1. Account,Contact,Dealcard – Notes Summary in Account360,Contact360,and Deal Cards
2. Account,Contact,Dealcard – Summary in Email (Account,Contact,Dealcard)
3. Accounts,Contacts,Policies – PageSize implementation in Accounts/Contacts/Policies
4. Account,Contact – Re-subscribe email for Contact/Account
5. Contact – Send NPS & Google Review from Contact360
6. Dashboard – Master Report – Add Created Date, Won/Lost date, Premium range, Credit agent filter
7. eSignature – Create Task after Esign completed
8. Engagement – Servicing Role Filter in Create List
9. Engagement – Multiple select and stop SCD
10. Engagement  – CSV Restriction for Agent/CSR Email in Email Campaigns
11. Engagement – Admin should have the access to all the templates created by agents
12. Pipeline – Schedule Report – Master Report
13. Pipeline – Pipeline – Direct Navigation to Edit and Create Pipeline Stages
14. Pipeline – Manage Fields and Add Mandatory Fields in Create New Pipeline
15. Pipeline  – Bulk archive pipeline cards
16. Pipeline  – Assign card as per servicing roles in renewal pipeline automation
17. Pipeline  – Lead Flow – View by Quotes/Cards
18. Profile – Restrict Multiple Sessions
19. Reports –  Activity Reports-Option to Schedule and download enhanced
20. Settings –  LSV – Incoming call log mapping for same number accounts
21. Log in – Login Page UI Changes
22. Opportunity – Prediction Filter in Auto No Home and Home No Auto

The post Release Notes – August 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Pipeline – Need the option to download the report of child lead source report from the Deal charts
2. Pipeline – Lead Source – Deal Cards Count along with Lead Count
3. Opportunities – Download AI Auto No Home and Home No Auto List
4. Opportunities – Filter AI Auto No Home and Home No Auto List

The post Release Notes – June 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. 1. Engagement – Failed “Sent Email” tracking list
   2. Pipeline – Open, Click, bounce, spam detail on Pipeline Automation emails and handle in download
   3. Configuration – eSignature Cancel Restriction
   4. Client Portal – Customer Portal – New
   5. Pipeline – Servicing Pipeline changes
   6. eSignature – Pointers on eSignature doc for the signers
   7. Reports – Merge Duplicate Accounts in Deal Cards
   8. Calling – Calling changes

The post Release Notes – May 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Release Notes – April 2025 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

The post Release Notes – October 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. 1. 1. Accounts – Revenue and Insured Address Field in Accounts
      2. Account, Contact, Engagement – Filter -CSR filter over Contact/Account, Policies, List module & required places – Nexsure
      3. eSignature – Option for Logged-in Agent to Sign Document Last After Client Signed It
      4. NPS – Setting Notification to the Agent/CSR in the Contact
      5. Opportunities – Renewed/Pending Renewal Column in Opportunities Renewals Tab
      6. Pipelines – Renewal Pipeline by Division
      7. Pipelines –  Non-Renewal Pipeline Automation
      8. Pipelines – Add Carrier option in Add Deal
      9. Pipelines – Duplicate cards in Pipeline by Account, Contact – Merge
      10. Pipelines – Round Robin Logic
      11. Text Messages – Reply Using Open AI

The post Release Notes – September 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Accounts, Contacts – Merge Account/Contacts with Name Field
2. eSignature – Waiting For You in eSignature
3. Engagement, Pipelines – Agent Address Tag
4. Pipelines – Customized Email/SMS in Intake Form Stage
5. Pipelines – Select Table Column in Master Report
6. Pipelines – Master Report – Select All in Search
7. Pipelines – Master Report – Save and Reuse Filter
8. Pipelines – Group By in Master Sales Report Table
9. Pipelines – Pipeline Automation Changes
10. Pipelines – Pipelines – Filter By Stamp
11. QuoteRUSH – QuoteRUSH Integration 2-Way Sync

The post Release Notes – August 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Agent Mobile App – Add deal from Contact and Account list Page in Mobile App
2. Engagement – Email Campaigns Auto Save as Draft when Changing Page: Pop-up Warning
3. Engagement, Pipelines – CSR Scheduler and Signature Tag in all Automation
4. NPS – NPS Notification to Agents 
5. NPS – NPS on Contact 360 and Account 360
6. Opportunities – Agent/Producer/CSR Column in Opportunities Table
7. Pipelines, Engagement – Edit Workflow/Pipeline automation and send the latest one – WA, PA, SCD
8. Pipelines – Sample Email for Email Notifications
9. Pipelines, Tasklist – Search Field in Assign Agent
10. Pipelines – Check all Checklist Items at Once in Pipeline
11. Pipelines – Insured Address Same as Mailing Address
12. Pipelines – Revenue Column In List View
13. Pipelines – Deal Card-Quick View-Request to list Policy Number
14. Pipelines – Primary Assignee of Card in Task – Pipeline Automation
15. Pipelines – Label Should Stay when Card Moved to Another Pipeline
16. Pipelines – Multiple Quote Tags in Pipeline
17. Pipelines – Unarchive Deal Cards in Bulk and Filter by Status while Unarchiving
18.  Pipelines – Need Timeline for Premium Update
19. Pipelines – Edit checklist items and link clickable
20. Payments – Stripe Invoicing For the Agencies
21. Settings – Holiday Setup Changes
22. Settings – Microsoft Native Auth Email Connect
23. Tasklist  – Calendar Event Updates on Task Edit

The post Release Notes – July 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Accounts – Unsubscribe Marketing Transactional Field Handle as do not Contact
2. AI – AI for Marketing Content
3. Accounts – Image Right Integration
4. Contacts, Accounts – Work email – Need “Add email to existing account” Option
5. Engagement, Pipelines – Lost Account Workflow Automation
6. Esignature – Edit Esign Docs Which are in Open Stage
7. Esignature – Cancelled in Esign
8. Engagement – CSR Tag in Create Templates in Engagement
9. Engagement – Restrict Birthday and Birthday65 Automations for Deceased
10. Epic – Epic bulk sync-ups – email campaign, bulk text, SCD, Contact Automation
11. Forms – Form Wizard within Forms Module
12. Nexsure – Coverages, Vehicles, and Drivers implementation for Nexsure
13. Nexsure – Claim Pipeline Automation for Nexsure
14. Pipelines – Change Account type after Deal Created
15. Pipelines – SMS, email, Files, Automation, and full timeline in Card view
16. Pipelines – Send the Form to the Contact via Email/text in the Pipeline Automation
17. Pipelines – Total Revenue as Filter in Pipeline
18. Pipelines – Quote Effective and Expiration date tags in Pipeline Automation
19. Pipelines – Need “Resend” option for bounced/failed Pipeline Automation
20. Smart Search – Need sorting option in Contact and Account column in Smart Search Page

The post Release Notes – May 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. eSignature – eSign – Return Documents Separately

6th April

1. Accounts, Contacts – Need Search Option in the timeline for Contact360 and Account360
2. Accounts, Contacts, Pipelines – Payment feature in card detail, account360, and contact360
3. App – IM Agent App – “Add task to calendar” Option
4. App – Mandatory field handling for adding deals and contacts in the CRM App
5. App – Revenue and Premium fields in the Add Deal tab
6. App – Add CSR to the main Account page on the Mobile App
7. Carriers, Categories – Carrier and Category goal
8. eSignature – eSign Reminder email/text in the timeline
9. Engagement – Email Campaign- Unsubscribe Marketing and Transactional Email
10. Engagement – Cancelled Re-written Workflow Automation
11. Engagement – Non-renewal Workflow Automation
12. Engagements – Workflow Automation – Random Contacts for Google Review and NPS
13. Pipeline – Pipeline bulk upload and policy mapping – New Logic
14. Pipeline – Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email
15. Pipelines – Policy Details Update on Created Policy Sync to AMS from Pipeline Quotes Popup
16. Pipelines – AMS Policy Sync Error in Timeline Card View
17. Pipelines – Restrict Commercial/Personal Renewal Pipeline
18. Policies – Executive and Representative options when adding/syncing policy with AMS
19. Reports – Reports- Filter by CSR
20. Settings, Integration – Social Media Integration (LinkedIn)
21. Settings, Integration – Epay Integration
22. Settings – AMS360 Activity Sync Restrictions
23. Settings – Send SMS Notification to the CSR
24. Settings – Fiscal Year Setting on Agency Level and Goal Setting

The post Release Notes – April 2024 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Notice board –Notice board for the agency
2. Reports – Overall activities analytics
3. eSignature –   Share and manage esignature templates with agents
4. Forms – Tracking form analytics
5. Policies – Pipeline cards on Policy360
6. Accounts – Multiple actions selection in Accounts
7. Dashboard – Dashboard chart for New Business Policies categorized by Carrier/Category
8. Pipelines – Enhanced Pipeline Automation Analytics: Action Details, Optimized API, and Account Name Handling Update
9. Google review – Redirect NPS to Google Review in settings
10. Contacts – Attach NPS score to contact360 page
11. Google review – Client Verification in NPS
12. Engagement – Renewal workflow automation changes + Policy premium filter
13. Accounts – Merging Accounts
14. Pipelines – Renewal pipeline automation on branch level
15. Pipelines – Pipeline renewal automation based on Premium on policies
16. Forms – No of pipeline cards by form submission
17. Pipelines – Pipeline automation by Deal Health as trigger
    
18. Pipelines – Pipeline Automation based on Checklist Completion
19. Pipelines – Option to Remove Deal health once added to the card
20. Pipelines – Renewal pipeline automation changes on account level for AMS360
21. Pipelines – Option for private or shared boards while moving/copying the card

The post Release Notes – October 2023 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

1. Account, Contact, Policies  –Attach note added to Account to policy and contact.
2. Account, Contact-Delete forms from contact and account 360
3. Engagement- Download the report on the text campaign\’s missed deliveries. 
4. eSignature-Option to view original document.
5. eSignature –Archived list for the eSigned docs.
6. eSignature- eSign delete restriction.
7. eSignature-Add policy number to eSign signed doc for ams360
8. eSignature- eSign Reporting
9. Pipeline- Add lead sources in bulk
10. Pipeline- Renewal pipeline automation based on department for ams360
11. Pipeline- Renewal pipeline automation based on branch for HawkSoft
12. Pipeline- Renewal pipeline automation based on CSR for EPIC
13. Pipelines, Policy- Add policy from the quote of the card.
14. Forms- Edit restriction for PL Rating, QuoteRUSH, and TurborRater forms.
15. Forms- Contact Automation handling in Forms
16. Policy – Renew/cancel policy.
17. Report – Download & Save Reports.

The post Release Notes – March 2023 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.