The post Release Notes – April 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Accounts – Linked Accounts
2. eSignature –  Radio Button Implementation In Esign
3. eSignature – Upload Restrictions: Total File Size Limit of 10MB and a Maximum of 10 Files at a Time
4. Engagement – Bill Method Filter on Create List
5. Engagement – Bill Method Filter on Workflow
6. Engagement – Agent Assigned Filter in Create List by Pipeline
7. Pipelines – Pipeline Automation > Sent Analytics > Download Report
8. Pipelines – Task for the Deal Activity Effort
9. Tasklist – Bulk Assign and Re-assign Agents in the Tasklist
10. Tasklist –  Filter by Task Template
11. Tasklist – Option to Filter by Task Completion Date

19th March – 2025

12. Engagement – Download List Sequence in List Library

The post Release Notes – March 2025 Updates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Release Notes – February 2025 Updates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Release Notes – December 2024 Updates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Release Notes – November 2024 Updates appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Release Notes – October 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. 1. 1. Accounts – Revenue and Insured Address Field in Accounts
      2. Account, Contact, Engagement – Filter -CSR filter over Contact/Account, Policies, List module & required places – Nexsure
      3. eSignature – Option for Logged-in Agent to Sign Document Last After Client Signed It
      4. NPS – Setting Notification to the Agent/CSR in the Contact
      5. Opportunities – Renewed/Pending Renewal Column in Opportunities Renewals Tab
      6. Pipelines – Renewal Pipeline by Division
      7. Pipelines –  Non-Renewal Pipeline Automation
      8. Pipelines – Add Carrier option in Add Deal
      9. Pipelines – Duplicate cards in Pipeline by Account, Contact – Merge
      10. Pipelines – Round Robin Logic
      11. Text Messages – Reply Using Open AI

The post Release Notes – September 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Accounts, Contacts – Merge Account/Contacts with Name Field
2. eSignature – Waiting For You in eSignature
3. Engagement, Pipelines – Agent Address Tag
4. Pipelines – Customized Email/SMS in Intake Form Stage
5. Pipelines – Select Table Column in Master Report
6. Pipelines – Master Report – Select All in Search
7. Pipelines – Master Report – Save and Reuse Filter
8. Pipelines – Group By in Master Sales Report Table
9. Pipelines – Pipeline Automation Changes
10. Pipelines – Pipelines – Filter By Stamp
11. QuoteRUSH – QuoteRUSH Integration 2-Way Sync

The post Release Notes – August 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Agent Mobile App – Add deal from Contact and Account list Page in Mobile App
2. Engagement – Email Campaigns Auto Save as Draft when Changing Page: Pop-up Warning
3. Engagement, Pipelines – CSR Scheduler and Signature Tag in all Automation
4. NPS – NPS Notification to Agents 
5. NPS – NPS on Contact 360 and Account 360
6. Opportunities – Agent/Producer/CSR Column in Opportunities Table
7. Pipelines, Engagement – Edit Workflow/Pipeline automation and send the latest one – WA, PA, SCD
8. Pipelines – Sample Email for Email Notifications
9. Pipelines, Tasklist – Search Field in Assign Agent
10. Pipelines – Check all Checklist Items at Once in Pipeline
11. Pipelines – Insured Address Same as Mailing Address
12. Pipelines – Revenue Column In List View
13. Pipelines – Deal Card-Quick View-Request to list Policy Number
14. Pipelines – Primary Assignee of Card in Task – Pipeline Automation
15. Pipelines – Label Should Stay when Card Moved to Another Pipeline
16. Pipelines – Multiple Quote Tags in Pipeline
17. Pipelines – Unarchive Deal Cards in Bulk and Filter by Status while Unarchiving
18.  Pipelines – Need Timeline for Premium Update
19. Pipelines – Edit checklist items and link clickable
20. Payments – Stripe Invoicing For the Agencies
21. Settings – Holiday Setup Changes
22. Settings – Microsoft Native Auth Email Connect
23. Tasklist  – Calendar Event Updates on Task Edit

The post Release Notes – July 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Accounts – Unsubscribe Marketing Transactional Field Handle as do not Contact
2. AI – AI for Marketing Content
3. Accounts – Image Right Integration
4. Contacts, Accounts – Work email – Need “Add email to existing account” Option
5. Engagement, Pipelines – Lost Account Workflow Automation
6. Esignature – Edit Esign Docs Which are in Open Stage
7. Esignature – Cancelled in Esign
8. Engagement – CSR Tag in Create Templates in Engagement
9. Engagement – Restrict Birthday and Birthday65 Automations for Deceased
10. Epic – Epic bulk sync-ups – email campaign, bulk text, SCD, Contact Automation
11. Forms – Form Wizard within Forms Module
12. Nexsure – Coverages, Vehicles, and Drivers implementation for Nexsure
13. Nexsure – Claim Pipeline Automation for Nexsure
14. Pipelines – Change Account type after Deal Created
15. Pipelines – SMS, email, Files, Automation, and full timeline in Card view
16. Pipelines – Send the Form to the Contact via Email/text in the Pipeline Automation
17. Pipelines – Total Revenue as Filter in Pipeline
18. Pipelines – Quote Effective and Expiration date tags in Pipeline Automation
19. Pipelines – Need “Resend” option for bounced/failed Pipeline Automation
20. Smart Search – Need sorting option in Contact and Account column in Smart Search Page

The post Release Notes – May 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. eSignature – eSign – Return Documents Separately

6th April

1. Accounts, Contacts – Need Search Option in the timeline for Contact360 and Account360
2. Accounts, Contacts, Pipelines – Payment feature in card detail, account360, and contact360
3. App – IM Agent App – “Add task to calendar” Option
4. App – Mandatory field handling for adding deals and contacts in the CRM App
5. App – Revenue and Premium fields in the Add Deal tab
6. App – Add CSR to the main Account page on the Mobile App
7. Carriers, Categories – Carrier and Category goal
8. eSignature – eSign Reminder email/text in the timeline
9. Engagement – Email Campaign- Unsubscribe Marketing and Transactional Email
10. Engagement – Cancelled Re-written Workflow Automation
11. Engagement – Non-renewal Workflow Automation
12. Engagements – Workflow Automation – Random Contacts for Google Review and NPS
13. Pipeline – Pipeline bulk upload and policy mapping – New Logic
14. Pipeline – Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email
15. Pipelines – Policy Details Update on Created Policy Sync to AMS from Pipeline Quotes Popup
16. Pipelines – AMS Policy Sync Error in Timeline Card View
17. Pipelines – Restrict Commercial/Personal Renewal Pipeline
18. Policies – Executive and Representative options when adding/syncing policy with AMS
19. Reports – Reports- Filter by CSR
20. Settings, Integration – Social Media Integration (LinkedIn)
21. Settings, Integration – Epay Integration
22. Settings – AMS360 Activity Sync Restrictions
23. Settings – Send SMS Notification to the CSR
24. Settings – Fiscal Year Setting on Agency Level and Goal Setting

The post Release Notes – April 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Accounts – Merge the Duplicates from Account360 Page
   
2. Accounts, Contacts – Merge Accounts and Contacts with Enhanced Search Functionality
3. Accounts, Contacts – Search Option in Notes for Account360 and Contact360
4. Calling – Audio to text and summary using OpenAI for call recordings
5. Call logs – Pagination & Filter in Call History
6. Contacts – Contact Module- Filter for Month of Birth
   
7. eSignature – eSign – Show Typed Signature in saved Signature
8. eSignature – Multiple Email Selection of a Contact While Sending an eSign Doc
9. Engagements – Admin Created by Template Handling
10. Pipelines – Add Pipeline Custom Field filter in Pipeline Module
    
11. Pipelines – Add Account Name for Personal add Deal Card
12. Pipelines – Multiple select cards and add Labels
13. Pipelines – Pipeline Bulk Upload with Policy/Quote Details
14. Pipeline Automation – Select all Lead Sources in Pipeline Automation
    
15. Pipeline automation – Clickable Action Button Pipeline Scheduled/Sent Analytics
    
16. Pipeline settings – Cancellation Pipeline Based on Branches and Policy type
17. Reports – Book of Business Report group by Writing carrier
18. Sales dashboard – Deal Card Custom Field Column in Master Report
    
19. Settings – Canopy Connect Integration

The post Release Notes – March 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.