Pipeline Automation and Workflow

Release Date: 09/11/2026 Prerequisites The Business Days option is available only to Admins. Admin access is required to create or edit Pipeline Automations. The Business

Release Date: 10/23/2026   Overview InsuredMine now allows users to edit the scheduled date and time of an individual automation directly from the Pipeline Card’s

Release Date: 10/23/2026   Overview Deal Age Automation is a new enhancement InsuredMine introduces in its Pipeline Module under automation process. It allows users to

Release Date: July 23, 2026 Overview Pipeline Automation previously allowed communication recipients to be selected using Contact, Lead Source, or Custom Email. With this enhancement,

Release Date: July 15, 2026 Overview We have introduced a new No Assignee option in the Assignee filter within the Pipelines module. This enhancement allows

Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that

Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that

Release Date: June 22, 2026 This enhancement is available to: Admins Agents Overview We have introduced a new enhancement in the Pipeline module that adds

Release Date: June 15, 2026 This enhancement is available only to Admins.  Overview We have introduced a new Agency filter in the Pipeline module. This

Release Date: 17 April 2026 We have introduced a new enhancement in the Pipeline module. A new filter Task Status has been introduced with the

Release Date: 27 March 2026 We have introduced a new enhancement in the Pipeline module that allows users to add tasks to multiple pipeline cards