InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes

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

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

Release Notes- July 2021

Latest Release List 31st July Release 3rd July Release 31st July Release Pipelines (Deal Card)- By Default Deal Card display is based on Moved Date

Release Notes- June 2021

In this article, you will learn: 26th June Release 19th June Release 5th June Release 26th June Release Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility

Release Notes- May 2021

In this article, you will learn: 29th May Release 22nd May Release 15th May Release 8th May Release 1st May Release 29th May Release Pipeline

Release Notes- April 2021

In this article, you will learn: 24th April Release 17th April Release 10th April Release 24th April Release Engagement- Lead Source Filter in List (E) Text message- Move

Release Notes – March 2021

In this article, you will learn: 27th March Release 20th March Release 13th March Release 27th March Release Integration- PL Rater  Form Calendar- Connect other Calendars (E) Engagement- Add

Release Notes – Feb 2021

In this article, you will learn: 27th Feb Release 20th Feb Release 13th Feb Release 6th Feb Release 27th Feb Release Filters in workflow automation 

Release Notes – Jan 2021

In this article, you will learn: Jan 30th Release Jan 16th Release Jan 9th Release Jan 2nd Release Jan 30th Release Integration – Quoterush Integration Agency

Release Notes – Oct 2020

Work Email – File attachment in forwarding email: (E) Work email – Delete in Work email (E) Payment – Take payment as logged in User and Via text message: (E)

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