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
InsuredMine is SOC 2
Type II Certified
Release Notes
All product enhancements, new feature release will be shared here.
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
Release Notes – March 2025 Updates
1st March – 2025 Accounts – Linked Accounts eSignature – Radio Button Implementation In Esign eSignature – Upload Restrictions: Total File Size Limit of 10MB
Release Notes – February 2025 Updates
February 1st, 2025 Accounts – Custom Fields of Accounts while Uploading Contacts Accounts , Contacts, Pipelines – Image Right Integration (AMS360 Users) Accounts – Account
Release Notes – December 2024 Updates
28th December Forms – Option of Creating a Task to the Agent when the Form is Filled Opportunities – Group by CSR and CSR filter
Release Notes – November 2024 Updates
28th November Accounts – Mandatory Fields for Add Account eSignature – eSign New UI Changes eSignature – Payment Option filter in eSignature list Forms –
Release Notes – October 2024
19th October Contacts – Chrome Extension For Gmail and Contact Redirections Pipelines – Deal Card – Rename the Attached File Pipelines – Need the option
Release Notes – September 2024
14th September Accounts – Revenue and Insured Address Field in Accounts Account, Contact, Engagement – Filter -CSR filter over Contact/Account, Policies, List module & required
Release Notes – August 2024
10th August Accounts, Contacts – Merge Account/Contacts with Name Field eSignature – Waiting For You in eSignature Engagement, Pipelines – Agent Address Tag Pipelines –
Release Notes – July 2024
13th July Agent Mobile App – Add deal from Contact and Account list Page in Mobile App Engagement – Email Campaigns Auto Save as Draft
Release Notes – May 2024
11th May Accounts – Unsubscribe Marketing Transactional Field Handle as do not Contact AI – AI for Marketing Content Accounts – Image Right Integration Contacts,
