Feature Release Date: 09/18/2026
Overview
Phase 2 expands the InsuredMine Connector beyond viewing CRM data. You can now use ChatGPT and Claude to create and update supported InsuredMine records, trigger configured automations, and access additional InsuredMine data.
With Phase 2, you can:
- Create Accounts, Contacts, Pipeline Cards, Policies, Notes, Labels, and Lead Sources.
- Update supported Accounts, Contacts, Policies, and Pipeline Cards.
- Trigger configured Pipeline, Label, Won, Lost, and SCD automations.
- View additional data such as Email Campaigns, Text Campaigns, eSign, Forms, Google Reviews, Labels, Lead Sources, and NPS Surveys.
- Review supported changes in the InsuredMine record timeline.
Important: Update actions are currently supported for AMS non-synced data only.
Prerequisites
Before using Phase 2 features, ensure that:
- You have an active InsuredMine user account (Admin)
- You have an active ChatGPT and Claude account.
- The InsuredMine Connector is already connected to ChatGPT and Claude.
- You have the required InsuredMine permissions for the records or actions you want to access.
For connector setup instructions, refer to the guides below:
What’s New in Phase 2?
Capability | Available Actions |
Accounts | Create and update |
Contacts | Create and update |
Pipeline Cards | Create and update |
Policies | Create and update |
Notes | Create |
Labels, Tags Xdate | Create/use existing |
Lead Sources | Create/use existing |
Automations | Trigger configured automations |
Campaigns | Read Email and Text Campaign data |
eSign | Read eSign data |
Forms | Read Form Submissions and Form Templates |
Google Reviews | Read review data |
NPS Surveys | Read data |
Create CRM Records
You can use ChatGPT and Claude to create supported CRM records in InsuredMine using natural language.
- Create new Commercial or Personal accounts with the available account fields in InsuredMine.
EXAMPLE PROMPT Create a commercial account for ABC Manufacturing with the available account details. |
Note: Commercial financial fields are currently not supported at the moment, including NAICS, Payroll, Revenue, Gross Sales, and Number of Employees. This will be covered in upcoming time. |
Contacts
Create primary or secondary contacts for an existing account.
Supported contact information can include available fields such as:
- First and last name
- Phone
- Address
- Other available contact fields
EXAMPLE PROMPT Add John Smith as a secondary contact for ABC Manufacturing with phone number, email, and address. |
Pipeline Cards
Create new Pipeline Cards with supported information such as:
- Deal title
- Pipeline
- Stage
- Account
- Contact
- Health
- Labels
- Lead source
- Carrier
- Category
- Premium
- Quote information
- Assigned agent
- Other available Pipeline Card fields
EXAMPLE PROMPT Create a new Pipeline Card for ABC Manufacturing in the Commercial New Business pipeline and assign it to John. |
Policies
Create a new policy for an existing or new account using an existing carrier and category.
EXAMPLE PROMPT Create a Commercial Auto policy for ABC Manufacturing with ABC Insurance as the carrier. |
Notes
Add notes to supported InsuredMine records, including:
- Accounts
- Contacts
- Pipeline Cards
EXAMPLE PROMPT Add a note to ABC Manufacturing stating that the client requested a follow-up next week. |
Labels
Create a new label for a Pipeline Card.
If a label with the same name already exists, the existing label can be used instead of creating a duplicate.
EXAMPLE PROMPT Create the label “Hot Prospect” and add it to the Pipeline Card. |
Lead Sources
Create or use lead sources for Contacts and Pipeline Cards.
If a lead source with the same name already exists, the existing lead source can be used.
EXAMPLE PROMPT Create the label “Hot Prospect” and add it to the Pipeline Card. |
Update CRM Records
Phase 2 also allows supported CRM records to be updated directly from ChatGPT and Claude.
Important: Update actions currently apply to AMS non-synced data only. |
Pipeline Cards
You can update supported Pipeline Card information, including:
- Deal title
- Value / Premium
- Pipeline
- Stage
- Won / Lost status
- Health
- Due date
- Expected closing date
- Assigned agents
- Labels
- Lead source
- Carriers
- Categories
EXAMPLE PROMPT Move ABC Manufacturing’s Pipeline Card to the Proposal stage and update the premium to $25,000. |
Accounts
Update supported fields on existing AMS non-synced accounts.
EXAMPLE PROMPT Update ABC Manufacturing’s phone number and website. |
Contacts
Update supported fields on existing AMS non-synced contacts.
EXAMPLE PROMPT Update John Smith’s phone number and email address. |
Policies
Update supported fields on existing AMS non-synced policies.
EXAMPLE PROMPT Update John Smith’s phone number and email address. |
Automation Support
Phase 2 actions can work with existing InsuredMine automation configurations.
Automation Type | When It Triggers |
Pipeline Stage Automation | When a new Pipeline Card is created, the configured Pipeline Stage automation can be triggered based on the setup in InsuredMine. |
Label Automation | Adding or updating a label can trigger the corresponding Label automation configured in InsuredMine. |
Won / Lost Automation | When a Pipeline Card is marked as Won or Lost, the corresponding automation can be triggered if configured. |
SCD Automation | SCD can be triggered when a tag is added or updated on a Contact, based on the agency’s SCD configuration. |
Automations are triggered based on the automation rules configured in InsuredMine.
Activity and Update Logs
Supported updates made through the InsuredMine Connector are recorded in the respective InsuredMine record timeline.
This allows users to review the activity and changes made to:
- Accounts
- Contacts
- Pipeline Cards
- Policies
- Other supported records
Enhanced Read Capabilities
Phase 2 also expands the information that can be retrieved and analyzed through the InsuredMine Connector. You can now ask ChatGPT and Claude about:
Capability | Description | Example Prompt |
Email Campaigns | View and analyze available email campaign information. | Show me the latest email campaigns. |
Text Campaigns | Retrieve available text campaign information. | Show me the active text campaigns. |
eSign | Retrieve available eSign information and related records. | Show me the recent eSign requests. |
Form Submissions | View available form submission information. | Show me the latest form submissions. |
Form Templates | Retrieve available form template information. | List the available form templates. |
Google Reviews | View available Google Review information. | Show me the latest Google reviews. |
Lead Sources | Search and analyze lead source information. | Show me the lead sources used for my Pipeline Cards. |
Labels / Tags | Search and analyze labels or tags used across supported records. | Show me the Pipeline Cards tagged as “Hot Prospect.” |
NPS Surveys | Retrieve available NPS survey information. | Show me the latest NPS survey results. |
Example requests
You can combine multiple actions in a single natural-language request where supported.
Request Type | Example |
Create an account and contact | Create a Personal account for John Smith and add John as the primary contact. |
Create a Pipeline Card | Create a new Pipeline Card for ABC Manufacturing in the Commercial New Business pipeline, assign it to Sarah, and add the “Hot Prospect” label. |
Update a Pipeline Card | Move ABC Manufacturing’s Pipeline Card to the Proposal stage and update the expected closing date to October 15. |
Add a note | Add a note to ABC Manufacturing saying that the client requested a renewal discussion next week. |
Update a contact | Update John Smith’s phone number and email address. |
Use existing CRM information | Find ABC Manufacturing’s open Pipeline Card and add the “Follow Up” label to the card. |
Update an account | Update ABC Manufacturing’s DBA name to “ABC Mfg” and set its NAICS code to 236220. |
Create a policy | Add a new General Liability policy for ABC Manufacturing with Travelers as the carrier and a $2,000 annual premium. |
Update a policy | Update the effective date on ABC Manufacturing’s General Liability policy to renew on November 1. |
Create a lead source | Add “Chamber of Commerce Referral” as a new lead source. |
Update a deal card checklist | Mark the “Send proposal” checklist item complete on ABC Manufacturing’s Pipeline Card. |
Copy a Pipeline Card | Duplicate ABC Manufacturing’s Pipeline Card into the Renewal pipeline at the Quoting stage. |
Multi-step: query + write together | Find John Smith’s open policies and add a note saying he called asking about his auto renewal. |
Important Notes and Limitations
- Phase 2 create and update capabilities are subject to the authenticated user’s InsuredMine permissions.
- Updates are currently supported for AMS non-synced data only.
- Commercial account financial fields are currently not supported.
- Policies must use an existing carrier and category when creating a policy.
- Label and Lead Source creation will use an existing matching record when one is already available.
- Automation behavior depends on the automation rules configured in InsuredMine.
- AI-generated responses should be reviewed before making important CRM changes.
- Always verify the target record and requested changes before relying on the result.
Upcoming Enhancements
The following capabilities are currently under development:
- Additional account types supported by AMS, including Life, Health, Benefits, and others.
- Add notes to Policies.
- Link Policies to Pipeline Cards.
- Add and update activities from Accounts, Contacts, and Pipeline Cards
- Email, SMS, Task, File, Meeting, AI Voice Agent trigger, Checklist updates
- Support Commercial Account financial fields:
- NAICS, Payroll, Revenue, Gross Sales, Number of Employees
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