create list Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Servicing Role Filter in Create List

Arshad Hussain — Sat, 23 Aug 2025 07:35:59 +0000

We’ve introduced a new enhancement to the Servicing Role Filter in the Create List feature. You can now filter Accounts and Contacts more precisely based on their assigned servicing roles.

Use Case: Easily create targeted lists of accounts or contacts by filtering them based on a specific servicing role, then export the list for an email campaign or other uses — saving time and improving outreach precision.

Note:This feature has been implemented for Epic Agency.

To View the Enhancement:

Navigate to the Engagement
Click on Lists

You will be redirected to this Engagement > Create List page

From the filter dropdown, select Contacts

Select the Servicing Roles Filter in the Contact Filters section.

Click Apply to view the result.

Your filtered results will appear after the apply icon as shown below.

From the filter dropdown select, Accounts.

Select the Servicing Roles Filter in the Account Filters section.

Click Apply to view the result.

Your filtered results will appear after the apply icon as shown below.

Note: In Create List, a new UI for Age Group and Policy Filters has been implemented.

(New UI:)

(Old UI:)

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Account Data in Create List Section

Anjali Kapadia — Mon, 27 Mar 2023 08:34:34 +0000

While creating a list from the engagement section, you can now access the account data too.

To view the enhancement:

Navigate to Engagement
Click on Lists
Select the List Source
Check the box beside Include Accounts without Contacts.
Select other filters if required
Click on Apply
You can filter the list by selecting accounts or contacts.

You can sort the list details based on Accounts or Contacts even in the list library.

To view the enhancement:

Navigate to Engagement
Click on Lists
Go to the List Library
Select the list
You will get the option to view the list based on Contacts or Accounts.
You can set your email campaign based on the Accounts list too.

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Create list in contacts, opportunity, report

Anjali Kapadia — Sat, 25 Feb 2023 09:25:45 +0000

In this article you will learn:

You can create and save a list in contacts, opportunity and report sections and further use it for better communication.

Create and save list in Contacts

Navigate to contacts
If required you can create and sort the contact list with filters of your choice.
Click on 3 dots and click on Save as List.

create and Save List in Opportunities

Navigate to opportunities
Create the list with filters of your choice.
Click on the policy number
Click on Save as List.

Create and Save list in Reports

Navigate to reports
Create the list with filters of your choice.
Click on the policy number
Click on Save as List.

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