InsuredMine Integration

Learn to integrate RiskAdvisor with InsuredMine and the key features.

Written By David Watson

Last updated 9 days ago

Overview

The RiskAdvisor ↔ InsuredMine integration enables you to automatically send RiskProfiles from RiskAdvisor into your InsuredMine pipeline.

Use this guide to:

  • Activate the integration

  • Configure lead sources

  • Map RiskAdvisor data to InsuredMine pipeline cards

  • Send RiskProfiles directly into your InsuredMine workflows

Setting up the InsuredMine Integration

1. Activate the InsuredMine Integration

  1. In RiskAdvisor, click your Account Name → Settings → Integrations.

  2. Find the new InsuredMine integration card.

  3. Click the [ ] Has InsuredMine Integration

  4. Enter your InsuredMine subdomain — this is the part before .insuredmine.com.

    1. Do not include https:// or .insuredmine.com.

  5. Click Save.

✅ Tip: Once this has been saved we will send the request to InsuredMine to verify the connection. This should happen instanteous.

2. Add and Manage Lead Sources

You can create standardized lead sources that appear as a searchable dropdown in RiskProfiles.

To add or edit lead sources:

  1. Go to Settings → Integrations → InsuredMine.

  2. In the Lead Sources section, type a new source (e.g., “Newspaper”).

  3. After each Lead Source Press Enter.

  4. Once you have added all of your Lead Source click Save.

  5. This lead source now appears in the RiskProfile Lead Source dropdown when creating or editing a profile.

✅ Pro Tip: Keep names consistent with your InsuredMine Lead Sources to prevent duplicates being created.

3. Set Up Form Automation in InsuredMine

Once connected, configure how RiskAdvisor data flows into InsuredMine.

  1. In InsuredMine, open the left-hand sidebar → Forms → Agent Forms.

  2. Locate the RiskAdvisor form (automatically added).

  3. Hover over the three dots (⋯) next to it and select Form Automation.

  4. Click Create Pipeline → choose Yes.

  5. Decide if the pipeline will be Private or Shared.

  6. Select the Pipeline Board and Stage (e.g., “Lead In”).

  7. Assign at least one Producer (InsuredMine currently does not auto-assign producers from RiskAdvisor).

    1. Please let InsuredMine know that you would like this by upvoting this Feedback ticket: InsuredMine Request: Dynamically Map Pipeline, Stage and Agent with RiskProfile Submission

  8. Leave Deal Category and Lead Source blank for now (RiskAdvisor sends those).

  9. Choose Deal Type (e.g., Personal).

  10. Select Contact Status (e.g., Lead or Prospect).

  11. Optionally add a label such as RiskAdvisor RiskProfile.

4. Map RiskAdvisor Fields to InsuredMine Fields

In the Form Automation mapping screen:

  • Deal Title: Map to Applicant Name (primary applicant).

  • Deal Description: You can enter text or select from RiskAdvisor fields.

  • Labels & Categories: Labels are not yet supported (coming soon).

  • Contact Fields:

    • Full Name → Applicant Name

    • Street Address → Address

    • Add any additional mappings as needed.

  • At the bottom, check Do Not Pre-Duplicate to prevent duplicate records.

Click Save Automation when done.

How to Use

1. Send RiskProfiles to InsuredMine

Once setup is complete:

  1. Open a RiskProfile in RiskAdvisor.

  2. Complete all required fields.

  3. On the Review & Send page, you’ll now see Send to InsuredMine as an option.

  4. Click Save and Send.

  5. The profile will be sent through your configured InsuredMine automation into the selected pipeline stage.

FAQs 💬