Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (38)
Policies (25)
Accounts (47)
Contact (83)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (6)
eSignatures (25)
IMUG (3)
Setting
Manage agency user account at multiple tiers – Producers, CSR, Managers…
eSign delete restriction
Description: Admin can restrict the agents’ access to the eSign delete option, allowing the agent to do so only if they have access to delete
Restrict outbound texting within a time range
Description: Schedule texts sent to clients. If the text is sent after the specified time, it will be sent the following day for the time
Xdate added in Contact & Account on the cancellation date.
Description- Â Xdate will be marked for contact or account. The date on which the policy is canceled will be marked as Xdate in Contact 360
Pipeline Access for Agents
Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error
Category and Carrier in the Restriction Settings.Â
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
IP Tracking to trace agent login details
Update – Added a new feature to track the IP address, time, and login information when agents log in to the portal. Application – A
Workflow automation analytics auto-email
Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email. Application – Auto-generated reports help
Holiday setup to pause all automation to clients
Update – Setup holidays and pause any active engagements, stage automation, and SCDs during this time Application – Avoid triggering automation when the agent is
Session activity timeout setting
The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can
Add xDate Automation for Inactive Clients
Once all policies under an account expire or cancel, the contact/account status changes to inactive. This automation automatically adds or updates the Dates for each
Enable disable MFA from admin setting
The admin can now enable or disable MFA authentication for any agent. Â To view the enhancement: Navigate to Settings Click on MFA Slide the
Restriction: Bulk action – Pipeline, Contact, Tasklist
The admin can revoke bulk action features in Pipeline, Contact, and Tasklist for any specific agent or all agents. To grant or revoke bulk action
