1. eSignatures – eSignature as an Action in Pipeline Automation
2. Settings – Daily AMS Sync – Restriction Controls
3. Engagement – Premium Filter in the Cross Sell Workflow

The post Release Notes – April 2026 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Header Menu – Agent Dropdown in CC and BCC Field While Sending Email
2. Pipelines – Multiple select and Add Due Date and Deal Health in Pipeline
3. Pipelines – Not Available (NA) Option in the Filter for Deal Health and Due Date in Pipelines
4. Accounts –  Servicing Role Edit Option – Account 360 Page 
5. Contacts –   Need option to edit or delete the scheduled text in contact/account/deal – Texting
6. Reports – Group by Servicing Role in Book of Business & Personal Data Book (EPIC)
7. Reports – Group by Option in all Reports (same as BOB)
8. Pipelines – Multi Select Pipeline Cards and Assign Task
9. Dashboard – Provide Branch Filter on Master Report

The post Release Notes – March 2026 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Integrations – Canopy – Agent Level Connect Option
2. Opportunities – Add Assign Drip Option in the X-dates, Auto NO Home & Home No Auto
3.  Contacts – Addition of Language Field in Add contact Section
4. Pipeline – AI Voice Agent in Pipeline Automation
5. Engagement – Help Me Write in Email Campaign/workflow/Single Contact Drip
6. Opportunities – Addition of Premium Range Filter across All Opportunity Types in Opportunities Module
7. Tasklist – Mention in Task Comment with Email Notification
8. Engagement – Close Conversation for the Text Campaign
9. Opportunities – Add Assign Drip Option in the X-dates, Auto NO Home & Home No Auto
10. AI Voice Agent – Voice Agents – Outgoing call script Templates
11. Accounts, Contacts, and Policies – AMS Filter Handling for Sync Failure and In-Progress Status in Accounts/Contacts/Policies
12. AI Voice Agent – Voice Agent Prompts (Outgoing calls): Transcribe, Summarize, Chat
13. Contacts – Addition of Language Field in Add contact Section

The post Release Notes – February 2026 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. 1. Header Menu – Notice Board Visibility
   2. AI Voice Agent – AI Voice Agent Module – Inbound and Outbound Call Management
   3. Reports – Group by “NAICS” in the PDB Report
   4. Reports – New Business Data should be based on Entered date rather than the Effective date of the policy – (Epic Agencies)
   5. AMS Integrations – Board setting – Account sync to AMS
   6. Integrations – InsuredMine Add-In for Outlook Desktop Ap/Web Browser
   7. Policies and Reports-  Issuing Location Filter in Policy and Book of Business Module – Epic
   8. Policies – QQ Policy Sync
   9. Pipelines – Renewal Process Change – Policy Type

The post Release Notes – January 2026 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Contacts – Option to Select Multiple Age Groups Filter on Contact Module
2. Settings – Group Management
3. Integrations- HawkSoft – Policy-Level Sync Logs Enhancement
4. Reports – Lookup code column in the Book Of Business
5. Engagement – Voice Agent in Workflow Automation
6.  Settings – Intelligent Voice Agent (IVA) Voice Settings
7. Settings – Voice Agent Prompts (Outgoing Calls)

The post Release Notes – December 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Dashboard – Dashboard Expand Widget
2. Pipelines – Pipeline Automation Report (Daily, weekly, Monthly)
3. Pipelines- Dealboard Card AI Summary

The post Release Notes – November 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Form – Forms – Add insured full address field mapping in form automation
2. Account – AI Account Summary
3. Engagement – Add Date Filter Option in Template Analytics
4. Engagement – Unsubscribe and Complaint in Template Analytics
5. Opportunities – Opportunity Phone and Email Table Columns Changes
6. Accounts – Active Commission in Accounts and Contacts – Reflecting Epic Data
7. Engagement – Request to Include “Cancelled Date” Tag in cancellation workflow automation for all AMS
8. Opportunities – Branches Filter in Auto No Home and Home No Auto
9. Engagement – Account Type Filter in List

The post Release Notes – October 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Account,Contact,Dealcard – Notes Summary in Account360,Contact360,and Deal Cards
2. Account,Contact,Dealcard – Summary in Email (Account,Contact,Dealcard)
3. Accounts,Contacts,Policies – PageSize implementation in Accounts/Contacts/Policies
4. Account,Contact – Re-subscribe email for Contact/Account
5. Contact – Send NPS & Google Review from Contact360
6. Dashboard – Master Report – Add Created Date, Won/Lost date, Premium range, Credit agent filter
7. eSignature – Create Task after Esign completed
8. Engagement – Servicing Role Filter in Create List
9. Engagement – Multiple select and stop SCD
10. Engagement  – CSV Restriction for Agent/CSR Email in Email Campaigns
11. Engagement – Admin should have the access to all the templates created by agents
12. Pipeline – Schedule Report – Master Report
13. Pipeline – Pipeline – Direct Navigation to Edit and Create Pipeline Stages
14. Pipeline – Manage Fields and Add Mandatory Fields in Create New Pipeline
15. Pipeline  – Bulk archive pipeline cards
16. Pipeline  – Assign card as per servicing roles in renewal pipeline automation
17. Pipeline  – Lead Flow – View by Quotes/Cards
18. Profile – Restrict Multiple Sessions
19. Reports –  Activity Reports-Option to Schedule and download enhanced
20. Settings –  LSV – Incoming call log mapping for same number accounts
21. Log in – Login Page UI Changes
22. Opportunity – Prediction Filter in Auto No Home and Home No Auto

The post Release Notes – August 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Pipeline – Pipeline Overview – UI Changes
2. Account – Account360 & Contact360 Scheduled WorkFlows
3. Policy – Xanatek – Claims in Policy details
4. Settings – MFA Mandatory
5. Opportunities – Add Pipeline Card & Task in Auto No Home AI and Home No Auto AI
6. eSignature – Show timeline when agent as a last signer selected and email sent to agent for sign
7. Pipelines – Pipelines – Displaying quote type on the deal card in the pipeline Dealboard view
8. Pipelines – Pipelines – Selected Filters Holding
9. Pipelines – Skip Weekend Option in Renewal Pipeline Automation
10. Pipelines – Pipeline Edit Enhancement: Next and Skip & Update
    
11. Pipelines – Pipeline – Filter by Primary Assignee
12. Texting – Text Assign to an Account
13. Pipelines – Sort by Activity Date in pipeline
14. Settings – Unknown Text Handling for Incoming Texts

The post Release Notes – July 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Pipeline – Need the option to download the report of child lead source report from the Deal charts
2. Pipeline – Lead Source – Deal Cards Count along with Lead Count
3. Opportunities – Download AI Auto No Home and Home No Auto List
4. Opportunities – Filter AI Auto No Home and Home No Auto List

The post Release Notes – June 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. 1. Engagement – Failed “Sent Email” tracking list
   2. Pipeline – Open, Click, bounce, spam detail on Pipeline Automation emails and handle in download
   3. Configuration – eSignature Cancel Restriction
   4. Client Portal – Customer Portal – New
   5. Pipeline – Servicing Pipeline changes
   6. eSignature – Pointers on eSignature doc for the signers
   7. Reports – Merge Duplicate Accounts in Deal Cards
   8. Calling – Calling changes

The post Release Notes – May 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Release Notes – April 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.