User Interface and Navigation

We’ve introduced a new feature in the Pipeline module where the category (quote type) is now visible directly on each Deal Card. This enhancement helps

We’ve introduced a new feature in the Pipeline module that retains your selected filters, even if you navigate to other modules within InsuredMine. This enhancement

We’ve introduced a major usability improvement in the Pipeline editing flow to make the experience faster and more intuitive. Now, you can: Move between stages

Release Date: March 25, 2025​ With this enhancement, tasks inside the Deal Card now display a stamp indicating their status either “Pending” or “Completed.” This

With our latest UI enhancement, managing pipelines has become more intuitive and user-friendly. The redesigned interface improves navigation, making it easier to create & update

Feature release Date: February 1st, 2025 With our latest enhancement, you can now customize and manage mandatory fields while editing pipelines within the Pipeline module.

Feature release Date: February 1st, 2025​ Earlier, while multi-selecting deal cards within the pipeline and marking them as “Deal Lost,” the X-date option was not

With our latest enhancement, you will be able to track call activity directly in the Deal Activities Effort section. This addition provides a visual representation

Calls made from the deal card are now displayed within the Call History, offering a comprehensive details view of outgoing calls being made. This enhancement

With our latest enhancement, you can easily select agents and CSRs while adding a deal card from any policy mapped to its respective agents and