Call Forwarding
Release Date: June 3 2026 This enhancement is available to all users. Overview We have introduced a new Call Forwarding feature under the Call Settings
InsuredMine is SOC 2
Type II Certified
Configuration
All information about a Configuration
Voice Agent Prompts (Outgoing Calls)
Release Date:- December 16th 2025 We have introduced a new enhancement under the Settings → Configuration section, where a new option called Voice Agent has
Intelligent Voice Agent (IVA) Voice Settings
Release Date:- December 16th 2025 We have introduced a new enhancement under the Settings module in the Call Settings section. Admins now have multiple options
Epic Attachment-Sync-Folder
We have introduced an enhancement that allows syncing all attachments under a single root folder. Use Case: The whole agency can store files in one
Task Mandatory Fields Handling In Workflow, SCD
Release Date: April 26, 2025​ With this latest enhancement, users must complete all mandatory fields before triggering a campaign when the communication mode is set
eSignature Cancel Restriction
To improve document security and control over eSignature workflows, we’ve introduced a new feature that allows admins to restrict users from cancelling sent eSignature documents.
Agent – Cell- phone as Tag
With the latest enhancement, agents can now map their cell phone numbers while creating and editing the user and can use Agent cell phone tags
Insured App Message Visibility to Admin in Portal
Feature release Date: February 1st, 2025​ Now admins will be able to manage the visibility of the Insured App’s chat feature by restricting its access.
Customize Add Account, Contact Page and Handle Mandatory Fields
Feature release Date: February 1st, 2025​ With our latest enhancement, you can now add and manage fields while creating an Account or Contact, including setting
Added More Options When an Agency Deletes an User
Feature release Date: February 1st, 2025​ With our latest enhancement, agencies now have more options for deleting a user that indicates clear reasoning behind user
Manual/Auto Sync on Agency/Agent level – AMS360
Feature Release Date: 28 December, 2024 With the latest December release, admins will have the capability to authorize and configure Auto/Manual sync access at agency
Contact Email/Phone Validation in Commercial Add Deal
Feature Release Date: 28 December, 2024 Now, you can set four new fields as mandatory when adding a new deal card in the Add Deal
