All product enhancements, new feature release will be shared here.
16th December– 2025 Contacts – Option to Select Multiple Age Groups Filter on Contact Module Settings – Group Management Integrations- HawkSoft – Policy-Level Sync Logs
19th November – 2025 Dashboard – Dashboard Expand Widget Pipelines – Pipeline Automation Report (Daily, weekly, Monthly) Pipelines- Dealboard Card AI Summary
11th October – 2025 Form – Forms – Add insured full address field mapping in form automation Account – AI Account Summary Engagement – Add
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
26th July – 2025 Pipeline – Pipeline Overview – UI Changes Account – Account360 & Contact360 Scheduled WorkFlows Policy – Xanatek – Claims in Policy
14th June – 2025 Pipeline – Need the option to download the report of child lead source report from the Deal charts Pipeline – Lead
17th May- 2025 Engagement – Failed “Sent Email” tracking list Pipeline – Open, Click, bounce, spam detail on Pipeline Automation emails and handle in download
eSignature – eSignature Cancel Restriction Forms –Need the option of filter in task list and task update in the form – Task List and forms
1st March – 2025 Accounts – Linked Accounts eSignature – Radio Button Implementation In Esign eSignature – Upload Restrictions: Total File Size Limit of 10MB
February 1st, 2025 Accounts – Custom Fields of Accounts while Uploading Contacts Accounts , Contacts, Pipelines – Image Right Integration (AMS360 Users) Accounts – Account
28th December Forms – Option of Creating a Task to the Agent when the Form is Filled Opportunities – Group by CSR and CSR filter
28th November Accounts – Mandatory Fields for Add Account eSignature – eSign New UI Changes eSignature – Payment Option filter in eSignature list Forms –
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
Most Search: Ams360Release Notes
