released items Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:03:18 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico released items Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes- June 2022 https://www.insuredmine.com/knowledge-base/release-notes-june-2022/ Fri, 10 Jun 2022 07:39:49 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21854 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 Texting- Map Text Messages after Adding Contact in Texting Texting- Read, Unread Filter in Texting Contacts- Link in Notes Timeline 12th June Release ESignature- Ability to send/receive Esign documents via SMS/ text  ESignature-Esign draft […]

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4th June Release

  1. Forms- Deal Category Mapping in Form Automation
  2. Engagement- Task & Reminder Analytics in Workflow Automation
  3. Texting- Map Text Messages after Adding Contact in Texting
  4. Texting- Read, Unread Filter in Texting
  5. Contacts- Link in Notes Timeline

12th June Release

  1. ESignature- Ability to send/receive Esign documents via SMS/ text 
  2. ESignature-Esign draft
  3. ESignature- Ability to send signer to a custom URL once signing is completed

18th June Release

  1. AMS Integration- Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa
  2. AMS Integration- Policy Status change workflow automation (HawkSoft) 
  3. AMS Integration-Renewed automation for HawkSoft
  4. Accounts- Display of contact name in account 360 for tasks, notes, email, and text
  5. User interface- Resize contact/account table column size
  6. Engagements- Create list for the shared board of the pipeline
  7. Engagements- Signature implementation for Texting 
  8. eSignature- Search contact in eSignature 
  9. Settings- Color customization throughout the portal
  10. Text Message- First and Last Name initials to be represented for each name in Text messages
  11. Pipelines- Saved files uploaded in notes available under Files
  12. Carrier-Add notes and files to the carrier 
  13. Contact- Screen-pop for incoming calls

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]]> Release Notes- March 2022 https://www.insuredmine.com/knowledge-base/release-notes-march-2022/ Fri, 11 Mar 2022 08:27:17 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=19554 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 and Tags in Pipeline Engagement- Analytics on Workflow & Pipeline Automation Accounts- Account Status KPIs Display Reports- Activities in Reports Contacts & Dashboard- Missing Details filter in Contacts & Widget in Dashboard Contacts- Contact Filter […]

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11th March Release

  1. Engagement- Account data in Create List Section
  2. Accounts- Intake Forms in Account 360
  3. Pipelines- Custom fields and Tags in Pipeline
  4. Engagement- Analytics on Workflow & Pipeline Automation
  5. Accounts- Account Status KPIs Display
  6. Reports- Activities in Reports
  7. Contacts & Dashboard- Missing Details filter in Contacts & Widget in Dashboard
  8. Contacts- Contact Filter Enhancement
  9. Contacts- Search Notes
  10. Pipelines- Quote Details instead of Deal Card Details in Pipeline Manager Settings and Sales Dashboard
  11. Pipelines- Pin notes implementation in Pipeline
  12. Integration (AMS 360) – Handle CSR for AMS360 Agencies 
  13. Calendar- Calendar Validation

18th March Release

  1. Calendar- Scheduler Landing Page For Logged-In User

  2. Pipelines- Label Availability for Agents Accessing Specific Pipelines

  3. Pipelines- Inactive Deal Card Filter

  4. Pipelines- Expected Revenue on the deal card

  5. Engagement- How to make the first stage dynamic in workflow automation?

  6. Engagement- Handle incoming calls for the same number of multiple agents

  7. Pipelines- Collapse Stage feature in the pipeline

26th March Release

  1. Work Email- Search in Work Email
  2. Work Email-Email Threads in Work Email
  3. AMS Integration- Logs And Attachment Sync From InsuredMine To Hawksoft
  4. Pipelines-Board Settings & Pipeline Settings
  5. Engagement- Renewed Policy Workflow Automation
  6. Accounts-Custom Fields for Accounts
  7. Accounts- Rating in Accounts with filter
  8. AMS Integration- Customize Action Items in AMS360
  9. AMS Integration- NowCerts – Real-Time Sync
  10. Engagement- Renewed Check Handling in Policy Renewal Automation

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]]> Release Notes- January 2022 https://www.insuredmine.com/knowledge-base/release-notes-january-2022/ Wed, 19 Jan 2022 09:29:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=18443 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 Manager  Pipeline Manager- Handle Deal Cards without Contacts Forms- New UI and New Sections in Form Settings Engagement- Share Templates and Template Folders with Read /Write Capabilities Settings- Folder Selection for work email Engagement- Email/Text […]

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15th January Release

  1. Contacts- Logs in Task
  2. Pipeline Manager- Benefits, Life, and Health Plan Option in Pipeline Manager 
  3. Pipeline Manager- Handle Deal Cards without Contacts
  4. Forms- New UI and New Sections in Form Settings
  5. Engagement- Share Templates and Template Folders with Read /Write Capabilities
  6. Settings- Folder Selection for work email
  7. Engagement- Email/Text campaign Analytics – User interface change
  8. Work Email- Delete Email from Work Email
  9. Notes- Pinned Notes in Contacts and Accounts
  10. Pipelines- Monthly & Yearly Goal setting for Agents and Carriers
  11. Settings- Restrict Edit/Delete Notes
  12. Tag- Form Tag Responses in Account 360 & Contact 360
  13. Pipelines- Goal Setting for Carriers
  14. Engagement- Create contact and/or Deal Card from an Email Campaign
  15. Pipeline Manager- Customize Daily Reports Timing
  16. Dashboard- Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget

22nd January Release

  1. Accounts– Communications in Account360 (email, text) 
  2. Pipeline Manager– Additional Options in Won Deal
  3. Pipeline Manager- Print Timeline
  4. Pipeline Manager- Save the Last Applied Filter in Deal Charts

29th January Release

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]]> Release Notes- November 2021 https://www.insuredmine.com/knowledge-base/release-notes-november-2021/ Sat, 20 Nov 2021 18:27:25 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16203 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 with Read /Write capabilities Contacts- List all Forms Completed in Contact 360

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13th November Release

  1. Engagement- Default signature for work email
  2. Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts
  3. Engagement- Share Template/ Folder with Read /Write capabilities
  4. Contacts- List all Forms Completed in Contact 360

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]]> Release Notes- October 2021 https://www.insuredmine.com/knowledge-base/release-notes-october-2021/ Mon, 11 Oct 2021 11:21:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=14381 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 Click blue timing links to open video in new tab, or slide the above red video progress bar to your desired time.1. Engagement: How to Stop and Restart Campaign – […]

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In this article you will learn:

9th October Release

Click blue timing links to open video in new tab, or slide the above red video progress bar to your desired time.
1. Engagement: How to Stop and Restart Campaign - 0m13s
2. User Settings: Lead Source and Download Reports Access Restrict - 1m42s
3. User Settings: MFA Integration - 2m35s 
4. Contacts: Contact Upload with Multiple Agents - 4m30s 
5. Pipelines: Admin Access: Deal Activity Effort by Individual Agents - 5m56s
6. Pipelines: Win Probability Percentage in Deal Stages and Deal Chart - 7m22s 
7. Pipelines: Pipeline Cloning - 8m25s 
8. Reports: Filter by Policy Status in Book of Business Report (AMS360 only at this time) - 9m19s 
9. Integration: QuoteRush credentials handling for the agents - 10m39s
 
 

SHOW LESS

 
 

  1. Engagement: How to Stop and Restart Campaign 
  2. User Settings: Lead Source and Download Reports Access Restrict
  3. User Settings: MFA Integration
  4. Contacts: Contact Upload with Multiple Agents
  5. Pipelines: Admin Access: Deal Activity Effort by Individual Agents
  6. Pipelines: Win Probability Percentage in Deal Stages and Deal Chart
  7. Pipelines: Pipeline Cloning
  8. Reports: Filter by Policy Status in Book of Business Report (AMS360 only at this time)
  9. Integration: QuoteRush credentials handling for the agents

23rd October Release

  1. Contacts- Folder for Documents in Contact 360 View
  2. Contacts- Notes with Files in Contact360 and Pipeline Card
  3. Contacts- Forward Email from Deal Card and Contact360
  4. Pipelines- Multiple Intake Forms In Deal Card
  5. Pipelines- Add Won/Loss Deal Automation in Pipeline Manager
  6. Pipelines- Pipeline Automation has a New Look
  7. Pipelines-Inactivity of Cards in Pipeline Manager
  8. Settings- Get started
  9. Opportunities- Monoline & Cross-Sell Policies
  10. Engagement- Templates have a New Look
  11. Work Email- Work Email Changes

30th October Release

  1. Account- Deals, files, notes, tasks in Account details 
  2. Contact- Manual sync doc, tasks & notes
  3. Form- Form Notification for Representatives and Executives 

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]]> Release Notes- April 2021 https://www.insuredmine.com/knowledge-base/release-note-april-2021/ Tue, 13 Apr 2021 19:12:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6740 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 attachment to Documents under Contact 360 from Text (E) Text message- Deleting a text  (E) Pipeline Manager– Download Pipeline Cards with Stages Analytics (E) Account 360– Additional fields in Account and Handling in Upload (E) Engagement– How […]

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In this article, you will learn:

24th April Release

  1. Engagement- Lead Source Filter in List (E)
  2. Text message- Move attachment to Documents under Contact 360 from Text (E)
  3. Text message- Deleting a text  (E)
  4. Pipeline Manager– Download Pipeline Cards with Stages Analytics (E)
  5. Account 360– Additional fields in Account and Handling in Upload (E)
  6. Engagement– How to Create a list? (E)
  7. Deal Card- Days stayed on the stage for card view (E)
  8. Pipeline Automation- Draft pipeline automation (E)
  9. Pipeline Manager- Unarchive an archived deal card (E)
  10. Single Drip Campaign– Notification for Drip Campaign if already assigned (E)
  11. Forms– New UI Design for the Form module (E)

17th April Release

  1. Engagement– Assigning agents in Single Contact Drip (E)
  2. Pipeline Automation-Enable/Disable Retention Automation (E)

10th April Release

  1. X-Date Opportunity – X-Date functionalities throughout the portal
  2. Engagement– vCard/ VCF tag (Virtual Contact File) in texting and email
  3. Link–Clickable Link in Overall Portal
  4. Pipeline Manager– Select Label while adding deal card (E)

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