latest release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:01:25 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico latest release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes – November 2022 https://www.insuredmine.com/knowledge-base/release-notes-november-2022/ Mon, 05 Dec 2022 08:13:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23988 19th November Release Report – Accessibility Improvements Made To Activity Reports Pipeline – Add And Edit Sub-Lead Source Changes Settings – Add sender email through Settings for use in Engagement Policies – Additional Group By and Filter options have been added to HawkSoft Settings – Agent Usage Report Accounts – Contact details are displayed on […]

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]]> Release Notes – October 2022 https://www.insuredmine.com/knowledge-base/release-notes-october-2022-2/ Fri, 18 Nov 2022 09:53:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23796 15th October Release Policies – Add Notes in Policy Contacts – Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic eSignature – Default Signed Date in eSignature eSignature – eSignature Activity Report Settings – IP Tracking to trace agent login details Contacts – Populate only related information for Contacts, Accounts, Policies, and Deal cards in Add Notes eSignature […]

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29th October Release

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]]> Release Notes – September 2022 https://www.insuredmine.com/knowledge-base/release-notes-september-2022/ Mon, 17 Oct 2022 14:27:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23579 10th September Release Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal Pipelines – Manage Inactive Days For The Cards At Pipeline Stage Level Engagement – Anniversary Date Handling In Custom Automation Report – Schedule Report Carrier – Writing Carrier Distribution For The Parent Carrier In Parent Carrier Details Page Setting – […]

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10th September Release

  1. Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal
  2. Pipelines – Manage Inactive Days For The Cards At Pipeline Stage Level
  3. Engagement – Anniversary Date Handling In Custom Automation
  4. Report – Schedule Report
  5. Carrier – Writing Carrier Distribution For The Parent Carrier In Parent Carrier Details Page
  6. Setting – Add XDate Automation For Inactive Clients
  7. Setting – Session Activity Timeout Setting
  8. Accounts – Logs Added To Account 360
  9. Pipeline – Pipeline Automation In The Pipeline Timeline
  10. Pipeline – Disable All Stages Of Pipeline Automation
  11. Engagement – Sync Email Campaign With AMS360
  12. eSignatures – Add New Contact Through eSignature
  13. eSignatures – Share Multiple Documents For eSignature
  14. Pipeline – Bypass The Pipeline Automation For Agents
  15. Pipeline – Enable Or Disable A Pipeline From The Pipeline Board
  16. Engagement – Share Multiple Templates

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]]> Release Notes- August 2022 https://www.insuredmine.com/knowledge-base/release-notes-august-2022/ Wed, 17 Aug 2022 11:50:47 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23075 13th August Release 20th August Release 13th August Release Pipelines- Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines- Lead Flow Text Message- Map Texts to Existing Contacts Engagement- Workflow Automation by CSR in HawkSoft 20th August Release Accounts- Unsubscribe in Accounts Settings- More Mandatory Fields while adding a deal card Settings- More Mandatory Field Options While […]

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13th August Release

  1. Pipelines- Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360
  2. Pipelines- Lead Flow
  3. Text Message- Map Texts to Existing Contacts
  4. Engagement- Workflow Automation by CSR in HawkSoft

20th August Release

  1. Accounts- Unsubscribe in Accounts
  2. Settings- More Mandatory Fields while adding a deal card
  3. Settings- More Mandatory Field Options While marking a deal as won
  4. Settings- Restriction: Bulk action – Pipeline, Contact, Tasklist
  5. Settings- Enable disable MFA from admin setting

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]]> Release Notes- July 2022 https://www.insuredmine.com/knowledge-base/release-notes-july-2022/ Mon, 11 Jul 2022 09:19:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22478 2nd July Release 23rd July Release 30th July Release 2nd July Release Contacts- Add Call log in Call section in Communication Page Pipeline Manager- Quoted Date in Deal Quotes Engagement- Workflow Automation Tracking on Account Level Policies- Custom Fields in Policy Pipelines- eSignature tab in Pipeline Forms- Mark Form as Favorite and Filters Forms- Sorting in Form AMS 360- Submission pipeline automation for AMS360 […]

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2nd July Release

  1. Contacts- Add Call log in Call section in Communication Page
  2. Pipeline Manager- Quoted Date in Deal Quotes
  3. Engagement- Workflow Automation Tracking on Account Level
  4. Policies- Custom Fields in Policy
  5. Pipelines- eSignature tab in Pipeline
  6. Forms- Mark Form as Favorite and Filters
  7. Forms- Sorting in Form
  8. AMS 360- Submission pipeline automation for AMS360 agencies

23rd July Release

  1. Forms- Static Field Mapping in Form Fields Mapping
  2. Settings- Mandatory Fields for Deals Won
  3. Report- Policy Transaction Report 
  4. Pipeline Manager- Unsubscribe Option in Add deal

30th July Release

  1. Settings– Restrict call recording for Twilio
  2. Contacts-Add Multiple Texts in Custom Fields
  3. Engagement-Share and Unshare option in templates
  4. Forms-Share and Unshare Forms
  5. Pipeline Manager-Reactions in the notes – Pipeline, Contact, Account
  6. Reports-Policy Status report in Time Series

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