new releaseitems Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:01:46 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico new releaseitems Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes- April 2022 https://www.insuredmine.com/knowledge-base/release-notes-april-2022/ Wed, 13 Apr 2022 16:52:35 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=20215 2nd April Release 30th April Release 2nd April Release Integration- Download Accord XML file for HawkSoft agencies Forms- New Fields in Form Automation Forms- Share Form with Read/Write access Pipelines-Due date enhancement in Renewal Pipeline Automation Pipelines- Adding Links in Contact360, account360, deal card 30th April Release Integration- Open In HawkSoft Link Task-Task sync up from […]

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2nd April Release

  1. Integration- Download Accord XML file for HawkSoft agencies
  2. Forms- New Fields in Form Automation
  3. Forms- Share Form with Read/Write access
  4. Pipelines-Due date enhancement in Renewal Pipeline Automation
  5. Pipelines- Adding Links in Contact360, account360, deal card

30th April Release

  1. Integration- Open In HawkSoft Link
  2. Task-Task sync up from Insuredmine to HawkSoft as Suspense
  3. Engagement- Account filter for list
  4. Contacts- Customer Age
  5. Google Reviews-Customize email responses after google review submission
  6. User Settings- Add member and activate – Workflow automation, share labels, checklists, forms, and templates
  7. Integration- HawkSoft new datapoint mapping in policy, accounts, and contacts
  8. User Settings- Enable/Disable InsuredMine App access for the agency
  9. Reports- Filter and search changes in Reports
  10. Contact- Create Contact through Form Mapping to HawkSoft
  11. Pipelines- Show checklist while importing in a deal card
  12. Forms- Customize email response after form submission

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