InsuredMine CRM | Optimize and Grow Your Insurance Agency

What's New

Highlights the latest updates and changes.

Release Notes – October 2024

19th October Pipelines – Deal Card – Rename the Attached File Pipelines – Need the option of sender E-mail Address for the Pipeline Automation for

Release Notes – September 2024

14th September Accounts – Revenue and Insured Address Field in Accounts Account, Contact, Engagement – Filter -CSR filter over Contact/Account, Policies, List module & required

Release Notes – August 2024

10th August Accounts, Contacts – Merge Account/Contacts with Name Field eSignature – Waiting For You in eSignature Engagement, Pipelines – Agent Address Tag Pipelines –

Release Notes – July 2024

13th July Agent Mobile App – Add deal from Contact and Account list Page in Mobile App Engagement – Email Campaigns Auto Save as Draft

Release Notes – May 2024

11th May Accounts – Unsubscribe Marketing Transactional Field Handle as do not Contact AI – AI for Marketing Content Accounts – Image Right Integration Contacts,

Release Notes – April 2024

20th April eSignature – eSign – Return Documents Separately 6th April Accounts, Contacts – Need Search Option in the timeline for Contact360 and Account360 Accounts,

Release Notes – March 2024

9th March Accounts – Merge the Duplicates from Account360 Page Accounts, Contacts – Merge Accounts and Contacts with Enhanced Search Functionality Accounts, Contacts – Search

Release Notes – February 2024

3rd February Accounts – Automate NAICS code on Commercial Account Creation Contacts – Select Contact and Create List Dashboard – Multiple Pipeline Selection from all

Release Notes – December 2023

30th December Contacts, Accounts – Add dependents as Contact for ams360 Dashboard – Multiple select option of pipeline in Quote to close cards eSignature –

Release Notes – November 2023

25th November Contacts, Accounts – All tab in communication for Contact360 and Account360 Carriers, Categories – NB, Renewals, cancellations and rewritten in carrier and categories

Release Notes – October 2023

14 October Notice board –Notice board for the agency Reports – Overall activities analytics eSignature –   Share and manage esignature templates with agents Forms – Tracking

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