Information about Workflow Automation
Release Date: June 22, 2026 This enhancement is available to Admins and Agents. Overview We have introduced a new enhancement under the Engagement module that
Release Date: June 22, 2026 This enhancement is available to Admins and Agents. Overview We have introduced two new filters in Workflow Automation for EPIC
Release Date: June 22, 2026 This enhancement is available to Admins and Agents. Overview We have introduced a new Producer’s Email option in the Sender
Release Date: May 5, 2026 A new Agency Filter has been added to the Policy Renewal and New Policy Workflows. This enhancement allows users to
Release Date: May 5, 2026 A new Estimated Commission filter has been added to the Policy Renewal and New Policy workflows. This enhancement allows agents
Release Date: 3 April 2026 We have introduced a new enhancement in the Engagement module under Automation > Cross Sell Workflow. A new Policy Premium
Release Date:- December 16th 2025 We are excited to introduce a new enhancement in InsuredMine’s Workflow Automation: Voice Agent.This addition enables users to incorporate automated
Release Date : 11th October 2025 We have introduced a new enhancement under the Engagement Module → Automation for Policy Cancellation. A new “Cancelled Date”
Release Date: March 1, 2025 With our latest enhancement, AMS users can now leverage the Bill Method Filter in Workflow Automation to trigger policy-related workflows
Now you can add the Agent Address Tag throughout the portal, wherever tags can be added. This includes email campaigns, bulk texts, running any automation
Transform your cross-selling strategy with our Cross Sales Automation feature, designed to simplify integration into your engagement workflow. This feature enables insurance agencies to efficiently
With our latest release, we’ve introduced the CSR Scheduler and Signature Tags for use in all automation processes, including Email Campaigns, Bulk Text, Templates, Single
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