may release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:03:11 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico may release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes – May 2023 https://www.insuredmine.com/knowledge-base/release-notes-may-2023/ Tue, 23 May 2023 06:35:02 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=27879 20 April Pipeline – Pipeline upload for custom fields Pipeline – Default option for personal/commercial in Add Deal Contact, Account – Canceled policy tab in contact360 and account360 Account, Contact & Engagement- Speech-to-text conversion Carrier, Category – Bulk upload carrier and category Google Review, Engagement – NPS

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  1. Pipeline – Pipeline upload for custom fields
  2. Pipeline – Default option for personal/commercial in Add Deal
  3. Contact, Account – Canceled policy tab in contact360 and account360
  4. Account, Contact & Engagement- Speech-to-text conversion
  5. Carrier, Category – Bulk upload carrier and category
  6. Google Review, Engagement – NPS

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]]> Release Notes- May 2021 https://www.insuredmine.com/knowledge-base/release-notes-may-2021/ Tue, 11 May 2021 19:06:35 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6735 In this article, you will learn: 29th May Release 22nd May Release 15th May Release 8th May Release 1st May Release 29th May Release Pipeline Settings– Retention settings change in Pipeline – for AMS360 agencies (E) Engagement- Create list changes, Dependent changes – for AMS360 agencies (E) Policies- Transactions + Business Unit details – for AMS360 agencies (E) Engagement- Dependents data Handling […]

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In this article, you will learn:

29th May Release

  1. Pipeline Settings– Retention settings change in Pipeline – for AMS360 agencies (E)
  2. Engagement- Create list changes, Dependent changes – for AMS360 agencies (E)
  3. Policies- Transactions + Business Unit details – for AMS360 agencies (E)
  4. Engagement- Dependents data Handling – for AMS360 agencies (E)

22nd May Release

  1. Contact- Unsubscribe/bounce/complaint/manual handling (E)
  2. Pipeline Manager– All with date range for leaderboard reports (E)
  3. Engagement- Memorial Day Template
  4. Pipeline Manager- More option in Add Deal (E)
  5. Pipeline Manager- Multiple agents in Task in Pipeline Automation (E)
  6. Engagement- Map email to the existing contact in Work Email (E)
  7. Engagement- Workflow-list user type (E)

15th May Release

  1. Engagement- Multiple Select while creating a list (E)
  2. Integrations- New Executive and Representative filter option in List section (AMS360) (E)

8th May Release

  1. Pipeline Manager- Account Type Filter in Pipeline (E)
  2. Integrations- RingCentral Authentication (E)
  3. Policies- Filters in Policies and Add Xdates (E)
  4. Engagement- New template in Template Builder- Mother’s day
  5. Calendar- Duplicate Calendar events removal (E)
  6. Pipeline Manager- Search, Sort, and Download Lead Sources (E)
  7. Contacts– Handle custom fields as per agent (E)
  8. Contacts- Archive/ Delete card from Contact & Account 360 (E)
  9. Integrations- Policy and Account level changes for AMS360 (E)

1st May Release

  1. Pipeline Manager- Labels in marking won/lost deal (E)
  2. Pipeline Manager- Deal By Stages- Snapshot
  3. Pipeline Manager- Deals Move to Stages
  4. Accounts- Account Status filter in accounts (E)
  5. Filters- Insurance type filters (E)
  6. AMS 360- Default sync fields while adding a contact in AMS 360 (E)

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