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InsuredMine Integration

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We are currently waiting on InsuredMine to provide us with the API to be able to start moving forward with this integration. Please let Tucker Hood (tucker@insuredmine.com) know if you would like to see this integration.

Our goal for any CRM integration will be to include:

  • Deal & Pipeline Management

  • Lead Source Importing to RiskAdvisor

  • Document Transfer

  • Opportunity Management

  • Basically anything that will cut down on double entry for you

  • Based on the partner, we will explore additional capabilities.

Posted by David Watson ·
Status: 🔥 Released7 comments

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Comments7

  • David Watson changed status to 🔥 Released
    Team•

    Mar 5

    Pinned

    Hi everyone 👋🏼

    We’re excited to let you know that the InsuredMine integration has been released!

    You can learn how to enable the integration here:
    InsuredMine Integration

  • David Watson changed status to 💭 Planned
    Team•

    Mar 20, 2025

    Pinned

    Would anyone who uses InsuredMine and RiskAdvisor be willing to hop on a call with our team to discuss what they would like to see with this integration?

  • David Watson

    Team•

    Dec 18, 2025

    Hi Everyone 👋🏼

    We are VERY close to releasing our InsuredMine integration!

    A couple of things:

    1. InsuredMine utilizes Form Automation to create the contact, deal card, etc. There are a couple of limitations on this. We have let InsuredMine know that there needs to be a way around this but they want feedback from you. Please see below and vote so that we can pass this along to them.

      1. InsuredMine Request: Dynamically Map Pipeline, Stage and Agent with RiskProfile Submission

      2. InsuredMine Request: Ability to Dynamically Map Lead Source

    2. We will have in depth walk throughs on how to set up these workarounds related to form automation, pipeline automation, and label automation.

  • Anonymous User

    •

    Mar 22, 2024

    Please, can hardly easily fit this one! I love insured mine!

    • David Watson

      Team•

      Mar 22, 2024

      Please pass this on to them. We want to do the integration but we have been waiting for 6 months for them to give us the API documentation.

  • Anonymous User

    •

    Feb 6, 2024

    Can you explain what this integration does?

    Does it mean the Data or the PDF's of the data are moved into IMine?
    Or ??

    Thank you.

    • Anonymous User

      •

      Feb 7, 2024

      Our goal for any CRM integration will be to include:

      • Deal & Pipeline Management

      • Lead Source Importing to RiskAdvisor

      • Document Transfer

      • Opportunity Management

      • Basically anything that will cut down on double entry for you

      • Based on the partner, we will explore additional capabilities.