Pipeline Automation and Workflow

Release Date:- November 19th 2025 We’ve rolled out a new enhancement for Pipeline Automation! You can now save Pipeline sent analytics from your pipeline as

Release Date : 11th October 2025 We have introduced a new enhancement under the Pipeline module. A new section “Service Request Configuration” has been added

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

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

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

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

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,

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

Earlier, when we were triggering the Intake Form Stage Automation we were not able to edit and preview the Email/SMS within Intake Form Stage before