Release Date: April 26, 2025​

We’ve introduced a new enhancement in the Settings module, available exclusively for admins. This update is exclusive to admins as they can enable or disable miEdge mapping for their agency, a feature that was previously available to agents & admins both.

With this enhancement:

• Only admins can enable or disable miEdge data mapping.
• Once miEdge data mapping is enabled by the admin, it will work for all the agents in that particular agency.

Use Case: Admins can now exclusively enable or disable miEdge data mapping for their agency via the Settings module. Once enabled by the admin, the feature becomes available to all agents within that agency. This ensures centralized control and consistent data access.

To View the Enhancement: 

• Navigate to the Settings module.
• Under System Preference click on Integrations.
• Go to miEdge integration and click on Map fields.

Note: Make sure you are logged in as an Administrator, as agents do not have access to the miEdge integration settings.

• Enabling miEdge Mapping will map data from miEdge account into InsuredMine, allowing you to preview exactly what information will be enriched for the commercial accounts.

The post miEdge changes handling at Agency level appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

With Canopy integration with InsuredMine, you can easily review your current insurance details, including your premiums, coverage limits, what’s covered, deductibles, and other important policy information for both personal and commercial insurance.

Note: This integration setup will be done by Admin only.To establish this integration, you must have a Canopy Connect plan that supports integration (Agency Plus, Complete, or Pro), along with an active InsuredMine account.

To Connect:

• Go to the settings module.
• Then, within integrations, navigate to Canopy Connect and click Connect.

• Input your Team ID, client ID, and  Client Secret ID.
• Then, click Connect.

Note: To establish integration with InsuredMine, you need to obtain the data points required above. To do so, log in to your Canopy Connect account.

Step 1-:

• Login to your Canopy Connect Account.
• Then, click on the settings icon present at the top right corner.

Step 2-:

Under the settings, locate the option titled “API keys”.

• Click on the ‘API Keys’ option to gain access.
• Then, copy the Team ID.
• Toggle the button from sandbox to production.
• Click “+Add production API key”.
• You’ll then receive a pop-up notification displaying your Client ID and client secret ID. Ensure to copy this information promptly, as it will only appear once on the screen as a pop-up.

Note-: If you aren’t able to access the API keys option, please reach out to the Canopy Connect support team. It’s possible that your current plan doesn’t include support for this feature.

Step 3-:

• Once you obtain your  Team ID, Client ID & Secret ID fill in the details and then click Connect.

• Upon successful connection, a confirmation message will indicate ‘Connected Successfully.’

After successfully connecting Canopy Connect with InsuredMine, access Canopy Connect features from Account 360, Contact 360, and pipelines.

From Account360:

From Contact360:

Within the Deal Card:

Note: The process remains the same for all sections (Account360, Contact360, and Pipelines).

Next Steps:

• Select the widget link to integrate the policies.
• Choose to send a Canopy Connect link via email or text.

If you opt for Email:

• Fill in the recipient information.
• When we send a Canopy Connect link via email or SMS, the details will be shown in the Account 360 or Contact 360 views.

• The recipient will receive an email with instructions to ‘Click here’.

You’ll then be redirected to a page to verify your insurance:

• Click on ‘Continue’ to verify your insurance with InsuredMine via Canopy Connect.

• Now Canopy Connect will ask you to select your current insurance provider. For instance, I have chosen State Farm as my current insurance provider.

• Enter your Canopy Connect Credentials and click submit.

• Wait momentarily while Canopy Connect retrieves your insurance information.

• Proceed by adding driver information if required, then click ‘Save & Continue’.
• Now click on ‘Add Drivers & Finish.’

• You can add Driver information if needed or skip the step.
• Click on ‘Save & Continue’.

• Once complete, you will receive a success message saying, “You’re all Done! A copy of your insurance information is being securely sent to InsuredMine.”

• After retrieving policies from Canopy, the generated link from Account 360, Contact 360, and Deal Card will be removed, and the retrieved policies will be shown in respective deal card accounts and contacts.

• After successful retrieval, click on the ‘Refresh’ option to view your policy information.

Note: You can view the retrieved policies within InsuredMine from your insurance provider through the deal cards, contact360, and account360.

X-date in contacts when policy pulled from Canopy Connect within Contact360 and Account360

• This option creates an X-date within the contact and account when policies are retrieved from Canopy Connect, reflecting the number of policies retrieved in Contact and Account360.
• The number of policies retrieved from Canopy Connect for a particular category, that many X-dates will reflect in the Contact and Account360.

Include Quotes in Deal Card

• We have added an option to include quotes on the deal card from retrieved policies.

• Check the checkbox next to the retrieved policies.
• Once selected, the ‘Add Deal’ option will be enabled, creating a deal card with quotes.

Note: This process can be done from both Account360 and Contact360.

From the Deal Card:

• The retrieved policies of the canopy can be added as quotes by clicking on the ‘+’ icon available under the policies.

View Canopy Analytics from the Agency Dashboard:

• View and click on the number of retrieved policies from the Agency dashboard.

The post Canopy Connect Integration with InsuredMine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

In Lost Deals, just like in Won Deals, users can now specify additional required information. Admins have the flexibility to customize these mandatory fields from the settings page.

To view the enhancement:

• Click on the settings module.
• Then, click on the configuration.
• Select mandatory fields.

Similar to the process for won deals, you can now designate more mandatory fields for lost deals. Simply check the box next to the fields you want to make required. Once you’ve made your selections, you’ll receive a notification confirming that the mandatory fields have been successfully updated.

The post Mandatory fields in Lost Deal similar to the Won deal appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Earlier, the sender list could only be refreshed following email verification. However, you now have the flexibility to delete entries based on your preferences.

To view the enhancement:

• Navigate to the settings module.
• Click on Senders List.
• Now from the Sender list option, you have the flexibility to delete any sender’s information such as name, and email address.

The post Edit Sender List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Benefit: Help the administrators manage deleting documents sent for eSignature within the eSignature module.

Navigation :

• Navigate to the Settings module. Click on the Restrictions section.
• Scroll down to the Agent Account restrictions.
• Scroll to the left to view the eSign Delete column.
• Toggle the button to the agent you want to restrict the delete option in the eSignature module.

The post eSign delete restriction appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

To view enhancement:

• Navigate to Settings
• Click on Session Timeout
• Move the Session Inactivity Timeout  toggle bar  to orange to Enabled the settings 
• Set the time and click on Save

If  you want to disable Session Timeout 

• Navigate to Settings
• Click on Session Timeout
• Move the Session Inactivity Timeout  toggle bar  to orange to Disable the settings 
• Click on Save

The post Session activity timeout setting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per your requirement. These functionalities will allow you to make the best use of all the features of Pipeline Manager to get the best sales results.

Deal Chart– Deal Chart is basically Sales Pipeline reports that are provided to have a better understanding of deal activities, conversations. You can have a complete pictorial view of all the deals in the selected pipeline.

Pipeline Automation– Through Pipeline Automation, you can set instant communication with the respective clients at a given point of time and trigger. You can set automation to engage your prospects and for initiating consistent communication throughout the sales process.

Download– In case you want to download the deal reports of the selected pipeline just click on the download option to fetch the report in an excel file.

Clone Pipeline– If you want to create a similar pipeline with all the stages, automation and lost reasons, then this feature will help to create one.

Save as Report– If you desire to save the dealboard data click on save as report tab.

Checklist Templates– Checklist helps you to keep track of the deal status that you are working on. You can add and share checklist templates with other agents.

Archived List– You can give a detailed list of all the deal cards that are archived from the selected pipeline.

Pipeline Leaderboard– Through Pipeline Leaderboard, you can view the projected analysis of the performance of each agent. You will also have an analytical view of the won and lost a deal, weekly tracker, and a lot more.

Lead Source- Through Lead Source, you will get a detailed view of the lead source and how many leads each source has referred to. This update is majorly done for a better business purpose.

Bulk Upload– You can create deal cards in a pipeline by uploading a CSV file format. This will help you to create multiple deal cards at one go!

How to connect email while using old version of InsuredMine

If you are using the old version of InsuredMine, the video guide below explains how to connect your email.

Note: For Admin there is an add-on settings option.

Settings– Through this section, Admin can set, manage and control the whole Pipeline. He can set the default pipeline and can manage the goals, notification, retention pipeline, stage change, and a lot more.

The post Action appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The timeline will be downloaded in PDF format.

The post Print Timeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

To view the enhancement:

• Navigate to Settings
• Click on X-date Automation
• Click on the drop-down beside Mark X-Date and you will get 2 options—Accounts and Contacts.
  • By selecting contacts, you are adding the xDate to the contact
  • By selecting account, you will update the account with the xDates
• When all policies under a contact are expired or canceled, the contact will become inactive. xDates will automatically update for each policy line of business under that inactive contact/account

The post Add xDate Automation for Inactive Clients appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Benefit: Setting time restrictions on client communications increases the likelihood that they will read and respond to the communication.

Navigation:

• Navigate to the Settings module.

• Scroll down and choose Outbound Text Time. Select the Add Outbound Time Range

• Select the time range. Click on Save. A success message will appear.

Note: A text message will be automatically sent the following day if it is sent outside of the specified time window.

The post Restrict outbound texting within a time range appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use case – Admins can now restrict specific or all agents from adding Category and Carrier while adding policy.

Process:

• Navigate to Settings and click on Restrictions.

•      Scroll to the right to see the Category and Carrier restriction.

• Click on the toggle button to disable category action for the agent.

• You will now notice that the Add Category option is no longer visible.
• Click on the toggle button to disable the Carrier action for the agent.

• When Carrier and Category tabs are turned off, the agents will not be able to add any new carrier or category. The agent can only select carriers and categories from the list.

Note: If we disable the category and carrier for all or selected agents, the add carriers and add categories options will not be visible in the respective module.

The post Category and Carrier in the Restriction Settings.  appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Settings Module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.