8-Sep-2020

August

I am positive you all are waiting for this email. First of all, we really appreciate and value your feedback. Today we’re excited to introduce you to the results of our efforts over the past weeks. The latest release of InsuredMine August 2020 includes new features and lots of fixes to make your experience better than ever. See what’s new below:

Enjoy the session with Shubham and Raution, who’ll walk you through everything that’s new across the InsuredMine product. 

Here are the timestamps for each of the individual updates — so it’s easier for you to watch only the updates that are relevant to you.

  • 0:00 Release notes Intro
  • 00:37 #1 Pipeline Manager – Pipeline Leaderboard
  • 02:16 #2 Pipeline Manager – Notifications subscription handling
  • 04:46 #3 Pipeline Manager – Single contact drip trigger Add Category & Label
  • 08:16 #4 Pipeline Manager – Intake Form – upload/add files
  • 10:32 #5 Pipeline Manager and Contacts – Add Lead Source
  • 11:57 #6 Contacts – Select mandatory field for Add Contact
  • 14:13 #7 Contacts – Filter by CSR
  • 15:47 #8 Contacts – Thanks.io, Payment transaction in Contact360
  • 17:25 #9 Tasklist – Search contact by name, filtered views saved, download
  • 18:57 #10 Engagement – SCD – Define send triggers, Analytics
  • 22:00 #11 Engagement – Automation – Email notification to Agents 23:27 #12 Engagement – Automation List for Admin Manager
  • 25:10 #13 Engagement – Automation – Add Skip weekends
  • 26:29 #14 Engagement – Segmentation Create List
  • 28:40 #15 Engagement – Notification for Shared Email template
  • 29:43 #16 Engagement – Notification for Card and Task Due
  • 31:08 #17 Engagement – Unsubscribe options and preference
  • 32:18 #18 Engagement – Work email – Sync Contact, Forward Email 33:59 #19 Engagement – Work email contacts – Add deal
  • 35:14 #20 Engagement – Skip weekend, Reply to, Include Time in campaign
  • 37:15 #21 Engagement – Tags implementation in Subject Line, new tags added
  • 39:52 #22 Engagement – Bad Email tracker
  • 45:32 #23 Automations – Automation: Task assigned to Agent
  • 46:45 #24 Mobile App – Download Notification to Agent
  • 47:39 #25 Form Builder – Actions- (Share, Edit, Copy & Delete) Forms 50:29 #26 Form Builder – Use templates, View Response, email notifications
  • 51:37 #27 AMS – Suspense handling in AMS360
  • 52:28 #28 Access – Data availability to all agents
  • 54:12 #29 Google Review – Client Pulse link on website & signatures, NPS List
  • 56:56 #30 Payment – Pending Payment reminder
  • 57:41 #31 Client Pulse – Pending Review Automation
  • 58:16 #32 Access Manager – New Look

Want to Learn More?

Check out the following resources to learn more about the products mentioned in the video above.

  1. Pipeline Manager – Pipeline Leaderboard
  2. Pipeline Manager – Notifications subscription handling
  3. Pipeline Manager – Single contact drip trigger Add Category & Label
  4. Pipeline Manager – Intake Form – upload/add files
  5. Pipeline Manager and Contacts – Add Lead Source
  6. Contacts – Select mandatory field for Add Contact
  7. Contacts – Filter by CSR
  8. Contacts – Thanks.io, Payment  transaction in Contact360
  9. Tasklist – Search contact by name, filtered views saved, download
  10. Engagement – SCD – Define send triggers, Analytics
  11. Engagement – Automation – Email notification to Agents
  12. Engagement – Automation List for Admin Manager
  13. Engagement – Automation – Add Skip weekends
  14. Engagement – Segmentation Create List
  15. Engagement – Notification for Shared Email template
  16. Engagement – Notification for Card and Task Due
  17. Engagement – Unsubscribe options and preference
  18. Engagement – Work email – Sync Contact, Forward Email
  19. Engagement – Work email contacts – Add deal
  20. Engagement – Skip weekend, Reply to, Include Time in campaign
  21. Engagement – Tags implementation in Subject Line, new tags added
  22. Engagement – Bad Email tracker
  23. Automations – Automation: Task assigned to Agent
  24. Mobile App –  Download Notification to Agent
  25. Form Builder – Actions- (Share, Edit, Copy & Delete) Forms
  26. Form Builder – Use templates, View Response, email notifications
  27. AMS – Suspense handling in AMS360
  28. Access – Data availability to all agents
  29. Google Review – Client Pulse link on website & signatures, NPS List 
  30. Payment – Pending Payment reminder
  31. Client Pulse – Pending Review Automation
  32. Access Manager – New Look

Join our Facebook group to discuss, learn about any of these features or to make your features wish list.

InsuredMine Facebook Group

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