Information about User Preferences and Settings
Release Date: 08/27/2026 Overview InsuredMine now allows users to rename a file while uploading it. This gives users the flexibility to update the file name
Release Date: 08/25/2026This enhancement is available to Admins and Agents. Overview The Servicing Roles filter in the Pipeline module allows users to filter deal cards
Overview The Sales Goal dashboard previously allowed users to select and view sales goals for only one pipeline at a time. When an agent
Overview The Awaiting Reply Indicator helps agencies quickly identify customer email conversations that are waiting for a response. Instead of manually monitoring inboxes, users can
Release Date: 28 May 2026 This enhancement is available to the following users: Admins Managers Agents CSRs Overview We have introduced a new enhancement in
Release Date: 16 April 2026 We have introduced an enhancement in the Pipeline Settings that allows users to configure the Lead Quoted Stage. This helps
Release Date:- January 6th 2026 We’ve introduced a new enhancement in the Pipeline module under the Renewal Pipeline section. This update provides additional options in
We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent
With our latest enhancement, we’ve introduced a new “Sort by Activity Date” option in the Pipeline module, giving users better visibility into recently updated deal
We’ve introduced an enhancement to the Lead Source section under the Pipeline module. You can now view Deal Card counts alongside Lead counts directly under
We have introduced a new enhancement in the Pipeline module under the Lead Source section. You can now download the Child Lead Source and Deal’s
Release Date: March 25, 2025 With our latest enhancement, you can now sort deal cards by Deal Age in the Pipeline module. Simply go to
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