Workflow Automation

Release Date: 23 July, 2026 Overview The X-Date Workflow has been enhanced to provide greater flexibility and improve workflow accuracy. Two key enhancements have been

Release Date: July 15, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Engagement module that

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 Available for:  Admins and Agents.  Overview We have introduced new Account Active Premium Range, Account Active Commission Range, and Agency

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