integration Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Mon, 25 Aug 2025 07:19:43 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico integration Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 LSV – Incoming call log mapping for same number accounts https://www.insuredmine.com/knowledge-base/lsv-incoming-call-log-mapping-for-same-number-accounts/ Mon, 25 Aug 2025 06:54:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=47367 We have introduced a new enhancement under LightSpeed that improves visibility and tracking of customer calls. With this update, the agent who received the customer’s call will now be automatically mapped in the Call Log section.This ensures better accountability, faster issue resolution, and a clear record of agent-customer interactions.Use Case: The Call Log will now […]

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We have introduced a new enhancement under LightSpeed that improves visibility and tracking of customer calls. With this update, the agent who received the customer’s call will now be automatically mapped in the Call Log section.
This ensures better accountability, faster issue resolution, and a clear record of agent-customer interactions.
Use Case: The Call Log will now automatically display the agent who received the call, making it easy for supervisors and managers to identify which agent interacted with the customer. This enhancement improves tracking of conversations, follow-ups, and overall performance monitoring.

To View the Enhancement:

  • Navigate to the Settings
  • Click on Integrations

When any client calls on a number assigned to multiple agents (for example, Agents with IDs 101 and 102), the call will ring for both agents.

Now,  a call comes in to both agents with IDs 101 and 102

Agent with ID 101 receives the call

To verify this:

  • Click on the Call Log to view the Call History.
  • The name of the agent who addressed the call will be mapped in the call history, along with details such as date, time, direction, duration, and status.

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]]> InsuredMine Email Integration Privacy & Security Policy with Nylas V3 https://www.insuredmine.com/knowledge-base/insuredmine-email-integration-privacy-security-policy-with-nylas-v3/ Tue, 08 Apr 2025 11:11:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46021 What is this Privacy Policy? This Privacy Policy outlines the rules, guidelines, and practices that govern how InsuredMine collects, processes, and protects data when you integrate your work email via Nylas V3 API. It explains the types of data collected through the email integration, the purposes for which the data is used, and the measures […]

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What is this Privacy Policy?

This Privacy Policy outlines the rules, guidelines, and practices that govern how InsuredMine collects, processes, and protects data when you integrate your work email via Nylas V3 API. It explains the types of data collected through the email integration, the purposes for which the data is used, and the measures taken to secure your personal information. This policy applies to all users connecting their corporate or work email (including G Suite, Microsoft, and others) with InsuredMine.

Why is this Privacy Policy Required?

Email integration is a crucial component for efficient CRM management. However, connecting your work email means that certain data is shared and processed by InsuredMine and third-party providers. This policy is required to:

  • Provide Transparency: Clearly inform you about what data is collected and how it is used.
  • Protect User Rights: Ensure compliance with privacy laws and regulations, such as GDPR and CCPA.
  • Safeguard Data: Establish the practices in place to secure your personal and professional data.
  • Build Trust: Ensure that all parties understand their responsibilities regarding data privacy and security.

1. How Does this Privacy Policy Work?

This policy explains the process and conditions under which your email data is accessed and processed through InsuredMine’s integration with Nylas V3. Key points include:

  • Data Collection: Describes the types of data collected (e.g., email metadata, content, attachments, calendar information, and contacts).
  • Purpose: Outlines why this data is collected, including syncing emails within the CRM, improving communication tracking, and enabling analytics.
  • Third-Party Involvement: Explains that while InsuredMine processes your data for CRM functionalities, your email service provider (such as Microsoft or Google) may also collect data according to their own privacy policies.
  • Security Measures: Details the industry-standard security measures (encryption, access controls, etc.) in place to protect your data.
  • User Control: Informs you that you have the ability to manage your integration settings and disconnect at any time.

2. What Data is Being Collected?

When you integrate your work email with InsuredMine via Nylas V3, we collect the following information:

  • Email Metadata:
     Sender and recipient addresses, timestamps, subject lines, and email headers.
  • Email Content and Attachments:The body of emails and any attached files for CRM-related processing.
  • Calendar Data:Event details, dates, times, and attendee information (if calendar access is enabled).
  • Contact Information:Names, email addresses, and related contact details from your email account.
  • Organizational Data:Folder structure, labels, and conversation threads to maintain context.

3. Purpose of Data Collection

  • CRM Functionality:
     Syncing and displaying emails within the InsuredMine platform.
  • Enhanced Communication:Enabling automated workflows, analytics, and personalized customer engagement.
  • Calendar and Contact Management:Synchronizing events and contacts to support scheduling and relationship management.

4. Data Security & Protection

  • Security Measures:
     We employ industry-standard encryption and robust access controls to safeguard your data.
  • Third-Party Providers:Nylas V3 facilitates the integration, and email providers (e.g., Microsoft or Google) also process your data per their own privacy policies. Please review their policies for additional details

            Microsoft Privacy Statement

            Google Privacy Policy

5. Data Retention

  • Retention Period:
     Your data is retained only as long as necessary to deliver CRM functionalities and improve user experience.
  • User Disconnection:You can disconnect your email integration at any time, which will halt further data synchronization.

6. User Control & Consent

  • Consent:By connecting your work email via Nylas V3, you consent to the data collection and processing practices outlined in this policy.
  • Access and Modification:You may access, review, and modify your integration settings through your InsuredMine account.
  • Revocation:You can revoke your consent and disconnect your email integration at any time.

7. Updates to this Policy

  • Periodic Review:
     This policy may be updated periodically. Any changes will be communicated through the InsuredMine platform with an updated effective date.

7. Contact Information

  • For Privacy Inquiries:
     If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Email: support@insuredmine.com

Phone: +1 469 616 1821 (Business hours: 9 AM – 5 PM)

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]]> Epay Integration https://www.insuredmine.com/knowledge-base/epay-integration/ Sat, 06 Apr 2024 09:58:35 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=37173 The ePay Integration with InsuredMine combines the robust payment processing capabilities of ePay with the comprehensive insurance management functionalities of InsuredMine. This seamless integration empowers users to effortlessly handle insurance-related payments, streamlining the entire payment process from request to transaction. Use Case: Efficiently manage payment requests, securely store payment details, and gain valuable insights into […]

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The ePay Integration with InsuredMine combines the robust payment processing capabilities of ePay with the comprehensive insurance management functionalities of InsuredMine. This seamless integration empowers users to effortlessly handle insurance-related payments, streamlining the entire payment process from request to transaction.

Use Case: Efficiently manage payment requests, securely store payment details, and gain valuable insights into their transaction history, all within the unified platform of InsuredMine.

Note:  This integration setup will be done by Admin only.

To View the Enhancement:

  • Navigate to the settings module.
  • Then within integrations, select ePay Payment.
  • Click Connect.
  • Apply the ePay Impersonation key.
  • Click “Update.”
  • A pop-up notification will appear saying: Success Creds updated successfully.

How to request and make Payments?

  • Navigate to the payment module.
  • Next, click on the Request payment feature.

A minimized window will appear on the right, prompting you to add payment details.

  • Next, add contact information, email ID, policies, and amount. You can also add files and notes if necessary.
  • Select the preferred method to request payments: via email or text.
  • Click on “Request payment.”
  • A pop up will then appear saying: Payment link sent to user successfully.
  • As shown in the picture above, the following contact will receive a notification regarding a payment request via email, text, or both.
  • Click on “Pay Now.”
  • Before payment, confirm the name, email, and phone number.
  • Click on “Pay.”

If the contact is new, users need to click on “Add New” to input their payment details. Existing contacts can choose their saved card details.

  • Click on “Add New.”

A form will open where you need to add your card details.

  • Select payment mode: Credit card or ACH.
  • Enter the required details.
  • Click on Save to store your card details.

Note: The provided card details will be saved for future transactions.

  • Once card details are added, click on ‘Pay’ to confirm the payment.
  • A receipt displaying: Payment Success for the contact details will be generated.
  • To view the latest transaction details, click on complete within the payment dashboard. Additionally, view details of requested, completed, and pending payment requests.
  • Following a successful transaction, a payment confirmation email will be sent to both the agent and the contact.
  • The agent will receive a confirmation mail as shown above.

Congratulations! You’ve just received a payment through Epay.

  • Hence, the contact will receive two emails: one from ePay and one from InsuredMine.

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]]> Two-way Sync – InsuredMine and Dyad’s Nexsure Integration https://www.insuredmine.com/knowledge-base/two-way-sync-insuredmine-and-dyad-nexsure-integration/ Wed, 07 Feb 2024 10:20:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=36186 Sync from Dyad’s Nexsure to Insuredmine Simplify the process by displaying all client information, contacts, and policies in organized tabs within Dyad’s Nexsure upon syncing with InsuredMine. Additional actions like syncing tasks, notes, SMS, and activities from InsuredMine to Dyad’s Nexsure will sync under the “Action” tab. Moreover, files, eSignatures, and emails stored in InsuredMine […]

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Sync from Dyad's Nexsure to Insuredmine

Simplify the process by displaying all client information, contacts, and policies in organized tabs within Dyad’s Nexsure upon syncing with InsuredMine. Additional actions like syncing tasks, notes, SMS, and activities from InsuredMine to Dyad’s Nexsure will sync under the “Action” tab. Moreover, files, eSignatures, and emails stored in InsuredMine will seamlessly sync under the “Attachment” tab within Dyad’s Nexsure.

Daily AMS sync option from Dyad’s Nexure to InsuredMine

Please note: The daily synchronization option operates automatically twice a day, ensuring the transfer of data from Dyad’s Nexsure to InsuredMine without the need for manual intervention.

Single Account Refresh:

  • Upon clicking the single account refresh option, all data pertaining to the specified account, including contacts, policies, accounts, and activities, will sync from Dyad’s Nexsure to InsuredMine.

Fields synced under Accounts between Dyad's Nexsure and InsuredMine

Accounts

Both Personal and Commercial account types are synced with InsuredMine. The following fields are synced under Accounts from Dyad’s Nexsure to InsuredMine:

  1. Client Name
  2. Client type (Personal/Commercial)
  3. Status (Client/Prospect)
  4. Phone
  5. Address
  6. Branch
  7. Department
  8. Agent (if responsibility is Producer)
  9. CSR (if responsibility is Account Manager)

Including Client Type in Dyad's Nexsure

  • In Dyad’s Nexsure, select “Add new Record.”
  • Complete the required client details and Primary Account Address.

Note: The client information entered in Dyad’s Nexsure utilizes the designated data field labeled “Client Name” within the Dyad’s Nexsure platform.

Fields synced under Contacts between Dyad's Nexsure and InsuredMine

The following fields are synced under Contacts from Dyad’s Nexsure to InsuredMine:

  1. Prefix
  2. First name
  3. Middle name
  4. Last name
  5. Nickname
  6. Gender
  7. Marital status
  8. Email
  9. Phone number

Add a contact in Dyad’s Nexsure:

Complete the required client details.

Fields synchronized under Policy between Dyad's Nexsure and InsuredMine

The following fields are synced under Policy from Dyad’s Nexsure to InsuredMine:

  1. Policy number
  2. Policy start date
  3. Policy end date
  4. Issuing carrier/Billing carrier
  5. Policy mode
  6. Policy status
  7. Lines of Business

Syncing Contacts from InsuredMine to Dyad's Nexsure

Contacts

  • Access Contacts from the sidebar and select “Add Contact.”
  • A window will prompt from the right, requesting all mandatory details to be filled in.
  • Click “Save” to proceed, thus creating your new contact.

Now, users have the option to manually sync a contact from InsuredMine to Dyad’s Nexsure by directly clicking on the AMS Sync option.

  • Navigate to Contacts.
  • Choose the desired contact for sync.
  • Click on the “Sync.”
  • A minimized window will appear from the right side.
  • Complete the required fields, such as Branch and Department, as indicated.
  • Click on “Sync with AMS.”
  • A success message will appear displaying, “Added to AMS successfully.”
  • Users can sync a contact from InsuredMine to Dyad’s Nexsure directly from Contact 360. If the contact is not yet synced, simply click on “Not Synced” to initiate the sync with AMS.

Note: The contact data can be viewed within Dyad’s Nexsure upon successful sync.

Syncing Accounts from InsuredMine to Dyad's Nexsure

Accounts

Note: To sync account details from InsuredMine to Dyad’s Nexsure, ensure that the contact is present within the respective account and has valid address details; otherwise, the sync will not occur.

Adding an Account in InsuredMine:

  • Navigate to Accounts from the sidebar and click on “Add Account“.
  • A window will open from the right, prompting users to fill in all required details.
  • Once complete, click on “Save” to create the account.
  • Users can manually sync an account from InsuredMine to Dyad’s Nexsure directly from Contact 360. If the account is not yet synced, simply click on “Not Synced” to initiate the sync with AMS.
  • A minimized window will appear from the right side.
  • Complete the required fields, such as Branch and Department, as indicated.
  • Click on “Sync with AMS.”

Note: The account data can be viewed within Dyad’s Nexsure upon successful sync.

Syncing Policies from InsuredMine to Dyad's Nexsure​

  • Fill in all the necessary details and then click on “Save.”
  • Upon successful submission, a message will appear displaying, “Policy Added successfully.”
  • While entering the policy details, users have the option to select the “Nexsure Not Synced” option, enabling direct sync from InsuredMine to Dyad’s Nexsure.

Alternatively, users have the option to manually sync from the policies module.

  • Select the desired Policy for sync.
  • Navigate to the policy details page.
  • Locate and click on the option labeled “Nexsure not synced.”

Note: You can view the policy data within Nexsure after a successful sync.

Auto /Manual sync setting for contact and policy

Users have the option to select manual or automatic synchronization for contact and policy information to Nexsure from the settings module.

  • Navigate to the Settings module.
  • Click on AMS Sync Fields.
  • Default select the branch and department for Contact and Policy sync.
  • Click on manual or automatic sync.
  • Click Save.

Restrict Manual or Auto Sync for activities from InsuredMine to Dyad's Nexsure

  • In the settings module of InsuredMine, there is an option known as Auto/Manual Sync. Users have the ability to control the synchronization method, whether it’s set to auto or manual, for activities such as email, files, notes, SMS, tasks, and activities that sync with Dyad’s Nexsure.

Activities Sync from Dyad's Nexsure to InsuredMine

  • Click on “Add Action.”

To sync activities from Dyad’s Nexsure to InsuredMine (Activities are portrayed as “Action” in Dyad’s Nexsure):

Note: All actions performed within Dyad’s Nexsure will be synced into tasks in InsuredMine.

  • Fill in the required details for successful sync to InsuredMine.
  • Then, click “Save.”
  • Users can access their synced data within InsuredMine under the ‘Task’ section of the account.

All Files, eSignatures, and Emails from InsuredMine Synced to the Attachment Section in Dyad's Nexsure

Note: Users can access files, e-signatures, and emails synced from InsuredMine under the attachments section within Dyad’s Nexsure.

  • Within InsuredMine, users can view the attachments synced from Dyad’s Nexsure within the Files section.

Tasks, Notes, SMS, and Activities from InsuredMine will be synced and grouped under the "Action" section in Dyad's Nexsure.

Note: Users can access their Tasks, Notes, SMS, and Activities under the “Actions” section within Nexsure.

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]]> AMS360 Integration https://www.insuredmine.com/knowledge-base/ams360-integration/ Fri, 30 Jun 2023 11:59:54 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5654 In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360 Policy and Account level changes for AMS360 New Executive and Representative filter option in List section (AMS360) Policy Transactions + Business Unit details – for AMS360 agencies Policy, […]

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In this article, you will learn:

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

How to add a new prospect into IM System

How to add a new prospect in InsuredMine?

  • Navigate to the Contacts section

  • Click on Add Contact

  • Start typing in the name in ‘full name’ section

  • If the name already exists it will be displayed, in that case you can update that contact, and in case if you want to create a new contact click on ‘create new’

  • Fill in all the required fields

  • Click on save and add new

How to sync the new contact created in InsuredMine with AMS360?

  • Once the contact is saved, in the contact list you will find the sync button under ‘AMS Sync column. Click on the sync tab to sync the contact with AMS360.

  • Or, can even click on 3 dots under settings and select ‘Sync with AMS’


What all fields will get synced in Contacts?

InsuredMine has 2 different kinds of contacts-Personal Contacts and Commercial Contacts. But in AMS360, there is only one contact.

Contact (AMS360) <=> Contacts(IM)

  • Name 

  • Responsibility

  • Title

  • Phone Number

-Residence

-Business

-Fax

-Cell

  • International Phone Number1

  • International Phone Number2

  • Email

  • Address:

-Address

-City

-State

-Country

-Zip

Policy sync fileds

Below are the policy fields which will sync from AMS360 to Insuredmine but not the other way round

  • Customer Number
  • Customer Id
  • Policy Number
  • Business Type 
  • Category Type
  • AMS
  • Account Exec Code
  • AMS360 Employee Id
  • Effective Date
  • Expiration Date
  • Inactive Policy
  • AMS Policy Status
  • Cancel
  • Gl Division Code
  • Gl Department Code
  • Gl Branch Code
  • Gl Group Code
  • Premium Amount

Important Note

Currently, customer sync will happen on the delay of 5 minutes from ams360 to Insuredmine

Policy Sync will happen on the delay if 1 day from ams360 to Insuredmine. Basically every day at 4.30 AM CST we are updating the policies from ams360 to Insuredmine

Enhancements!- January 2021

Default sync fields while adding a contact in AMS 360

Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360

The actions performed on a pipeline deal card can be seen in Customer Overview> Activity of AMS 360. The two-way sync for Actions helps to maintain data consistency and process information updates efficiently.

You are required to configure Activity/Suspense setup of AMS 360 to sync with Insuredmine at agency level .

Here’s a list of Actions in Insuredmine pipeline with the corresponding activity updates directed in AMS 360.

  1. Add Notes: When a Note is added in the InsuredMine, it shows as Notes under Actions column of Activity segment in AMS 360. The details of the notes can be viewed in the description section of the expanded activity view in AMS 360.
  2. Send Email: If an email is sent from IM to the customer, it can be seen as Email in Actions column of AMS 360 under the Activity segment. It is configured with the Description populating with details downloaded from the Insuredmine. You can also view attachments here.
  3. Add activity: Activities within AMS360 are downloaded from Insuredmine when activity is added. The activity title with its notes is populated in the description. The Date and Time details are also included. Please note that the Saved date is Date of Activity Creation in Insuredmine.
  4. Add File: File details can be viewed in AMS 360 under Actions as Files when a file is added from Insuredmine. The description shows Filename with extension and the file can be viewed as an attachment.
  5. Send SMS: Activity in AMS 360 is updated when an SMS is sent from Carrier. The description shows the message and can be found in Action type – Text.
  6. Quote/Intake Form: Whenever a quote is submitted in InsuredMine portal it gets updated in AMS360 too.
  7. Add Policies: For policies, there is only one way sync-up from AMS 360 to InsuredMine.
  8. Add Campaign: For campaign sync-up, there is only 1 way sync-up from InsuredMine to AMS 360.

Sample image for Notes Activity in AMS 360 can be seen below:

The data points that are synced in Notes section of AMS360 from InsuredMine are:

  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

While sending an email, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending Email are:

  • Name and Description
  • ActivityDate
  • ActivityTime
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • ActionName (default: IM Activity – We are customizing this as per need too)
  • Attachment as .eml file
  • Description as the eml file name
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

Important Note:
Current sync will happen at multiple places like SCD, Email campaign, Workflows as well

While adding an activity, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding Activity are:

  • Name and Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

While sending an SMS, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending SMS are:

  • SMS text with/without the history of texts
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

Important Note: Current sync will happen at multiple places like SCD, Text campaign, Workflows as well

While adding a File, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding a file are:

  • Attachments
  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

The data points that are getting synced from InsuredMine to AMS while any quote or intake form gets submitted/ filled are:

  • Attachments – Quote sheet in pdf format
  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

The image below shows the Actions segment of Insuredmine.


Policies that are added from AMS 360 will get reflected in InsuredMine portal.

Campaign Sync-up from InsuredMine portal to AMS 360

Updated Activities in AMS 360 can be reviewed like the sample below

Notes:
(1) Currently, we don’t have the capability to sync new agents and companies from AMS360 to IM database in real-time.
(2) Currently, we don’t have a feature to push policy change from InsuredMine to AMS360
(3) Currently, we cannot sync documents, email and activities from AMS360 to InsuredMine.

Enhancements!- May 2021

Policy and Account level changes for AMS360

Currently, all the data points are mapped from AMS360 to InsuredMine. The data points that are mapped are Phone, Fax, Email, Website, Address, Address Line 1, Address Line 2, City, State, ZIP, Last update, notes, and Account Type.


In Contact 360, all the five contact details from AMS 360 are mapped. The data points that are mapped are- Mobile, Phone, Cell, Business Number, Fax, Other Contacts.


Enhancements!- May 2021

New Executive and Representative filter option in List section (AMS360)

In the List module under engagement, you now have the option to filter the list based on Executives and the Representatives under them. 

To view the enhancement:

  • Navigate to Engagement
  • Click on List
  • Select the List Source
  • In the filter, section click on the drop-down  to select the Executive List
  • Once you select the executive, click on the dropdown to select the representative
  • Choose the representative names. (You can select all too)
  • Once done, click on Apply.
  • The list will appear below.
  • Name the list and click Save

Enhancements!- May 2021

Policy Transactions + Business Unit details – for AMS360 agencies

Two more fields are added in the Policy section that will help you to get a more detailed picture of the policies.

To view the enhancement:

  • Navigate to Active Policy
  • Click on a policy to view the policy details
  • You can find 2 new tabs: Business Unit & Policy Transaction
  • In the Business Unit, you can find the following details- Executive name, Representative, Division, Branch, Department & Group.
  • In Policy Transaction you can find Transaction Effective Date, LOB, Plan Type, Description, Premium, Billed Premium, Written Premium, Full Term Premium, How billed, etc.

Enhancements!- June 2021

Policy, Account Level and Contact changes for AMS360 agencies

In Account 360 section the business unit details will be displayed like the below image:

Contact level changes in AMS 360

If any contact is not synced with InsuredMine or AMS, you will need to sync with AMS to get the business unit to display.

To sync the contact:

  • Navigate to contact list
  • Click on the 3 dots
  • Click on sync with AMS

Click Add to AMS to fetch the data which will be displayed in the contact and account section of the contact.

If you navigate to the contact 360 view of the contact, the business unit details will be displayed here:

Note: These details are not editable.

Note: In contact and account 360 section the business unit will be visible and in the Policy section business unit and policy transaction will be visible.

Enhancements!- June 2021

Fields and Filters for Business Unit Fields (AMS 360)

Business unit fields and filters have been introduced in the Account, Policies (for all- Active, Expired, and Future), Carriers, Categories, Contacts and Reports( Projected Book of Business, & Personal Data Book) section from AMS 360 to InsuredMine. These fields are- Executive, Representative, Departments, Divisions, Branches and Groups. Based on the selected filters you can have the customized reports.

Note: For Carriers and Categories only the filter options are there not the fields.

The fields can be selected by clicking on the table column view option. Once these fields are selected the respective section will have these columns.

For filters, click on the filter icon you can find these fields, select the required ones and save.

Enhancements!- June 2021

Primary Contacts, Relationships & Policy Handling

Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Mapping of Relationship datapoint from AMS

AMS User Type filter in list (exclusively for AMS360 users)

Enhancements!- July 2021

Business account sync change for email address, phone, address 

 Policy Sync with the AMS

New Fields Available in Workflow automation for AMS360 users-Executive and Representative

Also check –

Enhancements!- September 2021

Claims Pipeline Automation

Enhancements!- October 2021

Form Notification for Representatives and Executives    

Enhancements!- December 2021

Dependent Handling in Birthday Workflow Automation

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]]> HawkSoft Integration https://www.insuredmine.com/knowledge-base/hawksoft-integration/ Sat, 25 Feb 2023 16:41:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5764 In this article, you will learn: Hawksoft to InsuredMine (Data Flow) The Initial process for allowing InsuredMine to map data from HawkSoft: 1. Contacts Sync in InsuredMine: 2. Policy Sync in InsuredMine: 4. Vehicle Sync in InsuredMine 5. Drivers Sync in InsuredMine 6. House Address Sync in InsuredMine 3. Policy Coverage Sync in InsuredMine Manual […]

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In this article, you will learn:

Great news, for the insurance agencies, who are leveraging HawkSoft as their Agency Management System. Till now, you all were experiencing the benefits of using an Agency Management System, but from now onwards, with InsuredMine you will be well-armed with a well-integrated and multi-functional CRM software too. So, now connecting to your clients and keeping track of your sales will be much easier!

Hawksoft to InsuredMine (Data Flow)

It’s one-way integration, so data related to Contacts, Policy, and Coverage available in HawkSoft will sync with InsuredMine. InsuredMine automatically maps the data and stores it for ready usage.

So, no double work! You can just log in to the InsuredMine portal and start accessing the CRM portal.  

Data from HawkSoft is utilized throughout InsuredMine’s CRM and sales workflows to help agencies accelerate new business sales and dig deeper into their current book of business for cross-sales and rounding opportunities.

The Initial process for allowing InsuredMine to map data from HawkSoft:

The insurance agency needs to register InsuredMine in the marketplace section in HawkSoft, to allow the integration process to begin. Once registered click on share data to enable sharing data with InsuredMine. You can also stop the integration, whenever you want by clicking on Stop sharing data.

Agents need to provide the agent initials (ID) and subscribe to InsuredMine in the marketplace in order to share the data with InsuredMine.

Note: The data will be synced from HawkSoft to InsuredMine in 6 hours

Let’s look into the data points that are integrated with InsuredMine from HawkSoft:

1. Contacts Sync in InsuredMine:

Both types of contacts are syncing with Insuredmine- Personal and Commercial.

(A) For Personal Contacts the data points that will be synced from HawkSoft to InsuredMine are:

    1. Full Name & Account name in case of Personal
    2. Nick Name
    3. Cell Phone
    4.  Email
    5. Contact Type (Personal/ Commercial)
    6. Contact Status (Active/ Inactive/ Prospect/ Lead/ Others)
    7. Address
    8. Relation
    9. Date of Birth
    10. Gender
    11. Producer and CSR
    12. Occupation
    13. Income
    14. Driving License
    15. License State
    16. Comments

(B) For Commercial Accounts – the data points that will be synced from HawSoft to InsuredMine are:

  1. Account/ Business name
  2. Contact Name (Primary)
  3. Other Details are the same as the above

2. Policy Sync in InsuredMine:

The policy that you add in HawkSoft will get automatically updated in the InsuredMine portal. The data points that are synced while adding a policy are:
  1. Email
  2. Cell Phone
  3. Category/ LOB
  4. Agent
  5. Insurance Type
  6. Carrier/ Company
  7. Policy Number
  8. Policy Term
  9. Annualized premium
  10. Written premium
  11. Policy effective date
  12. Policy end date

4. Vehicle Sync in InsuredMine

The vehicle details that you add in HawkSoft gets updated in the InsuredMine portal.

  1. Make
  2. Model 
  3. VIN
  4. Vehicle year
  5. License Plate number
  6. Odometer miles

5. Drivers Sync in InsuredMine

The driver details that you add in HawkSoft gets updated in the InsuredMine portal.

  1. Driver Name
  2. License Number 
  3. License State
  4. Gender
  5. Date of Birth

6. House Address Sync in InsuredMine

The house address details that you add in HawkSoft gets updated in the InsuredMine portal.

  1. House Address
  2. Address 1
  3. City
  4. State
  5. County
  6. Zip

3. Policy Coverage Sync in InsuredMine

The data points that get synced in the InsuredMine portal from Hawksoft are:

The policy coverage that you add in HawkSoft gets updated in the InsuredMine portal.

  1. Coverage name
  2. Amount
  3. Limits

Manual Data Sync

Agents can manually update the data into Insuredmine from HawkSoft by clicking on the “Daily AMS Sync” Button.

Agents can manually update the data into Insuredmine from HawkSoft by clicking on the “Daily AMS Sync” Button.

Enhancements!- June 2021

Download Accord XML file for HawkSoft agencies

In the form module under form automation, a new section named Create CMSMTF File has been added. If enabled, this will allow the form to be downloaded once it has been submitted.

HawkSoft New Data Point Mapping In Policy, Accounts, And Contacts

Renewed Automation For HawkSoft

Policy Status Change Workflow Automation (HawkSoft)

Manual Sync For Activities In HawkSoft

Search By AMS Account ID 

Create Contact Through Form Mapping To HawkSoft

Open In HawkSoft Link

Logs And Attachment Sync From InsuredMine To Hawksoft

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]]> Workflow and SMS sync up in AMS360 https://www.insuredmine.com/knowledge-base/workflow-and-sms-sync-up-in-ams360/ Thu, 25 Aug 2022 17:10:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5774 In this article, you will learn: Changes in Add Deal section for AMS 360 Sync up of account and contacts between InsuredMine and AMS 360 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 […]

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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.

Log in to Ams360 portal (ams360.com) with your AMS credentials.

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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]]> QuoteRush Rater Integration https://www.insuredmine.com/knowledge-base/quoterush-rater-integration/ Mon, 01 Feb 2021 00:55:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5821 QuoteRush is a rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. Recently InsuredMine has integrated with QuoteRush and InsuredMine is having the ability to pass on data to QuoteRush. Currently, for three deal categories – HomeOwners, Auto, and Flood, integration is taking place. Note: If […]

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QuoteRush is a rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. Recently InsuredMine has integrated with QuoteRush and InsuredMine is having the ability to pass on data to QuoteRush. Currently, for three deal categories – HomeOwners, Auto, and Flood, integration is taking place. 

Note: If All agents will use different QuoteRUSH credentials is checked, then the agent can connect to QuoteRUSH, if not checked then only the admin can connect to QuoteRUSH.

 

Make sure you have already signed up for QuoteRush rating tool prior to setting up the integration.

To enable QuoteRUSH:

  • Navigate to Settings
  • Click on Integrations
  • Click on QuoteRUSH to connect
  • Fill in the user ID and Password
  • Click to Connect

 

Note: This checkbox option will be visible to admin only. If it is checked, all agents will connect QuoteRUSH with different credentials, if not checked, all agents will use the same QuoteRUSH credentials provided by the admin.

 
 
Once done, you will get a success notification saying:
 
If ‘All agents will use different QuoteRUSH credentials’ is checked, then agent can connect to QuoteRUSH with their own agent login.


Integrations of Fields in IM Quotesheet 

Whenever you sent an intake form to client, you will get the option to save the form to QuoteRush. If you select the option the form will get uploaded and saved in QuoteRush too.

Note: This integration of data will be possible only if the client has QuoteRush login credentials.

Note:

  • Quoterush is NOT integrated with Custom Forms made in InsuredMine
  • Quoterush integration is not available for Commercial Lines or Life Ins.; we integrate Quoterush only for PL

To view the enhancement:

  • Navigate to Pipelines
  • Select intake form
  • Add the form
  • Scroll down and select Save to QuoteRush

Insuredmine Quote Sheet Sample:


Once the data is filled and saved in the InsuredMine Quote Sheet, it gets reflected in QuoteRush too.

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]]> Thanks.io Integration https://www.insuredmine.com/knowledge-base/thanks-io/ Wed, 15 Jul 2020 00:41:23 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5812 In this article, you will learn: How to integrate Thanks.io with Insuredmine? 1. Automated workflow : 2. Manual: Thanks.io is a third party system integrated to InsuredMine platform to send personalized Postcards and letters. Helping agencies to connect with the clients offline using online resources. Integration of Thanks.io and Insuredmine will help you create drip campaigns […]

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In this article, you will learn:

Thanks.io is a third party system integrated to InsuredMine platform to send personalized Postcards and letters. Helping agencies to connect with the clients offline using online resources. Integration of Thanks.io and Insuredmine will help you create drip campaigns with comprehensive engagement to reach and nurture clients and prospects in both a tangible and digital space. This integration brings opportunities to create new touchpoints with contacts. 

How to integrate Thanks.io with Insuredmine?

On Thanks.io , Generate a token and send it to Insuredmine. Follow the steps mentioned below:

  1. Navigate to Settings by clicking on the gear icon in Thanks.io and select API access.
 

2. In the Personal Access Token segment, click on add icon (+) to create a token.

3. Enter token name in Create Token pop-up and click Create.

A token will appear on the Personal access token screen, Copy this token and send it to support@insuredmine.com . This way your Thanks.io account will be connected with insuredmine.

On Insuredmine Agency Portal

    1. Navigate to Settings click on Integration and select Thanks.io and click on connect.
 
2. Enter the access token and click on connect.
  • If your account is not connected then – a prompt message will appear “Please contact support to connect your account with Thanks.io. Click Contact Support.
  • Submit a support request and your account will be connected soon. 

Please make sure you have signed up for Thanks.io services on their website. It is billed separately. We are just integrating and providing you option to connect the two system.

There are 2 methods to send postcards/letters fromThanks.io through your Insuredmine agent portal.

1. Automated workflow :

When a campaign is launched with trigger stages to send postcards or letters through Thanks.io in the Engagement module of Insuredmine, the order is placed in Thanks.io to send the postcard. You can integrate your Thanks.io account and track the order analytics on it. The automated workflow is discussed in this link with the use case of Birthday and clients turning 65. But, it can be equally beneficial for Policy renewals, Welcome Communication, Thank You Communications, and/or Customized workflows.

2. Manual:

The Quick Add icon allows you to send customized postcards/letters through Thanks.io. This is also a simple way to send physical postcards/letters if you do not want to create drip campaigns.

Follow the steps mentioned below, to reach out to your prospects or clients.

  1. Click on the Quick Add icon at the top right, on the Insuredmine dashboard or any other module.
  1. Select send Handwritten Card (Thanks.io) from the list that appears.
  2. On the Choose what to Send window, enter the details listed below:
  • Name: Enter the Name of the contact to whom you want to send a letter or postcard.
  • Address: Address of the contact (Will be based on the name and the associated address.)
  • Message Template: Select your template that has been created in Thanks.io. (Make sure the template was created before you start the process in InsuredMine Portal)
  • Type: Select postcard or letter
  • Handwritten style: Select the writing font style for the message to be displayed.
  • Image Template: Select the template already existing in Thanks.io.
  • Type Message: Enter the message content that you wish to convey in the postcard or letter.

4. Click Preview to review the design, placement, and style of the postcard or letter Click Send to place the order for sending Postcard/Letter in Thanks.io

Your order will be displayed on the Thanks.io’s website and you can track the status there.

The transaction dashboard button on the top right corner of the Insuredmine Screen will appear when an order is placed. Tap to view the order details as shown below. 

 

Enhancements!- February 2021

If you don’t have the Thanks.io integration, click on the referral link to get started.

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