Dealboard Card AI Summary
We have introduced a new enhancement in the Deal Card. You can now generate a Deal Card Summary based on all the activities performed within
InsuredMine is SOC 2
Type II Certified
Pipeline Automation and Workflow
Information about Pipeline Automation and Workflow
Pipeline Automation Report (Daily, weekly, Monthly)
We’ve rolled out a new enhancement for Pipeline Automation! You can now save Pipeline sent analytics from your pipeline as a report. These saved reports
Service Pipeline Enhancement
Release Date : 11th October 2025 We have introduced a new enhancement under the Pipeline module. A new section “Service Request Configuration” has been added
Assign card as per servicing roles in renewal pipeline automation
We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent Owner, Producer).
Skip Weekend Option in Renewal Pipeline Automation
To ensure your pipeline automations align with standard working days, we’ve introduced a “Skip Weekend” option in Renewal Pipeline Automation. When enabled, any renewal deal
Pipeline – Filter by Primary Assignee
We’ve introduced a new enhancement in the Assignee Filter of the Pipeline module that allows users to filter and view only those deal cards where
Servicing Pipeline changes
We’ve introduced an enhancement to the Service Pipeline. When creating a new service pipeline under Categories, the “Custom” option will now be selected automatically by
Open, Click, bounce, spam detail on Pipeline Automation emails and handle in download
A new enhancement has been introduced in the Pipeline module under Automation. Users can now access email analytics – including open rates, click rates, bounces,
Pipeline Automation > Sent Analytics > Download Report
Release Date: March 1, 2025 With our latest update, you can now easily download a detailed Sent Automation Analytics report from the Pipeline Module. This
Need the Option of Sender Email Address for the Pipeline Automation for Form
With our latest enhancement, when you select the option to send an intake form to a contact via email, you now have the option of
Non Renewal Pipeline Automation
If you’ve configured non-renewal pipeline settings within InsuredMine, whenever a deal card’s status changes from renewal to non-renewal based on policy type (such as personal,
Customized Email/SMS in Intake Form Stage
Earlier, editing and previewing Email/SMS within the Intake Form Stage before triggering automation was not possible. Now, this enhancement allows users to customize email/SMS when
