InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes

All product enhancements, new feature release will be shared here.

Release Notes- August 2022

13th August Release 20th August Release 13th August Release Pipelines- Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines- Lead Flow Text

Release Notes- July 2022

2nd July Release 23rd July Release 30th July Release 2nd July Release Contacts- Add Call log in Call section in Communication Page Pipeline Manager- Quoted Date in Deal

Release Notes- June 2022

4th June Release 12th June Release 18th June Release 4th June Release Forms- Deal Category Mapping in Form Automation Engagement- Task & Reminder Analytics in Workflow Automation

Release Notes- May 2022

4th May Release 14th May Release 4th May Release Integration- AMS360 business unit tags Engagement- Bulk Texting Draft Engagement- How to Stop & restart a bulk text campaign?

Release Notes- April 2022

2nd April Release 30th April Release 2nd April Release Integration- Download Accord XML file for HawkSoft agencies Forms- New Fields in Form Automation Forms- Share

Release Notes- March 2022

11th March Release 18th March Release 26th March Release 11th March Release Engagement- Account data in Create List Section Accounts- Intake Forms in Account 360 Pipelines- Custom fields

Release Notes- January 2022

15th January Release 22nd January Release 29th January Release 15th January Release Contacts- Logs in Task Pipeline Manager- Benefits, Life, and Health Plan Option in Pipeline

Release Notes- December 2021

In this article you will learn: 5th December Release 18th December Release 5th December Release Dashboard- Multiple Dashboard Feature Dashboard- Contacts by Policy Count Widget on the

Release Notes- November 2021

13th November Release 13th November Release Engagement- Default signature for work email Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts Engagement- Share Template/ Folder

Release Notes- October 2021

In this article you will learn: 9th October Release 23rd October Release 30th October Release 9th October Release Navigate to specific section time in video

Release Notes- September 2021

In this article, you will learn: 4th September Release 18th September Release 25th September Release 4th September Release Tasklist- Tasklist Filter by Deal Cards Engagement-

Release Notes- August 2021

In this article, you will learn: 7th August Release 14th August Release 21st August Release ​ 28th August Release 7th August Release Integrations- How To