Release Notes – April 2026
3rd April 2026 eSignatures – eSignature as an Action in Pipeline Automation Settings – Daily AMS Sync – Restriction Controls Engagement – Premium Filter in
InsuredMine is SOC 2
Type II Certified
Release Notes
All product enhancements, new feature release will be shared here.
Release Notes – March 2026
3rd March 2026 Header Menu – Agent Dropdown in CC and BCC Field While Sending Email Pipelines – Multiple select and Add Due Date and
Release Notes – February 2026
4th February 2026 Integrations – Canopy – Agent Level Connect Option Opportunities – Add Assign Drip Option in the X-dates, Auto NO Home & Home
Release Notes – January 2026
13th January 2026 Header Menu – Notice Board Visibility AI Voice Agent – AI Voice Agent Module – Inbound and Outbound Call Management Reports –
Release Notes – December 2025
16th December– 2025 Contacts – Option to Select Multiple Age Groups Filter on Contact Module Settings – Group Management Integrations- HawkSoft – Policy-Level Sync Logs
Release Notes – November 2025
19th November – 2025 Dashboard – Dashboard Expand Widget Pipelines – Pipeline Automation Report (Daily, weekly, Monthly) Pipelines- Dealboard Card AI Summary
Release Notes – October 2025
11th October – 2025 Form – Forms – Add insured full address field mapping in form automation Account – AI Account Summary Engagement – Add
Release Notes – August 2025
23th August – 2025 Account,Contact,Dealcard – Notes Summary in Account360,Contact360,and Deal Cards Account,Contact,Dealcard – Summary in Email (Account,Contact,Dealcard) Accounts,Contacts,Policies – PageSize implementation in Accounts/Contacts/Policies Account,Contact
Release Notes – July 2025
26th July – 2025 Pipeline – Pipeline Overview – UI Changes Account – Account360 & Contact360 Scheduled WorkFlows Policy – Xanatek – Claims in Policy
Release Notes – June 2025
14th June – 2025 Pipeline – Need the option to download the report of child lead source report from the Deal charts Pipeline – Lead
Release Notes – May 2025
17th May- 2025 Engagement – Failed “Sent Email” tracking list Pipeline – Open, Click, bounce, spam detail on Pipeline Automation emails and handle in download
Release Notes – April 2025
eSignature – eSignature Cancel Restriction Forms –Need the option of filter in task list and task update in the form – Task List and forms
