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Knowledge Base

Getting Started

5 steps to power-boost your Agency growth

Client Portal

Access documentation and details about the online portal for clients to interact with your services.

Agency Website

Setting on Client Login Button or adding iframe for Quote Sheet

FAQ

Frequently Asked Questions

Agent App

InsuredMine Mobile Application for Agent

IMUG

InsuredMine User Group

Modules

Explore various self-contained components that enhance functionality.

How-tos

All information about a How to

Best Practices

All information about a best practices

Release Notes

All product enhancements, new feature release will be shared here.

Header Menu

Information on the navigation options available in the InsuredMine portal header.

Sidebar Menu

Learn about the features and options provided in the sidebar menu for easy access.

Integrations

Discover guides and information about connecting and integrating with external services or systems.

Agent Mobile App

Resources related to the mobile application designed for agents or employees.

Client Mobile App

Information and support for the mobile app catering to client needs.

Client Portal

Access documentation and details about the online portal for clients to interact with your services.

Log In

Guidance on how to log in to the platform.

Notification

Information about the platform's notification system.

Smart Search

Explains the Smart Search feature.

Texting

Details on the text messaging functionality.

What's New

Highlights the latest updates and changes.

Calling

All information about Calling

AMS 360

Information on integrating with AMS 360, a popular agency management system.

Twilio

Guides and details on incorporating Twilio for communication and messaging.

Epic

Explore InsuredMine + Applied Epic features and improvements for easy integration, smooth workflows, and real-time updates

RingCentral

Learn how to integrate RingCentral for unified communications and collaboration.

eVo

Information on integrating eVo, a software platform for digital voice assistants.

Lightspeed

Information on integrating with Lightspeed, a point-of-sale and e-commerce platform.

Ezlynx

Details on integrating with Ezlynx, a comparative rater for insurance agencies.

Quoterush

Guidance on integrating Quoterush, a quoting and proposal software.

Hawksoft

Guidance on integrating with Hawksoft, an insurance agency management system.

PL Rater

Resources for integrating PL Rater, a personal lines insurance rating system.

Nexsure

Resources for integrating with Nexsure, an agency management system.

Turborater

Learn how to integrate Turborater, a comparative rater for insurance.

Nowcerts

Learn how to integrate with Nowcerts, a cloud-based agency management system.

Thanks.io

Information on integrating Thanks.io, a handwritten note and gift automation platform.

QQ Catalyst

Information on integrating with QQ Catalyst, a web-based agency management system.

Slybroadcast

Details on integrating Slybroadcast, a voicemail drop and ringless voicemail platform.

Sagitta

Resources for integrating with Sagitta, a comprehensive insurance software solution.

zapier

Resources for integrating with Zapier, a platform for automating workflows and connecting applications.

Transpay

Details on integrating Transpay, a cross-border payment platform.

Stripe

Learn how to integrate Stripe, a popular online payment processing platform.

Getting Started

5 steps to power-boost your Agency growth

Client Mobile App

InsuredMine Mobile Application for Client

System Overview

All information about System Overview

Agency Dashboard

All information about Agency Dashboard

Sales Dashboard

All information about Sales Dashboard

Activity Dashboard

Marketing Dashboard

All information about Marketing Dashboard

Account Management

All information about Account Management

Contacts and Communication

All information about Contacts and Communication

Deals and Tasks

All information about Deals and Tasks

Data Management

All information about Data Management

File and Document Management

All information about File and Document Management

Miscellaneous

All information about Miscellaneous

Policy Management

All information about Policy Management

Account and contact Management

All information about Account and contact Management

Reporting and Analytics

All information about Reporting and Analytics

Integration and Data Sync

All information about Integration and Data Sync

Carrier Management

All information about Carrier Management

Categories Management

Information about Categories Management

Account and Contact Management

Information about Account and Contact Management

Communication and Notes

Information about Communication and Notes

File and Document Management

Information about File and Document Management

Workflow and Automation

Information about Workflow and Automation

Reporting and Data Analysis

Information about Reporting and Data Analysis

Integration and External Links

Information about Integration and External Links

Miscellaneous

Information about Miscellaneous

Data Export and Management

Information about Data Export and Management

Pipeline Automation and Workflow

Information about Pipeline Automation and Workflow

User Interface and Navigation

Information about User Interface and Navigation

Data Management and Reports

Information about Data Management and Reports

User Preferences and Settings

Information about User Preferences and Settings

Email and Text Automation

Information about Email and Text Automation

List and Contact Management

Information about List and Contact Management

Workflow Automation

Information about Workflow Automation

Template Management

Information about Template Management

Campaign and Reporting

Information about Campaign and Reporting

Agent and Contact Handling

Information about Agent and Contact Handling

Others features

Information about Others features

Task Management

Information about Task Management

Task Details and Logs

Information about Task Details and Logs

Notifications and Analytics

Information about Notifications and Analytics

Account Management and Dashboard

Information about Account Management and Dashboard

Opportunity Management

Information about Opportunity Management

Opportunity filters

Information about Opportunity filters

Document Management

Information about Document Management

Google Reviews Basics

Information about Google Reviews Basics

Integration and Widgets

Information about Integration and Widgets

Automation and Customization

Information about Automation and Customization

Form Basics

All information about Form Basics

Form Submission & Responses

All information about Form Submission & Responses

Form Management and Settings

All information about Form Management and Settings

Form Mapping and Integration

All information about Form Mapping and Integration

Notifications and Integration

All information about Notifications and Integration

Specific Forms and Tools Integration

All information about Specific Forms and Tools Integration

Calendar Basics

All information about Calendar Basics

Calendar Features and Customization

All information about Calendar Features and Customization

Work Email Basics

All information about Work Email Basics

Email Management

All information about Email Management

Signature and Folder Management

All information about Signature and Folder Management

Contacts and Mapping

All information about Contacts and Mapping

eSign Basics and Navigation

All information about eSign Basics and Navigation

Advanced eSign Features

All information about Advanced eSign Features

eSign Sending and Reminders

All information about eSign Sending and Reminders

eSign Document Management

All information about eSign Document Management

eSign Reporting

All information about eSign Reporting

esign in other modules

All information about esign in other modules

Payment Overview

All information about Payment Overview

Payment Integrations

All information about Payment Integrations

Report Basics and Navigation

All information about Report Basics and Navigation

Creating and Customizing Reports

All information about Creating and Customizing Reports

Filters and Search

All information about Filters and Search

Specific Reports

All information about Specific Reports

Data Grouping and Fields

All information about Data Grouping and Fields

Support Services

All information about Support Services

User Guides and Access

All information about User Guides and Access

Data and System Requirements

All information about Data and System Requirements

Security and Data Protection

All information about Security and Data Protection

Dashboard

Comprehensive resources covering various aspects and functionalities within the dashboard.

Document Manager

Guidance on managing and organizing documents within the system.

Accounts

Information on managing and accessing accounts.

Reputation

Insights and guides related to handling Google Reviews.

Policies

Information on client policies

Forms

Instructions on using and creating various forms.

Carriers

Details about managing carriers and their associated features.

Calendar

Resources for utilizing the calendar feature within the application.

Work Email

All information about Work Email

Contacts

Guidance on managing and interacting with contacts.

eSignatures

Details on using electronic signatures for documents.

Pipelines

Information on managing sales service renewal or other project pipelines.

Payments

Resources related to payment management.

Engagement

Explore marketing-related offerings, including bulk email campaigns and workflow automation.

Reports

Information on generating and interpreting reports.

Tasklist

Guidance on creating and managing tasks and to-do lists.

Settings

Comprehensive information on system and user settings.

Opportunities

Resources on identifying and pursuing opportunities.

Support

Information on accessing and utilizing customer support services.

Integrations

All information about a Integrations

Renewals

All information about a Renewals

Marketing

All information about a Marketing

Marketing

All information about a Marketing

Marketing

All information about a Marketing

General

All information about a General

Integrations

All information about a Integrations

Renewals

All information about a Renewals

Integrations

All information about a Integrations

System Preferences

All information about a System Preferences

Configuration

All information about a Configuration

Appearance

All information about a Appearance

Contact Settings

All information about a Contact Settings

Pipeline Settings

All information about a Pipeline Settings

Benefit Point

All information about a Benefit Point

Nps

All information about Nps

Activity Report

All information about Activity Report

Notice board

All information about Notice board

Profile Switcher

All information about Profile Switcher

User Profile/ Profile Settings

Guidance on managing user profiles and profile settings.

Platform Refresh

Explains the Platform Refresh feature.

General Settings

All information about General Settings

AMS Sync

Information on syncing with AMS (Agency Management System).

Get Started

Kickstart your journey with step-by-step guides and resources to set up and navigate the platform effectively.

Quick Actions

Details about Quick Actions for quick access

Log Out

Instructions on how to log out from the platform.

Sales Process

All information about Sales

AI

All information about AI

miEdge

Supercharge your marketing strategy with employee benefits profiles and insights gathered and interpolated from hundreds of data sources

Canopy Connect

Canopy Connect along with InsuredMine lets you easily review and manage premiums, coverage, and other key details for all insurance types.

ePay

The ePay Integration with InsuredMine simplifies payments, securely managing requests and transactions, all within one unified platform.

Xanatek

All information about a xanatek integration

Miscellaneous

Modules

Explore various self-contained components that enhance functionality.

How-tos

All information about a How to

Best Practices

All information about a best practices

Release Notes

All product enhancements, new feature release will be shared here.