead enters their details on the form, the agent receives a notification with the subject ” You have got a lead via Insuredmine”. A click on the lead details tab in the email will direct you to the Deal card on the Shared Pipeline Board with details populated from the form.

Use case: Forms can be sent with email campaigns, shared as signatures, featured after the webinars for feedback, etc.

Name field is mandatory to create Public intake form, as the Pipeline card is generated based on the Name.

2. Importing web intake form on the website: When iframe or a button is added in the agent website through web forms functionality in the Settings module. A deal is added from the public Quotesheet web form to Shared Pipeline when a prospect submits the form.

3. Import intake form from the expanded Pipeline card: You can add the custom form built through form builder, and import it in the expanded Pipeline card. Furthermore, you can preview or share the form with the lead/customer and gain insightful information.

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