All information about Filters and Search
Release Date: 09/09/2026 This enhancement is available to Admins and Agents. Overview The Sort and Search enhancement improves how users interact with filters across multiple
Release Date: January 22, 2026 Â A new enhancement has been introduced in the Policies and Reports modules with the addition of a new filter and
A new feature has been introduced within the reports module, allowing users to filter their data based on CSR (Customer Service Representative) information. Use Case:
The latest update in Activity Reports introduces a new functionality enabling users to distinguish between Incoming and Outgoing calls. This feature empowers users to effortlessly
In this article you will learn: Lead Source and Disposition Group By option in Reports ​ Lead Source filter in Reports​ Search tab in Reports
Now you can access the global search option in Reports. You can search by any word and search will display all results based on the
Effective Date Filter in Book of Business Created Date Filter in Personal Data Book Effective Date Filter in Book of Business In the Book of
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
