InsuredMine CRM | Optimize and Grow Your Insurance Agency

release notes

Release Notes – March 2023

March 18   Account, Contact, Policies  –Attach note added to Account to policy and contact. Account, Contact-Delete forms from contact and account 360 Engagement- Download

Release Notes – February 2023

 February 25   Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked

Release Notes- June 2021

In this article, you will learn: 26th June Release 19th June Release 5th June Release 26th June Release Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility

What’s New in 2020?

In this article, you will learn: Features & Enhancements during – November 2020 Features & Enhancements during – October 2020 Features & Enhancements during –

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