Knowledge Base - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/knowledge-base/ Mon, 06 Jul 2026 12:16:43 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Knowledge Base - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/knowledge-base/ 32 32 Release Notes – July 2026 https://www.insuredmine.com/knowledge-base/release-notes-july-2026/ Mon, 06 Jul 2026 12:05:11 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52045 3rd July 2026 Reports – Group By Servicing roles in New Business, Cancellation and Renewed Dashboard – Agent Overview Report – Open/Won/Lost Cards & Quote by Agent Header Menu – Add Access Control Options for Pipelines, Checklists, Custom Forms, and Templates Under Agency Groups Opportunities – Automatically Create Pipeline Cards for Auto No Home and […]

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]]> 3rd July 2026

  1. Reports – Group By Servicing roles in New Business, Cancellation and Renewed
  2. Dashboard – Agent Overview Report – Open/Won/Lost Cards & Quote by Agent
  3. Header Menu – Add Access Control Options for Pipelines, Checklists, Custom Forms, and Templates Under Agency Groups
  4. Opportunities – Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold
  5. Pipelines – Servicing roles in Pipeline card- EPIC
  6. Settings – Set Up and Use the InsuredMine Connector with ChatGPT
  7. Settings – Set Up and Use the InsuredMine Connector with Claude

 

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]]> Agent Overview Report: View Open, Won, Lost Cards, and Quotes by Agent https://www.insuredmine.com/knowledge-base/agent-overview-report-view-open-won-lost-cards-and-quotes-by-agent/ Mon, 06 Jul 2026 11:18:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52034 Release Date: July 3, 2026 This enhancement is available to Admins Overview We have introduced a new enhancement to the Agent Overview report under the Dashboard module. This enhancement allows users to filter Agent Overview data by Pipeline and Date within the Pipeline Dashboard, providing a consolidated view of key performance metrics such as Open, […]

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Release Date: July 3, 2026

This enhancement is available to Admins

Overview

We have introduced a new enhancement to the Agent Overview report under the Dashboard module. This enhancement allows users to filter Agent Overview data by Pipeline and Date within the Pipeline Dashboard, providing a consolidated view of key performance metrics such as Open, Won, Lost, and Close Rate. Users can also access and download detailed reports directly from the metric counts for deeper analysis. 

Use Case: Admins can use the Agent Overview report to monitor and analyze agent-wise pipeline performance across selected pipelines and date ranges. The report provides a quick summary of key metrics such as Open, Won, Lost, and Close Rate for each agent, while the detailed reports allow admins to review individual deal records, track sales outcomes, and evaluate overall pipeline performance more effectively. 

To view the enhancement:

  • Navigate to Dashboard.
  • From the Dashboard dropdown, select  Pipeline Dashboard.
  • From the Pipeline Dashboard, select Agent Overview.
  • From the Pipeline dropdown, select the desired pipeline type. 
  • You can also select All to view data across all pipelines.
  • From the Date dropdown, select the preferred date range.
  • The results will be displayed based on the selected pipeline and date range, including the following metrics: 
      • Open
      • Won
      • Lost
      • Close Rate
    •  
  • You also have the option to download the detailed report.
  • You can also view and download the detailed report by clicking the number displayed under the Open cards count. 

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]]> Servicing roles in Pipeline card- EPIC https://www.insuredmine.com/knowledge-base/servicing-roles-in-pipeline-card-epic/ Mon, 06 Jul 2026 10:53:30 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52025 Release Date: July 3, 2026 Overview We have introduced a new enhancement under the Pipeline module that automatically populates the Servicing Roles from the associated Account into the corresponding Pipeline Card. When a new pipeline card is created, the servicing roles configured in the associated account are automatically populated. For existing pipeline cards, the servicing […]

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Release Date: July 3, 2026

Overview

We have introduced a new enhancement under the Pipeline module that automatically populates the Servicing Roles from the associated Account into the corresponding Pipeline Card. When a new pipeline card is created, the servicing roles configured in the associated account are automatically populated. For existing pipeline cards, the servicing roles are also populated based on the account currently associated with each pipeline card. 

Use Case: This enhancement helps agencies maintain consistent servicing role information between the Account and Deal Card. By automatically populating the servicing roles from the synchronized account, it reduces the risk of inconsistencies, and saves time. 

To view the enhancement:

  • Navigate to Pipeline.
  • Open the required Pipeline Card.
  • The Deal Card opens in a new tab.
  • Scroll down to view  the added Servicing Roles.

Pipeline Card Details Page-

Note: The Servicing Role section in the Deal Card displays the same servicing roles that are added to the associated Account.

Account 360 view- 

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]]> Add Access Control Options for Pipelines, Checklists, Custom Forms, and Templates Under Agency Groups https://www.insuredmine.com/knowledge-base/add-access-control-options-for-pipelines-checklists-custom-forms-and-templates-under-agency-groups/ Mon, 06 Jul 2026 10:22:05 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52010 Release Date: July 3, 2026 This enhancement is available only to Admins. Overview We have introduced a new enhancement under the User Management Agency Group  now you have more  option to manage Group Name by Manage by Pipelines, Manage by Checklist, Manage by Custom Forms, Manage by Templates  Use Case: This enhancement helps Admins efficiently […]

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Release Date: July 3, 2026

This enhancement is available only to Admins.

Overview

We have introduced a new enhancement under the User Management Agency Group  now you have more  option to manage Group Name by Manage by Pipelines, Manage by Checklist, Manage by Custom Forms, Manage by Templates 

Use Case: This enhancement helps Admins efficiently manage access to pipelines, checklists, custom forms, and templates for different agency groups. By assigning permissions at the group level, admins can ensure that all users within the selected group have access to the appropriate resources. 

To view the enhancement:

  • Navigate to Profile Settings from the header.
  • Click User Management.
  • The User Management page appears.
  • Click Agency Groups.
  • In the Action column, click the three-dot (More Options) icon for the required agency group.
  • A drop-down menu appears with the following newly added  options:
    • Manage Pipelines
    • Manage Checklist
    • Manage Custom Forms
    • Manage Templates

To apply the configuration

  • Click the preferred management option (for example, Manage Pipelines).
  • A Manage Pipelines panel appears on the right-hand side.
  • Select the preferred pipeline(s) or click Select All.
  • Click Update.
  • A success message, “Group Updated Successfully,” appears.

Note: All agents assigned to the selected agency group will have access to the configured pipeline(s).

Note: Follow the same steps to configure Manage Checklist, Manage Custom Forms, and Manage Templates.

 

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]]> Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold https://www.insuredmine.com/knowledge-base/automatically-create-pipeline-cards-for-auto-no-home-and-home-no-auto-policies-based-on-the-configured-probability-threshold/ Mon, 06 Jul 2026 09:52:36 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52000 Release Date: July 3, 2026 Overview We have introduced a new automation enhancement under the Opportunities module for Auto No Home and Home No Auto policies. This enhancement allows to automatically create pipeline cards by configuring the pipeline, stage, ownership, and probability threshold. Pipeline cards are created only for policies whose probability falls within the […]

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Release Date: July 3, 2026

Overview

We have introduced a new automation enhancement under the Opportunities module for Auto No Home and Home No Auto policies. This enhancement allows to automatically create pipeline cards by configuring the pipeline, stage, ownership, and probability threshold. Pipeline cards are created only for policies whose probability falls within the configured threshold range.

Use Case: This enhancement automatically creates pipeline cards for eligible Auto No Home and Home No Auto policies based on the configured probability threshold. It eliminates manual pipeline card creation and ensures opportunities are created in the appropriate pipeline, stage, and assigned to the selected agent.

To view the enhancement:

  • Navigate to Opportunities.
  • Select Auto No Home or Home No Auto.
  • Click Automation.

An Automation Setting panel appears on the right-hand side.

Steps to Set the Automation For Auto No Home:

  • Click Auto No Home
  • Select Yes to enable the Auto No Home setting. 
  • From the Pipeline dropdown, select the required pipeline.
  • From the Stage dropdown, select the stage where the renewal deal card should be created.
  • Under Create Card In, choose whether to create the deal card in the Private or Shared pipeline.
  • In the Preferred Probability Threshold section, specify the minimum and maximum probability values.
  • Under Select Agent who will be assigned to the renewal cards, choose one of the following:
    • Agent of the Policy
    • Select One Agent
  • Click Save.

Note:  Pipeline cards are created only for policies whose probability falls within the configured threshold range. 

A success message: “Setting Updated Successfully” appears.

Note: To set up the automation for Home No Auto, follow the same steps described above for Auto No Home. 

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]]> Group By Servicing Roles in New Business, Cancellation, and Renewed Reports https://www.insuredmine.com/knowledge-base/group-by-servicing-role-in-book-of-business-personal-data-book-epic-2/ Mon, 06 Jul 2026 08:08:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51984 Release Date: July 3, 2026 Overview We have introduced a new enhancement to the Reports module. You can now filter data by Servicing Roles in the New Business Report, Cancellation Report, and Renewed Report. Selecting a servicing role allows you to view detailed report data for that role. Use Case: This enhancement helps users track […]

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Release Date: July 3, 2026

Overview

We have introduced a new enhancement to the Reports module. You can now filter data by Servicing Roles in the New Business Report, Cancellation Report, and Renewed Report. Selecting a servicing role allows you to view detailed report data for that role.

Use Case: This enhancement helps users track how policies, accounts, and contacts are distributed across different servicing roles. It provides better visibility into workload distribution and enables more efficient tracking and performance analysis.

Note: This feature is released only for Epic Integration.

To View the Enhancement:

  • Navigate to Reports.
  • Click New Business Reports.
  • Click Group By, and then select Servicing Roles from the dropdown.
  • As shown below, a new dropdown for different servicing roles is displayed.
  • Click the preferred Servicing Role.
  • The report displays policy counts grouped by Servicing Role for each month.
  • Click the policy count for the required month under the selected servicing role.
  • A detailed report opens, displaying all policies associated with the selected servicing role for that month.

Note: As shown below, you can view complete policy information, including Account Name, Contact Name, Policy Number, Policy Status, and other related details.

Note: To View the Enhancement in Cancellation Reports and Renewed Reports  Follow the same steps described above for the New Business Report. Apply the required filters to view data for your preferred Servicing Role.

Cancellation Report:

Renewed Report:

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]]> Set Up and Use the InsuredMine Connector with Claude https://www.insuredmine.com/knowledge-base/set-up-and-use-the-insuredmine-connector-with-claude/ Thu, 02 Jul 2026 10:58:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51855 Release Date:  July 2, 2026 Overview The InsuredMine Connector enables you to securely connect your InsuredMine account to Claude, granting Claude access to your InsuredMine data and allowing it to provide personalized insights, ultimately helping you work more efficiently.  With the InsuredMine Connector, you can: Get personalized AI insights based on your InsuredMine contacts, accounts, […]

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Release Date:  July 2, 2026

Overview

The InsuredMine Connector enables you to securely connect your InsuredMine account to Claude, granting Claude access to your InsuredMine data and allowing it to provide personalized insights, ultimately helping you work more efficiently. 

With the InsuredMine Connector, you can:

  • Get personalized AI insights based on your InsuredMine contacts, accounts, policies, deals, and other CRM data using Claude.
  • Visualize your data using charts and graphs generated from your InsuredMine records with Claude.
  • Create and update CRM records, including contacts and deals, directly from the Claude conversation. (Availability is scheduled for Phase 2.)
  • Log activities such as tasks, notes, and other CRM updates without leaving Claude.
  • Analyze customer engagement history, including emails, calls, meetings, tasks, and notes, to generate actionable insights and recommendations using Claude.
  • Take action faster by using Claude to retrieve information, answer questions about your CRM data, and perform supported InsuredMine actions through natural language.

The InsuredMine Connector transforms Claude into an AI-powered assistant that helps you search, analyze, and act on your CRM data, all through simple conversations.

Prerequisites

Before configuring the connection, ensure that you have:

  • Admin access to InsuredMine.
  • An active Claude account.
  • Access to Claude Connectors.

Note: Only InsuredMine Admin can generate connector credentials.

Configuring the InsuredMine connector with Claude

Step 1: Copy Your InsuredMine Credentials 

  1. Sign in to InsuredMine with an Admin account.
  2. Go to Settings → Integrations.
  3. In the AI Connector section, click View Details.

Copy the following values using the Copy icon next to each field:

  • Application Name
  • Application URL
  • Client ID
  • Client Secret

Step 2: Add a Custom Connector in Claude 

  1. Sign in to your Claude account.
  2. Go to Customize → Connectors. 

3. Click the + (Add)  icon.

4. Select Add custom connector.

Step 3: Configure the Connector 

  1. In the Name field, paste the Application Name copied from InsuredMine.
  2. In the Remote MCP Server URL field, paste the Application URL.
  3. Expand Advanced settings.
  4. Paste the copied values into the following fields:
    1. OAuth Client ID → Client ID
    2. OAuth Client Secret → Client Secret
  • Click Connect to complete the setup.

Before You Get Started

Please keep the following in mind when using the InsuredMine Connector with Claude:

  1. Rate Limit: The connector supports up to 60 requests per minute across all users. If this limit is reached, wait a few moments before trying again.
  2. Exercise Caution with AI Output: Since Claude may produce inaccurate or incomplete data, it is essential to double-check and validate all AI-generated information before finalizing CRM updates or making strategic business decisions.

Note: Currently, we are launching Phase 1, with Phase 2 scheduled for upcoming releases.

  • The following table outlines the functionalities available in the initial Phase 1 (read-only) launch.

Object

Phase 1 (Read)

Phase 2 (Create & Update)

Account

✓

✓

Contact

✓

✓

Policy

✓

✓

Carrier

✓

✓

Categories (LOB)

✓

✓

Pipeline

✓

✓

Pipeline Cards

✓

✓

Calls (Twilio/RingCentral)

✓

✓

Text Messages (SMS)

✓

✓

Emails

✓

✓

Tasks

✓

✓

Files

✓

✓

Notes

✓

✓

Users

✓

✓

What Can You Ask Claude

Use Claude to search, summarize, and analyze your InsuredMine data using natural language.

  • Policies – Find policies by carrier, status, premium, renewal date, or agent.
    • Example: “Show policies expiring next month.”
  • Accounts – Search business accounts by agent, location, or lead source.
    • Example: “Show referral accounts.”
  • Contacts – Find contacts by name, email, phone, or assigned agent.
    • Example: “Find Jane Smith.”
  • Pipelines & Deals – View opportunities, deal values, stages, and pipeline performance.
    • Example: “Show my open deals.”
  • Calls – Review RingCentral or Twilio call history.
    • Example: “Show missed calls this week.”
  • SMS & Emails – Search communication history.
    • Example: “Find emails about renewals.”
  • Notes & Tasks – View notes, follow-ups, and overdue tasks.
    • Example: “Show my overdue tasks.”
  • Files – Find documents attached to accounts or contacts.
    • Example: “Show files for ABC Corp.”
  • Agents – Look up agency users and team members.
    • Example: “List all agents.”

Tip: Combine filters for more specific results, such as “Show commercial policies assigned to Sarah that renew next month.”

Security and Permissions

The InsuredMine Connector respects all existing user permissions.

Claude can access only the information that the authenticated user is authorized to view.

For example:

  • Agents can access their assigned accounts.
  • Users cannot access administrator-only modules.
  • Agency permissions remain unchanged.
  • Authentication is performed using secure OAuth credentials.

Can Claude hallucinate or provide inaccurate data? What can customers do to protect against that?

Yes. Like any AI assistant, Claude can occasionally generate incorrect, incomplete, or misleading information. To help ensure the responses generated using the InsuredMine Connector are accurate and reliable, we recommend the following best practices:

  • Keep your InsuredMine data up to date and accurate.
  • Review, verify, and refine Claude’s responses before taking action.
  • Ask Claude to reference the records or data it used to generate its response so you can easily verify the information in your InsuredMine account.
  • Use AI-generated responses as a productivity aid, not as the sole basis for important business decisions. Always validate critical information before relying on it.

 

The post Set Up and Use the InsuredMine Connector with Claude appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Set Up and Use the InsuredMine Connector with ChatGPT https://www.insuredmine.com/knowledge-base/set-up-and-use-the-insuredmine-connector-with-chatgpt/ Thu, 02 Jul 2026 10:34:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51852 Release Date: July 2, 2026 Overview The InsuredMine Connector allows you to securely connect your InsuredMine account to ChatGPT, granting it access to your InsuredMine data so it can provide more relevant insights and help you complete CRM tasks more efficiently.  With the InsuredMine Connector, you can: Get personalized AI insights based on your InsuredMine […]

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Release Date: July 2, 2026

Overview

The InsuredMine Connector allows you to securely connect your InsuredMine account to ChatGPT, granting it access to your InsuredMine data so it can provide more relevant insights and help you complete CRM tasks more efficiently. 

With the InsuredMine Connector, you can:

  • Get personalized AI insights based on your InsuredMine contacts, accounts, policies, deals, and other CRM data.
  • Visualize your data using charts and graphs generated from your InsuredMine records.
  • Create and update CRM records, including contacts and deals, directly from the ChatGPT conversation. (Availability is scheduled for Phase 2)
  • Log activities such as tasks, notes, and other CRM updates without leaving ChatGPT.
  • Analyze customer engagement history, including emails, calls, meetings, tasks, and notes, to generate actionable insights and recommendations.
  • Take action faster by using ChatGPT to retrieve information, answer questions about your CRM data, and perform supported InsuredMine actions through natural language.

Prerequisites

Before configuring the connection, ensure that you have:

  • Admin access to InsuredMine.
  • An active ChatGPT account.
  • Access to ChatGPT Connectors..

Note: Only InsuredMine Admin can generate connector credentials.

Configuring the InsuredMine connector with ChatGPT

Step 1: Copy Your InsuredMine Credentials 

  1. Sign in to InsuredMine with an Admin account.
  2. Go to Settings → Integrations.
  3. In the AI Connector section, click View Details.

Copy the following values using the Copy icon next to each field:

  • Application Name
  • Application URL
  • Client ID
  • Client Secret

Step 2: Create the Connection in ChatGPT 

  1. Sign in to your ChatGPT account.
  2. Click your Profile icon and select Settings.

3. Go to Apps.

4. Click Advanced Settings.

5. Select Create App.

Step 3: Configure the App 

  1. Paste the Application Name from InsuredMine into the Name field.
  2. Paste the Application URL into the Connection field.
  3. Under Authentication, select OAuth.
  1. Expand Advanced OAuth Settings.
  2. Paste the following credentials:
    • Client ID into the OAuth Client ID field.
    • Client Secret into the OAuth Client Secret field.
  3. Review the requested permissions.
  4. Select  I understand and want to continue.
  5. Click Create.

Your InsuredMine account is now connected to ChatGPT and ready to use.

Once your MCP connector has been integrated, you can access your connected data in ChatGPT by following these simple steps:

  1. Open ChatGPT and start a New Chat.
  2. Click the + icon next to the message box.
  3. Select your MCP Connector (for example, InsuredMine – QA Agent Portal).
  4. Type your question in natural language and press Enter.

Examples:

  • Show me my active clients.
  • How many active accounts do I have?
  • Find policies renewing this month.
  • Show commercial accounts in California.

Note: After the connector is attached, ChatGPT will use it automatically for relevant requests throughout the conversation. If you start a new chat, simply attach the MCP connector again using the + menu.

Before You Get Started

Please keep the following in mind when using the InsuredMine Connector with ChatGPT:

  • Rate Limit: The connector supports up to 60 requests per minute across all users. If this limit is reached, wait a few moments before trying again.
  • Exercise Caution with AI Output: Since ChatGPT may produce inaccurate or incomplete data, it is essential to double-check and validate all AI-generated information before finalizing CRM updates or making strategic business decisions.

Note: Currently, we are launching Phase 1, with Phase 2 scheduled for upcoming releases.

Object

Phase 1 (Read)

Phase 2 (Create & Update)

Account

✓

✓

Contact

✓

✓

Policy

✓

✓

Carrier

✓

✓

Categories (LOB)

✓

✓

Pipeline

✓

✓

Pipeline Cards

✓

✓

Calls (Twilio/RingCentral)

✓

✓

Text Messages (SMS)

✓

✓

Emails

✓

✓

Tasks

✓

✓

Files

✓

✓

Notes

✓

✓

Users

✓

✓

What Can You Ask ChatGPT?

Use ChatGPT to search, summarize, and analyze your InsuredMine data using natural language.

  • Policies – Find policies by carrier, status, premium, renewal date, or agent.
    • Example: “Show policies expiring next month.”
  • Accounts – Search business accounts by agent, location, or lead source.
    • Example: “Show referral accounts.”
  • Contacts – Find contacts by name, email, phone, or assigned agent.
    • Example: “Find Jane Smith.”
  • Pipelines & Deals – View opportunities, deal values, stages, and pipeline performance.
    • Example: “Show my open deals.”
  • Calls – Review RingCentral or Twilio call history.
    • Example: “Show missed calls this week.”
  • SMS & Emails – Search communication history.
    • Example: “Find emails about renewals.”
  • Notes & Tasks – View notes, follow-ups, and overdue tasks.
    • Example: “Show my overdue tasks.”
  • Files – Find documents attached to accounts or contacts.
    • Example: “Show files for ABC Corp.”
  • Agents – Look up agency users and team members.
    • Example: “List all agents.”

Tip: Combine filters for more specific results, such as “Show commercial policies assigned to Sarah that renew next month.”

Security and Permissions

The InsuredMine Connector respects all existing user permissions.

ChatGPT can access only the information that the authenticated user is authorized to view.

For example:

  • Agents can access their assigned accounts.
  • Users cannot access administrator-only modules.
  • Agency permissions remain unchanged.
  • Authentication is performed using secure OAuth credentials.

Can ChatGPT hallucinate or provide inaccurate data? What can customers do to protect against that?

Yes. Like any AI assistant, ChatGPT can occasionally generate incorrect, incomplete, or misleading information. To help ensure the responses generated using the InsuredMine Connector are accurate and reliable, we recommend the following best practices:

  • Keep your InsuredMine data up to date and accurate.
  • Review, verify, and refine ChatGPT’s responses before taking action.
  • Ask ChatGPT to reference the records or data it used to generate its response so you can easily verify the information in your InsuredMine account.
  • Use AI-generated responses as a productivity aid, not as the sole basis for important business decisions. Always validate critical information before relying on it.

The post Set Up and Use the InsuredMine Connector with ChatGPT appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Save and Schedule Account Reports https://www.insuredmine.com/knowledge-base/save-and-schedule-account-reports-2/ Mon, 29 Jun 2026 07:41:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51769 Release Date: November 23, 2022 Overview We have introduced an enhancement in the Accounts module that allows users to save customized account reports and schedule them to run automatically. Users can define report recipients, access saved reports from the Reports module, and configure report delivery at a preferred date and time. Use Case: This enhancement […]

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Release Date: November 23, 2022

Overview

We have introduced an enhancement in the Accounts module that allows users to save customized account reports and schedule them to run automatically. Users can define report recipients, access saved reports from the Reports module, and configure report delivery at a preferred date and time.

Use Case: This enhancement helps users automate the generation and delivery of frequently used account reports. By saving report configurations and scheduling them in advance, users can ensure timely access to account data, reduce manual effort, and keep stakeholders informed through automated report emails.

To view the enhancement:

  • Navigate to Accounts and select the Setting option from the top-right corner.
  • Click on Save as Report.
  • Enter the Report Name 
  • InsuredMine will auto-populate the logged-in agent’s email address under Recipient. You may add other email addresses under Additional Recipient.
  • Click on Save.

  • A success pop-up, “Saving Accounts Report, Once Done We Will Notify you through Email,” appears. 

  • An email will be sent from InsuredMine. Click on Open Report and you will be redirected to the Book of Business under the report module.

To view this Report

  •  Navigate to the Report
  • Click the Saved Reports.
  • As shown below, click Schedule
  • A Saved Report panel appears on the right- hand side
  • You can choose your preferred time to run the report 
  •  Click on Save.
  • You may edit an existing report by clicking on Schedule.
  • Click on Edit to reschedule the report day and time.

The post Save and Schedule Account Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> Logs added to Account 360 https://www.insuredmine.com/knowledge-base/logs-added-to-account-360-2/ Thu, 25 Jun 2026 12:33:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51669 Release Date: February 17, 2023 Overview We have introduced a Log section in both Account360 and Contact360 that tracks changes made to account and contact records. Any updates, additions, or removals are recorded in the Log tab, providing users with visibility into record activity and change history. Use Case: This enhancement helps users monitor and […]

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Release Date: February 17, 2023

Overview

We have introduced a Log section in both Account360 and Contact360 that tracks changes made to account and contact records. Any updates, additions, or removals are recorded in the Log tab, providing users with visibility into record activity and change history.

Use Case: This enhancement helps users monitor and review account- and contact-related changes from a centralized location. By maintaining a record of updates in the Log tab, users can track modifications, verify changes, and maintain better visibility into record management activities.

To view the enhancement:

  • Navigate to Accounts.
  • Select the preferred account to open Account360.
  • Click Edit.
  • Make the required changes and save the record.
  • Click the Log tab.
  • Any account-related additions, updates, or removals are displayed in the Log tab.

Note: To view the Log tab for Contacts, follow the same steps described above and open the desired Contact360 record. Any contact-related additions, updates, or removals are displayed in the Log tab. 

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]]> Download Account Report https://www.insuredmine.com/knowledge-base/download-account-report-2/ Thu, 25 Jun 2026 11:34:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51651 Release Date: August 2, 2023 Overview We have introduced an enhancement in the Accounts module that allows users to download account information into an Excel report. Users can select recipients, apply filters, and generate downloadable reports containing account data for further review and analysis. Use Case: This enhancement helps users export account information for reporting, […]

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Release Date: August 2, 2023

Overview

We have introduced an enhancement in the Accounts module that allows users to download account information into an Excel report. Users can select recipients, apply filters, and generate downloadable reports containing account data for further review and analysis.

Use Case: This enhancement helps users export account information for reporting, auditing, and business review purposes. By downloading account data into an Excel file, users can analyze records more efficiently and share account information with relevant stakeholders.

To view the enhancement:

  • Navigate to Accounts.
  • As shown below, click the three-dot icon.
  • From the dropdown, select Download.
  • A Download Report panel appears.
  • From the Recipient dropdown, select one or more recipients.
  • You also have the option to add an Additional Recipient.
  • InsuredMine sends an email to the selected recipients with a link to download the report.
  • Open the email and click Download to download the Excel report.

Note: You can apply filters such as Active, Prospect, Inactive, Lead, and Others before downloading the report. You can also use the Filter icon to filter records by policy count, agent, tags, and other criteria.

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]]> Add Servicing role as Sender’ Email in workflow- EPIC https://www.insuredmine.com/knowledge-base/add-servicing-role-as-sender-email-in-workflow-epic/ Mon, 22 Jun 2026 12:53:37 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51512 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, […]

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Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement under the Engagement module that allows users to select a Servicing Role as the sender email in Workflow Automation. This ensures that emails are sent from the email address associated with the selected servicing role, enabling more personalized and role-based communication. 

Use Case: This enhancement helps agencies route automated communications through the appropriate servicing role assigned to a record. By using the servicing role’s email address as the sender, agencies can improve communication consistency, provide clients with a relevant point of contact, and maintain role-based ownership throughout the workflow process.

Note: This feature is available  to EPIC. 

To view the enhancement:

  • Navigate to Engagement.
  • From Automation, click Create.
  • The  Engagement > Workflow page appears.
  • Select the desired Workflow type.
  • Click  Customize.
  • The Workflow Details page appears.
  • Fill in the required fields.
  • Click Begin.
  • The Drip Workflow page appears.
  • As shown below, multiple servicing role options are available in the Sender Email dropdown.
  • From the Sender Email dropdown, select the preferred servicing role.
  • Click Next.

Note: When a Servicing Role is selected as the sender,  the workflow automation emails are triggered using the email address associated with the selected servicing role assigned to the record. 

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