InsuredMine CRM | Optimize and Grow Your Insurance Agency

released items

Release Notes- June 2022

4th June Release 12th June Release 18th June Release 4th June Release Forms- Deal Category Mapping in Form Automation Engagement- Task & Reminder Analytics in Workflow Automation

Release Notes- March 2022

11th March Release 18th March Release 26th March Release 11th March Release Engagement- Account data in Create List Section Accounts- Intake Forms in Account 360 Pipelines- Custom fields

Release Notes- January 2022

15th January Release 22nd January Release 29th January Release 15th January Release Contacts- Logs in Task Pipeline Manager- Benefits, Life, and Health Plan Option in Pipeline

Release Notes- November 2021

13th November Release 13th November Release Engagement- Default signature for work email Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts Engagement- Share Template/ Folder

Release Notes- October 2021

In this article you will learn: 9th October Release 23rd October Release 30th October Release 9th October Release Navigate to specific section time in video

Release Notes- April 2021

In this article, you will learn: 24th April Release 17th April Release 10th April Release 24th April Release Engagement- Lead Source Filter in List (E) Text message- Move

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