InsuredMine | Optimize and Grow Your Insurance Agency

Release Notes

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

Release Notes – Nov 2020

Pipeline – Category filter Engagement – City & State Filter in Create List Pipeline – Email notification to an agent on card re-opening Integration – Workflow and SMS sync up

What’s New in 2021?

In this article, you will learn: March Release February Release January Release March Release February Release January Release Automation – Restrict checklist in Automation (E) Automation – Automation

Release Notes – August 2020

Pipeline Manager – Pipeline Leaderboard Pipeline Manager – Notifications subscription handling Pipeline Manager – Single contact drip trigger Add Category & Add Label Pipeline Manager – Intake Form –

Release Notes – June/July 2020

Integration – Form Builder Integration – Thanks.io Integration – Tranzpay: Payment overview Data – Clickable Integration – Tranzpay: Add notes and files Integration – Tranzpay:

Release Notes – May 2020

All new feature releases and enhancements to current features during the month of May 2020 Zapier integration Tranzpay Integration Round robin for deal card allocation

Release Notes – April 2020

All new feature releases and enhancements to current features during the month of April Settings – Default landing module for the agents Quotesheet – Quotesheet

Release Notes – February 2020

In this article, you will learn: New Feature Highlights Enhancements All new feature releases and enhancements to current features during the month of February. New

What’s New in 2020?

In this article, you will learn: Features & Enhancements during – November 2020 Features & Enhancements during – October 2020 Features & Enhancements during –

Release Notes – January 2020

In this article, you will learn: New Feature Enhancements All new feature releases and enhancements to current features during the month of January.   New

Release Notes – November 2019

In this article, you will learn: New Features Enhancements All new feature releases or enhancements to current features during the month of Nov. New Features

Whats New in 2019?

In this article, you will learn: Features & Enhancements during November 2019 Features & Enhancements during October 2019 Here is the list of features added