InsuredMine CRM | Optimize and Grow Your Insurance Agency

Line of Business (LOB) Filter for X-dates in the Opportunity Module

In this latest update, a noteworthy enhancement has been introduced to facilitate the selection of Line of Business (LOB) filters within the Opportunity module. Users can now conveniently choose between two distinct filtering options: the ‘Include Policy Filter’ and the ‘Exclude Policy Filter.’

Use Case: With these improvements, managing LOB filters in the Opportunity module becomes more user-friendly and efficient, allowing for greater flexibility and precision in policy selection.


  1. Begin by navigating to the Opportunities module.
  2. Select the ‘X-Dates‘ option.

3.Then, proceed to click on the ‘Filters’ tab.

By following these steps, you can easily take advantage of the improved LOB filter options, enabling more effective policy selection.

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