InsuredMine is SOC 2
Type II Certified
Account Management
All information about Account Management
Servicing Role Edit Option – Account 360 Page
Release Date: 19 March 2026 We’ve enhanced the Accounts module, specifically the Account 360 page, to allow users to edit and update servicing roles directly.
Request for Source & Legal Entity in accounts
We have introduced a new enhancement under the Account section, where two new fields — AMS Source and Legal Entity — have been added.This is
AI Account Summary
Release Date : 11th October 2025 We have introduced a new enhancement under the Account 360 view. You can now view an Account
Notes Summary in Account360,Contact360,and Deal Cards
We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal
Account360 & Contact360 Scheduled WorkFlows
We’ve introduced a new enhancement to the Account360 and Contact360 pages. Under the Communication section in Workflows, you can now view Scheduled Workflows. This helps
Linked Accounts
Release Date: March 1, 2025​ With our latest enhancement, you can now link multiple accounts to an existing account. The Linked Accounts feature allows you
Revenue and Insured Address Field in Accounts
With our latest update, two key enhancements have been introduced within the ‘Add Account’ option to improve data management. The revenue field is now available
Merge Account/Contacts with Name Field
Earlier, you could only merge accounts and contacts with the same email and phone numbers. Now, you can also merge them based on names. If
All Timeline implementation – Contact/Account 360
Within Contact and Account360, we’ve now introduced a Timeline Feature where you can track all the recent activities. The timeline view provides the data for
Unsubscribe Marketing Transactional Field Handle as do not Contact
Now, a new feature has been introduced whereby, if any email campaigns are running, you can opt out of each of the marketing and transactional
Work email – Need “Add email to existing account” Option
Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email
