1. Policies –  Policy Sync from IM to HS – CMSMTF Process

09th September 2026

1. Overall Modules – Filter Search and Sort Enhancement

17th September 2026

1. Pipelines – AI-Powered Renewal Risk Prediction on the Pipeline Card

18th September 2026

1. Integrations – InsuredMine Connector for ChatGPT & Claude – Phase 2

22nd September 2026

1. AI – AI-Powered Email Response Intelligence

25th September 2026

1. Integrations – Outlook Add-in – Handling Multiple Accounts and Contacts with the Same Email
2. Integrations – Log in to InsuredMine Outlook Add-in Using SSO
3. Pipelines – Stale Deals Feature – Pipeline

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

1. 1. Pipelines – Add Cards Option to Lost Deal Reason and Deal Conversion on Pipeline Dashboard
   2. Settings – Agency Level SSO Management with Agent Level Customization
   3. Accounts – Active commission Filter Range on Account and Contact Module
   4. Accounts – Created Date Filter in Accounts

21st August 2026

1. Pipelines – Awaiting Reply Indicator for Email & Awaiting Reply Filter

25th August 2026

1. Forms – VIN Data Enrichment and Mapping in Forms
2. Forms – Upload File And Data Enrich And Map Data For Form Submission
3. Pipeline – Ability to Filter using Servicing Roles in Pipeline
4. Pipeline Dashboard – Sales Goal – Multiple Pipeline Selection
5. Account –  Account Sync from IM to HS

27th August 2026

1. Account,Contact,Pipeline,Policies,eSignature – Rename The Files While Uploading 
2. Reputation – Download Google Review from Reputation Module

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

1. Reports – Group by Servicing roles in New Business, Cancellation and Renewed
2. Dashboard – Agent Overview Report – Open/Won/Lost Cards & Quote by Agent
3. Header Menu – Add Access Control Options for Pipelines, Checklists, Custom Forms, and Templates Under Agency Groups
4. Opportunities – Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold
5. Pipelines – Servicing roles in Pipeline card- EPIC
6. Settings – Set Up and Use the InsuredMine Connector with ChatGPT
7. Settings – Set Up and Use the InsuredMine Connector with Claude

        15th July 2026

1.  Forms – Generate and Share QR Codes for Forms
2.  esignature – Reorder Documents While Uploading for eSignature
3. Engagement – Account Active Premium, Account Active Commission, and Agency Filters in Workflows (EPIC)
4. esignature – Access Contact 360, Account 360, and Pipeline Cards from eSignature Completion Email
5. Pipelines – No Assignee Filter for the Pipeline Board and Pipeline Automation
6. Engagement – Servicing Roles Filter in Workflow (EPIC)

         23rd July 2026

1. Dashboard – Master Report – Download Enhancement
2. Engagement – X-Date Workflow Enhancements

        28th July 2026

1. Settings – Ability to Select a Default Sender Email Address in the Sender List
2. Accounts – Account Sync from IM to HS
3. Accounts – Add File to a Specific Folder in EPIC

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

1. Settings –  Call Forwarding
2. Reputation – Filter Google Reviews by Date Range
3. Settings – AI Voice Agent – Multi-Telephony Support (Twilio + External Providers)
4. Header Menu – Multiple select and action in Text Conversation – Delete/Close/Read/Unread
5. Pipelines – Add Agency Filter in Pipeline – Epic
6. Forms – Duplicate Detection Enhancement for Forms
7. Engagement – Add Producer’s Email as a Sender Email Option in Workflows (All AMS Except EPIC)
8. Pipelines – Add “No Label” and “No Stamp” Filter Conditions in Pipelines Module
9. Pipelines – Create a new Deal Card from an Existing Quote within the Current Deal Card
10. Engagement – Account Premium and Account Commission Filters on Workflows (EPIC)
11. Pipelines – Pipeline Stage Configuration Enhancement Implemented for [X Date] Cards
12. Engagement – Add Servicing role as Sender’ Email in workflow- EPIC

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

1. Engagement – Estimated Commission Filter in the Renewal & New Policy Workflow (EPIC)
2. Engagement – Agency Filter in the Renewal & New Policy Workflow (Epic)
3. Pipelines – Filter Pipeline Cards by Expected Closing Date
4. Contacts – Enhanced Contact Import & Duplicate Management
5. Reports – Producer as Default Grouping in Reports
6. Settings – Web Lead Integration (Auto, Home, Auto & Home)
7. Policies –  Add Commission Filter on Policy Module
8. Dashboard – Provide Agency Filter in the Master Report
9.  Pipelines – Collapse Pipeline Stages Based on User Preference
10. Carriers –  Add Commission Filter to the Carriers Module
11. Carriers – Provide Agency Filter in the Carrier Module

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

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
4. Engagement – Profit Centre Filter on the Create List
5. Pipelines – Pipeline – Create Task Status Filters – Tasks Done, Tasks Pending & No Tasks

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
10. Accounts – Provide an Agency Filter across Accounts, Contacts & Policies – Epic

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.