List and Contact Management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Profit Centre Filter on the Create List

Arzoo Kiran — Fri, 17 Apr 2026 12:15:47 +0000

Release Date: 17 April 2026

We have introduced a new enhancement in the Engagement module that allows users to filter contacts and accounts using the Profit Centre filter while creating a list. This helps refine contact and account selection based on specific business units in the Contacts and Accounts Policies section.

Use Case: This feature enables users to segment contacts and accounts based on their associated Profit Centre, making it easier to run targeted campaigns, manage lists efficiently, and improve communication with specific groups.

Note: This feature is available only for Epic Agency.

To view the enhancement:

Navigate to Engagement.
Click on the Lists.

An Engagement > Create List page is displayed.
As shown below, from the source dropdown select the preferred option (e.g, Contact)

Note: You can select only Accounts and Contacts from the source dropdown to apply the Profit Centre filter.

After applying the filter, the Contact Filters page is displayed.
Scroll down to view the newly added filter, Profit Centre.

How to Apply the Filter:

As shown below, select the preferred Status and fill in the required details.
Select the preferred Profit Centre or Select All from the dropdown.
Click on Apply.

Contact names are displayed below the page based on the applied Profit Centre filter.
Click on the Preferred contact name to view the Profit Centre in policy.

View the Profit Centre of your preferred contact based on the applied filter.

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Filter Inactive Clients While Creating a List

Arzoo Kiran — Thu, 12 Mar 2026 08:14:12 +0000

Release Date: 25 September 2026

We have introduced a new enhancement under the engagement module create list section, now you can filter out your data for Accounts and Contacts on the basis of inactive clients.

Use case: An agent can filter Accounts and Contacts to identify inactive clients and plan re-engagement campaigns easily.

This helps agents easily identify inactive Accounts/Contacts for follow-ups and improve client retention.

To view the Enhancement:

Navigate to the Engagement.
Click on Lists.

You will be redirected to the Engagement> Create List page.
From the dropdown, select the source as Accounts/Contact whose data you want to view.

As shown below, you are re-directed to this page.
Select inactive status of the account.

Apply the Filters as per your choice and click Apply.

The result displays Account Name with Inactive Status.

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Account Type Filter in List

Arshad Hussain — Sat, 11 Oct 2025 09:34:08 +0000

Release Date : 11th October 2025

We have introduced a new enhancement under Engagement Module → List. While creating a list, you can now apply filters based on your preferred account types to view the filtered results.

Use Case: This feature allows users to create targeted engagement lists by filtering accounts based on specific account types, ensuring accurate segmentation and efficient communication.

To view the enhancement:

Navigate to Engagement
Click on List

You will be redirected to the Engagement > Create List page.
From the Source dropdown, select the preferred Accounts/Contacts to apply the filter.

You will be redirected to the Account Filters page.
A new Filter, Account Type has been added
From the Account Type dropdown, select the preferred Account
Click on Apply

As shown below, Filtered results display based on the selected account type & other applied filters.

The post Account Type Filter in List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Multiple select and stop SCD

Arshad Hussain — Sat, 23 Aug 2025 09:39:33 +0000

We are introducing a new enhancement under Single Contact Drip that allows you to stop multiple scheduled drips for Contacts and Accounts with just one click.

This enhancement helps you quickly manage communication for specific contacts and accounts without going through each drip individually.

Use Case: Now you can stop multiple scheduled drips for a contact and accounts in minutes to avoid sending irrelevant or outdated emails, saving time compared to canceling each drip individually.

To View the Enhancement:

Navigate to the Engagement module
Click on Single Contact Drip

You will be redirected to Engagement> Single Contact Drip Page
Click on Analytics

Select your preferred custom date range for the created drips.

Choose the SCD Name you want to cancel by clicking on the checkbox

Click on Stop Button.

A confirmation pop-up will appear. Click Yes, Stop.

A success pop-up will confirm that the drip has been stopped.

The post Multiple select and stop SCD appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Servicing Role Filter in Create List

Arshad Hussain — Sat, 23 Aug 2025 07:35:59 +0000

We’ve introduced a new enhancement to the Servicing Role Filter in the Create List feature. You can now filter Accounts and Contacts more precisely based on their assigned servicing roles.

Use Case: Easily create targeted lists of accounts or contacts by filtering them based on a specific servicing role, then export the list for an email campaign or other uses — saving time and improving outreach precision.

Note:This feature has been implemented for Epic Agency.

To View the Enhancement:

Navigate to the Engagement
Click on Lists

You will be redirected to this Engagement > Create List page

From the filter dropdown, select Contacts

Select the Servicing Roles Filter in the Contact Filters section.

Click Apply to view the result.

Your filtered results will appear after the apply icon as shown below.

From the filter dropdown select, Accounts.

Select the Servicing Roles Filter in the Account Filters section.

Click Apply to view the result.

Your filtered results will appear after the apply icon as shown below.

Note: In Create List, a new UI for Age Group and Policy Filters has been implemented.

(New UI:)

(Old UI:)

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List Library Changes

Avinash Barik — Thu, 27 Mar 2025 17:33:03 +0000

Release Date: March 25, 2025

With our latest enhancement, you now have greater flexibility and control over managing contacts, accounts, and deal cards within the List Library. Whether you’re working with Static Lists or Live Lists, you can take direct actions such as making calls, sending texts, or adding a deal card from the account, contact or deal board list.

Use Case: Users can now efficiently engage with contacts and accounts without navigating between different modules. This enhancement allows for quick interactions, such as calling, texting, or creating a pipeline card for a contact, account, or from the deal board lists directly from the List Library.

Important Notes:

When adding a contact list to a deal card, the relevant contact details will be automatically included.
For an account list, users will need to add a contact and add relevant other details when creating the deal card for the list.
For a deal board list, multiple contacts will be available and can later be added to create a new deal card.

Navigate to the Engagement module.
Next, click on Lists.

Then, move to List Library.

Static Library Enhancements:

If a Static List Library is created for Contacts, Accounts, or Deal Cards, you now have the option to call, text, add the contact or account list as a pipeline card.

Live list Library Enhancements:

If a Live List Library is created for Contacts & Accounts, you now have the option to call, text, add the account or contact list as pipeline card.

The post List Library Changes appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Multiple Select List for a Campaign

Avinash Barik — Thu, 27 Mar 2025 16:52:40 +0000

Release Date: March 25, 2025

With our latest enhancement, you will now be able to select multiple lists while running an email campaign.

Use Case: Easily combine multiple contact lists to expand your reach, personalize messaging, and optimize campaign performance all in one go.

To View the Enhancement:

Navigate to Engagement Module > Email Campaigns > Create.
Click on the list option.
Select multiple lists.

The post Multiple Select List for a Campaign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Multiple Select Contact type in Create List

Avinash Barik — Thu, 27 Mar 2025 16:28:57 +0000

Release Date: March 25, 2025

With our latest enhancement, you can now select multiple contact types when creating a list in the Engagement Module. This allows for more precise segmentation by enabling you to filter contacts based on multiple criteria, such as Active Prospect and Lead, in a single step. Apply your desired filters, generate a refined contact list, and save it as a Live or Static List for easy access and engagement and download it later

Use Case: Users can now select multiple contact types when creating lists and save them as either Static or Live. These lists can later be downloaded as per your convenience.

To View the Enhancement:

Navigate to the Engagement Module.
Then, click on Lists.

Next, choose a filter source, such as Contacts, and set the contact status to Active Prospect or Lead.

Now, apply the desired array of filters according to your choice.
Hit Apply.

A detailed list will be generated based on the filters you apply.

Once the list is created, you can download it or save it as a Live or Static List.

You can later download the list and use it as per your convenience.

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Download List Sequence in List Library

Avinash Barik — Wed, 19 Mar 2025 11:27:15 +0000

Release Date: March 19th, 2025

With our latest enhancement, you can now send the created list to multiple recipients directly from the List Library. Simply select the agent’s email ID or add additional recipients if any, and then the list will be emailed directly to them for download.

Use Case: Users can now easily share created lists for download with one or multiple recipients directly from the List Library, ensuring faster sharing and efficient data distribution.

To View the Enhancement:

Navigate to the Engagement Module > Lists.

Within the Create List page, click on List Library.

Next, from the List Library, choose a list and click on (…) Action.
Then, from the drop-down menu click on ‘Download List.’

Download the List:

From your logged-in agent ID, select a recipient (Agent Email ID) or multiple recipients from the dropdown menu.
If needed, you can add an additional recipient (Email ID) and press Enter after typing the email address.
Click Download.

Check your Inbox:

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Agent Assigned Filter in Create List by Pipeline

Avinash Barik — Mon, 03 Mar 2025 10:28:43 +0000

Release Date: March 1, 2025

With our latest enhancement, we have added an Agent Assignee Filter, allowing you to filter contacts with deal cards assigned to specific agents. No matter how many deal cards a contact has, you can apply the filter to refine your list efficiently and save the list for future operations.

Use Case: Filter contacts by assigned agents to deal cards within the contact to create targeted lists, making outreach and follow-ups more efficient.

To View the Enhancement:

Navigate to the Engagement module and go to Lists.
In the Filters section, select Source as ‘Pipelines.’

Select the pipeline.
Choose the stage.
Add the agent assignee, then click Save. You can also select multiple assignees.
Then hit Apply.

Once you hit “Apply,” all contacts will be displayed, regardless of the number of deals created within it with the selected agents assigned to the deal cards.

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Bill Method Filter on Create List

Avinash Barik — Mon, 03 Mar 2025 07:13:00 +0000

Release Date: March 1, 2025

With our latest enhancement, AMS users can now filter contacts or accounts by Bill Method in their policies. This feature allows you to distinguish between Agency Bill and Direct Bill, enabling more precise segmentation and better policy management. Once the filtered results are displayed, you can save them as a list for future operations, ensuring quick access and improved efficiency.

Note: This Filter is exclusively for AMS users.

Use Case: The new Bill Method filter allows agency staff to quickly distinguish accounts and contacts based on Agency Bill and Direct Bill related policies.

To View the Enhancement:

Navigate to the Engagement module > Lists > Create List.
From the available filters, select the ‘Bill Method’ filter.
Then, select either Agency Bill or Direct Bill or both.
Click Apply.

Once you hit Apply, only accounts or contacts having policies associated with Agency Bill or Direct Bill will be displayed.
Next, you can save the filtered accounts or contacts as a list for future actions.

The post Bill Method Filter on Create List appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Create List – Select table column in the list module

Avinash Barik — Mon, 21 Oct 2024 09:06:12 +0000

Within the Create Lists section, after applying account or contact filters, you were previously limited to column data like Account Name, Email, Phone, and Address. Now, with the new ‘Select Table Columns’ feature, you can sort and view column data more flexibly within the list module.

Use Case: Sort and customize account or contact column data visibility using ‘Select Table Columns’ for flexible list management.

To View the Enhancement:

Select any Account or Contact filter.
You can also apply additional filters to get the specific data you need.
Click Apply button to view the filtered data.

To view account data, you have the option to sort the table columns. Also, you can select or deselect specific columns as needed.
Click on ‘Select Table column’ present in the right hand corner.

Now sort the table column to view the required account data. You can also select and deselect the required table columns.

Relevant data will be displayed based on the columns you have selected within the table column.

The post Create List – Select table column in the list module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.